Sentences with phrase «fewer investment assets»

The fact is that middle - class families own fewer investment assets outside of their homes.

Not exact matches

Porter tells potential clients that he focuses on not guessing the market by buying index funds that buy broad swaths of the market; keeping costs as low as possible, such as fewer transaction costs and not paying analyst fees; and focusing on tax efficiency, by relocating assets from tax - inefficient types of investments to tax - advantaged accounts.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

With fewer fixed - asset investments, they can more easily pounce on new opportunities and exit when changing costs and benefits warrant.

I have basically the same annual budget now than I did 10 years ago when my annual income was half as much, and is a big reason why I've been able to rapidly grow assets the last few years as I've been able to put that excess income into investments.

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

What we were really providing investors was a level of discipline that few individual investors can muster over time — by adopting a long term asset allocation strategy and using low cost investment vehicles, our long term performance was always going to be better than the average individual investor who tends to time markets and chase performance, with little understanding of the costs they are incurring.

«There's been an over-focus on buybacks and raising EPS to hit share option targets, and we know that those are concentrated in the hands of the few, and that the few is in the top 1 percent,» said James Montier, a member of the asset allocation team at global investment firm GMO in London, which manages more than $ 100 billion in assets.

«Over the last few months, sentiment about fixed income has flipped dramatically: from a favored investment destination that is deemed to benefit from exceptional support from central banks, to an asset class experiencing large outflows, negative returns and reduced standing as an anchor of a well - diversified asset allocation.»

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

The third component of business investment, which includes investment in livestock, investment in intangible fixed assets, such as computer software, and mineral exploration expenditure, has grown very strongly over the past few years.

We deployed an Affinity Propagation algorithm to find three distinct clusters of crypto assets, at the top end of the market capitalization table, with similar movements.IntroductionA few months ago Radicle's Crypto team began working on a Crypto Index, not as an investment vehicle, but rather for the purpose of having a clear and unbiased benchmark...

Aside from a few small - scale mergers, the bulk of deals were either at an asset level or investments in juniors.

It allowed the government to collect revenues from persons doing business within the US, who otherwise didn't have (or minimally had) the qualifying assets, mainly: land, property railroad, and a few investments etc..

AFAIK there are have been some talks about investments being delayed, but very few about moving assets.

Typically, clients without enough assets to warrant hiring a full - service investment advisor have had few options besides mutual funds.

The whole theme of his first few books was to take risks in real estate and other investments, but incorporate so you can protect your personal assets in case your risks don't turn out.

So I hear a lot of people talking about the profit margins (big winners) but few investors talk much about asset turnover (how quickly you go from one investment to the next).

I have shared the asset allocation of our mutual fund investments a few times in the past.

When there are few slack assets relative to investment needs, large premiums have to be offered to get investors to lock into a long - term investment, and bid - ask spreads tend to be wide as well.

Fortunately, there are a select few of the larger asset managers and small investment «boutiques» that make delivering returns their top priority.

Real estate investment trusts (REITs) have been one of the top - performing asset classes of the past few decades, and in fact, the very best one over the past 15 years.

A few of my favorite features of their website are being able to add offline assets into my account (jewelry, heirlooms, electronics, etc.), monitoring cash flow, viewing my net worth, saving money with their 401k fee analyzer and checking if my savings and investments are on track with their retirement calculator.

Investors Stick With Assets That Mimic Hedge Funds Mutual funds that mimic hedge fund strategies — the so - called liquid alternatives sector — were among the hottest investments just a few years ago.

Few spend as much time worrying about their portfolio diversification and asset allocation as they do looking for winning investments.

will do, but you can be assured that banks include them in their analysis, and the damage wrought in the past few years by gigantic interest rate swap liabilities (Develica Deutschland was a notorious example — and no longer listed)(or foreign exchange liabilities for certain investment companies, e.g. Alternative Asset Opportunities (TLI: LN)-RRB- on many property company balance sheets, liquidity and valuations testifies to this.

I realized that few actuaries were good with investments (then, on this side of the Atlantic), and that most of the risks that life insurance companies faced were driven by assets, not liabilities (still true for now).

What may seem unfair here or even ironic is that in some cases, an individual with a lot of assets, such as an expensive home or retirement investments may actually qualify for more aid than someone with fewer assets to their name but with a higher income.

Safe withdrawal rate of 3 - 4 % Dividend income Investment real estate with positive cash flow method Starting a business Most of us will use some combination of the three methods and a select few will have... Continue Reading «Asset Diversification» →

Instead of shifting between active and passive products, consider a more conservative asset mix that might include fewer stocks and more bond investments.

If you pick a few time intervals for equities that are 30 odd years long, I'm sure you'll find times when equities have been a lousy investment, as surely as you can find the same for ANY asset class.

But few investment decisions matter more than asset allocation.

If your RRSP is huge relative to your other pockets of investments then it's likely already split between a few asset classes.

I've commented here a few times that I have a good portion of my assets in index funds of various kinds (US stocks, international stocks, etc.) Today I would like to give the reasons I have used index funds as my primary investment vehicle for the past 15 years or so.

A few final notes: 1) the standard of broadly matching asset and liability cash flows should be applied to all regulated financial institutions, including investment banks.

Real estate is not a favored retirement plan investment and at present there are only a few options relative to the opportunity for investors to house this asset in their retirement accounts.

A few of the alternative asset classes and associated investment products that are pitched to individual investors include: various commodities, gold, foreign exchange, hedge funds in 57 varieties, infrastructure, managed futures, private equity, limited partnerships, and on and on.

Pages 44 & 45 are just text pages about investment assets, and how they erroneously group investments into a few major categories (that probably can't be changed).

And there are few assets so bad that they can't be a good investment when bought cheap enough.»

In times of uncertainty investors turn to Gold as a hedge against unforeseen disasters since physical gold is one of the few investments that is not simultaneously an asset and someone else's liability.

Modern Portfolio Theory postulates that the key to achieving an efficient portfolio is diversification between non-correlated (or negatively - correlated) assets classes — broad categories of investments that share few similarities in their performance.

So even if you did have to pay a redemption fee to escape the old VA (barrier # 2), the improved investment performance (using asset allocation techniques) of the new VA usually makes up for that in a few years.

Non-diversification of investments means that more assets are potentially invested in fewer securities than if investments were diversified, so risk is increased because each investment has a greater effect on performance.

Many prefer the «set it and forget it» approach of spreading IRA money among a few broad - based investments in different asset categories and then letting it run.

No asset allocation, college savings software, Nor investment policy statement software is needed when all you're doing there is randomly «slapping a few American Funds together.»

The fund's investments in leveraged companies and the fund's «non-diversified» status, which means the fund may invest a greater percentage of its assets in fewer issuers than a «diversified» fund, and the fund's use of short selling can increase the risks of investing in the fund.

Hard money investment property lenders have few requirements as they are asset - based lenders who are primarily concerned with the value of the property and the borrower's equity in that property.

Although litigation finance is a fast - growing new asset class, few funding companies use data - driven practices to make investments.

However for a select few, life insurance perhaps can be considered a potential asset class or investment account in its own sense.

The greatest gains await those few fintech investment firms capable of introducing investors to these assets under the strict regulatory framework traditional investment securities enjoy.