Sentences with phrase «growth oriented stock»

It's a great, socially responsible, growth oriented stock fund with top notch returns and moderate volatility.

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

Tax location is the practice of allocating dividend bearing securities in tax - deferred or tax - free accounts and allocating capital gains driven securities (growth oriented stocks usually) in taxable accounts.

Not exact matches

nFinally, deposit the rest into growth - oriented stocks.

Finally, deposit the rest into growth - oriented stocks.

It's also coming at a time when people are looking for more growth - oriented stocks, and there aren't many companies that have the potential to grow as much as Twitter does.

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

In the week through Wednesday, April 9, equity funds oriented toward growth stocks were hit with $ 1.7 billion of investor redemptions, following an outflow twice the size in the previous week.

Assuming 9 % interest from a good growth - oriented - stock mutual fund, you would achieve your education goals for both your daughters.

I'd start your 401 (k) with a mutual - fund group mixing your investments — 60 % or 70 % in a conservative common - stock fund, 10 % to 20 % in a more aggressive growth - oriented fund, and the balance in a diversified international fund.

These funds invest in a combination of growth - and value - oriented stocks.

What would be your advice on how I can strategically balance the composition of my portfolio to acquire more growth - oriented stocks and in today's volatile markets?

Growth - oriented funds may under - perform when growth stocks are out of Growth - oriented funds may under - perform when growth stocks are out of growth stocks are out of favor.

Dividend stocks are enticing to investors during periods of volatility because in such a market they tend to perform well relative to more growth - oriented or higher - risk equities.

SYG is an active fund that uses fundamental and quantitative models to screen for growth - oriented stocks, with the aim of beating the Russell 1000 Growth Index over a full market growth - oriented stocks, with the aim of beating the Russell 1000 Growth Index over a full market Growth Index over a full market cycle.

Starting with the entire universe of Korea - listed stocks, KOR's manager evaluates, selects and weights growth - oriented stocks through bottom - up analysis.

Consequently, the two types of stocks that embed the greatest expectations — and carry the loftiest valuations — are income - oriented bond proxies (consumer staples, utilities) and self - sustaining growth generators (health care, technology, consumer discretionary).

Of equal interest to contrarian investors, the second chart suggests that value - oriented stocks look historically cheap relative to their growth - oriented peers.

Consequently, the two types of stocks that embed the greatest expectations — and carry the loftiest valuations — are income - oriented bond proxies (consumer staples, utilities) and self - sustaining growth generators (health care, technology, consumer discretionary).

If you're just joining us, a «10 % Trade» is a conservative income - oriented trade that involves selling either a covered call or a cash - secured put on a high - quality dividend growth stock trading at a reasonable price.

The Fund seeks to provide long - term capital appreciation by primarily investing in U.S. small cap, growth - oriented stocks.

Not only do I invest in alternative investments like antiques, commodities and collectibles, but various stocks or funds that are more stable and growth oriented.

If you're younger and want to take a more growth - oriented approach, the Schwab U.S. Large - Cap Growth ETF (NYSEMKT: SCHG) is just as inexpensive, but focuses on growth - oriented sgrowth - oriented approach, the Schwab U.S. Large - Cap Growth ETF (NYSEMKT: SCHG) is just as inexpensive, but focuses on growth - oriented sGrowth ETF (NYSEMKT: SCHG) is just as inexpensive, but focuses on growth - oriented sgrowth - oriented stocks.

This theory is at variance with traditional thought, and at least forces the growth - oriented investor to consider investing in stocks that pay moderate dividends.

This week's Top Ten is encouraging as it has another batch of growth - oriented stocks that have (so far) handled the market's selling in fine fashion.

Focuses on identifying value - oriented, micro-cap stocks, using a quantitative process focusing on numerous growth, quality, and valuation factors

Chosen wisely, high - quality, growth - oriented stocks can be... Read More

The fund invests in growth - oriented, large - company stocks and charges expenses of just 0.66 % of assets.

