Sentences with phrase «making tactical portfolio»

Not exact matches

It's definitely more of a tactical market, but our investment style in the fixed - income group is such that we're not going to be incredibly active in jerking our positions around — that is, we aren't much for making daily or weekly shifts in our model portfolio positions.

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

He is also an active participant in making tactical calls in all of the portfolios where the ISG team has been given discretion.

A prudent word of warning: this portfolio promises to be volatile, so make sure that you have stop losses in place or some other form of risk control, particularly in the 40 % of the portfolio allocated to tactical positions.

XTR isn't the only fund that makes tactical shifts according to market conditions: the iShares Core Portfolio Builders and Claymore CorePortfolios also do so.

Excellent presentation, Prof. Had a question: Once you've recognized that the market (or one of its subsets like dotcom stocks) are in bubble territory, what kind of tactical moves can one make, besides avoiding such stocks (like increasing cash in the portfolio) & how does one go about doing so?

His point is that a TDF may invest its assets into index - based securities that do not make tactical adjustments as the markets change — but the act of managing even an index - based portfolio according to a glide path that ramps down equity risk over time will always be at least in part fundamentally «active.»

I task it to myself and you all, (we're smart enough), there is / must be some way to draw some «tactical» conclusions, at least over the short term of how to outperform the basic passive portfolio, after all, when was the last time any of us made a substantial investment in Japan?

Most of the material in these courses begins with the false premise that indexing results in mediocre performance and then explains in effusive detail how portfolio managers can do better by making tactical moves, clever trades, shorting stocks, using derivatives and a host of other exotic techniques, many of which have long fallen out of use.