Sentences with phrase «heavy allocation to equities»
Investors who are well - diversified have probably been hurt but not to the extent of those with a heavy allocation to equities and other areas that have been hit.
https://www.gobankingrates.com/ Not exact matches
My sense is that many investors presently carry heavy equity allocations that are wholly inappropriate in relation to their investment horizons.
The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»
As for my investment choices, I chose a simple but diversified asset allocation that is very heavy on equity because there will be more then 20 years before I need to tap into my retirement savings and stocks are the best option for long - term growth.