Sentences with phrase «home bias portfolio»

I have heard many times, as an excuse for having such a strong home bias portfolio, that most companies in the TSX and the S&P 500 have an international exposure.

Not exact matches

Given their home - market bias, many Canadians have likely been surprised by just how little their portfolios have moved over the past couple of years.

Since most banks followed similar quantitative signals, and exerted a traditionally strong home bias in their fixed income portfolios, a concerted dumping of government bonds ensued.

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

From a behavioral finance standpoint, examine your clients» portfolios with a careful eye toward whether or not the home bias has tilted their allocations too heavily toward domestic investments.

Canadians tend to have a home bias within their investment portfolios, but that's not great for diversification.

The portfolios of investors just after retaining a financial advisor exhibit relatively high trading activity for restructuring to increase diversification and otherwise lower risk (less home bias and more passive investments).

I do have a home bias but just to be diversified I have to have the majority of my portfolio in US and international Stocks.

I have about 22 % of my portfolio with international exposure, but I think Canadians have even more bias towards home country (especially with the preferential dividend tax treatment that Canadian dividend paying stocks get).

While the message of diversification isn't a novel one, it's particularly relevant to Canadian investors given our concentrated market and bears repeating as we continue to see a strong home bias in Canadian's investment portfolios.

It's easier for Canadian investors to achieve a portfolio with substantial home bias because, unlike the U.S., Japan and Europe, Canada's economy and financial markets are a relatively small share of the overall pie.

I still keep a globally diverse portfolio to avoid home bias.

There may be a bit of home - country bias in the advice about holding a third of your equity portfolio in Canadian stocks.

While the message of diversification isn't a novel one, it's particularly relevant to Canadian investors given our concentrated market and bears repeating as we continue to see a strong home bias in Canadian's investment portfolios.

The average Canadian's portfolio is subject to a strong home bias that's not always rational.

It emphasizes foreign equity exposure, observing that, at 57 per cent domestic exposure, Canadians are behind only Australians in having the worst level of home country bias in their portfolios — despite the fact Canada makes up only about 3.5 per cent of global stock market capitalization.

It's easier for Canadian investors to achieve a portfolio with substantial home bias because, unlike the U.S., Japan and Europe, Canada's economy and financial markets are a relatively small share of the overall pie.

Our annual ETF Investor Pulse survey shows that Canadian investors invest three - quarters of their portfolios domestically, exhibiting a large «home bias» — the tendency to prefer domestic over global securities.

Of course, many factors will change this allocation such as home bias, currency risks, and market instabilities, which is why even our portfolio does not represent the world economies.

«While it's natural for investors to have a «home bias» by overweighting your portfolio to domestic stocks, taking a Canada - only approach can hurt returns,» says Luc de la Durantaye, managing director, asset allocation and currency management, CIBC Asset Management.

We suffer from a chronic case of home country bias, and in the process we may miss a lot of chances to potentially improve the risk / return in portfolios.

I understand that most American investors have a substantial «home bias,» but I'm not sure that the bias should be reinforced in Morningstar's portfolio analyzer.

The ability of an advisor to get beyond home bias was an area where the panellists felt a portfolio manager could gain an advantage.

«We think emerging markets are a great option to help advisers combat their clients» home bias investing and further diversify their portfolio.»

Part II touched on the risk of home - bias, and then reviewed my portfolio investment allocations from an overhead perspective.

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First, investors exhibit a pronounced «home bias» French and Poterba (1991) report that investors in the USA, Japan and the UK allocate 94 %, 98 %, and 82 % of their overall equity investment, respectively, to domestic equities explain this fact on rational grounds [Lewis (1999)-RSB- Indeed, normative portfolio choice models that take human capital into account typically advise investors to short their national stock market, because of its high correlation with their human capital [Baxter and Jermann (1997)-RSB-.

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There's other benefits: I'm squeezing more investment themes / asset classes into my portfolio — so I end up with far less room for individual holdings, vs. investors who focus exclusively on (regular) equities (& possibly suffer from home bias).

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Fortunately, there's plenty of stock selection filters you can employ — for example, to help protect against the risks posed by home bias, bottom - up stock picking, and / or a concentrated portfolio.

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I do have a home bias but just to be diversified I have to have the majority of my portfolio in US and international Stocks.

I have about 22 % of my portfolio with international exposure, but I think Canadians have even more bias towards home country (especially with the preferential dividend tax treatment that Canadian dividend paying stocks get).

For an investor who may already be suffering from home bias, this can really exacerbate their portfolio risk exposure.

Anyway, I've already devoted an entire series to essentially the joys of diversification & the perils of home bias (see Portfolio Allocation I to XV!).

Despite home bias risk, I'm comfortable with having, say, 3 good Irish stock picks in my portfolio.

Is there evidence (I suppose using the analysis tools you mention) that portfolios with geographical allocations mirroring the size of the respective markets IS in fact a lower risk strategy than a portfolio showing bias towards your home nation?

I increased the Canadian content because of home bias and because some of our portfolio is non-registered (where we hold some Canadian dividend stocks for tax efficiency).

That said, DeGoey has a concern for home bias in the portfolio.

Home Bias Blues: Investors Really Should Get Out More — Morningstar, June 21, 2017 ««Home bias» is the term used to describe investors» tendency to tilt their portfolios in favor of domestic stocks (bonds, too, but I'm going to focus on stocks).

The sampled portfolios are equity - intensive (58 % in stocks and 36 % in funds) and home - biased (70 % of equities are German), supporting use of German equity market risk factors in assessing alpha.

Being an active investor and then creating a management company because I could not find anyone that I felt was competent enough to manage my own portfolio makes me a bit biased even though I own my own company that manages over 700 homes.