Sentences with phrase «of a balanced portfolio versus»
It's that bonds are less volatile and their prices tend to rise when stock prices fall, boosting the competitiveness of a balanced portfolio versus a stock - only portfolio.
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A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.
However, over a three - decade horizon, the difference in returns between a cash - dominated portfolio versus a balanced portfolio of stocks and bonds can be extremely large.
Asset allocation is an investment strategy by which you balance your risk versus your reward by adjusting the percentage of each asset in your portfolio according to several metrics — your time frame, your risk tolerance, and your investment goals.
GM's fleet portfolio is well - balanced, with Commercial and Government deliveries higher than rental in the first four months of the year and Commercial and Government market share is up versus the industry.
However, over a three - decade horizon, the difference in returns between a cash - dominated portfolio versus a balanced portfolio of stocks and bonds can be extremely large.
Balanced funds are great because they don't require investors to figure out a host of complicated considerations, such as how much of your portfolio should be weighted in small cap versus international equity funds.
My personal experience proved that lumpsum investing is better than STP for 6 to 12 months as I invested in 5 hybrid equity balanced funds for an amount of 12 lakhs on 1st January 2016 when markets were all time high, but, immediately after I invested, markets started to fall with some corrections for few months and my portfolio was down by 1.5 lakhs versus my investment at some point but now my portfolio is up by 1.2 lakhs where there is an appreciation of 14 % till date, some people even suggested me to go for STP over 6 to 12 months to average out but I believed in this lumpsum investing than STP as I did not need this anount for upto 5 years.