Sentences with phrase «lesser investment asset»

Gold is less an investment asset then a long - dated put option on the end of America's world role.

Not exact matches

Declining assets generally mean less revenue for investment managers, who earn a percentage based on the value of the investments.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

Other benefits of investments using debt include tax advantages and a higher return on my investment (ROI) because I've used less of my own money to purchase the asset.

My point was and is that the equity risk premium is bundled up closely with the nature of the security itself (i.e., being a publicly traded, relatively liquid investment asset called an equity, that has a very specific bundle of rights and risks attached to it), which has very different characteristics than the many other financial assets available in the economy (many of which have bundles of risk that are perceived as «riskier», and many of which are perceived as «less risky»).

Because I manually input my Structured Notes portfolio into the assets section, Patrick saw around $ 400,000 less in equity investments than reality.

Glaucus claims that Blue Sky inflates the value of its investments, and that its published fee - earning assets under management figure is not the $ 4 billion the company presents, but less than $ 1.5 billion.

Because stocks are generally more volatile than other types of assets, your investment in a stock could be worth less if and when you decide to sell it.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

Mortgage - and other asset - backed investments carry the risk that they may increase in value less when interest rates decline and decline in value more when interest rates rise.

ICI states that 90 % of equity mutual fund assets in private - sector IRAs are in funds that charge less than 100 basis points in operating expenses — and that private - sector IRAs offer more investment choices than the state - run plan contemplates.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

An ETF combines the evaluation feature of a mutual fund or unit investment trust, which can be bought or sold at the end of each trading day for its net asset value, with the tradability feature of a closed - end fund, which trades throughout the trading day at prices that may be more or less than its net asset value.

Bill Adams, PNC senior international economist, and Bill Stone, chief investment strategist for PNC Asset Management, explain how China's economy affects the United States and why our own stock market ups and downs are influenced less by China than many people think.

In addition, SMART Saver women have less of their assets in cash (56 %) than other Canadian women (66 %), and are far more likely to have portfolio exposures to equities, bonds and investment properties.

Flatt also chairs Brookfield's Investment Committee, whose investment approach is to acquire high - quality assets at less than replacement cost by looking for opportunities in regions and sectors during periods of financial upheaval or operational Investment Committee, whose investment approach is to acquire high - quality assets at less than replacement cost by looking for opportunities in regions and sectors during periods of financial upheaval or operational investment approach is to acquire high - quality assets at less than replacement cost by looking for opportunities in regions and sectors during periods of financial upheaval or operational challenge.

the compounder, because it compounds our money for us) or 10 — 20 Ben Graham net - nets (companies purchased for less then their net current asset values just as Benjamin Graham pioneered it over his long and lucrative investment career).

One important thing to remember is that there are two different types of gains / losses from investments — short - term gains (if you held an asset for one year or less) and long - term gains (over one year; i.e. one year and one day).

It's an asset class that has historically less correlation with traditional investments like stocks and bonds.

The Board also considered that the Fund's total net assets will decrease as a result of the Initial Tender Offer (and the Conditional Tender Offer, if conducted), which may result in greater volatility, less investment flexibility and proportionately higher expenses for the Fund's remaining shareholders following the Tender Offers.

By identifying these unconventional investment opportunities that can truly segregate risk amongst various asset classes, investors can realize historical market returns but incur less risk to their overall portfolio.

If we can avoid capital losses in the near term and then buy investment - worthy assets after they have dropped in price and offer much less capital risk and much higher income yields again, then there is hope for higher compound returns for many years thereafter.

This front - end alternative is now creating a crowding - out effect for more risky assets by providing a tangible investment alternative with much less embedded risk.

After giving the company credit for the expected ramp - up in production from large current investments, the company is trading at less than 9 times earnings — too low considering that approximately a quarter of those earnings come from the very high - return trading segment and the rest come from long - lived and well - run mining assets.

At the time of sale, your shares may have a market price that is above or below net asset value, and may be worth more or less than your original investment.

