Sentences with phrase «more of all equity exposure»

The S&P 500 has a 25 % infotech exposure but Yamada argues that 30 % or more of all equity exposure should be in technology: «at the very least, more than the 3.5 % that is in the S&P TSX Composite index.»

Not exact matches

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

This is interesting as more and more private equity firms have increased their scrutiny of public & private companies they invest in or might invest in to decrease their exposure to areas that could bring controversy.

More specifically, investors are putting their money to work in markets outside the U.S. Of the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposurOf the $ 97.2 billion of net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposurof net new assets raised in the first quarter, over $ 70 billion went into equity funds with international exposure.

This may sounds incredibly risky given my 5 year time horizon to retire at the age of 35 then you would be right — but she recommended that I diversify my equity exposure to include more international stocks (which I am doing more research on) and pull back on my bonds.

Mordy, on the other hand, chose a more diversified mix of ETFs, with no exposure to U.S. equities.

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.

The percent of your portfolio devoted to options gives you a floor on your possible exposure to massive losses in the equity market — you can not lose more than 10 - 20 % in any given year.

Russ Koesterich explains why most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.

I'd add this to the list of factors supporting more exposure to equities, including our expectations of a synchronized global earnings recovery and sustained economic expansion.

As a general rule, most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.

Arts education today is more than instruction: it is also a barometer of our willingness as a nation to provide equity through our public institutions.I applaud Rocco Landesman for bringing his important message directly to Secretary of Education Arne Duncan at their joint appearance at the Arts Education Partnership: «Arts exposure is fine, but unless students are prepared for the art, unless teachers are integrating the art into the student's overall learning for the year, it remains exposure, not education....

As a general rule, most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.

This reflects the likelihood that the unconstrained portfolio will contain more credit and equity exposure, both of which add to the overall riskiness of a portfolio.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriEquity oriented.

Until the developed stock markets retreat from record levels of valuation, we expect to have less portfolio exposure to equities going forward and more exposure to event driven situations such as liquidations and reorganizations that are not so dependent on the vicissitudes of the stock market for their investment return.

A portfolio with 90 % exposure to equities is going to feel like being in a Formula 1 race car, while a portfolio of 90 % high - quality fixed income might feel more like riding in a horse - drawn carriage.

Most retirees should have limited exposure to the stock market, so if you're a retiree with a high percentage of your portfolio in equities, you may want to sell some of your stocks and add more Canadian bonds.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balancedequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented BalancedEquity Oriented Balanced Fund.

Mawer Global Equity is another good choice with more or less similar characteristics in terms of low cost, low portfolio turnover and European exposure.

In order to balance them, the strategy must own more dollars of the long sleeve, creating the impression that it has net long equity exposure.

With increased exposures to equities and high yield bonds, this portfolio was able to capture more of the positive performance in these asset classes.

Employing such investment types can go hand in hand with a more simplified in - retirement portfolio strategy: Because broad - market index funds provide undiluted exposure to a given asset class (a U.S. equity index fund won't be holding cash or bonds, for example), a retiree can readily keep track of the portfolio's asset allocation mix and employ rebalancing to help keep it on track and shake off cash for living expenses.

In this webinar, sponsored by Scotia iTRADE, and presented by Bianca Baumann, attendees will learn about how Canada makes up less than 5 % of global equity markets yet most Canadian investors have much more domestic equity exposure than that and thus are heavily exposed to volatile sectors like materials and energy.

For example, a single - factor smart beta product may be used as part of a completion strategy in order to lend more exposure to lower beta stocks to an equity portfolio with a higher risk profile,» explains Mellon Capital.

His guidelines appear to be an equity exposure of not less than 25 % and not more than 75 %, with the balance in bonds or cash.

Even if the sample investor retires at 65, she could have a retirement period of 25 years or more, meaning she'd need a large equity exposure to battle inflation.

In comparison to traditional retirement schemes such as EPF and Public Provident Fund, which refrain from investing in stocks at all, NPS is the best as it is a lot more flexible in terms of equity exposure.

Pension Equity fund has more exposure on Equity and less of Debt or Money market instruments.

The equities exposure in the Fund will at all times be at a minimum of 20 % but not more than 70 %.

Genworth has more than $ 300 billion worth of potential mortgage insurance exposure, yet only has $ 3.5 billion in equity.

Through CMBS, off - shore investors are able to achieve broad exposure to a wide assortment of sponsors, asset classes and geographic regions that are more senior to, and more conservative than, the corresponding equity.