Sentences with phrase «high allocation of»

Also, because they have such a high allocation of fixed income, their principle value will go down more than the other investing Models when interest rates go up - even though allocations are more conservative than the regular Conservative Models.

If you are able to buy stocks at bargain prices, you are better off with a fixed, high allocation of stocks (than with SwOptT2 or SwAT2).

I recon the longer one hopes to stay retired the higher the allocation of equities?

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and fresh construction works across educational institutions as Borno State budgets N183 billion naira for the 2017 fiscal year.

Borno State Governor, Kashim Shettima on Wednesday announced the highest allocation of N33 billion naira for the reconstruction of schools destroyed by Boko Haram insurgents and...

However, other councils with large overall spends have not made it into the highest allocations of funding.

On average, charter schools receive a slightly higher allocation of state funding than traditional public schools.

Teachers» superior returns were attributed to patience (they traded just 6.1 times a year compared to an average of 9.1), risk reduction (they had a 12 % higher allocation of diversified funds), and being more invested (they held less cash in their portfolios).

The mid-cap oriented fund has higher allocation of monies.

I typically recommend that equity partners absorb the highest allocation of overhead with paralegals absorbing the least.

Not exact matches

Reuters» monthly asset allocation poll of 50 wealth managers and chief investment officers in Europe, the United States, Britain and Japan showed growing caution about equities even as world stock markets surged to fresh highs in January after repeatedly smashing records in 2017.

«Bonds can be a stable reserve of value, or they can be as volatile as stock,» said David Yeske, co-founder of advisory firm Yeske Buie Inc. «I think a lot of advisors are shifting their bond allocations to shorter maturities and higher credit quality.»

It would effectively raise the minimum exempt H - 1B wage to $ 132,000, and its «market - based allocation» system would favor H - 1B visas for candidates who are offered the highest wages, an indicator of their relative talent and value to the U.S. economy.

Moreover, programs designed to prevent moving may reduce beneficial mobility — leading residents to favor staying in place even when a move might increase their wellbeing or might be a better outcome for affordability in the city overall (if those moves then pave the way for higher - density development or better use / allocation of the existing stock).

But let me qualify that this section only applies to capital that you are willing to lose; high - risk capital should be a small percentage of your overall asset allocation.

Looking at a simple asset allocation, a theoretical allocation to long - dated U.S. bonds (+20 years) fluctuates from as low as 3 % to as high as 25 % based on changes to the risk model, i.e. correlation of different asset classes.

This results in «buying low and selling high» to a greater extent than the rule of rebalancing back to a fixed asset allocation.

While higher rates may cause investors to reconsider their bond allocations, they may provide relatively stable income and act as a diversifier in times of market stress.

LONG - TERM OUTLOOK: «High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.»

High levels of policy uncertainty and regional divergences will cause higher dispersion across and within asset classes, in our opinion, which increases the attractiveness of active management in both asset allocation and at the security - selection level.

Bond Funds with Large U.S. Treasuries allocations are considered to be Medium Tax Efficiency for investors who are subject to high rates of state / local tax on investment income; for other investors, these bond funds should be considered Lower Tax Efficiency.

I have ignored reasons that might justify lower discount rates or higher GDP adjustments for China mainly because the purpose of this essay is to explain why the U.S. multiple is so much higher than China's, and of course these reasons exist, but I think whatever the correct ratio should be, there is no question that advanced economies always justify higher multiples than developing economies because they tend to be economically more diversified and politically more stable, and they usually have institutions, including clearer legal and regulatory frameworks, more sophisticated capital allocation processes, less rigid financial systems, and smaller state sectors (which make smooth adjustment, one of the most valuable and undervalued components of long - term growth, more likely).

Only a little more than half of your «40» should be in fixed income, with that allocation roughly equally divided between high - grade, high - yield and international bonds.

Management uses financial statements to make capital allocation decisions — ideally, they want to maximize the growth of their highest - profiting departments

If you can't stomach the risk of the higher potential losses in stocks, lower the amount you have in stocks and increase your allocation to bonds.

