Sentences with phrase «idea of a diversified portfolio»

It comes down to how open developers, especially coal companies, are to the idea of diversifying their portfolio and investing in the projects.

Not exact matches

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

The core - and - explore approach appeals to investors who want well - diversified portfolios that perform like the market but also like the idea of taking some risk.

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

The idea of investing in a diversified portfolio is that you get a basket of stocks.

The fund started out with the idea of giving investors access to a diversified portfolio of high yield bonds on the stock market.

The idea of Lazy Portfolios is to use low - cost, index mutual funds to build well - diversified portfolios so that you can be «lazy» with your investments, without having to actively maPortfolios is to use low - cost, index mutual funds to build well - diversified portfolios so that you can be «lazy» with your investments, without having to actively maportfolios so that you can be «lazy» with your investments, without having to actively manage them.

Even if you go beyond our 5 % limit, it's still a good idea to keep your portfolio well - diversified across most if not all of the five main economic sectors, despite any oversize holding in any one stock or sector.

This gives an idea of what happens with a well diversified, all - stock portfolio.

The importance of diversifying your holdings while sector investing, and why it's a smart idea to avoid a sector rotation strategy Your portfolio strategy should begin with one of the three key elements of our Successful Investor philosophy: Spread your money out across most if not... Read More

The idea of moving to more conservative equity funds in retirement is not unusual but my position is to maintain the more diversified equity portfolio (large, small, value, growth, REITs U.S. & international asset classes).

Investing is a process with an uncertain outcome (anything is possible) and I have a diversified portfolio with a maximum of 5 % in any one investment idea.

You'd be forced to take actions that maximize the expected return of the portfolio over a decade by making ideas you love compete with each other without ignoring other considerations relating to aggregation of risk and the need to diversify.

We agree with everything you've said above (except perhaps diversifying to 30 - 50 holdings — we think the sweet spot is somewhere between 10 and 20, with the best idea at no more than 1/4 to 1/3 of the portfolio).

The idea is to create an investible portfolio readers can buy and hold for the long run: broadly diversified, highly tax - efficient and, of course, at the lowest possible cost.

And trawling through a few boards, it seems like there are plenty of people out there who believe they've got a well - diversified portfolio simply because they own 5 different resource stocks (not all oil stocks, you know; — RRB --RRB-!?! This idea's even more insane than the stocks themselves.

The principle of a diversified portfolio is based upon the Nobel Prize winning ideas of Markowitz who concluded that because different assets respond differently to market conditions, it is possible to design a portfolio in which you would be less exposed to market downturns.

Diversification is the idea that within an asset class you want to be well diversified so you're not subject to the risk of any one of those investments in that portfolio going south.

Rolling the dice a little more in terms of accepting the idea I'm investing in something that is facing a lot of competition might work well over a diversified portfolio.

This is one of the best arguments there is for a widely diversified portfolio, regardless of your conviction level in your best ideas.

Anyways, buying and holding a diversified portfolio of index funds sounds like a good idea for the long run.

If you find the idea of building your own portfolio daunting, consider a target - date retirement fund, an all - in - one fund that includes a diversified mix of stocks and bonds and that becomes more conservative as you age.

«Once one has a well - diversified, balanced portfolio of a dozen or so stocks, adding additional stocks does little to reduce risk, yet there's obviously a big penalty in terms of performance if one's best ideas are 3 - 5 % positions instead of 7 - 10 % positions.»

Again, I am using a fairly small percentage of my net worth to try this out, with the idea that I am diversifying away from having all of my money in a traditional «stocks and bonds» portfolio.

Before diving in, it's a good idea to spend some time learning the basics of how to responsibly choose stocks, bonds, and / or funds, as well as how to create a well - diversified portfolio.

And so the idea of combining stocks and bonds in a diversified portfolio makes sense for the vast majority of investors.

I really like the idea of using peer to peer lending to diversify your portfolio.

This book offers ideas to help develop a philosophy of investing; explaining specific strategies and techniques to create your own diversified portfolios that balance the risks and rewards of the market.

To avoid this scenario it's a good idea to deliberate diversify a portfolio in terms of the industries in which the various companies operate.

The idea of the project looks promising, the concept of the token is valid and the hard cap of the project is adequate... therefore we can recommend INS tokens for purchase as part of a diversified long - term portfolio of crypto assets.