Sentences with phrase «found asset diversification»

Not exact matches

Volatility and correlations have been relatively low, but that creates some challenges in finding the right blend of risk assets and stable diversification.

First, per the findings of «Asset Class Diversification Effectiveness Factors», we measure the average monthly return for DBV and the average pairwise correlation of DBV monthly returns with the monthly returns of the above assets.

«You will find our challenge to the popular custom of diversification among asset classes, styles, and stocks of so many varieties that they defy description in an essay of this length.

First, per the findings of «Asset Class Diversification Effectiveness Factors», we measure the average monthly return for BWX and the average pairwise correlation of BWX monthly returns with the monthly returns of the above assets.

Learn what an asset class is, find out why diversification is important and get some simple allocation strategies on page 28.

Over time, you may find that your portfolio is weighted too heavily in favor of your dividend - bearing assets, and it is lacking diversification.

Founded in 1990 with just two investment options, the fund company has expanded and now offers eight funds, providing for broad diversification by asset class.

First, per the findings of «Asset Class Diversification Effectiveness Factors», we measure the average monthly return for VXX and the average pairwise correlation of VXX monthly returns with the monthly returns of the above assets.

First, per the findings of «Asset Class Diversification Effectiveness Factors», we measure the average monthly return for VXZ and the average pairwise correlation of VXZ monthly returns with the monthly returns of the above assets.

Because achieving diversification can be so challenging, some investors may find it easier to diversify within each asset category through the ownership of mutual funds rather than through individual investments from each asset category.

The other study by Ibbotson Associates titled Strategic Asset Allocation and Commodities also found that an equally weighted, monthly rebalanced composite of four commodity indices show «low correlations to traditional stocks and bonds, produce high returns, hedge against inflation and provide diversification through superior returns when they are needed most».