Sentences with phrase «given asset class»

This level of diversification protects you from sudden drops in any given asset class and prepares your investments for any economic environment.

Asset allocation refers to how much of any given asset class you have in your portfolio.

Studies of historical 15 - year periods show that index funds usually outperform about 90 % of all actively manage funds in any given asset class.

We also attempt to minimize your taxes by analyzing the taxes likely to be generated by any given asset class, and then allocating different asset classes in taxable and non-taxable (retirement) portfolios.

The revised version of the SEC's proposal therefore also scaled back this provision, so that fund managers are only required to estimate the time that it would take to liquidate a given asset class, such as government bonds or small - cap stocks.

A non-controllable, non-diversifiable risk that is common to all investments within a given asset class.

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

This is because the longer you stay in the market, the more likely it is that the long - term average annual return for a given asset class will neutralise any short - term losses.

To consistently beat the market within a given asset class, a fund manager must be consistently smart and well - informed, he must be consistently smarter and better - informed than all the other smart and well - informed managers out there, all of whom are trying to do the same.

Here is what I might be using for basic beta when a given asset class is trending higher and / or fundamentally attractive:

Performance in a given asset class over the last 10 years doesn't guarantee returns over the next 10 years.

@Rich Lopes As @Minh Le said, the CAP rate is set by the market for a given asset class.

Rebalancing Whenever there's a dramatic drop in prices of some given asset class, investors — and the media — often overlook the fact that other asset classes are rising.

For example, if you put 20 percent of your money in a given asset class, you'll know to buy or sell if the allocation drifts far beyond your chosen level (say, if the asset rises to 25 percent or falls to 15 percent).