Sentences with phrase «equity index versions»

This year, I predict investors will continue to embrace equity index versions of smart beta, while also exploring the potential for more outcome - oriented strategies in other asset classes.

This year, I predict investors will continue to embrace equity index versions of smart beta, while also exploring the potential for more outcome - oriented strategies in other asset classes.

Not exact matches

The short version is that instead of selling options only one to two months out I'm going to create a base of diversified index LEAPS (Long - Term Equity Anticipation Securities) that I believe will cover me for a decent return yearly with some downside cushion and then use shorter term options to push for a much better return.

In it, I compare more details of the all - value portfolio with the Worldwide Equity Portfolio (the all - equity version of the Ultimate Buy and Hold Portfolio) and an all - S & P 500 Index portEquity Portfolio (the all - equity version of the Ultimate Buy and Hold Portfolio) and an all - S & P 500 Index portequity version of the Ultimate Buy and Hold Portfolio) and an all - S & P 500 Index portfolio.

If the original 4 equity indexes from 1928 (IFA US Large Company Index; IFA US Large Cap Value Index; IFA US Small Cap Index; IFA US Small Cap Value Index) are held constant until December 2012, the annualized rate of return of this simplified version of IFA Index Portfolio 100 is 10.67 %, after the deduction of a 0.9 % IFA advisory fee and a standard deviation of 23.59 %.