Funds in this risk category may be appropriate for those seeking growth and can tolerate wide
fluctuations in market values, especially over the short term.
An admission on page 16 of exposure to
fluctuations in the market values of investments stands out:
Fourth, consumption responds to
fluctuations in the market value of the financial assets because the dollar amount of the drawdown is based on the portfolio's current market value.
Investments in the stock market are subject to
fluctuations in market value.
Funds in this risk category may be appropriate for those seeking aggressive growth and can tolerate significant
fluctuation in market values.
Funds in this risk category may be appropriate for those seeking very aggressive growth and can tolerate extreme
fluctuation in market values.
This asset mix may be appropriate for investors with a significant tolerance for
fluctuations in market value, and who seek to emphasize dividend and interest income (in addition to capital appreciation) as a component of total return.
This asset mix may be appropriate for investors with a moderate tolerance for
fluctuations in market value, and who seek to emphasize dividend and interest income (versus capital appreciation) as a component of total return.
Indexed annuity buyers purchase insurance as protection from
fluctuations in market value and a guaranteed income for life.
A long time horizon can reduce your risk Whether you are investing in a bond or equity, they are all subject to
fluctuations in market value.
This works especially well if you hide out in bonds, which don't usually see big
fluctuations in market value.
Cyclical companies are notorious for experiencing
fluctuations in market value that exceed actual changes in the fundamentals.
The market value of the securities underlying a when - issued purchase, forward commitment to purchase securities, or a delayed settlement and any subsequent
fluctuations in their market value is taken into account when determining the market value of a Fund starting on the day a Fund agrees to purchase the securities.
What's important to remember is that the amount and type of leverage used will impact the price of the fund's shares as well as
fluctuations in the market value of the securities these funds hold.
«Speculation is the practice of engaging in risky financial transactions in an attempt to profit from short or medium term
fluctuations in the market value of a tradable good such as a financial instrument, rather than attempting to profit from the underlying financial attributes embodied in the instrument such as capital gains, interest, or dividends.»
Collections of these and other special items are exposed to unique risks including breakage,
fluctuations in market value and challenges to the authenticity of ownership.
Owner - occupiers are less concerned with short - term
fluctuations in market value; they need to live somewhere.
Not exact matches
Actual operational and financial results of SkyWest, SkyWest Airlines and ExpressJet will likely also vary, and may vary materially, from those anticipated, estimated, projected or expected for a number of other reasons, including,
in addition to those identified above: the challenges and costs of integrating operations and realizing anticipated synergies and other benefits from the acquisition of ExpressJet; the challenges of competing successfully
in a highly competitive and rapidly changing industry; developments associated with
fluctuations in the economy and the demand for air travel; the financial stability of SkyWest's major partners and any potential impact of their financial condition on the operations of SkyWest, SkyWest Airlines, or ExpressJet;
fluctuations in flight schedules, which are determined by the major partners for whom SkyWest's operating airlines conduct flight operations; variations
in market and economic conditions; significant aircraft lease and debt commitments; residual aircraft
values and related impairment charges; labor relations and costs; the impact of global instability; rapidly fluctuating fuel costs, and potential fuel shortages; the impact of weather - related or other natural disasters on air travel and airline costs; aircraft deliveries; the ability to attract and retain qualified pilots and other unanticipated factors.
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions
in the industries and
markets in which United Technologies and Rockwell Collins operate
in the U.S. and globally and any changes therein, including financial
market conditions,
fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end
market demand
in construction and
in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges
in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies
in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including
in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit
market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including
market conditions and the level of other investing activities and uses of cash, including
in connection with the proposed acquisition of Rockwell; (7) delays and disruption
in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes
in political conditions
in the U.S. and other countries
in which United Technologies and Rockwell Collins operate, including the effect of changes
in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general
market conditions, global trade policies and currency exchange rates
in the near term and beyond; (16) the effect of changes
in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations
in the U.S. and other countries
in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result
in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including
in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the
market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted
in their operation of their businesses while the merger agreement is
in effect; (21) risks relating to the
value of the United Technologies» shares to be issued
in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
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.
Be aware that
fluctuations in the financial
markets and other factors may cause declines
in the
value of your account.
Privately issued securities are not traded on established
markets and may be illiquid, difficult to
value and subject to wide
fluctuations in value.
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.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those
in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes
in consumer preferences and demand; the Company's ability to drive revenue growth
in its key product categories, increase its
market share, or add products; an impairment of the carrying
value of goodwill or other indefinite - lived intangible assets; volatility
in commodity, energy and other input costs; changes
in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes
in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes
in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions
in the nations
in which the Company operates; the volatility of capital
markets; increased pension, labor and people - related expenses; volatility
in the
market value of all or a portion of the derivatives that the Company uses; exchange rate
fluctuations; disruptions
in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events
in the locations
in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.
The
value - conscious, historically - informed, risk - managed, full - cycle discipline of the Funds is intended to achieve long - term investment returns, while reducing sensitivity to general
market fluctuations in conditions that have historically been associated with weak or negative
market return / risk profiles.
