Sentences with phrase «much capital preservation»

Get your financial advisor to make periodic retirement projection estimates on just how much capital preservation will be necessary to meet family income goals.

Not exact matches

Mixing cash with stocks is a barbell portfolio strategy with a very safe short - term capital preservation asset in one bucket and much riskier assets in another.

I am now getting to a stage where I don't need to take as much risk to achieve marginally higher returns (I will hit my retirement / lifestyle targets no problem) and having preservation of capital along with some growth is more important.

Much money for less skilled investors gets lost as a result of buying near peaks (greed, or late imitation), and selling near bottoms (fear, or capital preservation).

Whilst value investing does have its limitations, in this whitepaper you will find out why we adhere to value investing, and why we place so much importance on risk minimisation and preservation of our investors» capital.