Sentences with phrase «have an asset mix»

Cevey says investors should examine their portfolios to see if they still have the asset mix they want.

Static Portfolios invest in several different funds managed by Fidelity and have an asset mix that doesn't change over time.

Not exact matches

Recall that the tactical asset allocation I've recommended for the start of 2012 is a 5/50/45 mix (5 % cash, 50 % fixed income, 45 % equities), and this is what I suggest for the typical income investor.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

I also have an odd mix of assets — ETFs, GICs, stocks and the odd mutual fund.

Even if you really mean to say that the $ 29,163 is assuming a 5 % withdrawal rate over 20 years (assuming your assets will stay steady gaining 5 % a year) then there would still be no way to add the additional 2 % into the mix because you can't have money both in the stock market and in the risk free rate at the same time (at least, not the same money)

Whether it's a huge business headquartered in New York City or a small firm in Arkansas, making sure you have exposure to the right mix of businesses through intelligent asset allocation can help you achieve your financial goals.

Since then, the relative performance of different asset classes will have made some big changes to the investment mix.

With the convenient rise of exchange - traded funds, also known as ETFs, it has never been so easy to diversify your asset allocation mix by asset type, market capitalization, credit rating, or whatever other criteria you consider important to your investing needs.

I've been pretty inactive for the past several years just sticking with index funds and asset allocation mixes.

On the other hand, Lockhart said, «If we see a deterioration from this point, and I would say my more realistic fear is just a kind of ambiguous picture of mixed data that signal neither accelerating strength nor necessarily deterioration, but that kind of moping along in the middle, then I think it's not a foregone conclusion that the asset purchase program should be removed or be removed rapidly.»

Combining your savings at one financial provider is a good opportunity to make sure you have an appropriate asset mix — one that will balance your need for stability with continued account growth that will carry you through retirement.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

That bond eventually would mature, the issuer would return your principal, and you'd have to purchase a new bond if you wanted to continue generating income or maintain your portfolio's asset allocation mix.

You can arrive at a reasonable stocks - bonds mix given your investing time horizon and appetite for risk — and see how various blends of stocks and bonds have performed in the past — by completing Vanguard's free risk tolerance - asset allocation questionnaire.

If he were an individual investor, Gross adds, he would do this: «Balance your asset mix according to your age.

Managed futures have variously been defined as an eclectic mix of investment strategies, a hedge fund category, and a separate asset class.

Studies have shown the majority of investing returns can be attributed to the mix of asset classes.

A look at why your strategic asset mix, or SAM, is the most valuable tool you have for balancing return and risk.

It may be a good time to look at your portfolio and make sure it has a mix of assets that you are comfortable with.

Since we've decided to add some bond funds into the mix, our new target asset allocation for the NCF is 80 % bonds and 20 % cash versus 100 % cash before.

I've read so many people's view's and blogs and everyone has an opinion on active vs passive vs providers vs assets mix vs.......

On the other hand, the Platform Assets have been a mixed bag.

The answer to this question has a meaningful impact upon our asset allocation, on the ideal mix of stocks versus bonds that we think is best to own in the portfolio.

The good news: If you have a long time to stay invested, and you are invested in a diversified asset mix that reflects your time horizon, financial situation, and risk tolerance, you can ride it out.

In fact, some have already capitulated, conveniently blaming the central banks for rendering their religious beliefs useless, possibly just as these turncoats» own business began to be impacted by their unfortunate asset mix of the past 5 years.

Why does a diversified portfolio commonly have a mix of different asset class exposure?

Also, the major US stock indices are at or near all - time highs so, despite the mixed economic numbers, the Fed might be comfortable with even a bolder quantitative tightening schedule that would surely cause some turmoil in the main asset classes.

Retirement researchers have begun to suggest in recent years that the optimal approach might be to reduce your exposure to shares and other risky assets as you approach end - of - work D - Day — but then to actually start to add more shares to the mix again as you proceed through retirement.

It would be good tax planning to prioritise bond funds (including those with up to 40 % equities) for tax shelters, and for any such funds that can not be sheltered and that have any equity assets, convert them into equivalent mixes of pure bond funds and pure equity funds.

It is always important to review this regularly with your advisor, especially during volatile markets, and rebalance to return to your target asset mix if it has shifted materially.

Recent equity - market volatility might have shifted your asset mix.

For example, when you have a mix of accounts and products with different tax treatments you can increase the impact of the tax advantaged accounts through «tax - efficient asset location,» where investments are sourced per account according to their growth potential and relative tax efficiency.

An allocation in fixed income assets has become an unproductive investment, especially when inflation is calculated into the mix.

Having collateral assets in the mix makes secured loans a safer bet for the lender.

Each has their own time line and goal, how can you mix them into one, while have then asset allocation for each?

Japanese policy - makers on the balance express confidence so far that the policy mix has demonstrated an unexpected degree of success so far (thanks to appreciation in risk asset markets) alongside the credibility boost offered by the (so far) uneventful implementation of the April consumption tax hike from 5 % to 8 %.

With that definition of risk, the goal of «portfolio optimization» is to find the mix of assets that has the highest expected return, given an investor's tolerance for «risk.»

It was, by the story's own admission, «a mixed multitude» (12:38), a conglomerate lot of hangers - on to Egypt's relatively lush land, some of whom must have been to Egypt more liability than asset.

Get a younger version like Williams in the mix, and LA suddenly has a valuable trade asset in Jordan.

«We believe that the establishment of a dedicated anti-corruption office vested with investigative, prosecutorial and asset recovery authority, will result in improved execution of our anti-corruption efforts rather than a continued reliance on multipurpose or mixed mandate agencies,» she added.

Branca finds a completely ready buyers for my child amazing mixes in the pages in Elle D residential home marvellous, typical asset, veranda and coop yard.

Once you've settled on an asset mix and withdrawal rate, you can turn your attention to emotional balance.

Just plug in your recommended asset mix along with such information as how much you have saved, how much you expect to spend monthly in retirement and how long you'll need that retirement income to last.

If you're no longer comfortable with the same level of risk, your financial goals have changed, or you're getting close to the time when you'll need the money, you may need to change your asset mix.

The Equity Funds have the following sub-types: US Domestic, Global, International, Specialized, Sector, and Mixed Asset.

If that probability is lower than you'd like — as a general rule, I'd say you'd like to see an estimated success rate of 80 % or more, give or take — then you can re-run the numbers with different asset mixes and different withdrawal rates.

If you start changing your asset mix every time you think stock prices are ready to rise or fall — pouring more money into equities to capitalize on upswings, selling to avoid downturns — you've abandoned the concept of asset allocation and turned investing into a guessing game.

As you periodically rebalance your portfolio in the second bucket to maintain an appropriate asset mix, you can also transfer money to the first bucket to replace what you've spent.

«In today's environment, the fund's asset mix has shifted toward equities as they offer not just attractive current dividends, but also prospects for dividend growth over time.