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