Sentences with phrase «heavy equity portfolio»

Not exact matches

So the average equity stake isn't far off, but there are some extremely equity - heavy portfolios out there.

There is a lot of competition with heavy hitters in the equities market and I've seen large institutions drag down a highly liquid stock with just one trade, causing others to dump because of the hit to their portfolios.

As clients near retirement after a nine - year bull run, looking to rebalance an equity - heavy portfolio could be stymied by...

Here's an interesting question for investment professionals: Do you have a retiree with an equity heavy portfolio who has to make a withdrawal in a bear market during the early years of the client's retirement?

Also, consider how important that goal is from the perspective of your long retirement horizon where you need real continuous income along the way and the benefits of enjoying that income when you are relatively healthy and younger (< 70 years) while staying in an equity - heavy portfolio.

The implication is that long - term bonds, which may not offer much income, can help provide an effective hedge in equity - heavy portfolios.

Here we see one of the most powerful aspects of duration: its ability to act as a portfolio stabilizer, zigging when an equity heavy portfolio is zagging.

The implication is that long - term bonds, which may not offer much income, can help provide an effective hedge in equity - heavy portfolios.

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.»

A portfolio manager who must purchase foreign securities with a heavy dividend component for an equity fund could hedge risk by entering into a currency swap.

The whole point of tax - free compounding over a long time horizon is that the young can truly generate huge sums if they max out contributions from day one and also invest wisely in diversified equity - heavy portfolios.

From a portfolio perspective, municipal bonds can serve as the core of an income strategy, or in a risk - reduction capacity in an equity - heavy portfolio.

The equity side of my portfolio had definitely gotten heavy with this past year's rally — for me it's looking like a good time to start concentrating on the bond - side of my portfolio.

For example, if you've been a buy and holder for the last 10 to 12 years, you wouldn't have gone that far relying on an equity heavy portfolio to increase your net worth.

If you've got an equity - heavy portfolio, you may want to lighten it up a little by placing a portion of your cash into REITs, precious metals or commodities.

¹²³ This makes sense since a portfolio that perpetually grows into a stock heavy portfolio can not be an efficient risk management portfolio since the equity market can not mathematically become the entire pool of financial assets.

Also, consider how important that goal is from the perspective of your long retirement horizon where you need real continuous income along the way and the benefits of enjoying that income when you are relatively healthy and younger (< 70 years) while staying in an equity - heavy portfolio.

In FF analysis, market risk is mostly ignored except when dealing with «sudden death» securities — derivatives and risk arbitrage securities; when dealing with portfolios financed by heavy borrowing; and when companies have to access capital markets, especially equity markets.

For example, if you start with a moderately conservative portfolio, the value of the equity portion may increase significantly during the year, suddenly giving you an equity heavy portfolio.

@CC, anyone else: The problem that I (and perhaps many of us) have is that in order to rebalance my portfolio (target weight is 50 % equities, 33 % fixed income, 12 % alternative investments and 5 % cash) I would have to sell a lot of my equity positions at a loss (I took over management of my portfolio from my advisor 6 months ago and he had me 100 % in a equity - heavy mutual fund).

With the world stock markets in much turmoil these days, it won't be surprising that the equities - heavy Sleepy Mini Portfolio lost 5.6 percent over the past quarter (see previous update).

Equity heavy portfolio for short term goals and debt heavy portfolio for short term goals.