Sentences with phrase «exposure in my portfolio»

As readers of this site know, I'm not a big fan of gold as a core exposure in portfolios (although I've been very, very wrong about this for a number of years).

Even if you aren't a believer can you afford to sit out a game changing financial instrument with zero exposure in your portfolio?

For instance, if you want to buy an industrials sector ETF, you might not want to load up on extra U.S. stock exposure in your portfolio.

This was particularly timely because I've been looking to increase the bond exposure in my portfolio.

The bottom line is we should have some bond exposure in our portfolio.

Investors could have «bought insurance» or hedged a certain amount of exposure in their portfolio by going long on short ETFs like DOG or SDS, although that is almost like option (a).

Instead, we use a percentage loss level to give investors a precise understanding of downside exposure in their portfolio.

Developed by State Street Global Exchange, State Street's data and analytics business, ESGX will provide clients with a web platform through which they can assess ESG factor exposure in their portfolios, such as a company's carbon footprint, the type of labor used in a supply chain, and board diversity statistics.

I'd like to start with 2 or 3 of the 5 major banks as I'm low on banking exposure in my portfolio only owning WFC.

While the equity piece is the dominant volatility exposure in our portfolios we know that current bond markets leave much to be desired.

History may or may not repeat itself in the years ahead, but it's likely enough to warrant keeping at least a little international exposure in your portfolio.

But he says investors are better off striving for global exposure in their portfolios, and that's easier and cheaper with traditional index funds.

As readers of this site know, I'm not a big fan of gold as a core exposure in portfolios (although I've been very, very wrong about this for a number of years).

Another way to gain international exposure in your portfolio is to invest in listed Australian companies with international operations.

Emerging markets are popular and have seen amazing gains in recent years, but even if valuations are growing pricey, having some emerging market exposure in your portfolio still makes sense.

Then, the algorithm replicates those asset exposures in a portfolio, usually monthly, coming close to emulating overall hedge fund performance after fees.

A broad index fund is one way to get international exposure in your portfolio, but index funds aren't perfect.

For most investors, that probably means having a mix of short to longer - term fixed income exposure in their portfolios, without going too heavy in either direction.

I can understand your reasoning for wanting some metals exposure in your portfolio.

Dynamic Fund Allocation balances equity and debt exposure in the portfolio by automatic allocation of fund value as per predetermined percentages — higher allocation to equities in the initial policy years for generating potentially higher returns, and later, higher allocation to debt as the policy nears maturity to protect the maturity value.

This kind of exposure in your portfolio would also depend on your income, age and risk profile.

Diversification is the key to reducing the volatility and exposure in your portfolio, and international diversification could potentially increase your portfolio's total return and help reduce risk.

Not exact matches

The startups will also benefit from Google's offer of free access to Innography (a commercial software tool for analyzing patents portfolios) and, more generally, from an in - the - weeds exposure to IP issues.

Susan Hirsch, portfolio manager of the TIAA - CREF Large - Cap Growth fund, prefers to get her exposure to the energy industry via a company that's less sensitive to the ups and downs in oil prices.

Lamar Villere, a portfolio manager at New Orleans - based Villere & Co., said that he has been reducing his exposure of small and mid-cap companies with international revenues and is focusing more on those that dominate their domestic niche in order to offer protection from the effects of tariffs.

A good track record in selling businesses and having a number of business in their portfolio that are getting good exposure is a good indication of whether a real estate agent is the right person to help you value your business.

«If you're going to look at some diversification in your portfolio, in the innovation economy Brazil is a very natural geography to have exposure to.»

Individuals seeking to get this exposure for their portfolios can do so currently by investing in funds or individual stocks of companies involved in:

Should global financial markets correct, investors could benefit from having an exposure to gold in their portfolio.

So if you don't have any exposure to Chinese automobile manufacturers in your portfolio, now would be a good time.

I think Personal Capital makes sense as an aggregator when investments are spread across various institutions, but i have close to 250K in various investment accounts that are all with Vanguard, and they have portfolio analytic tools that provide data like fee analysis and risk exposure.

«Market volatility should be a reminder for you to review your investments regularly and make sure you consider an investing strategy with exposure to different areas of the markets — U.S. small and large caps, international stocks, investment - grade bonds — to help match the overall risk in your portfolio to your personality and goals,» says Dowd.

Figuring out the right real estate asset allocation can be a challenge but it's one that you can meet with help from this article detailing some of the different ways you can gain exposure to the asset class in your portfolio.

Limit exposure — Put a fixed limit on the amount available for investment in $ 5 stocks — 5 % to 10 % of the total portfolio may be used as a guideline.

There are five major ways you can gain exposure to the precious metals asset class if you want to own things like gold or silver in your investment portfolio.

As part of the line of «Core» ETFs from BlackRock, it offers very similar but more comprehensive exposure than its sister fund EEM by including smaller firms in the portfolio.

In other words, when markets are volatile and there are worries about a recession, interest rate exposure can help offset credit risk in a fixed income portfoliIn other words, when markets are volatile and there are worries about a recession, interest rate exposure can help offset credit risk in a fixed income portfoliin a fixed income portfolio.

Changes in the retail sector may also cause some HNWIs to do some shifting and reorganizing within their real estate portfolios over the next five years as they look to reduce exposure to some types of retail real estate, he adds.

Take a look at your portfolio as a whole to make sure your total exposure is in line with your investment objectives.

In Strategic Growth, the Fund remains largely hedged, with an exposure to market fluctuations ranging from between 5 - 15 % of portfolio value, depending on day - to - day market conditions.

Managers employ fundamental credit processes focused on valuation and asset coverage of securities of distressed firms; in most cases portfolio exposures are concentrated in instruments that are publicly traded, in some cases actively and in others under reduced liquidity but in general for which a reasonable public market exists.

While investors probably don't want to overweight TIPS in a portfolio, those whose portfolios are dominated by traditional bonds may want to consider some exposure to inflation - protected instruments.

If you're interested in a little spring cleaning for your own portfolio, my colleague Heidi Richardson shared some insights about what Europe's QE means for U.S. investors as well as several hints for Japan exposure.

Portfolio managers selecting bonds from this grouping can gain access to the same risk factor without needing to buy all the bonds in the index to get the beta exposure.

With these considerations in mind, we wanted to highlight some interesting smart - beta fixed - income ETF exposures, how they introduce unique exposures and how they might be used in a portfolio.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

Investors interested in diversifying a traditional portfolio mix with an alternative asset can look to a new ETF approach that provides exposure to real asset segments with positive expected returns...

A recent survey of institutional investors in Australia found that exposure to credit risk had increased in the first half of 1999 and that about half of the respondents intended to take on additional credit risk in their bond portfolios over the remainder of 1999.

As the target date approaches and passes, the mix becomes more conservative, with the manager slowly reducing the portfolio's exposure to stocks in favor of bonds and money market investments.

On May 1, heavy volume selling in the S&P 500 forced us to cut long exposure in our model portfolio from approximately 38 % to 17 % by the open on May 2.