Sentences with phrase «less stock exposure»

Your risk tolerance may actually dictate that you should have more or less stock exposure than your typical, plain vanilla balanced mutual fund, David.

Not exact matches

As for Schlumberger, investors appear jittery about the stock, in part because the world's supplier of oilfield equipment has less exposure to the lucrative shale market ---- the biggest near - term driver for sales ---- than competitors.

Age 41 — 60: Not only do you lower your exposure to stocks to 60 %, you also increase your exposure to dividend paying stocks with less volatility.

If you write a billion - dollar 5 - year total return swap on Microsoft stock, that counts as $ 80 million of «total leverage exposure,» because that's 92 percent less worrisome than the CDS.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

For example a target of 50 % stocks and 50 % fixed income would be considered a moderate investment approach, some exposure to risk but an equal exposure to less volatile fixed income investments.

It steadily reduces your exposure to risky equities to reflect how you've ever less time left to recover from stock market falls.

So, you can reduce the stock exposure by a little bit less than 20 % and keep more in expected return.

And after a record run for technology stocks, maybe less exposure isn't the worst thing.

I've previously outlined that high yield credit risk is typically less ideal than simply gaining credit exposure through stocks and rate exposure through bonds.

It is believed that Cohen would like to become less reliant on European milk powder and may use some of the $ 85 million cash he has stocked up to gain more exposure to local organic dairy production.

And since people tend to become less tolerant of risk as they age, you may also want to pare back your stock exposure gradually throughout retirement (although there's also an argument for a «reverse guide path,» or starting with a relatively low stock exposure and increasing it later on).

Launched in August 2013 and an All - Star last year as well, it provides exposure to the broad universe of Canadian stocks, albeit with a less well - known index.

Value investing is a popular investment style used to get exposure to stocks that appear to be worth less currently than they are expected to be worth in the future.

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

The portfolio typically has between 10 — 30 total positions with greater than 90 % exposure focused in options on the broad market and less than 10 % in options on individual stocks.

Reduce exposure to stocks as you get older Pension funds typically reduce exposure to stocks to make the fund less volatile as the average age of plan members increases, says Sinclare.

I'm constantly asked whether I think it makes sense to adjust my model portfolios to focus on dividend stocks, to allocate less to Europe, or to add exposure to gold.

So as the stock moves around, your account value would move less than the exposure equivalent to 100 shares of stock.

Same goes for Smart Beta ETFs that attempt to beat the market by buying more of some stocks and less of others relative to the index based on a handful of idiosyncratic factor exposures.

And in fact, research shows that 401 (k) participants who own target funds are less likely to end up in portfolios with «extreme» allocations for their age — that is, young savers with little or no equity exposure and older investors with all or nearly all of their money invested in stocks.

As you get closer to needing your money, you will likely want to decrease your exposure to stocks and other risky assets and increase your exposure to less risky assets such as bonds and cash.

You also need to diversify your holdings within those asset classes and hold, in the case of a stock portfolio, a variety of stocks — from risky to less risky, in different currencies, in different industries — to reduce your risk exposure.

For example, if the half - life is short, as for momentum with a half - life less than one year, a stock's factor exposure will change rapidly over time, sometimes because momentum is becoming more expensive (when momentum is working) and sometimes because the compositions of the long and short portfolios are changing.

The slump in commodity prices has caused a number of railroad stocks to go on sale, and CN looks particularly interesting since it has less exposure to the weakest commodity — coal.

In a portfolio tilted toward high - growth stocks with less stable balance sheets, a quality factor ETF can be used to seek achieve diversified exposure to financially healthy stocks.

Multi-cap Investments include exposure to all market caps, including small and medium capitalization («cap») stocks that generally have a higher risk of business failure, lesser liquidity and greater volatility in market price.

He advocates adding alternative asset classes and strategies that provide exposures that are less correlated with stocks, U.S. bonds or cash, and suggests alternative ETFs are a good way to do so.

Over the last 10 years, it led investors to own funds that had more exposure to stocks when stocks were doing well and funds with less exposure to stocks in down markets.

Unfortunately, the BMO International Equity ETF has additional exposure to our stock market making it less attractive to Canadian investors.

As a result, I believe it makes sense to increase your equity exposure a little compared to what you might have done when bonds were more attractive, and to balance that by choosing conservative stocks that carry less risk than the overall market.

If you have less than a 3 year time horizon, you should have no stock market exposure.

For investors who want to maintain equity exposure but are concerned about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.

As a result, unhedged exposure to global stocks has proven particularly beneficial to Canadian investors thus far in 2017, while those who hedged may have benefited less.

But if you're a non-U.S. investor, buying funds that hedge currency exposure strikes me as the lesser of two evils: It's better to own a global stock portfolio that hedges currencies than take the risk of keeping much or all of your money in domestic stocks.

It also appears that size is starting to matter less to hedge funds, with 43 % of assets invested in stocks with stocks with market cap higher than $ 10 billion, down from 47 % as of Q1, yet in line with Q2 2009 exposure.

This is because you'd have less exposure to stocks when you hold other asset classes.

As a rule of thumb, keep exposure to any single stock to less than 5 percent of your overall portfolio.