Chosen wisely — according to Pat McKeough's advice — high - quality growth - oriented stocks can be worthwhile additions to most well - diversified portfolios.

Vanguard Russell 1000 Growth ETF (VONG), which tracks the performance of 1,000 growth - oriented, large - company stocks, charges 0Growth ETF (VONG), which tracks the performance of 1,000 growth - oriented, large - company stocks, charges 0growth - oriented, large - company stocks, charges 0.12 %.

These funds invest in a combination of growth - and value - oriented stocks.

It's possible to get stuck debating distinctions but a growth - oriented portfolio just means that the stocks selected are expected grow rapidly in the long run, and we've shown that that is a consideration that value investors already make.

For example, in the late 1990s, Upgrading allowed us to capitalize on the growth stocks that led the way up in the bull market's final months (years, really), and then shifted to value - oriented fare quickly enough to avoid a good portion of the subsequent bear market's downside.

A value - oriented fund house, D&C avoided growth tech stocks during the 2000 bubble, but ran head - on into the financial bubble of 2008.

The role of large growth momentum stocks in dominating small value domestically oriented stocks

For a value - oriented investor to have justified owning the stock market as a whole, he had to assume — dream of, really — fantastically high earnings growth.

It includes full market - capitalization weightings in the most value - oriented third of the S&P 500 Index, and a half market - cap stake in the stocks within the S&P 500 Index that have both value and growth characteristics.

If your savings and investments are failing to outpace inflation, you might consider investing in growth - oriented alternatives such as stocks, stock mutual funds, variable annuities, or other vehicles.

A prudent balance of stocks and bonds A balanced approach: The fund seeks conservative growth plus income through a mix of roughly 60 % stocks and 40 % bonds.Seeking reduced volatility: The fund's focus on undervalued stocks and primarily high - quality bonds is designed to reduce volatility for conservative and income - oriented investors.A rigorous process: The fund's experienced portfolio managers use rigorous fundamental investment research to find opportunities and manage risk.

It is certainly possible to invest in stock that is both growth oriented and pays a dividend.

Some of my past work has presented aggressive growth stocks; some have been oriented towards blue - chip dividend paying stocks and everything in between.

September 2006 by Wayne Thorp AAII's Value on the Move screens seek value - oriented stocks but attempt to avoid typical value traps by adding criteria for earnings growth and relative strength.

For everybody that receives the reward for investing, for example, in a value - oriented company, then it has to be somebody who has taken on a lower return because they were in a growth - orientated company since you add all the value stocks and all the growth stocks together, it adds up to the market.

As reported in Table 1, the 26 - year annualized return of growth - oriented large - cap U.S. stock was 8.60 percent (which represents the average of the Russell 1000 Growth Index and the Lipper US Index of Large Growth fgrowth - oriented large - cap U.S. stock was 8.60 percent (which represents the average of the Russell 1000 Growth Index and the Lipper US Index of Large Growth fGrowth Index and the Lipper US Index of Large Growth fGrowth funds).

The Russell 2500 ® Value Index is an unmanaged, market - value weighted, value - oriented index comprised of small to mid-sized stocks that have relatively low price - to - book ratios and lower forecasted growth values.

They tend to be concentrated in large - cap U.S. growth stocks, which have done phenomenally over the last five years but historically have not performed as well as smaller companies and more value - oriented companies.

Tom Bradley: The bull market fuelled by debt, interest rates and growth - oriented stocks is nine years old.

Since May of 2007 Brad has wrote extensively in over 400 posts about fundamental stock analysis, dividend growth and value oriented investing.

There are some good dividend stocks here, and even some total return growth oriented selections.

The Russell 2000 Dividend Growth Index measuring dividend - oriented US small - cap stocks has risen more than the Russell 2000 Index measuring the broad universe of US small - cap stocks for the full year to and 2016 year - to - date as of November 11, according to global index provider FTSE Russell.