Sentences with phrase «much equity exposure»

Not exact matches

Individuals seeking to maintain returns and diversified exposure to U.S. equities need to cast a much wider net than they have in the past, given the diminished number of publicly traded companies and the maturity of those businesses.

I have very much the same approach, but a) I am older, b) I am a bit more risk averse and, consequently, c) have less equity exposure.

They address some of the self - justificatory blather («it's the most hated bull market in history,» to which they reply that sales of leveraged bull market funds and equity exposure by market - timing newsletters were at records for 2014 and much of 2015 which some might think of as showin» some lovin»), then make two arguments:

Personally, I don't like much exposure to resources and Canadian equities are 20 % of my allocation, so I prefer to buy stocks directly for that portion (realizing that I could potentially trail the index).

How much implicit equity exposure do we get from our variable annuities?»

While the equity piece is the dominant volatility exposure in our portfolios we know that current bond markets leave much to be desired.

Under the Exposure Analysis conducted by IB, if an account would lose so much value that its equity would be eliminated and it would then additionally have an unsecured debt to IB (i.e., negative equity), this would represent an Exposure to the firm (since IB is legally obligated to guarantee its customers» performance to the clearinghouse even if the customer has no remaining equity).

Much of the interest is attributable to research espousing the benefits of adding commodity exposure to equity portfolios.

At your age I would increase my bond exposure to 20 %, leave 80 % in equities to capture as much of the upside as possible, and invest any new money into bonds until either it reaches its target or a specified amount of time has passed (ie give 2 years for equity recovery then rebalance).

Currency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency exposure.

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.

Investors should reexamine their current allocation to determine how much international small - cap stocks exposure they have truly gained via their other international equity holdings.

The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).

This results in having too much exposure to only one type of equity market, usually large - cap value and growth stocks (via S&P 500 ETFs).

At that time I did not have much exposure to equity or debt.