And the Council of Economic Advisers announced that policies such as work flexibility «lead to higher labor force participation, greater labor productivity and work engagement, and better allocation of talent across the economy.»

The benefit of any cash or high quality bond allocation is that it provides that part of your portfolio with dry powder for spending or rebalancing during a market shake - up.

The faith in the effectiveness of interest rate cuts has driven the percentage of bearish investment advisors to a dangerously low 25.5 %, while the average equity allocation of Wall Street strategists is now above 70 %, the highest level in this market cycle and quite probably a record.

Given the high allocation to Attractive - or - better rated stocks, and equal allocation to Unattractive - or - worse rated stocks relative to the benchmark XLF, KIE appears well positioned to capture upside potential while taking on an average level of downside risk.

On the other hand, if you'll need the money in just a few years — or if the prospect of losing money makes you too nervous — consider a higher allocation to generally less volatile investments such as bonds and short - term investments.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

With CAPE near an all time high, it makes a lot of sense to have a fixed income allocation.

The purchasing power of the fixed income stream deteriorates, the investor has less ability to recoup purchasing power because of the shorter investment horizon and more conservative allocation, and the investor's potentially higher effective inflation rate (due to greater exposure to health care costs) tends to make any shortfall more painful.

Our asset allocation is about 48 % domestic stocks; 15 % international stocks; 20 % bonds; 12 % real estate and 5 % cash, and in general our risk tolerance is high with combined annual income of about $ 350k / yr.

Strong markets correspond to time periods of the equity market when National Bureau of Economic Research and Fidelity Investments» Asset Allocation Research Team place a high probability on the economy being in either early or mid-cycle.

I am a member of the Junior League of High Point, High Point Young Leaders United, Triad Women's Forum, and I served on the 2015 health panel for the program allocation review team for the United Way of Greater High Point.

Considering the high correlation between green bonds and core fixed income, investors have the possibility to reallocate part of their core fixed income allocation to green bonds in order to increase diversification and «green» their portfolio with a minimal impact on the risk / return profile of their portfolio.

The demand for data requires wide channel allocations which is available in high frequency bands where the cost of infrastructure is high.

While we have strengthened our balance sheet, prioritized efficient capital allocation and taken a disciplined approach to costs, we have continued to invest in a broad set of institutionally focused businesses that have a track record of providing higher returns than many other businesses within financial services.

The resulting portfolio has a 30 % exposure to broad U.S. equities markets, including allocations of 10 % each to ETFs linked to dominant U.S. indices: the NASDAQ 100, the Dow Jones industrial average, and the MSCI USA high - quality index.

Latin America Equity Fund allocations to Brazil and Mexico, which hit their highest level since mid-3Q13 and lowest since 4Q13, respectively, coming in March, rolled over during the final month of the first quarter with the latter seeing a small gain in its average weighting.

Despite a challenging energy market, we believe the management team has a solid plan for the future, as CEO John Christmann recently changed the company's capital allocation process to better direct capital to the highest internal rate of return projects, regardless of where they are located.

Equal - weight and volatility - weighted allocations are two common factor allocation frameworks Risk - return ratios are not higher with volatility - weighted allocations Different reasons can explain the superiority of equal - weight allocations INTRODUCTION In July we published a research report «Factors

Despite the lower allocation for small capitalization stocks, this percentage is relatively high given the relative size of that market segment.

A diversified portfolio may not make the highest returns during a period of strong optimism but, over the long term, diversified allocations can mitigate some of the volatility that a more concentrated portfolio typically reflects.

This increases the number of equities to 54, greater than is typical for the Fund, but consistent with the Fund's equity allocation being at its highest level ever.

Over the period that includes the commodity supercycle dating back to 1995, the efficient frontier would have arrived at a very different conclusion: potentially much higher allocations to Canadian stocks at higher levels of volatility.

Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.