Sentences with phrase «investors diversify their holdings»

Not exact matches

The New York City - based diversified holding company named after its founder, the activist investor Carl Icahn.

Their investors, including many regular employees, have no straightforward way to cash out or diversify their stock holdings.

Because the financial markets have been so volatile these last few years and may continue to give investors a bumpy ride, Kaplan says it pays for investors to stay liquid and to diversify their holdings through vehicles such as mutual funds and ETFs (exchange - traded funds) rather than make big bets on individual securities.

The recommendation that investors hold a fully diversified portfolio is wisdom that they ignore at their own peril.

We recommend investors be prepared for a potential pullback by holding a diversified portfolio and making sure that current allocations correspond with their original investment plan.

Regarding Sulyma's holdings in the TDF, for example, the 2012 Summary Plan Description advised Sulyma that «[e] ach fund offers a broadly diversified mix of domestic and international stocks and bonds, and includes investments not typically available to individual investors, such as hedge funds and commodities.»

With interest rates being so low, investors holding bonds in a diversified portfolio know that the next forty years can not look as bright as the last forty years.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

In our opinion, the most dynamic way for investors to position for these changes is through a diversified holding of well selected gold mining equities, which stand to benefit in a dramatic way from a better gold price environment and improved investor sentiment.

Investors should diversify their holdings across emerging markets, experts say.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

Precious metals provide an alternative way for investors to diversify their holdings and to find shelter from the volatility of traditional equities.

Author Burton Malkiel believes that by buying and holding a low - cost, internationally diversified index of securities over time, an investor can exceed even portfolios picked by professionals with complicated analytics (aka «index funds»).

Investors should always aim to diversify their holdings to both match...

Investors should always aim to diversify their holdings to both match their personal tolerance for risk and to seek to help them meet financial goals.

For investors, a few small cap holdings will help to diversify across business sector and present your portfolio with a growth factor unachievable elsewhere.

As long as investors in frac sand suppliers are aware of the risks of that prolonged depressed energy prices, an overdue market correction, and industry overcapacity pose, then they can adjust their holdings accordingly as part of a diversified portfolio that can minimize the risks of devastating, permanent losses.

«Stocks are for long - term goals, and investors should try not to focus on short - term fluctuations,» said Michael Guillemette, assistant professor of personal financial planning at Texas Tech University, who echoed Stein's advice on diversifying your holdings.

Investors are best served when grim headlines are in the news by remembering that geopolitical risks are a regular part of investing and that a long history of geopolitical developments shows us that holding a well - diversified portfolio may buffer the short - term market moves that are most often the result.

Experience has shown long - term investors are more likely to achieve consistent results and grow their assets over time if they hold a diversified portfolio.

As investors, their size empowers them to leverage one of the oldest and most fundamental of business principles — diversify your holdings.

They allow investors to build diversified portfolios without having to hold thousands of individual securities.

All you can do as an individual dividend investor is tune out the noise, stay diversified among your holdings and make sure the dividend remains covered.

Mutual Fund: An investment vehicle that allows many investors to pool their money to be invested in diversified holdings and managed by professionals.

Hold a reasonable portion of your portfolio in U.S. stocks: We continue to recommend that Canadian investors diversify part of their portfolio (up to 25 %, say) in well - established U.S. stocks.

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 average US investor holds 70 % of her equities in American stocks, but the US makes up more than 40 % of the global markets, and its economy is the most diversified in the world.

I don't object to holding a small allocation of gold in a diversified portfolio, but it's important for investors to be clear about their expectations.

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

Are investors really diversified if it is the single largest holding and largest stock on the market that is keeping earnings growth afloat?

Graham stressed the need for a broadly diversified portfolio: a minimum of 15 holdings for the enterprising investor, but preferably a larger group consisting of about 30 of the best prospects selling at significant discounts from their intrinsic value.

From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios.

«If an investor is properly diversified — holding a portfolio of low - cost index funds, for example — then they shouldn't fret about fluctuations.

Containing 154 names, it's as diversified as any investor might need, holding a broad selection of low - volatility, high dividend growth stocks across several sectors.

Most of the debate usually centers on how many holdings an investor should own and how their holdings should be diversified.

A typical LSIF investor holds a diversified portfolio of small to mid-size companies, and may specialize in certain sectors, such as biotechnology or information technology.

Holding a diversified portfolio is one reason why real investors don't have to worry about the next stock market crash.

Dan Solin, author of The Smartest Investment Book You'll Ever Read allocates just 10 % to Canadian stocks in his model portfolios based on the belief that investors should hold globally diversified portfolios.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

These funds focus on long - term growth and are perfect for investors with moderate risk tolerance: about 60 % of the holdings are a diversified mix of Canadian, U.S. and international equities, with the remaining 40 % in bonds and cash.

A valid concern that arises is what happens if investors do decide investment grade bonds should no longer be part of their diversified investment portfolio and start instructing their bond fund managers to sell their holdings and return their cash.

Following John Bogle and holding a portfolio of exceedingly broadly diversified index funds essentially forever would fit with your suggestion that investors avoid the active management game and keep things simple.

By holding a globally diversified portfolio, investors are well positioned to seek returns wherever they occur.

IXUS holds over 3300 non-U.S. companies, giving investors an incredibly easy way to diversify their international holdings.

Drawing on his own varied experience as an economist, financial adviser, and successful investor, Malkiel shows why, despite recent advice to the country from so - called experts in the wake of the financial crisis, an individual who buys over time and holds a low - cost internationally diversified index of securities is still likely to exceed the performance of portfolio carefully picked by professionals using sophisticated analytical techniques.

Joseph, remember that Canadian investors have only a certain number of low - fee options to diversify their holdings beyond Canada.

Investors include foreign bonds in their portfolios to take advantage of higher interest rates or yields, and to diversify their holdings.

If you buy and hold a globally diversified portfolio of index funds, every year you'll fare modestly better than most other investors.

A large body of evidence suggests that investors diversify their portfolio holdings much less than is recommended by normative models of portfolio choice.

You could also further diversify the bond portion of your portfolio by investing, say, 20 % to 30 % of your bond holdings to a total international bond index fund, although, frankly, I don't think an international bond portfolio is anywhere close to a «must have» element for the portfolio of most individual investors.