Sentences with phrase «global diversification with»

This is not the place to build a portfolio with nine or 10 ETFs, especially since these days you can get global diversification with just two or three.

2 new funds aim for balanced, global diversification with the potential for enhanced performance

Not exact matches

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.

Seven figure investment portfolio holding only 4 cheap efts with good global diversification and total cost about 0.12 % / yr.

Global Diversification Geographically, our portfolio weightings have remained about the same over the quarter with the U.S. representing approximately 41 % of investments and Europe representing approximately 33 %.

«Working with our suppliers, we will capture value that produces long - term tangible benefits — quality jobs for a growing Saudi population, innovation and diversification of industry, and increased global competitiveness,» the program's site says.

Now, as a global superpower can I afford these idiosyncracies, directed by the church leadership, not fully dealt with by Mr. Romney, interpret how he and his staff will correspond with global issues, and a diversification of ethnic people and leadership commendably.

Analyses of primate macroevolutionary dynamics provide support for a diversification rate increase in the late Miocene, possibly in response to elevated global mean temperatures, and are consistent with the fossil record.

This is because such portfolios are taking on risk that could have been managed with diversification; a well - diversified, global portfolio can help minimize this unnecessary risk.

Build a global equity portfolio with unhedged ETFs (which offer better diversification and tighter tracking error) and stick to your plan, even when it feels like it's not working.

A low fee, broad market exchange traded fund for the U.S. economy as a whole, a global ETF and a Canadian broad ETF equally weighted to reduce concentration in banks and energy, and a 5 to 10 year corporate bond ladder would add diversification with dividends from stocks and interest from bonds and produce a more secure portfolio.

An investor building a small Global Couch Potato portfolio could use VXC in place of separate US and international holdings: that would reduce trading costs and complexity, as well as adding a bit more diversification with a slice of emerging markets.

If you're an index investor using ETFs, I recommend going for true global diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portglobal diversification in the equity portion of your portfolio with 1/3 Canadian, 1/3 U.S. and 1/3 international stocks, the allocation for our Global Couch Potato portGlobal Couch Potato portfolio.

With the global uncertainties in economic growth, inflation and monetary policy remain; portfolio diversification seems to be the key in 2015, which allows upside participation while minimizes the downside risk of over-concentration.

But research is beginning to show that global investing does not provide quite the same level of diversification that it once did, because many foreign markets have matured to the point that they now move much more in tandem with the U.S. indices.

Portfolios are formed using proprietary quantitative innovations to systematically emphasize global assets with strong and persistent trend and momentum characteristics, while maximizing diversification and minimizing total portfolio volatility.

Diversification in Action Our next step consists of quantifying the diversification benefits associated with the six Diversification in Action Our next step consists of quantifying the diversification benefits associated with the six diversification benefits associated with the six global factors.

Global diversification through asset allocation, coupled with prudent risk management, is the foundation of Cambria's investment philosophy.

Nevertheless, the 20 % -40 % range is consistent with advice given by many investing authors that agree that global diversification makes sense.

Features Going Global: A Single Fund With a World to Choose From Mutual Funds: International diversification does not have the pronounced benefits it once had.

Diversification considerations and the structure of the Canadian investment management industry could mean that securities of Canadian companies with largely domestic operations could fall below global valuation levels as Canadian institutional investors adjust their portfolios to the new reality.

One is to have a globally diversified portfolio with a bias toward the local currency; while you lose some of the diversification benefits of a fully global portfolio, this is generally very easy to set up and maintain.

This will help with the diversification of global reserve assets.

For these reasons, I suggest that RESP investors use index funds rather than ETFs: something simple like the Global Couch Potato (assembled with TD e-Series funds) is all the diversification you need.

Although the global economy has increased correlations between U.S. and foreign stocks, you can still gain a measure of diversification with an international component to your portfolio.

Consider a one - stop solution for global diversification and risk management, something Forstrong has entered a partnership with Horizons ETFs to do.

• Growth Opportunity: Gain exposure to one of the fastest - growing segments of the global economy • Diversification: Little overlap in holdings with major broad stock indices and significant exposure to non-North American stocks • Innovative Index Design: Stocks selected using a rigorous research process overseen by an advisory panel with extensive expertise • Currency hedged: All U.S. dollar exposure is currency hedged, making it a more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value increase.

Achieve long - term capital growth by investing primarily in U.S. and international equity mutual funds that provide exposure to a number of industrialized countries outside of Canada including countries in Europe, the Far East and Asia and emerging market countries, with some global exposure to fixed income securities for diversification.

Achieve long - term capital growth by investing primarily in global equity mutual funds that provide exposure to countries in North America, Europe, the Far East and Asia, and emerging market countries for higher growth potential, with some exposure to global fixed income securities for diversification

«The growth in the global gas trade, along with the diversification of supply sources, is improving the security of supply,» said Fatih Birol, the Executive Director of the International Energy Agency.

These recent trends of surging HSR passenger volumes in China align well with global imperatives to improve energy efficiency and energy diversification of transport.

Global diversification offers an expanded opportunity set and enhanced total increase potential with low overhead operating as the world's first traded Decentralized Autonomous Corporation (DAC) registered in the Decentralized Anonymous State (www.DASGOV.io).

Working with a wealth manager that specializes in offshore holdings can provide the expertise and access to products that are needed for global diversification.