Onamia, Minn. — January 7, 2014 — Less than ten months after announcing that it had purchased more than half the hotel rooms in St. Paul, the Mille Lacs Band of Ojibwe's Corporate Ventures today announced another significant investment — this one a major redevelopment of an existing asset in its own backyard.

Less than one - third of pension - fund assets typically are parked in safer, lower - yielding government bonds and other fixed - income investments.

A recent survey of 97 sovereign investors — which include sovereign wealth funds, state pension funds, central banks and government ministries collectively holding # 9 trillion of assets - by Invesco found they see the UK as a less attractive destination for investment.

Less than a week after the Weinstein Co. seemed destined for bankruptcy, a deal emerged for an investment group to buy assets from the troubled firm in order to launch a new movie studio that will be led by women.

If you put your $ 5,000 into a riskier asset class such as stocks (ie a stock mutual fund) then in 6 months your investment might be worth more than $ 5,000 or it could be worth less than $ 5,000 (possibly a lot less).

This front - end alternative is now creating a crowding - out effect for more risky assets by providing a tangible investment alternative with much less embedded risk.

With 10 - year Treasuries yielding less than 2 % today (from Bloomberg data), investors unwilling to accept such low income may need to direct their investments across riskier assets in the search for yield.

Risky investments like stocks often have boatloads of short - term volatility but always outperform less - risky assets (like bonds) over the long - term.

Not only does this mark a new era of investment alternatives from traditional assets like stocks and bonds for investors to use in order to protect against portfolio risks but as investors allocate to commodities in local Asian markets, the futures growth may help standardize the quality of energy and food to make prices less volatile and their environment cleaner.

Bonds are also a relatively safe investment, so a low - risk allocation should have more assets in the bond market and less in the higher risk, higher return stock market.

In financial theory, riskier investments are expected to be more profitable because investments normally offer a reward in exchange of risk absorption — if they offered no reward, investors would buy the less - risky assets instead.

For the benefit of having your dividends reinvested, you may have less efficient asset allocation, disjointed advice on your investments and less visibility to your overall holdings.

Another popular investment asset class that is less liquid and perhaps something to work toward is real estate.

Although this asset class comprises less than a quarter of our total portfolio, it significantly enhances total investment return for policyholders and shareholders.

If you have less than $ 250,000 in total assets at that bank or credit union — across * all * accounts — your investment principal is guaranteed by the FDIC.

Starting in mid-December 2006, the Fund's investment mandate changed from investing at least 80 % of its assets in U.S. securities to investing no less than approximately 50 % in U.S. securities, and the Investment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting Januarinvestment mandate changed from investing at least 80 % of its assets in U.S. securities to investing no less than approximately 50 % in U.S. securities, and the Investment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting JanuarInvestment Adviser chose the MSCI World Index (Hedged to US$) as the most relevant benchmark for the Fund starting January 1, 2007.

As you near your 70s, you might even consider holding up to 70 % of your investments in bonds and fixed income assets that are less volatile.

With a target - date fund, experts regularly rebalance the assets of the fund as the target date approaches, typically moving towards less risky investments over time.

We want deeply discounted investments selling for 60 % or less of our appraisal value based upon the present value of free cash flow, net asset value, and comparable business sales.

As a result, during such stressful times, most investment managers seek to invest in less volatile, more short - term assets — at least until market conditions improve.

As people get closer to selling, they move assets over time into a mixture with less volatile investments.

Methodology: To compile its list of the top 120 banks, GOBankingRates surveyed the FDIC's list of banks sorted by asset size, excluding nonactive institutions, those with less than $ 1 billion in assets, investment banks and any institutions that require customers to use investment services to access commercial bank accounts.

Methodology: To compile its list of the top 120 banks, GOBankingRates surveyed the FDIC's list of banks sorted by asset size, excluding non-active institutions, those with less than $ 1 billion in assets, investment banks and any institutions that require customers to use investment services to access commercial bank accounts.

However, you may be liable for these taxes on a house worth less than the limit if the combined value of all the original owner's assets — including not only the house but also hard cash and investments — exceeds $ 5.49 million.