Sentences with phrase «exposure to equities just»

They appear to have scaled back their exposure to equities just in time to escape the worst of the late - August rout.

Not exact matches

Just as most investors have to buy a REIT listed on a stock market to get exposure to expensive real estate assets, so too must they buy a publicly listed private equity company to get access to private businesses.

If and when a slump arrives, investors who have more exposure to VC and private equity firms will have a hard time extracting their money quickly, just as they did during the financial crisis.

Institutional investors widely use ETFs in their equity portfolios, and not just to gain domestic exposures.

There's obviously still room for improvement in these stats, Finnegan says, but given the very small number of respondents — just 7 % — who indicated they would «sell some or all equity exposure in response to a 20 % drop in the market,» investors are apparently starting to absorb some of the lessons advisers have been pushing since the financial crisis — namely, avoiding buying high and selling low.

I do believe, however, that equity exposure should be reduced in late career to mitigate the risk of a huge market loss just before retirement.

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

Investors looking to lighten their bond exposure or dampen their equity portfolio owe it to consider Buffett's actions rather than just his words.

If you are a first time investor or a moderate risk taker, a balanced fund or an equity - oriented hybrid fund offers a great opportunity to take exposure to debt and equity in just one fund.

Whether you're just starting to build out your portfolio or are looking to further diversify your equity component, domestic stocks are a staple in countless portfolios as they offer exposure to what is arguably the most robust stock market in the world.

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolio).