Sentences with phrase «of additional diversification»

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thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

However, for the purposes of this portfolio there will be no additional timing or hedging techniques but I would encourage readers to explore additional hedging, diversification, and risk management techniques.

As you can see from the chart, the additional risk reducing benefit of diversification tails off as we add ever more securities to a home market portfolio.

Although our intention of starting window and building exterior cleaning company is to offer only the above stated services, we will not close our doors to diversification (additional services) as long as it does not affect our core services.

By focusing on managers who are best - in - class in their respective fields of expertise, it adds an additional layer of diversification to the entire portfolio.

These risks, delays, and uncertainties include, but are not limited to: risks associated with the uncertainty of future financial results, our reliance on our sole supplier, the limited diversification of our product offerings, additional financing requirements, development of new products, government approval processes, the impact of competitive products or pricing, technological changes, the effect of economic conditions and other uncertainties detailed in the Company's filings with the Securities and Exchange Commission.

In today's low rate environment, the investment grade corporate bond market in the US and abroad offers a way to pick up additional yield and diversification, while maintaining a relatively low level of risk.

While the impact of market performance combined with income withdrawals can affect the sustainability of retirement savings, product diversification can provide additional ways to reduce this risk.

There will be times that the diversification of currencies will offer some profitable rebalancing opportunities, but the additional returns will probably not change your lifestyle.

This additional risk can offset the benefit of diversification.

More about Nontraditional Sources of Income Nontraditional sources of income — such as real estate investment trusts (REITs), emerging market debt, bank loans, master limited partnerships (MLPs), and preferred stock — not only may provide additional opportunities for diversification, but may offer a way to capture yield

However, for the purposes of this portfolio there will be no additional timing or hedging techniques but I would encourage readers to explore additional hedging, diversification, and risk management techniques.

If you also add in the additional layer of protection that diversification provides, by acquiring stakes in at least 30 — 40 individual securities from several sectors, you would have increased your odds of staying retired forever.

Of course, this bias is not always rational; most asset managers strongly recommend that investors keep a portion of their holdings in foreign companies in order to provide additional diversification and reduce their overall risOf course, this bias is not always rational; most asset managers strongly recommend that investors keep a portion of their holdings in foreign companies in order to provide additional diversification and reduce their overall risof their holdings in foreign companies in order to provide additional diversification and reduce their overall risk.

Diversification will only reduce the volatility of your portfolio's returns down to the level of the total market's own volatility, but your choice of risky assets may predispose you to additional price swings.

However, if you like the strategy above, which is diversified by design, you'll want to achieve additional diversification by category (such as going with index funds with 75 % of the extra investment money).

Don't be distracted by the lure of high returns and risky endeavors unless you fit the profile of someone who needs additional diversification.

Another advantage of investing in alternative investments is owning assets that are not correlated to conventional portfolio investments which can provide additional portfolio diversification.

(For an additional discussion of these shifting correlations and their role in portfolio construction, see Fed Leaves Punchbowl, Takes Away Free Lunch (of International Diversification).

The additional indices of the STOXX Select and STOXX Diversification Select index family are calculated in price, net and gross return versions and are available in euro, US dollar and Swedish krona.

Perhaps this additional layer of diversification to protect against currency risk is unnecessary but I just don't feel comfortable having all US and Int» l equity in USD.

If you like the company, the cost control, the diversification with earnings strength abroad, then you see the yield as competitive with bonds and plenty of additional upside.

Similar to the stock diversification example in Article 7.1, there is a «tangency portfolio» of about 20 % stocks and 80 % bonds that historically has moderately boosted portfolio returns while adding little additional volatility.

Because of the low account value for the account right now, he is starting off with a $ 50,000 in a S&P 500 Index because it was the most straightforward way he could get diversification and low fees all in one (self - directed investments that, say, focused on holding specific blocks of Exxon and Coca - Cola stock for a long time would eat up significantly more in fees, making it imprudent to pursue individual stock selection when additional costs are considered).

The long / short / flat nature of the fund provides the ability for each of the strategies to act independently from one another, providing an additional layer of potential diversification and the ability to respond to changing market and interest rate environments.

You'll also get exposure to another currency for an additional layer of diversification.

Managing a diversified portfolio doesn't take a lot of additional work, so it seems foolhardy, given that the future is so opaque, not to put diversification at the centre of an investment strategy.

Among the biggest advantages of the electric drive train is diversification of the power source, you can then use the electric grid, a very efficient ICE that only runs at a specific RPM and load to run a generator for additional range, a hydrogen or methanol fuel cell, or a Mr. Fusion, it really doesn't matter.

The multi-million pound funding from Downing managed funds will be invested in IT infrastructure, additional staff and further diversification of its product range in response to growing customer and product demand.

With additional commentary from respected agricultural entrepreneur David Morgan MBE (owner of Trostrey Court Farm and founder of Morgans of Usk), both Hugh James and the CLA discuss how diversification has the potential to increase income and the factors to consider before embarking on such a venture.

The tax - preferential treatment provided to life insurance allows an individual to have greater flexibility over which dollars to use during retirement, and depending on the type of life insurance, it can also provide a non-correlated asset to the portfolio providing additional diversification.»

When utilized by our partners, taking back operating partnership units in lieu of cash can result in tax deferred gains and recapture, liquidity through the convertibility of the units to common stock, increased diversification from our broad portfolio of stabilized assets, and the potential for additional upside from our other development projects and acquisitions.

«Additional reasons respondents gave for focusing on domestic investments range from the quality of assets to diversification of income stream, availability of capital or better valuation matching income.»

It also had additional benefits not inherent to either of these other strategies — instant diversification with even a small investment and interests that are nearly totally aligned with the Managers.