Sentences with phrase «offer less investment risk»

Not exact matches

With an annual pass rate of only 50 % or less, the CFA certification guarantees that the holder has the requisite depth of knowledge to offer sound guidance to clients seeking risk adjusted investment returns.

Most bonds (not junk bonds) represent a less risky investment than most stocks, which means that stocks have to offer a higher return as a premium for increased risk.

If we can avoid capital losses in the near term and then buy investment - worthy assets after they have dropped in price and offer much less capital risk and much higher income yields again, then there is hope for higher compound returns for many years thereafter.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

Most bonds (not junk bonds) represent a less risky investment than most stocks, which means that stocks have to offer a higher return as a premium for increased risk.

In financial theory, riskier investments are expected to be more profitable because investments normally offer a reward in exchange of risk absorption — if they offered no reward, investors would buy the less - risky assets instead.

A safe investment that carries less risk of loss tends to offer a lower rate of return over time.

Of course, because bonds carry less risk, they also offer less reward in the form of how much you can earn on an investment in them.

Some states offer plans that automatically shift the amount of risk based on the child's age — meaning that as your child gets older, the 529 plan features less risky investments, minimizing the risk that you'll lose it all right before you need to make a withdrawal.

Investments that are less liquid may offer a higher potential return, but also may come with more risk.

As public asset classes have become more correlated, the modern portfolio theory investment model has offered investors less diversification, more volatility and, ultimately, portfolios with risk that outmatch potential returns.

Some states offer plans that automatically shift the amount of risk based on the child's age — meaning that as your child gets older, the 529 plan features less risky investments, minimizing the risk that you'll lose it all right before you need to make a withdrawal.