Sentences with phrase «key investment characteristics»

Strong long - term total returns, combined with other key investment characteristics such as liquidity, high dividend yields, their potential to increase diversification and to hedge against Read more -LSB-...]

Not exact matches

While retirement systems collect crucial information on investments, salaries, and retiree wealth, they also provides us with key information about the characteristics of the teaching workforce: the expected number of teachers remaining in the classroom versus the number of teachers leaving the profession.

Preserving wealth with value investing The value investing philosophy has several key characteristics that distinguish it from other investment styles.

One of the key characteristics of Section 1256 investments is that they use leverage, meaning that an investor only has to put up a small amount of money to control a larger valued investment.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 14 % Vanguard Total International Bond Index Fund 5 % Vanguard Short - Term Inflation - Protected Securities Index Fund 6 % Vanguard Federal Money Market Fund 75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

The SEAMARK investment professional's focus on the key fundamental characteristics of every single investment, thus allowing risk to be managed as each security is added to a portfolio.

In 1992, Tweedy, Browne published «What Has Worked in Investing: Studies of Investment Approaches and Characteristics Associated With Exceptional Returns,» a paper outlining many of the key characteristics of their own long - term investment pInvestment Approaches and Characteristics Associated With Exceptional Returns,» a paper outlining many of the key characteristics of their own long - term investmCharacteristics Associated With Exceptional Returns,» a paper outlining many of the key characteristics of their own long - term investmcharacteristics of their own long - term investment pinvestment portfolios.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 70 % Vanguard Total International Bond Index Fund 17.50 % Vanguard Institutional Total Stock Market Index Fund 8.75 % Vanguard Total International Stock Index Fund 3.75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.