Sentences with phrase «in bear markets»

The Sharpe - ratio - weighted strategy performed well in bear markets, but it significantly lagged the S&P 500 in recovery periods.

In addition, quality strategies held up well in bear markets and although their performance lagged in bull markets, they nonetheless participated in bull market rallies (such as 2003 and 2004).

Of course, this means that they don't make money in bear markets (sitting on 100 % cash).

But since Treasuries don't go up as much as stocks go down in bear markets, this isn't going to cut it.

It is certain that the AdvisorShares Active Bear ETF will outperform long - only funds in bear markets.

Like Mirae Asset India Opportunities Fund, the ICICI Prudential Focused Bluechip Equity Fund did not get a chance to prove itself in the 2008 financial crisis but did a good job in containing downsides in the bear markets of 2011 and 2015.

«Increased Correlation in Bear Markets.»

Dividends take away the need for retirees to sell stocks to generate income, which is especially powerful in bear markets.

Cash has a zero correlation with most other investment assets and provides a means to preserve capital in bear markets.

These types of strategies tend to get killed in bear markets.

Further small cap premium would be expected to be significantly positive in bull markets and significantly negative in bear markets, in other words small cap effect is a function of investor sentiment (risk - on vs. risk off sentiment).

The fair share concept is even more important in bear markets when the stock market generates a negative return year after year, as it did from 2000 — 02, losing 35 percent of its value, while the financial press continues to whisper in your ear, «You can do better than that.»

Antifragile as a concept is evident in Bear markets, i.e. the businesses that have survived the Bubbles have generally become lot stronger e.g. Amazon, Google, etc who survived the Dot - Com bust.

The cost averaging principle allows investors to buy more units in bear markets and fewer units in bull markets.

That uncertainty only appears in bear markets, and all the hubbub over optimizing the capital structure is so much hooey.

A + stocks perform well, especially in bear markets.

If the manager is exposing the investor to more downside risk in bear markets then they are increasing the behavioral risk of permanent loss for the investor.

If the manager is taking more risk then they look great in bull markets and very bad in bear markets.

The following is an excerpt from The Little Book of Bull Moves in Bear Markets: How to Keep Your Portfolio Up When the Market is Down (Little Books.

Absolute momentum is known to outperform in bear markets.

The risk - return trade - off gets turned on its head in bear markets.

And here's the why and how: Even in bear markets, top - paying dividend stocks typically do well, especially if the companies have a strong history of increasing the dividend payout.

Some sectors do well in bull markets but poorly in bear markets, while others can grow earnings even during sluggish periods and recessions.

But they can be volatile in bear markets (like equities) and carry the risk of permanent loss of capital (like equities).

Low - risk stocks do better than stocks as a whole because their return is only slightly lower in bull markets and is much better than average in bear markets.

The second voluntarily decides the best they can achieve is average performance, with the result being good results in bull markets and poor results in bear markets.

Cash is an important asset category to protect your portfolio in bear markets, and provide capital to buy assets when they are at bargain values.

This model allows you to limit the bloodbath in bear markets.

Index investing does very well in bull markets and very poorly in bear markets.

Great traders are simply long in bull markets and short in bear markets.

To simplify trend traders in the stock market are bulls in bull markets and bears in bear markets, not based on their opinions but based on the price action they are seeing.

Great traders are bullish in bull markets, and bearish in bear markets, until the end when then trend bends.

Growth stocks are more volatile, rocketing in bull markets but crashing in bear markets.

Even though the markets were down in 2000, 2001, 2002 and 2008, the DRS participated little in those bear markets.

But dividend stocks tend to rise more slowly in bull markets, but fall less dramatically in bear markets.

As a result, the active funds tended to outperform by a more significant margin in bear markets and by a relatively modest margin in bull markets.

Most people lose tremendous amounts of money in bear markets and stock market crashes.

Large, single - year advances are common even in bear markets.

The numbers were better in bear markets, with 65 % of funds beating their benchmark in the 2000 to 2003 downturn, and 45 % of funds beating their benchmark in the 2007 to 2008 downturn.

I would describe this as a high beta strategy — it performs very well in bullish markets and underperforms in bear markets.

Are there patterns to how long we stay in bull markets and how long we stay in bear markets?

That's why I average down in bear markets, if the thesis behind the investments is still valid.

As one would expect, the report found that BXM outperformed a long - only S&P 500 in bear markets but trailed the index in bull markets.

As VIX is an index for implied volatility (or expected volatility), in bull markets (markets moving up) it tends to move down, and in bear markets (markets moving down) it tends to move up.

Not losing money in bear markets makes it easier to make money in bull markets, he says.

In some bear markets a broadly diversified, globally diversified portfolio protects investors against huge losses, like 2000 - 2002, but most big bear markets are more like 2007 - 2009 when almost all equity asset classes fell.

Stock funds typically have the highest downside deviations, especially in bear markets.

But good diversification is only one layer of protection and as investors have learned, it can have an inherent weakness in bear markets where correlation between asset classes can go to one at light speed.

Large - cap value managers appear to be the only exception to the losing trend, outperforming their benchmark in both bear markets.

The fund can be counted upon for good participation in bull markets but is particularly adept at containing losses in bear markets, be it 2008, 2011 or even 2016.