Sentences with phrase «of a diversified portfolio of»

A long duration fund should be composed of a diversified portfolio of investment grade bonds and have a long duration.

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital growth.

The RBC ETF seeks to provide unitholders with exposure primarily to the performance of a diversified portfolio of Canadian corporate and government bonds, divided («laddered») into five groupings with staggered maturities from one to five years, that will provide regular income while preserving capital.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

The advantage of robos is academic proof that the performance of a diversified portfolio of different asset classes like stocks and bonds and different sector allocations such as Canadian, U.S. and emerging markets will beat a series of single company picks.

Provides the return potential of a diversified portfolio of investment grade corporate bonds

Certainly, the short - term volatility of the price of a diversified portfolio of claims on real capital assets is higher than the volatility of the price of T - bills.

RBC Quant U.S. Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality U.S. dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

RBC Quant Canadian Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality Canadian dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

RBC 6 - 10 Year Laddered Canadian Corporate Bond ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of Canadian corporate bonds, divided («laddered») into five groupings with successive maturities ranging from six to ten years, that will provide regular income while preserving capital.

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital growth.

• Conducted due diligence of a diversified portfolio of institutional investors in connection with LBOs and strategic mergers.

Not exact matches

The upshot of all this is that it's now possible — and maybe sensible — to build an all - tech portfolio that can tap the incredible growth that technological innovation offers, while still being diversified enough to protect investors from risk.

Diversifying geographically is an axiom investors know and, to a degree, follow on the equity side of their portfolios.

In each case, you'll learn how to build low - cost, diversified portfolios of index funds.

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.

«Farmland investments align well with CPPIB's long - term investment strategy while also further diversifying our portfolio,» said Andre Bourbonnais, senior vice-president of private investments.

The company has a diversified commercial product portfolio and a substantial clinical pipeline of product candidates for chronic diseases that include schizophrenia, depression, addiction and multiple sclerosis.

While he spent his entire career telling others to diversify their investments as a way to minimize risk, he kept most of his portfolio in Scotiabank shares.

When it comes to investing, Mahn stressed the importance of having a globally diversified portfolio.

The core - and - explore approach appeals to investors who want well - diversified portfolios that perform like the market but also like the idea of taking some risk.

«Philosophically, investors [who employ core and satellite] are saying, «For the majority of my portfolio, I want to be well diversified and I want it to perform like the market, but I like the idea of taking some risk in an effort to outperform,»» said Michael Iachini, vice president and head of manager research at Charles Schwab Investment Advisory.

«I think people should continue to stay calm — if you've got a properly diversified portfolio, which the bulk of people do, you've got bonds for a reason and you've got stocks for a reason.

This is why many financial advisors recommend people take steps, such as diversifying their portfolios and getting out of the stock market, to limit their risk late in the game.

Along the way, Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long - term.»

«Unlike the United States before the crisis, the portfolios and business lines of large banks are well diversified, and stress tests suggest that banks have adequate capital and liquidity buffers to weather a large house price correction,» according to the FSR.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

That's why it's important to diversify your portfolio rather than put all of your money into shares of a single company.

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

«This acquisition will dramatically transform Campbell, shifting our center of gravity and further diversifying our portfolio into the faster - growing snacking category,» CEO Denise Morrison said in a statement Monday morning.

The most important thing for investors now is to know what they own and do their homework on the stocks in their portfolios regardless of how diversified they are, Cramer said.

A well - diversified portfolio of stocks and bonds is paying dividends and interest between 3 % and 4 % annually.

One of its investment solutions is the Darwin Leisure Property Fund, which invests in, acquires, develops and manages a diversified portfolio of UK Holiday Parks.

«The enlarged group would be geographically diversified with a large portfolio of businesses across both regulated and developing markets, with the scale and resources to address the dynamics of a rapidly changing global industry.»

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

The robo - advisors take you through a series of questions to determine your goals and your risk tolerance and then build a diversified portfolio using passive investments like index funds and ETFs.

The report points to a number of factors driving big pharma companies» struggles with netting strong returns, including a dearth of late - stage pipeline candidates and diversified product portfolios that aren't necessarily spreading risk.

But if you can make the robo - advisor model work (and work safety) Hamza says, these «couch potato of portfolios» could be a great addition to the financial services industry because they would ensure your portfolio is diversified.

You can pretty easily piece together a diversified portfolio of funds yourself with $ 10,000.

Vanguard's goal in providing expected rates of return is not to scare investors out of the market, but to reiterate why it believes a globally diversified portfolio is the best option for most investors.

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.

Buffett's skepticism around the strategy stems from his view a diversified portfolio of equities progressively becomes less risky than bonds over extended periods of time.

Manager Mark Oelschlager insists on keeping a diversified portfolio, with two of the fund's major holdings including Charles Schwab and Amazon.

The study examined returns in a diversified portfolio of 60 percent stocks and 40 percent bonds over rolling 30 - year periods starting in 1926.

Instead of selling your holdings, Wealthfront will directly transfer them into a diversified portfolio tax efficiently.

On the other hand, with an Acorns account, your money is invested in a diversified portfolio of six funds that were selected based on your risk tolerance.

Engelbart typically invests around 5 % of a client's diversified portfolio in JPHF, enough to manage risk and cushion the blow of a downturn without hurting returns in good times.

It's worth noting that critics of cash - value insurance policies argue that investment choices are too limited and that investors could get a better return through a diversified portfolio of stocks.

The progress on both deals is a sign that Canada's efforts to diversify its international trade portfolio have paid off in the face of growing uncertainty with its top trading partner, the United States, said Pickerill.

Tillerson's move into government has given him a one - time opportunity to diversify his investment portfolio out of Exxon stock without facing immediate tax consequences.