Sentences with phrase «high portfolio»

Buy actively managed mutual funds with high portfolio turnover rates.

But investing in too many funds may or many not be beneficial (especially multiple funds from same fund category, in case if they have high portfolio overlap).

Very few investors can handle the volatility required for high portfolio returns.

Another negative aspect of high portfolio turnover comes from the tax man.

Like any typical price momentum strategy, sector price momentum strategy can also result in high portfolio turnover.

In other words, a retired couple who does not live very long in retirement and experiences high portfolio returns will have a very low cost of funding a desired level of spending.

This makes factor approaches that rely on high portfolio turnover, such as momentum, very difficult to implement.

Day traders tend to have super high portfolio turnover rates, which leads to trading costs and short - term taxes cutting into your profits.

Without commissions, planners will likely look for other ways to make money and that may lead to higher portfolio management, hourly and project fees.

Equal weighting solves the problem of concentrated positions, but it creates other problems, including higher portfolio turnover and increased costs.

Dividend capture strategies may result in higher portfolio turnover, increased trading costs and potential for capital loss or gains.

This makes factor approaches that rely on high portfolio turnover, such as momentum, very difficult to implement.

High portfolio turnover does not usually produce great returns (there are notable exceptions).

No doubt this small additional return will compound and spur a considerably higher portfolio value over many years.

With a 90 % equity portfolio, the lowest and highest portfolio balance at the end of the 30 - year periods was $ -676,978 to $ 6,924,916, with an average at the end of $ 2,337,419.

I think KWG's higher portfolio yield does suggest an increased per sqm valuation will ultimately be warranted.

The major benefits with using managed futures are as follows: diversification beyond stocks and bonds, potential for higher portfolio returns, potentially reduced portfolio volatility risk, access to broader market opportunities, potential to profit in any economic condition, professional management, and portfolio liquidity.

The research demonstrates that this is just more likely to lead to significantly reduced diversification and higher portfolio risk, along with all the extra trading costs and higher taxes on short - term capital gains rather than long - term capital gains.)

If, then, you used the extra $ 683 per month to increase your initial portfolio investment of $ 35,000 you would see much higher portfolio appreciation.

«This early renewal is consistent with our firm's proactive management of future lease expirations which has led to consistently high portfolio occupancy.»

Tilting toward the size factor by investing in small cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

Though we believe our financial holdings are selling at large discounts to value, there are two reasons why we are not upping our investment to the much higher portfolio weighting that some of our value peers have.

Most of the investors in this category have relatively high portfolio turnover rates due to a short - term (often quarterly) focus, and therefore will liquidate positions at the slightest hint of a disappointment or deceleration in earnings.

We view high portfolio turnover (that is - buying and selling of stocks) as one of the primary wealth destroyers for typical investors.

Although they worked well in various markets except Japan, there were some implementation challenges, such as high portfolio turnover and low liquidity for small - cap stocks.

The use of such derivatives and the resulting high portfolio turn - over may expose the Fund to additional risks that it would not be subject to if it invested directly in the securities and commodities underlying those derivatives.

As is common with Driehaus, it's a growth - centered fund likely with a fairly high portfolio turnover rate.

For a more conservative portfolio of 65 % equity, (35 % bonds is about the «riskiest» allocation most financial advisers would suggest to clients, some go as far as 50 % in more conservative cases) the lowest and highest portfolio balance at the end was $ -301,852 to $ 4,921,485, with an average at the end of $ 1,543,147.

And higher P / Bs usually correspond with higher market caps and / or higher portfolio yields.

There is no two ways about it — higher portfolio return of Irene will result in higher terminal value.

I think in reality, his fantastic track record is much more because of higher portfolio turnover and much less because of the famous «10 - baggers» that he cites in One Up on Wall Street.

Impact of Portfolio Turnover: If your mutual fund has a consistently high portfolio turnover rate, it could mean higher brokerage costs as well as an unsteady investment style.

Tilting toward the size factor by investing in small - cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

Asset allocation funds may change portfolio holding allocations on a frequent basis, resulting in high portfolio turnover and more brokerage commissions from an increased amount of the purchasing and selling of securities.

Funds with higher portfolio turnover rates (meaning the manager buys and sells more often) or funds that invest in less liquid securities (like micro-caps for example) will have higher Trading expense ratios.

As Marketwatch points out, free trading would ostensibly lead to higher portfolio turnover — an urge that can be financially dangerous.

The rate is applied to your initial investment or to a higher portfolio value if the market goes up.

Actively managed funds may have higher portfolio turnover than index funds.

The authors note that underperformance of individual overtraders is consistent with that of mutual funds with high portfolio turnover.

Within each of these deciles, which contain stocks of similar quality, the 15 with the highest value signals are assigned to the high portfolio, while the 15 with the lowest value signals are assigned to the low portfolio.

TFR is not a fan of active mutual funds, because of the sizable drag of management fees on overall performance, their high portfolio turnover, and their requirement to hold significant cash to cover drawdowns creating another performance drag.

The Fund may have high portfolio turnover, which could increase the Fund's transaction costs and an investor's tax liability.

Even if the indexer reminds him that «hey, you are doing this at the cost of a lower future portfolio value», he may not care because income enjoyed throughout retirement is far more important than getting to the highest portfolio value.

The Funds may have a higher portfolio turnover than funds that seek to replicate the performance of an index.