Sentences with phrase «held in portfolio risky»

«The only thing that makes these loans held in portfolio risky is the government's rule.»

Not exact matches

It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.

If you find yourself on the efficient frontier past the tangency point (see above), one can easily show that reducing risk involves no cash holdings, but rather keeping all of your portfolio in risky assets.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

With this said, wanting higher returns and holding a large portion of your portfolio in stocks like we do is risky.

These decisions are especially risky for retirees, whose greatest investment risk entails holding too much of their portfolio in assets that won't produce an acceptable long - term return, such as low - returning bonds.

You also need to diversify your holdings within those asset classes and hold, in the case of a stock portfolio, a variety of stocks — from risky to less risky, in different currencies, in different industries — to reduce your risk exposure.

The equities and long bond holdings comprise «the» risky portfolio, 54 % in E and 46 % in B.

More literate households hold riskier positions when expected returns are higher, they more actively rebalance their portfolios and do so in a way that holds their risk exposure relatively constant over time, and they are more likely to buy assets that provide higher returns than the assets that they sell.

Holding too much cash in your portfolio is very risky.

But concentrating all your assets in your home country, even if you're diversified among sectors and asset classes, is actually more risky than holding a global portfolio.

Rather than trying to select an optimal portfolio of individual equities from the thousands of securities in the market, Sharpe showed that investors should simply hold the full market (that is, all equities offered) as the risky part of their allocation.

My solution's the same as I employ elsewhere in my portfolio — if certain holdings are illiquid, possibly riskier and / or less diversified, I simply mitigate those risks by reducing my stake size and / or demanding higher upside potential.