Sentences with phrase «of additional asset classes»

Once you stray beyond public market stocks, bonds, cash, and real estate, the proliferation of additional asset classes and investment vehicles seems virtually unlimited.

Not exact matches

I feel it takes only the positives of both asset classes, and adds additional tax savings!

It is conceivable that any additional gains for the «store of value» asset class go to new cryptocurrencies instead of gold.

But if you insist on making a defensive play, then some other things to keep in mind: instead of selling non-retirement funds from one asset class and putting them into another, you can just funnel additional income and new money into the asset classes you'd like most representation in.

Accelerated Cost Recovery System (ACRS) Acceptance, Waiver, and Consent Procedure Account Guarantee Acknowledgment Accredited investor Accretion Accumulation period Accumulation units Acid test ratio ACRS Actively traded securities Additional bond test Additional takedown Adjustment bonds ADR Ad valorem taxes Advance / decline ratio Advertising Adviser's client account Affiliated Persons Affirmative defense Affirmative determination Agency sales ticket Agency transaction Agent Aggregate indebtedness Agreement among underwriters Agreement of limited partnership Aggregate exercise price Alpha All - or - none All - or - none underwriting Alternative minimum tax Alternative orders Alternative trading system American Depository Receipt American Stock Exchange (AMEX) American - style options AMTI Amortization Annual report Annuity Annuity units Anti-dilution clause AON Arbitrage Arbitration Asked price Asset Asset allocation Asset class Assignment Assistant Representative - Order Processing Associated persons ATS At - the - close order At - the - money At - the - opening order At - risk rule Auction market Auditor's report Automated Confirmation Transaction (ACT)

In the example at the beginning of this post, I illustrated rebalancing with only two asset classes, US stocks and bonds, but the same rebalancing strategies apply to a portfolio with additional asset classes.

Not long after the introduction of the S&P 500 Trust ($ SPY) the industry has pushed into additional asset classes and strategies that presumably justify higher management fees.

There are a variety of variations that can be applied to this portfolio (moving averages, momentum, risk - parity weighting, additional holdings within each asset class, etc.).

The investor could then branch out into using some of the Schwab ETFs for additional asset classes when ready to handle more complexity.

The increase in capital required to fund the sale of the additional bonds inevitably comes from other asset classes, resulting in an increase in the rate of return for all assets across the risk curve as investors sell other assets to re-weight their mix of holdings toward bonds.

In the Total Return Swap, in exchange for providing the total return of the Index, the counterparty receives any interest earned on the portfolio cash and, in some cases, an additional swap fee depending on the asset class.

With such low charges, NULIPs are arguably one of the most cost - effective investment instruments available in the market today that provide access to a wide range of asset classes along with the additional benefit of life cover at very reasonable costs.

The addition of broadly diversified small - cap blend and small - cap value asset classes raise the return more than the additional risk they represent on their own.

Variable Life: the flexibility of universal life insurance with the additional benefit of allowing the cash value to be invested in various options across different asset classes.

NEW YORK — Thomson Reuters, through its partnership with MarketPsych Data LLC, has launched a new version (v3.0) of its MarketPsych Indices (TRMI) which includes its first sentiment data feed for Bitcoin in addition to new and / or enhanced market sentiment data for several asset classes, new user capabilities, and additional coverage.

Combining our attractive cost of capital with Brookdale's operating expertise, creates a powerful franchise to generate meaningful growth opportunities, both internally as we work together to increase occupancy above its current 80 % level, and externally as we pursue additional acquisitions in this fragmented asset class to further grow the platform.

Mr. Newman has been directly responsible for over $ 2.5 billion of acquisitions covering every real estate asset class across five continents, and leading teams and approving an additional $ 10 billion in investments.

Research indicates 65 percent of individual investors plan to purchase additional properties in the coming year, and Wall Street firms have amassed more than $ 10 billion to invest in an institutional asset class.

Overall, real estate should be a net beneficiary of the depreciating yuan if investors are increasingly drawn to the asset class, providing additional pricing support.