Sentences with phrase «of a diversified portfolio through»

There are only a couple weeks to go until the end of the year, and for a while now, the investing public has seen plenty of material supporting the benefits or risks of diversifying a portfolio through the use of preferred securities.

Not exact matches

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.

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 Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

Own a portfolio of several, or invest through a diversified fund that holds many.

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.

Stifel analysts Chad Vanacore, Daniel Bernstein and Elizabeth Moran wrote, «OHI is an improving credit story, with lower risk from increased tenant diversification, increased scale and low cost of capital allowing the company to further diversify its portfolio through highly accretive transactions.»

Many of our clients hold a mix of exchange listed and OTC products supporting the advantages of a diversified portfolio with a facilitator who offers collateral efficiency through cross-product margining benefit in a single account.

Obviously your focus was on explicit protection, but there is an argument a well diversified portfolio can provide protection through correlation with the causes of inflation.

We seek to mitigate these risks through active management of well - diversified portfolios.

Furthermore, an expanding interest in state - of - the - art portfolio construction has many investors seeking to complement the low - cost beta (market return) achieved through index strategies with the «diversified alpha» and «exotic beta» of alternatives.

The main benefit of investing through peer - to - peer lending platforms, as opposed to investing in traditional fixed income securities such as government bonds, corporate bonds, and bond funds, is that peer - to - peer loans have a low correlation with stocks and bonds, which make them a great diversifier for your investment portfolio.

But if a community bank has a diversified portfolio of loans like the second example, then sure they will take some losses, but they will be able to get through the downturn.

Stable value funds, which are available only within DC plans, invest in a diversified portfolio of high - quality, short and intermediate term fixed income securities through the use of investment contracts.

Yet, in spite of this, most of those users are either those who acquired the cryptocurrency in the early days of the network through individual mining or some other venture, or they are wealthy individuals who decided to get into the digital currency domain as a way of diversifying their investment portfolio.

BlackRock's first fixed income smart beta ETF, iShares US Fixed Income Balanced Risk (INC), factors in this dynamic and seeks to generate income through a diversified portfolio that balances the primary components of returns — interest rate and credit risk.

If you're sleeping well through the night despite the market's reverberations, then your portfolio is probably well - balanced or diversified enough to allow you some measure of comfort.

Our portfolios are mixed of large cap, mid cap, ELSS, diversified, balanced funds etc. some of these investments are through SIP's and rest others via STP route (no diff though from equity perspective).

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.

Since I plan to invest in a dollar / cost averaging manner 1 - 2x / mo, it will be smaller amounts and so buying Vanguard ETFs through Fidelity would really eat into my money (given a moderately diversified portfolio of around 7 ETFs).

Regardless of whether you are aggressive or conservative, the use of asset allocation to reduce risk through the selection of a balance of stocks and bonds for your portfolio is a more detailed description of how a diversified portfolio is created rather than the simplistic eggs in one basket concept.

The theory of index investing is simple: build a low - cost, well diversified portfolio and stick to the plan through all the ups and downs of the market.

We should buy and hold a passive, well - diversified portfolio of stocks and bonds, they said, preferably through a no - load index mutual fund or an exchange - traded fund, requiring as little thought as possible.

Through this example, we see that the use of asset allocation to produce a diversified portfolio has improved returns over time, as well as limited the portfolio's downside.

T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of small - and mid-cap U.S. stocks.

T. Rowe Price QM U.S. Value Equity Fund will seek long - term growth of capital through a broadly diversified portfolio of U.S. stocks believed to be undervalued.

The amount of risk in a stock portfolio can be adjusted by diversifying through multiple stock holdings or mutual funds.

Northern Active M U.S. Equity Fund will seek long - term capital appreciation through a diversified portfolio of primarily U.S. equity securities.

