Sentences with phrase «long time horizon for»

Young investors should welcome market downturns because they offer bargain - buying opportunities with a long time horizon for growth.

I think it can work really well over a really long time horizon for an individual investor who isn't trying to make a career out of this.

If you have a long time horizon for what you're trying to accomplish, then yeah go ahead and invest, and then invest appropriately.

Others are trying to temper expectations, pointing to the historically long time horizon for turning new technologies into treatments.

I think it can work really well over a really long time horizon for an individual investor who isn't trying to make a career out of this.

For these purposes, this portfolio assumes the need to accommodate a very long time horizon for investing.

We've identified 34 digital health companies on our Tech IPO pipeline list, alongside 6 digital health companies valued above a billion dollars (Zocdoc, Proteus Digital Health, 23andMe, NantHealth, Oscar, and GuaHao), many of which will need to go to public markets for further funding if late - stage investors continue to move further away from private markets as they did in Q4 ’15 (this may be a trend that's particularly pronounced in healthcare, where companies have much longer time horizons for returns).

The longer your time horizon for saving in an IRA, the longer your money has to grow on a tax - deferred basis.

«The longer the time horizon for needing the income, the greater the pool of money you're going to need at the beginning to make sure that money lasts,» he said.

The longer your time horizon for saving in an IRA, the longer your money has to grow on a tax - deferred basis.

You need a longer time horizon for higher risk investments.

Not exact matches

With these high - performing high - priced funds, you'll need to have a long time horizon and do some digging to understand what you're actually investing in — and whether they make sense for you.

Fees are extremely important to take into consideration when evaluating options for retirement, because the effects are compounded over a long time horizon, and high fees and costs can cause serious harm to your retirement savings.

«Although we are pleased with these annual results, this relatively short - term performance is far less meaningful than our long - term results as financial markets can move sharply in either direction over shorter time horizons,» CPPIB chief executive Mark Wiseman said Friday as the fund manager released its annual report for the year ended March 31.

On paper, it's easy to make a case for a three - or four - year time horizon - long enough for appreciation to offset the real estate agent's commission and other costs of buying and selling.

Some hedge funds specialize in illiquid investments for investors with a long time horizon who could care less what the market does on a daily, weekly, monthly or yearly basis.

In fact, for those with a long time horizon, volatility in stocks should be welcomed.

As we millennials have a longer time horizon until retirement, staying invested for the long haul is key.

At longer horizons, the 6.3 % growth rate that we've assumed for nominal GDP over the coming years will begin to bail investors out given enough time, and as a result, our projection for 10 - year S&P 500 nominal total returns peeks its head up above zero, at about 2.4 % annually from current levels.

For a high - value investor with a long time horizon and income to satisfy living expenses, the latter long - run risk of portfolio erosion is almost certainly the more important one to consider.

GREENBLATT: Right, well the idea really was is that when you give a gate, every September or October, people have to decide whether they want to lock up for another year or two, when you have monthly liquidity, you're never forcing them to make a decision maybe the wrong time, they can always have their money and it's not a signaling device to say you should have a short time horizon, actually for what we do, you need a long time horizon.

By contrast, consider a young worker with a long time horizon to save for retirement, expectations of growing employment income over time, and an aggressive portfolio allocation of 80 % stocks and 20 % bonds.

But for many investors (including younger investors with relatively long time horizons), sacrificing some liquidity in exchange for mitigated risk and higher potential returns is a trade - off well worth making.

Since you're saving for retirement, you likely have a long time - horizon for your investing.

So even if you're saving for a long - term goal, if you're more risk - averse you may want to consider a more balanced portfolio with some fixed income investments, And regardless of your time horizon and risk tolerance, even if you're pursuing the most aggressive asset allocation models you may want to consider including a fixed income component to help reduce the overall volatility of your portfolio.

A conservative portfolio is appropriate for an investor with a low risk tolerance and a time horizon from immediate to longer than 3 years.

For those of us who use explicit inflation targets, for example, there would be a need to focus on a longer time horizon and perhaps somewhat greater toleration of short run deviations from the medium - term targFor those of us who use explicit inflation targets, for example, there would be a need to focus on a longer time horizon and perhaps somewhat greater toleration of short run deviations from the medium - term targfor example, there would be a need to focus on a longer time horizon and perhaps somewhat greater toleration of short run deviations from the medium - term target.

If the speculative bubbles and crashes across market history have taught us anything (particularly the repeated episodes of recklessness we've observed over the past two decades), it's this: regardless of the level of valuation at any point in time, we have to allow for the potential for investors to adopt a psychological preference toward risk - seeking speculation, and no amount of reason will dissuade them even when that speculation has already made a collapse inevitable over a longer horizon.

While an aggressive type portfolio will naturally fluctuate over time and has more «volatility,» this is nothing to get scared about because you are saving this money for the long term and over a 10 + year investing horizon you are going to make more money investing in stocks than in bonds.

So an opportunity for time - arbitrage arises for the investor with a longer horizon» James Montier

Our long - term time horizon, coupled with your patient capital, is a sustainable competitive advantage that is very difficult for many other market participants to duplicate» CT Fitzpatrick

Our time horizon is long while for other investors it's short.

Going back five years yields even better results for investors and potentially reinforces the value of having a long - term time horizon and being patient:

The longer the time frame of investment, the less need for liquidity as compared to investing with a short - term time horizon.

«The inability of so many investors and managers to invest with a long term horizon creates the opportunity for time arbitrage - an edge in an investing approach that requires the commitment to long - term holding periods» Joel Greenblatt

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Having said that, these three stocks in Berkshire's portfolio look especially attractive right now, and are worth a look for investors who have a long time horizon.

We are certainly not pleased with near - term underperformance, but we remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

Currency hedging is expensive and difficult for private investors, so I wouldn't worry too much about it provided you've got a long time horizon and you're spreading your equity buying across the world.

Regardless, we believe an arbitrage opportunity exists for managers with a longer investment horizon: There are more opportunities for differentiated performance when one holds securities for longer time periods.

The risks taken may not be appropriate for the portfolio and are also likely not reflective of the fact that most clients have a time horizon that is longer than eight weeks.

If you keep it for a long time horizon, NDSN's yield will gradually improve and its stock value will also generate a boost in your portfolio.

Attempting to smooth out the ride for long - term investors over their investment time horizon is important — as it reduces the temptation to abandon a diversified allocation when one asset class is outperforming or underperforming others during a shorter period of time.

This moderate allocation is designed for investors with a longer - to - medium investment time horizon and / or a moderate risk tolerance.

We remain confident that our focus on business value and our extended investment time horizon will position the Fund for favorable results over longer periods of time.

Despite the apparent scarcity of appealing options, adopting a zero allocation to small cap equities is a potentially imprudent investment decision for those with longer time horizons or higher risk tolerances.

Our collaborative research process, along with our long - term time horizon, lie at the heart of our investment philosophy designed to deliver alpha for clients.

For some managers, such as MFS, the investment time horizon is a long one — a market cycle of five to seven years and even longer.

Investors who have a longer time horizon and are willing to embrace more risk or volatility in their portfolio in exchange for the possibility of a higher return would select a fund with a higher equity holding — say LS80 or even LS100.

The data in this graph makes it much easier to appreciate how much longer the time horizons are for the typical VC fund compared to the average entrepreneur or angel investor.