Sentences with phrase «lower equity position»

Another alternative that would reduce early sequence risk is to start retirement with a lower equity position, continuing a dollar cost averaging system the first N years of retirement.

Not exact matches

The industry in North America has high fragmentation and has low barriers to entry, but ACT enjoys one of the strongest positions, enhanced by the brand equity of its banners, the quality of its real estate, and efficiencies stemming from the breadth of its operations.

It's operating from a position of strength and in 2016 saw operating return on equity of 13.3 %, consistent with its performance over the decade despite historically low interest rates.

It can be a way to execute a low - volatility strategy without having to optimize the equity position,» he says.

Given the relative position in the capital structure and security surrounding debt investments, the rate of return for creditors of a given company is typically lower than the company's equity holders.

Macro: The Macro strategy's strongest contributions came from long equity and Energy - sector positioning as low volatility and sustained, upward trends in these markets continued driving returns throughout most of January.

As long as your debt - to - income ratio is low, however, and you have a larger equity position — meaning you can afford a larger down payment — you stand a good chance of getting approved for a loan with a decent interest rate.

As calm markets pushed volatility to record lows, some strategies increasingly accepted bets against calm markets in order to fund equity positions.

Long underlying position must be valued at lower of current market value or call exercise price for margin equity purposes.

Star Mountain is a specialized asset management firm focused exclusively on the U.S. lower middle - market by investing debt and equity directly into established operating companies, making strategic investments into fund managers and purchasing secondary fund positions.

His statistical analysis showed that, paradoxically, founders maximized the value of their equity stakes by giving up the CEO position and board control: «The results show that, controlling for company size, age, and other factors, the more decision - making control kept (at both the CEO and board levels), the lower the value of the entrepreneur's equity stake.»

The fund can also take a position in 0 - 3 month T - bills should the 5 - year note become too volatile, too correlated with equity, or too low - yielding (such as in a flat or inverted yield curve).

Our fourth open position in the model trading account, PowerShares U.S. Dollar Bull Index ($ UUP) long, is also showing an unrealized gain, but has a low correlation to the direction of the equities markets either way.

With corporate debt markets priced for another Great Depression, High Yield Bonds are in a unique position to outperform equities given recent runups off the lows while providing a high yield income stream for years to come.

At the moment, most equity crowdfunding platforms in the U.S. are positioned near the «closed» end of the spectrum, advertising very low curation rates.

AMcKinseystudyiv found that companies with the highest female representation in top management positions achieved return on equity of 41 percent higher than companies with the lowest representation.

The basis for this positioning was our view that international equities stood to benefit from a longer runway for economic growth, stronger corporate earnings, and lower valuations relative to the U.S. market.

If you're in the unfortunate position of having your mortgage come up for renewal this year, you may also be hit with the perfect storm: a devalued housing market in the Fort McMurray region, combined with no or low employment, combined with little personal equity in the home.

Certain volatile equity and option positions as well as low market cap securities may have concentration add - ons over 30 %.

Generally, as a firm's debt - to - equity ratio increases, it becomes riskier A lower debt - to - equity number means that a company is using less leverage and has a stronger equity position.

The HARP initiative can allow upside down homeowners to refinance their home to a new lower rate without incurring monthly mortgage insurance even though a 20 percent equity position might not be maintained.

The couple now wants to switch to lower - fee exchange - traded funds (ETFs), but is starting to question their 100 % equity position.

Given the fund's mandate and low costs, JATTX makes for a prime subcore position within a broad equity portfolio.

They also reported that another 11.2 million homeowners are now in a «low equity» position, which means they are no longer underwater, but have only a little equity.

Car loan refinancing may help you lower your interest rate, potentially putting your car loan in a better equity position.

A lower debt - to - equity number means that a company is using less leverage and has a stronger equity position.

And I still prefer European equities: In my opinion, lower corporate margins, cheaper valuations, Europe's position (vs. the US) in the economic cycle, and the ECB's huge & still untapped firepower (vs. that of the Fed), all present a superior risk - reward proposition — in terms of market upside, and in terms of potential restructuring and M&A.

No bad reflection, it simply reflects my «bar - bell «approach — investing in lower - risk catalyst situations nicely balances out higher risk positions (like emerging & frontier market equities, as most would characterize them).

We are in a position where yields on short Treasuries are nonexistent, investment grade and junk yields are low for corporates, and equities are rallying, but there is little growth, or some shrinkage in productive capacity.

I agree that youngsters should focus on equities for the most part, but to not buy fixed - income investments for short - term goals and as a guaranteed return when markets drop and low positions make liquidity a bit tight is irresponsible.

Long underlying position must be valued at lower of current market value or call exercise price for margin equity purposes.

• Nearly half (48 percent) of the brokers indicated that they are seeing an increase in the number of people in their market relocating, driven equally by financial reasons (lower cost of living, better job opportunities, increased equity position and lower home prices) as they are motivated by lifestyle reasons (better weather, closer to family / friends, retiring, curious about new places).

As long as your debt - to - income ratio is low, however, and you have a larger equity position — meaning you can afford a larger down payment — you stand a good chance of getting approved for a loan with a decent interest rate.