Sentences with phrase «high percentage of their assets»

Moving a higher percentage of your assets from stocks to bonds and / or cash makes sense, because while you may not be making all the gains from stocks you might, you are preserving capital.

Defensive investing typically implies a low risk / low return portfolio with a high percentage of assets in bonds, cash equivalents and stable stocks.

Price's rather high percentage of assets in retirement accounts suggests that its products are «stickier» than many of its competitors.

Therefore I might be apt to broadly diversify my portfolio by having a higher percentage of assets in ETFs or low cost index funds.

«The United States... is marked by a large number of self - directed investors, economies of scale, a high level of price competition, a retirement tax preference that uses the same investments for tax - preferred investments, and one of the highest percentages of assets paying an outside advisory fee not reflected in a fund's total expense ratio,» the GFIE report said.

«Clearly, New Plan wanted to have a higher percentage of its assets in grocery - anchored neighborhood shopping centers.»

Not exact matches

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.

It is not clear what percentage of metal held in Henry Bath was owned by JPMorgan's traders, but it was high enough to alarm the Federal Reserve and to make it difficult for JPMorgan to classify the asset as a strictly passive investment.

CBL and WPG have the highest exposures to distressed retailers as a percentage of total gross leasable assets at year - end 2016, 22.2 % and 21.7 %, respectively.

Our analysis of rolling 12 - month periods shows cumulative inflows into non-U.S. funds over the last 12 months were the highest as a percentage of assets under management since June 2014.

If that makes you sick to your stomach then you might be a more «conservative» investor so you pick a higher percentage of bonds in your asset allocation mix.

LTV is calculated as a percentage out of 100, with higher LTVs signifying that more of the asset is financed with a loan.

«Right now, 75 percent of the assessment is paid by people making more than $ 1 million a year, and an even higher percentage than that, about 85 percent, is paid by people with more than $ 1 million in assets.»

The study measured, by neighborhood, factors that inhibit the ability to learn, such as child poverty, the percentage of adults without high school or college degrees, crime, health, housing and neighborhood stability, and community assets such as preschool and after - school programs.

Retail assets and active strategies generate higher fees but make up a lower percentage of BlackRock's assets.

For example, if US CPI inflation data come in a tenth of a percentage higher than what was being priced into the market before the news release, we can back out how sensitive the market is to that information by watching how asset prices react immediately following.

One other note: I expect that companies with high percentages of level 3 assets will trade at discounts to relative to their peers.

The Fund has no sales load (a charge for purchasing the fund), no soft - dollar arrangements (where fund managers receive research, data terminals and other benefits in return for paying higher commissions to brokers), no trailing fees (where funds pay brokerages an ongoing percentage of assets in order to bring business to the fund), and no 12b - 1 marketing fees (where shareholders pay an amount over and above management and operating expenses, so that funds can advertise and attract new shareholders).

Considering the market trends, any prudent fund managers can change the asset allocation i.e. he can invest higher or lower percentage of the fund in equity or debt instruments compared to what is disclosed in the SID.

Studies have shown that a very high percentage of a portfolio's performance is determined by asset allocation, rather than market timing or security selection.

But in terms of which part of one's total retirement and non-retirement assets to allocate to stocks and bonds, it does make sense to keep higher percentage of stocks in non-retirement assets than in retirement assets.

Most interestingly, there is a quote from Warren Buffett which is perhaps the most quantitative statement he has made in recent years on interest rates and current asset prices: «Warren Buffett, the most famous disciple of Ben Graham, said this week that stocks would look cheap in three years» time if interest rates were one percentage - point higher, but not if they were three percentage points higher.»

The following table includes basic holdings information for each ETF in the High Yield Bonds, including number of holdings and percentage of assets included in the top ten holdings.

My rule is that stocks need to pay a return at least two percentage points higher than what I can get with a super-safe asset class to make it worth it for me to take on the volatility of stocks).

On the other hand, the more aggressive the asset allocation, the higher the initial spending rate — with one caveat: As the equity percentage approaches 100 %, the return volatility will likely increase, and over shorter time horizons may actually increase the chance of prematurely running out of money.»

For years, investment firms and professionals have advocated the need to include a small percentage of high risk and potentially high reward assets into your retirement portfolio.

The more assets that it has under management, the higher those fees become, since they are usually based on a percentage of the assets managed.

The thinking is that including a small percentage of your overall asset allocation (from 5 % - 10 %) into these assets can provide high potential returns with only a small impact on your portfolio if the risk becomes too great.

The trading left the fund with a slightly higher percentage of holdings in less liquid assets, such as corporate bonds, bank loans and asset - backed debt.

In particular, the implementation of popular capitalization - based indices is not costless; indeed, as a percentage of aggregate assets, their implicit trading cost is meaningfully higher than that of well - designed smart - beta offerings.

Overall, Fuss is very cautious: He had 33 % of assets in cash, the highest percentage ever, and the fund's duration of 3.3 is the lowest ever.

Tresidder says to build assets faster, you must live frugally and save a high percentage of your income.

Due to these characteristics, leveraged mutual funds typically have higher operating expenses as a percentage of assets compared to other funds, with a total management expense ratio of typically 3 % to 5 % per year compared to 1.3 % to 1.5 % for a non-leveraged mutual fund.

Accounting for 16 % of ETF assets at the beginning of 2016, fixed - income ETFs garnered a proportionally high percentage of flows for the year, bringing in 31 % of net new flows, SI reports.

Returns can be boosted still further if the government borrows on a massive scale to pay for past Social Security liabilities, allowing workers to invest a larger percentage of their pay in high - yielding assets.

Our analysis of rolling 12 - month periods shows cumulative inflows into non-U.S. funds over the last 12 months were the highest as a percentage of assets under management since June 2014.

The idea of the barbell portfolio is that you put a small percentage of your assets (say 10 %) in a very risky, high return asset like XIV.

If you add up a heavy trader's losses at the end of a given year, they may amount to a high percentage of their fund's assets (25 %, for example).

In contrast, they stash as much as 31 % of their asset in businesses, 20 percentage points higher than the ordinary millennial.

For another, if one spouse was dependent upon another spouse's income to sustain a joint standard of living, the court may award that spouse a higher percentage of the marital assets so that his or her quality of life will not be unduly affected.

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

Revocable living trusts are usually a minimal first step toward protecting loved ones from the hassle and expense of a probate administration and this is especially important for high net worth households because probate costs rise as a percentage of asset values.

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

In the first quarter, each of the top 10 assets gained value and a wide range of tokens set all - time highs, half with double - digit percentage gains and half with triple gains.

Northeast Utilities System — Connecticut Light & Power (Stamford, CT) 2003 — 2005 Assistant Engineer — Asset Management • Conducted load analysis to determine anticipated load changes and potential overloads • Determined and verified load needed for installation and distribution of new services • Detected assigned circuit imbalances, damaged devices, and loop schemes likely to overload • Pinpointed customers with high percentage of outages and remedy service interruptions • Performed cost benefit analysis to determine viability of performance improvements

The primary reason for this is that, over time, older assets consume a higher percentage of incoming rent as operating expenses (due to major repairs required) resulting in lower cash flow and return on investment.