That's not the whole story, however, because incredible as it may seem iPhone 5 sales figures
in the last three quarters were lower than what Wall Street expected causing massive
fluctuations in the
value of Apple's shares
in the stock
market.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those
in the forward - looking statements include, but are not limited to, operating
in a highly competitive industry; changes
in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand
value; the Company's ability to predict, identify and interpret changes
in consumer preferences and demand; the Company's ability to drive revenue growth
in its key product categories, increase its
market share, or add products; an impairment of the carrying
value of goodwill or other indefinite - lived intangible assets; volatility
in commodity, energy and other input costs; changes
in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes
in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions
in the United States and
in various other nations
in which we operate; the volatility of capital
markets; increased pension, labor and people - related expenses; volatility
in the
market value of all or a portion of the derivatives we use; exchange rate
fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events
in the locations
in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock
in the public
markets; the Company's ability to continue to pay a regular dividend; changes
in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those
in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes
in consumer preferences and demand; the Company's ability to drive revenue growth
in its key product categories, increase its
market share or add products; an impairment of the carrying
value of goodwill or other indefinite - lived intangible assets; volatility
in commodity, energy and other input costs; changes
in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes
in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes
in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the business and operations of the Company
in the expected time frame; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions
in the nations
in which the Company operates; the volatility of capital
markets; increased pension, labor and people - related expenses; volatility
in the
market value of all or a portion of the derivatives that the Company uses; exchange rate
fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's inability to protect intellectual property rights; impacts of natural events
in the locations
in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; tax law changes or interpretations; and other factors.
In the Strategic Growth Fund we continue to target exposure to market fluctuations in the range of 40 - 70 % of portfolio valu
In the Strategic Growth Fund we continue to target exposure to
market fluctuations in the range of 40 - 70 % of portfolio valu
in the range of 40 - 70 % of portfolio
value.
VIX is largely price - agnostic; it doesn't attempt to reflect the absolute
value in the
market, merely the degree of price
fluctuation.
As a result, the fund's investments may be focused
in certain
market segments and be more vulnerable to
fluctuations in the
values of the securities it holds than a more broadly invested fund.
Price
Fluctuations: The
market value of bitcoins has fluctuated dramatically
in the past few years.
When
market conditions are unfavorable
in the view of the investment manager, the Fund may experience limited, zero, or possibly negative correlation with general
market fluctuations for meaningful periods of time, and the Fund may experience a net loss of time -
value on purchased options.
While the estimate may not be the actual or appraised
value of your property, this can be a much more useful too than Zillow to gauge
fluctuations and trends
in your
market which affect your home's
value.
As a result, changes
in the
market value of a single investment could cause greater
fluctuations in share price than would occur
in a more diversified fund.
The portfolio managers seek to purchase stocks that are reasonably priced
in relation to their fundamental
value and that the portfolio managers believe will grow
in value over time regardless of short - term
market fluctuations.
The fund may invest significantly
in particular segments of the tax - exempt debt
market, making it more vulnerable to
fluctuations in the
values of the securities it holds than a fund that invests more broadly.
Graham's point was that fear, greed, and other emotions (the voting machine) can drive short - term
market fluctuations which
in turn cause disconnects between the price and true
value of a company's shares.
Market fluctuations and other factors may cause decreases
in the
value of client accounts invested
in these portfolios.
Except
in the event of a significant
market decline, most of the day - to - day
fluctuation in Fund
value can be expected to be driven by the difference
in performance between the stocks held by the Fund and the indices it uses to hedge (primarily the S&P 500 Index).
Investments are subject to
market risks, such as rapid increase or decrease
in an investmenent
value or liquidity,
fluctuations in price due economic conditions and other factors beyond the control of the Adviser.
Therefore, after contributing to your 401k with that match, assuming no adverse
market fluctuation, then from your 27k
value 401k, you could borrow 13.5 k, which puts you ahead of option 1, close to option 2, while keeping a growing balance of 13k
in your retirement.
Like stocks, income trusts were shaken by the
market crash, and there may be further short - term
fluctuations in their
value before the
markets stabilize.
In general, stocks are subject to greater price fluctuations and volatility than bonds and can decline significantly in value in response to adverse issuer, political, regulatory, market, or economic development
In general, stocks are subject to greater price
fluctuations and volatility than bonds and can decline significantly
in value in response to adverse issuer, political, regulatory, market, or economic development
in value in response to adverse issuer, political, regulatory, market, or economic development
in response to adverse issuer, political, regulatory,
market, or economic developments.
The fund may invest significantly
in particular segments of the tax - exempt debt
market, making it more vulnerable to
fluctuations in the
values of the securities it holds than a more broadly invested fund.
Real - time: Balances display
values that change with
market price
fluctuations on the underlying securities
in your account.
Amount
in equity investments are subject to
fluctuation in value and
market risk, including loss of principal.
While the estimate may not be the actual or appraised
value of your property, it can be a much more accurate than Zillow to gauge
fluctuations and trends
in your
market which affect your home's
value.
The Third Avenue
Value Fund (TAVF, «The Fund») engages
in little, or no, risk arbitrage; the Fund gives little weight to daily
market prices and
market price
fluctuations.
When
market conditions are favorable
in the view of the investment manager, the use of options to increase
market exposure may amplify the Fund's sensitivity to general
market fluctuations for meaningful periods of time, and the Fund may experience a net loss of time -
value on purchased options.