Sentences with phrase «foreign equities in your portfolio»

A rising Canadian dollar is good news for snowbirds and importers, but if you hold foreign equities in your portfolio, you've taken a hit.

Not exact matches

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

Direct investors are defined as foreign shareholders with at least a 10 per cent equity stake in the Australian company; all others are defined as portfolio investors.

At 45 %, the portfolio is over-weighted in foreign equities.

Cash, eligible Canadian and U.S. equities, mutual funds, bonds, money market instruments, foreign investments and some options can all be held in your self - directed RSP / RIF portfolio.

Finally, the long - term strength in the dollar boosts the case for considering strategies that can help insulate an international equity portfolio from the impact of weak foreign currencies, such as currency hedged exchanged traded funds (ETFs).

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

In sum, an explicit allocation of close to 30 % of the equity portfolio to foreign securities, which on average experts recommended, may be on the high side.

Which raises the question: Just how much of your portfolio should be in foreign equities anyway?

Let's remember foreign equities are typically about 30 % to 40 % of a balanced portfolio, and the withholding taxes apply only to the dividends, which are likely to be in neighbourhood of 2 % to 4 %.

Indeed, a portfolio of 100 % share in the S&P 500 is dominated by all portfolios with foreign share of about 39 %... Nevertheless, estimates from the literature put the share of US holdings of foreign equities at about 8 %,...

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

It emphasizes foreign equity exposure, observing that, at 57 per cent domestic exposure, Canadians are behind only Australians in having the worst level of home country bias in their portfolios — despite the fact Canada makes up only about 3.5 per cent of global stock market capitalization.

At 45 %, the portfolio is over-weighted in foreign equities.

The goal I had in my mind when I built the portfolio was to have a portfolio that covers a wide range of asset classes such that it gives me the diversification I need, with both domestic stocks and foreign equities.

It is interesting to note that the CPPIB does not hedge the foreign currency exposure in its equity portfolio.

The five asset classes that the Ivy 5 portfolio invests in are US equities, foreign equities, fixed income, real estate, and commodities.

I argued a simple portfolio of two actively managed mutual funds — one a Canadian balanced fund, the other a global equity fund to maximize what was then the 30 per cent foreign content limit in RRSPs — was all average investors needed to create a hefty RRSP nest egg.

Registered plan sponsors have been limited in their asset swaps under the FPR due to their use of their foreign content exposure for their equity portfolios.

Whether it's a quick account question or a deep dive into foreign equity investment theory, our licensed advisors and service specialists are ready to help you understand what's going on in your portfolio.

The foreign equity exposure in the ETF portfolio comes from Vanguard's VXC, which tracks US and international markets, including large, mid and small - cap companies.

CI: I'm totally unhedged and have a 50 % allocation to foreign equities (US, EAFE and Emerging Markets) and the portfolio is feeling the pain of this rapid appreciation in the C$.

This is effectively a balanced 60/40 portfolio with one - third (i.e. 20 % out of 60 %) of the equity part in foreign securities.

telly: Most would say the 50 % allocation to foreign equities in the Sleepy Portfolio is too much!

At present, the fund is approximately evenly invested in the U.S. and foreign equities, which should be taken into account in the construction of the overall investment portfolio.

In the past, foreign developed and emerging equities provided good diversification to a portfolio of U.S. stocks.