Sentences with phrase «of a diversified portfolio by»

The International Strategy seeks to improve the performance of a diversified portfolio by exposing it to assets located in markets around the globe that have markedly different characteristics than markets of the United States.

Not exact matches

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

And it's not even «pay» in the loose sense of «money given by an employer,» since there's no indication here what portion of that investment income comes from shares in a CEO's own company, say, versus a diversified portfolio.

However, within a given portfolio, an investor can maximize return for a given level of risk by diversifying among several uncorrelated asset classes.

Description: Global Energy Metals (TSX - V: GEMC, OTCQB: GBLEF, FSE: 5GE1) is focused on offering security of supply of cobalt, a critical material to the growing rechargeable battery market, by building a diversified global portfolio of cobalt assets including project stakes, projects, and other supply sources.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

Entire populations within currency zones can literally nuke themselves to the verge of oblivion, and yet a portfolio that is maximally diversified in the investments of that territory, will never experience a nominal decline, since the return of such a portfolio is a function of aggregate revenues, which by definition is on a fixed growth path.

A VERSATILE APPROACH TO INCOME The Portfolio seeks high current income and some long - term capital appreciation by investing primarily in a diversified mix of income and bond mutual funds.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

Our research - driven approach is aimed at constructing a diversified, high conviction portfolio that is actively managed by one of Australia's leading investment teams.

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cPortfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cportfolio risk and carry well within an ETF portfolio cportfolio construct.

This diversified portfolio, represented above by the orange circle, delivered good returns with a digestible amount of volatility, compared to portfolios that contained only one, two or three asset classes.

While some VC funds are diversifying their portfolios by investing into this new vertical, a new type of fund has appeared on the landscape: a number of funds are investing exclusively into blockchain - based projects.

The fund pursues its goal by investing in a diversified portfolio of tax - exempt municipal securities.

By regular investing a chunk of your earnings into a well - diversified portfolio, you should do fine.

M360 Advisors («M360») is a U.S. - based investment management company that manages diversified portfolios of senior debt investments secured by first - priority liens on income - producing commercial real estate throughout the United States.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

By diversifying the stock portion of your portfolio with U.S., developed, and emerging market funds, you'll ensure that you profit from the growth and development of the entire world markets.

Stocks funds are a common investment product that include a diversified portfolio of stocks managed by a portfolio manager with a specific objective.

On a long timeline, you're best served by holding a portfolio of diversified stocks and United States Treasuries.

By 2015, investors needed a drastically more diversified portfolio, with fixed income shrinking to 12 % of the total portfolio.

Author Burton Malkiel believes that by buying and holding a low - cost, internationally diversified index of securities over time, an investor can exceed even portfolios picked by professionals with complicated analytics (aka «index funds»).

However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.

To provide superior long - term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities.

One way to lower your overall risk is by diversifying your portfolio, not just by investing in different stocks, but by considering different types of assets like CDs or bonds.

It means we'll diversify by buying a number of different stocks to limit the damage any one stock can do to your portfolio.

This is one of the biggest advantages as one can diversify the trading portfolio by staying only with one broker whereas the same can not be said for the forex brokers.

The Old School Passive Investing Approach Followers of the passive index fund investing strategy strive to match market returns by investing in a diversified portfolio of low - fee index mutual or exchange traded funds.

The fund seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds.

«These results signify that advisors should continue to remind clients that markets can get turbulent, so they should steer clear of emotional investments and knee - jerk reactions by maintaining a fundamentally diversified portfolio to help them achieve their long - term financial goals.»

One of my favorite ways to diversify my portfolio is by investing around a larger theme rather than an individual stock.

You can save a ton of time and risk by letting experts curate a diversified portfolio of carefully - selected dividend growth stocks for you.

Investors are best served when grim headlines are in the news by remembering that geopolitical risks are a regular part of investing and that a long history of geopolitical developments shows us that holding a well - diversified portfolio may buffer the short - term market moves that are most often the result.

Diversifying your portfolio by means of different securities and asset classes is an essential approach to lower the overall risk of a portfolio.

Until recently, and because of the typical minimum investment thresholds for most private real estate deals ($ 250,000 +), REITs have been the only viable option for investors wanting to diversify their portfolio by investing in real estate.

With more than 50 years of experience in the industry, Parques Reunidos operates a well - diversified portfolio of 62 different attraction parks, animal parks, water parks, family entertainment centers and other attractions that are visited by roughly 20 million people on an annual basis.

Metcash has been trying to replicate its successful consolidation of the independent grocery, liquor and hardware sectors and diversify its business portfolio by buying up distributors and franchise operators in automotive parts and service, a market worth $ 5.6 billion a year.

The deal — one of the largest yet negotiated by Rural Funds Group — grows that value of its diversified portfolio to $ 660 million, including six cattle properties worth $ 101 million that will make up 16 per cent of the portfolio.

«If you are diversified, it's just a matter of focusing on fisheries that are more abundant or more valuable, and if you're not diversified, that means adapting your portfolio by selling what you had and buying something new.»

She will explore her strategy behind selling at higher price points; taking advantage of the global market via a combination of licensing and self - published translations; diversifying her author portfolio by branding two names (Bella Andre and Lucy Kevin) in two distinct sub-genres; entering the audio book market as an indie; and the surprising lessons she's learned about metadata.

Many of these asset funds diversify their portfolios by including a variety of cryptocurrencies, and some even include cryptosphere platforms like exchanges and a few tech stocks.

I set 4 goals for this portfolio in 2015: receive $ 1,500 in dividends, diversify across all sectors, own 30 different companies and have a portfolio value of at least $ 100,000.00 by the end of the year.

If you're not sure whether your portfolio is sufficiently diversified, you can plug the names or ticker symbols of your funds or ETFs into Morningstar's Instant X-Ray tool, and you'll see how your various holdings break down by, among other things, asset class, market sector and investing style.

By having such low investment minimums, it is quite easy for even investors of modest means, to create a well diversified peer to peer loan portfolio.

The Fund seeks to provide a high total return consistent with reasonable risk by investing primarily in a diversified portfolio of stocks.

The Fund seeks to achieve the highest level of income, as is consistent with the preservation of capital by primarily investing in a diversified portfolio of fixed income securities.

We went from thinking about just diversifying between stocks and bonds to now diversifying across asset classes, meaning large cap and small cap, value and growth, made the world much more complex, but opportunities for advisors like you, Joe, to help your clients by adding value through superior design, better diversification of portfolios.