Sentences with phrase «of equity exposure»

This way you can get a large amount of equity exposure without having to put up all the cash.

-- We've transferred the bulk of our equity exposure into large - cap value stocks / funds.

Again if we make the calculator with reduction of Equity exposure and increase in Debt, then the monthly required will also shoot up.

He really advocates commodities and REITs as fairly substantial parts of the equity exposure.

So rather than, you know, being lazy and having an absolute return portfolio that's got a fair amount of equity exposure in it, using those dedicated short managers is a pretty effective tool.

Get a substantial portion of your equity exposure invested (at least 30 - 50 %) right away so you'll have the opportunity to participate in the gains, and then space out your subsequent purchases over time.

Automatic Asset Rebalancing Strategy: The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

«If you're really bullish about the growth prospects of these regions, you might allocate 15 or 20 per cent of your equity exposure to EM; if you're bearish and worried about China and currency risk, you'd want it under 10 per cent,» Berman said.

Investors should maintain diversified holdings of securities and not consider this Fund their sole source of equity exposure.

The S&P 500 has a 25 % infotech exposure but Yamada argues that 30 % or more of all equity exposure should be in technology: «at the very least, more than the 3.5 % that is in the S&P TSX Composite index.»

The remainder of the equity exposure in these points is to the S&P 500.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

Also, the amount of equity exposure retirees should have depends on the individual, Keon said, but the answer is «something over zero.»

an index fund (S&P 500) or BRK would be best for most of their equity exposure.

We believe that our approach of active management of equity exposure, combined with early identification of opportunities and themes across asset classes, is more likely to lead to long - term outperformance.

So at the beginning of every year, a tiny bit of equity exposure (or «riskier» asset classes) is replaced by the same amount of fixed income (or «safer» asset classes).

In comparison to traditional retirement schemes such as EPF and Public Provident Fund, which refrain from investing in stocks at all, NPS is the best as it is a lot more flexible in terms of equity exposure.

Sam says that «If you're relatively young, say under 40 years old, investing the majority of your equity exposure in dividend yielding stocks is a suboptimal investment strategy.»

Currency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency exposure.

The Automatic Asset Rebalancing Strategy feature automates the percentage of equity exposure your investments should have over the policy term - high in start of the policy and then gradually decreasing to conserve the fund value as you approach your goal on policy maturity.

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

«I would pay the most attention to age 65 to get a general sense of whether that's the amount of equity exposure you're comfortable with at that point,» said Holt.

Both the Strategic Growth Fund and the Strategic International Equity Fund are well hedged here - Strategic Growth with a fully hedged and «staggered strike» position, International Equity with most but not all of its equity exposure hedged, as well as hedging about one - quarter of its foreign currency exposure.

I think that the short run selling is overdone, with the TRIN over 14, and my ratio mentioned above, which I call DeltaVIX over 17, I felt it was better to add a modest amount of equity exposure to my balanced mandates.