For example, if you decide
you need exposure to stocks from both the U.S. and foreign countries, you could buy stock in:
«But pretty much everybody
needs exposure to stocks and bonds.
Not exact matches
This gives investors a way
to get
exposure to the
stock market gains without putting in the time or effort
needed to pick individual
stocks.
Important factors that could cause actual results
to differ materially from those reflected in such forward - looking statements and that should be considered in evaluating our outlook include, but are not limited
to, the following: 1) our ability
to continue
to grow our business and execute our growth strategy, including the timing, execution, and profitability of new and maturing programs; 2) our ability
to perform our obligations under our new and maturing commercial, business aircraft, and military development programs, and the related recurring production; 3) our ability
to accurately estimate and manage performance, cost, and revenue under our contracts, including our ability
to achieve certain cost reductions with respect
to the B787 program; 4) margin pressures and the potential for additional forward losses on new and maturing programs; 5) our ability
to accommodate, and the cost of accommodating, announced increases in the build rates of certain aircraft; 6) the effect on aircraft demand and build rates of changing customer preferences for business aircraft, including the effect of global economic conditions on the business aircraft market and expanding conflicts or political unrest in the Middle East or Asia; 7) customer cancellations or deferrals as a result of global economic uncertainty or otherwise; 8) the effect of economic conditions in the industries and markets in which we operate in the U.S. and globally and any changes therein, including fluctuations in foreign currency exchange rates; 9) the success and timely execution of key milestones such as the receipt of necessary regulatory approvals, including our ability
to obtain in a timely fashion any required regulatory or other third party approvals for the consummation of our announced acquisition of Asco, and customer adherence
to their announced schedules; 10) our ability
to successfully negotiate, or re-negotiate, future pricing under our supply agreements with Boeing and our other customers; 11) our ability
to enter into profitable supply arrangements with additional customers; 12) the ability of all parties
to satisfy their performance requirements under existing supply contracts with our two major customers, Boeing and Airbus, and other customers, and the risk of nonpayment by such customers; 13) any adverse impact on Boeing's and Airbus» production of aircraft resulting from cancellations, deferrals, or reduced orders by their customers or from labor disputes, domestic or international hostilities, or acts of terrorism; 14) any adverse impact on the demand for air travel or our operations from the outbreak of diseases or epidemic or pandemic outbreaks; 15) our ability
to avoid or recover from cyber-based or other security attacks, information technology failures, or other disruptions; 16) returns on pension plan assets and the impact of future discount rate changes on pension obligations; 17) our ability
to borrow additional funds or refinance debt, including our ability
to obtain the debt
to finance the purchase price for our announced acquisition of Asco on favorable terms or at all; 18) competition from commercial aerospace original equipment manufacturers and other aerostructures suppliers; 19) the effect of governmental laws, such as U.S. export control laws and U.S. and foreign anti-bribery laws such as the Foreign Corrupt Practices Act and the United Kingdom Bribery Act, and environmental laws and agency regulations, both in the U.S. and abroad; 20) the effect of changes in tax law, such as the effect of The Tax Cuts and Jobs Act (the «TCJA») that was enacted on December 22, 2017, and changes
to the interpretations of or guidance related thereto, and the Company's ability
to accurately calculate and estimate the effect of such changes; 21) any reduction in our credit ratings; 22) our dependence on our suppliers, as well as the cost and availability of raw materials and purchased components; 23) our ability
to recruit and retain a critical mass of highly - skilled employees and our relationships with the unions representing many of our employees; 24) spending by the U.S. and other governments on defense; 25) the possibility that our cash flows and our credit facility may not be adequate for our additional capital
needs or for payment of interest on, and principal of, our indebtedness; 26) our
exposure under our revolving credit facility
to higher interest payments should interest rates increase substantially; 27) the effectiveness of any interest rate hedging programs; 28) the effectiveness of our internal control over financial reporting; 29) the outcome or impact of ongoing or future litigation, claims, and regulatory actions; 30)
exposure to potential product liability and warranty claims; 31) our ability
to effectively assess, manage and integrate acquisitions that we pursue, including our ability
to successfully integrate the Asco business and generate synergies and other cost savings; 32) our ability
to consummate our announced acquisition of Asco in a timely matter while avoiding any unexpected costs, charges, expenses, adverse changes
to business relationships and other business disruptions for ourselves and Asco as a result of the acquisition; 33) our ability
to continue selling certain receivables through our supplier financing program; 34) the risks of doing business internationally, including fluctuations in foreign current exchange rates, impositions of tariffs or embargoes, compliance with foreign laws, and domestic and foreign government policies; and 35) our ability
to complete the proposed accelerated
stock repurchase plan, among other things.