Some invest for retirement to maintain a standard of living when one is no longer working full - time, expecting to achieve returns through diversified portfolios and professional management above and beyond what they could achieve by investing on their own.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard Total Bond Market II Index Fund 14 % Vanguard Total International Bond Index Fund 5 % Vanguard Short - Term Inflation - Protected Securities Index Fund 6 % Vanguard Federal Money Market Fund 75 % Through its investment in Vanguard Total Bond Market II Index Fund, the Portfolio indirectly invests in a broadly diversified collection of securities that, in the aggregate, approximates the Bloomberg Barclays U.S. Aggregate Float Adjusted Index in terms of key risk factors and other characteristics.

OMERS has a great management team, the portfolio is diversified, and has competitive past performance relative to a passive index fund portfolio... but you're already depending on them to come through for your DB pension, which is likely a big part of any member's retirement plans.

The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in a relatively safe portfolio of debt.

Real estate investment trusts (REITs) and funds of REITs are used more, to diversify a small part of a stock - and - bond portfolio through real - estate property and mortgages.

Dividends from stocks and assets of foreign - domiciled countries are an important part of a diversified portfolio but can be accessed through American Depository Shares (ADRs) traded on the domestic exchanges.

Seeks to achieve long - term capital appreciation through a diversified portfolio of great businesses

In addition to diversifying client portfolios not only by asset class, but also by investment strategy through an allocation to a tactical investment that uses a quantitative approach, Bainbridge highlighted the use of an absolute return fund and simply using cash.

Regardless of whether you are aggressive or conservative, the use of asset allocation to reduce risk through the selection of a balance of stocks and bonds for your portfolio is a more detailed description of how a diversified portfolio is created than the simplistic eggs in one basket concept.

And trawling through a few boards, it seems like there are plenty of people out there who believe they've got a well - diversified portfolio simply because they own 5 different resource stocks (not all oil stocks, you know; — RRB --RRB-!?! This idea's even more insane than the stocks themselves.

All of the portfolios are completely diversified to offer you exposure to the market through a number of ETFs.

Bottom line: Indexing works best when you use low - cost indexes that cover broad segments of the stock and bond markets as building blocks to create a diversified portfolio that matches your tolerance for risk — and that, aside from periodic rebalancing, you'll stick with through good markets and bad.

An Open - ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100 % equity by aiming at being as diversified across various industries and or sectors as its chosen benchmark index, S&P BSE 200.

The Company's investment objective is to achieve long - term capital growth through a diversified portfolio of Continental European securities.

For example, by combining just three funds — a total U.S. stock market index fund, a total international stock index fund and a total U.S. bond market index fund (or their ETF counterparts)-- you have the foundation for a broadly diversified portfolio of stocks and bonds that can get you to and through retirement.

Without the ability to beat the market through security selection or market timing, the most sensible approach to investing for most people is owning a globally diversified portfolio of low - cost index funds.

Your portfolio has been diversified through the addition of a $ 2.1 M senior land loan in Los Angeles, California.

Your portfolio has been diversified through the direct acquisition of an existing 2,072 SF home located in the Columbia Heights neighborhood of Washington, DC.

Attempting to become broadly diversified through the self - assembly of a portfolio of a large number of individual securities is far more difficult and much more costly.

Diversification has become an axiom of personal investing, because variability associated with the specific risks of businesses and other investment entities can be reduced or eliminated through a diversified portfolio — without reducing total expected returns.

Through Fundrise, you can invest in either professionally managed residential real estate called eFunds or a diversified portfolio of commercial real estate called eREITs.

Of course, this won't necessarily save them from unscrupulous advisers (always happy to churn «em in / out of the highest fee products), so a happy medium is still needed — everybody really should educate themselves enough, or ask for assistance, so that they can assemble and maintain a well diversified portfolio of investment funds / ETFs through a cheap execution brokeOf course, this won't necessarily save them from unscrupulous advisers (always happy to churn «em in / out of the highest fee products), so a happy medium is still needed — everybody really should educate themselves enough, or ask for assistance, so that they can assemble and maintain a well diversified portfolio of investment funds / ETFs through a cheap execution brokeof the highest fee products), so a happy medium is still needed — everybody really should educate themselves enough, or ask for assistance, so that they can assemble and maintain a well diversified portfolio of investment funds / ETFs through a cheap execution brokeof investment funds / ETFs through a cheap execution broker.