Sentences with phrase «long term portfolio»

Not a problem on short horizons, but a huge problem on long term portfolios.

So also the capital gain is important in this case, not only dividends like in the long long term portfolio.

Dividend - paying stocks are a time tested income producing investment option that should be at the core of every investors long term portfolio.

Although diversification is a bedrock construct in long term portfolio management, it has actually been a drag this year.

In the scenario mentioned above, if you are in this category, you could transfer funds from the G and F funds to whatever you feel comfortable with to potentially achieve more long term portfolio growth.

With an eye on total long term portfolio return and annual rebalancing, AFAIK, increased volatility of the unhedged in your portfolio should be a good thing, once the very long term trend of the unhedged fund is upwards.

I can see now why you don't want to adjust the sleepy portfolio, it's more important to have a consistent long term portfolio for which to measure the success of your own returns against.

Most RSPs are very long term portfolios.

Retirement may be too far over the horizon to visualize so your investment goal may simply be long term portfolio growth.

For me, it's a little too risky for my long term portfolio.

I struggle with this concept only because it is costly to be against your long term portfolio.

Looking at the dividend aristocrats was how I first built my long term portfolio.

I like to stick to the real «boring» dividend growth stocks but after much deliberation I decided that it was an important sector that deserves some attention and a place in my long term portfolio.

Personally, I favor the consumer staples the most for my long term portfolio as it offers many very defensive and stable long time dividend payers.

I definitely think that having a real estate component to any long term portfolio is advisable.

We plan to keep both in our long term portfolio but our favorite of the two right now is WMT.

Like Kiplinger's allocation, I stuck to only equities, intend this to be a long term portfolio (i.e., no withdrawals for at least 15 yrs +) and stuck with only Vanguard funds because they're generally the cheapest.

However, my best advice for new investors is to set up a long term portfolio of good index funds and mutual funds.

Solid buys all around though none happen to be in my long term portfolios.

For those investors who would want the exposure to midcaps but not take the pain of looking at individual stocks, they can invest through midcap funds and make them a part of their long term portfolio.

For a long term portfolio, i prefer SIP and threshold re balancing.

We invest for the long term portfolios, not commission income.

If you maximize historical returns at each re-balancing, you'll likely get a very different outcome for the long term portfolio.

You also own quite a few names that are way out of my league in terms of yield with those REITs as I have no place for those in my long term portfolio.

For a long term portfolio Mid caps are a must, though only after proper understanding of the risks associated with them.

When buying US ETFs for a long term portfolio you are presumably also going to be rebalancing it.

This is the strategy that I use in my Medium - Long Term portfolio.

nice pickup and your long term portfolio will be thanking you!

He also discusses holding emergency money in a money market account or just as part of the long term portfolio.

No exposure to intermediate bonds and short - term debt (money market or Treasury) is a BIG mistake, even in a longer term portfolio.

These investments can be used in a long term portfolio, offering fairly reliable returns.

When we speak of discipline in a long term portfolio, your mind typically defaults to unfavorable markets.