These ETFs are similar
to mutual funds but trade like
stocks, and allow an investor
to get
exposure to a wide range of investments in a sector or industry without
needing to research individual
stocks.
SUMMARY It's difficult
to rationalise why there should be excess returns from high quality
stocks The Quality factor
needs to be constructed beta - neutral
to achieve positive returns
Exposure to the Quality factor is an attractive hedge for an equity - centric portfolio INTRODUCTION The concept of
One area of the Pulse survey that could fall under the «
needs improvement» category, however, is the relatively limited awareness of ETFs outside those that offer
exposure to broad
stock market indexes.
SRI
STOCKS Given the increasing risks to global sustainability, we believe there is a corresponding increasing need for increasing exposure to SRI stocks in one's long term investing port
STOCKS Given the increasing risks
to global sustainability, we believe there is a corresponding increasing
need for increasing
exposure to SRI
stocks in one's long term investing port
stocks in one's long term investing portfolio.
Remember, your retirement income will likely
need to last for 30 years or more, which typically requires some
exposure to stocks.
They're free
to buy using most discount brokers and can give investors the
exposure to international markets — without doing months of research
needed to buy individual
stocks.
However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct
stock holdings and
need to calibrate their allocation
to Canadian equities
to account for the additional
exposure through VEU, which at present is 5.5 %.
20:32 «If you are investing in
stocks and bonds without real estate or without other alternative investments, you're going
to need some
stock market
exposure, otherwise you're never going
to have enough saved, you're not going
to keep up with inflation and you're not going
to reach those retirement goals»
This balanced ETF portfolio provides broad
exposure to the
stock and bond markets for a total fee of only 0.18 % annually plus the relatively small trading costs
needed to set it up and maintain it.
Longevity risk — the risk you will run out of money before you die — is another reason why you
need to think about having a significant
exposure to stocks.
Here's what you
need to know about the risks and rewards of foreign investing for Canadians Our view on foreign investing is U.S.
stocks can provide all the foreign
exposure most investors
need.
As you get closer
to needing your money, you will likely want
to decrease your
exposure to stocks and other risky assets and increase your
exposure to less risky assets such as bonds and cash.
One area of the Pulse survey that could fall under the «
needs improvement» category, however, is the relatively limited awareness of ETFs outside those that offer
exposure to broad
stock market indexes.
Hence, some
stocks need to be sold
to reduce the
exposure to equities and bring it back
to 75 percent, and subsequently use the proceeds of the sale
to increase the investment in debt.
«That caused people
to look at their portfolios and realize maybe they
needed more
exposure to cyclical
stocks, and that gave a lift
to value versus growth,» he said.
You also
need to diversify your holdings within those asset classes and hold, in the case of a
stock portfolio, a variety of
stocks — from risky
to less risky, in different currencies, in different industries —
to reduce your risk
exposure.
If she is unlikely
to need to draw on this money, I think you can take a more aggressive stance and consider
exposure to stocks, which may be the best inflation hedge in a low - rate environment where fixed - income is barely keeping pace with inflation.
These include changing your allocation or risk level, rebalancing the portfolio, feeling
stock values are too high and wanting
to reduce
exposure, favoring another opportunity, or you
need the cash.
You do not
need more than 20
to 30
stocks for a diversified portfolio and maybe even fewer if you hold funds
to provide broad
exposure.
You probably won't
need more than 10 % of your portfolio in
stocks after you've retired but you do
need to keep some
exposure.
I'd be worried if she wanted
to try
to achieve her retirement goals with a lower allocation
to stocks because I think she
needs stock market
exposure to ensure her money outlasts her, despite her stated intention
to spend it all.
These types of firms have traditionally become ADRs for two reasons: first,
to enhance their image as a world - class
stock while increasing company
exposure and, second,
to satisfy the
need for raising equity capital in markets outside of the firm's home country.
Assuming, the theory holds true for Canadian investors (I'm not entirely convinced that Canadian investors who already have plenty of
exposure to commodities through resource
stocks need to add even more commodities
to their portfolios), it remains
to be seen if the new ETF can deliver on that promise.
That concentration is unlikely
to change in the near future, but the greater diversification you can get in this ETF compared
to the Vanguard Information Technology ETF makes it a better choice for those who
need broader
exposure to the
stock market, in general.
There's no doubt about it, if you want your money
to last
to Age 100, you'll
need to have an ongoing
exposure to stocks.
Investors
need to shake the illusion that owning U.S.
stocks means full
exposure to fluctuations in the U.S. dollar:
Well, like any great / compelling investment theme, there's two key challenges / risks — we
need to find
stocks that genuinely offer the desired
exposure, and then we
need to avoid over-paying!
So investors using broad - based Canadian ETFs may
need to watch how much
exposure they have
to financials and resource sectors, but they needn't worry about overexposure
to tech
stocks.