Sentences with phrase «other portfolio strategies»
In the coming days I will analyze and publish results of portfolios combining leveraged / short ETFs in combination with other portfolio strategies.
http://www.scottsinvestments.com/ Not exact matches
Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).
Once you get started and build a solid foundation, you can try more complex strategies and add other assets to your portfolio.
In other words, inflation does not need to be high or rising to represent a risk to an investment strategy; it should be a key consideration for managing portfolio risk in any scenario.
First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.
While there is no such thing as a 100 % foolproof strategy to protect you against fraud (although divvying your portfolio up into 30 - 40 stocks worth 2.5 % to 3.33 % of your overall wealth seems like a damn good defense mechanism), putting most of your money into stocks with records of growing dividends seems like an intelligent way to guard against corporate fraud, particularly if you have limited familiarity with reading 10 - Ks, annual reports, and other financial statements.
TSSP's Core Platform is comprised of our «Pentagon» (our sourcing - as - a-business), fundraising, portfolio operations, business development, legal, compliance, accounting, and financial planning operations, as well as our strategy, tax, IT and other «non-investment» functions that work across disciplines to ensure robust risk management and investment support.
Look at other investors «portfolios to better understand their strategies and where they «re finding success.
If you're not very experienced, there may be other strategies that you could use to build a diversified portfolio of stocks and bonds.
Specifically, a plaintiff seeking to challenge an equity QE program would have to show that he had been injured in some personal and tangible way, not merely that the value of his portfolio had declined (which presumably would also have happened to others pursuing a similar investment strategy).
And even over the low - return, volatile period that began in 2000, the cash investor's portfolio would have only grown to $ 200,000 — again under - performing both of the other strategies.
However, by diversifying into other assets and employing a combination of hedging and alternative investment strategies, an optimal portfolio can be constructed.
Fund companies employ teams of portfolio managers, analysts, fund accountants, compliance and risk monitoring personnel, and many other individuals who are in charge of managing the investment strategies that are offered by the fund company.
Liquidating a portfolio or other assets prematurely may compromise your long - term goals, so borrowing funds may be a better strategy to preserve your assets and take advantage of investment opportunities.
Buy and hold: a disciplined investing strategy that is based on holding stocks and other assets in your portfolio for a long period of time, regardless of the ebbs and flows of the market
Charles T. Angell, President of Newly Weds Foods said, «The acquisition of Mullins Food Products fits well with our strategy to expand capabilities and offerings in sauces, as well as other liquids to grow and enhance our food ingredient portfolio.
Speaking about plans for the year, Harrington said: «The integration of live video experiences across our product portfolio and the introduction of new marketing and monetization strategies are enhancing the way users interact with each other on our platforms.
Other urban districts, including Denver, Hartford, New York, and Spring Branch in Houston, have also embraced a school portfolio strategy with meaningful cross-sector collaboration.
Denver's portfolio strategy was sustainable because parents and other voters continually frustrated opposition efforts to elect an anti-reform board and toss out Superintendents Bennet and, later, Tom Boasberg (see «Denver Expands Choice and Charters,» features, Summer 2016).
According to a 2015 report on district - charter collaboration from the Fordham Institute, DPS has «engaged charters more deeply than any of the other cities we studied, due in no small part to a decade of district leadership with a strong belief in the value of a portfolio strategy, a significant number of third - party stakeholders who have encouraged engagement, and an education landscape that gives the district a stake in charter success.»
FOI's portfolio of intervention strategies uses the combined efforts of these and other scientists in the FOI community to spark new, testable ideas.
Under this strategy, a portfolio manager, harbor master, or some other regulator actively manages the set of school options that are available to families by closing those believed to be sub-par and expanding or replicating those that are thought to be more effective.
Devise strategies for dissemination in other laboratory school centers: Guided Internships, M+MI program development, Digital Portfolios, Music Learning Leadership Profession Learning, Guided Practice Consultants, and school and research publications.
The portfolio strategy is not about creating new schools as long as it doesn't disrupt other schools; it's about insisting that performance and options drive all decisions, disrupting chronically low - performing schools, because families and students deserve better.
Despite the cacophony over the Common Core State Standards, new assessments, teacher evaluation, portfolio districts, and other hot - button issues, education leaders are bearing down ever harder on tried - and - true school reform strategies.
This new model, along with plenty of other plug - in hybrid models, is part of Audi's strategy to pump up its electrified portfolio to target Tesla, a goal made even more important now by the company's desire to distance itself from the diesel emissions scandal.
They've pretty much completely rewritten their «principal strategies» text so that it's hard to know how exactly the portfolio will change, though the addition of a risk statement concerning the use of futures and other derivatives does offer a partial answer.
When looking for tax - loss selling candidates, consider investments that no longer fit your strategy, have poor prospects for future growth, or can be easily replaced by other investments that fill a similar role in your portfolio.
Listen to Randy Swan CEO and Lead PM of Swan Global Investments and other options experts address a wide range of topics including portfolio and options strategy, market insights and more.
There are other interesting studies at Morningstar, (search Morningstar Optimal Withdrawal Strategy) where the reference point is knowing what you can't know about the future, and the practical alternatives are compared by again using a utility function, but at least considering probability of draining the portfolio or outliving an assumed time horizon, and using more realistic equity allocations.
Others are beginning to look for new portfolio models and investment strategies that will secure their futures.
Portfolio Strategies Capital Pains: Rules for Capital Losses The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment securities.
The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»
In this part of my portfolio I use more risky fixed - income securities, as there is a defensive strategy to address the higher volatility of the high - yield and other more risky bond funds.
Liquid alternatives can be a useful addition to any portfolio whether an investor is seeking a leveraged strategy to boost profits, a way to reduce risk and hedge against downside movement, or gain access to other assets like commodities.
Liquid alternatives can be a useful addition for any portfolio whether an investor is seeking a leveraged strategy to boost profits, trying to reduce risk and hedge against downside movement, or trying to gain access to other asset classes like commodities.
The other panelists will consider some more advanced strategies, including adding alternative asset classes to traditional stock - bond portfolios.
The traditional notion of the barbell strategy calls for investors to hold very safe fixed income investments on one end of the portfolio, and high - risk securities on the other end.
The other great part of our strategy is our investors get a highly diversified portfolio without any concentration worries.
The barbell strategy is also increasingly used with reference to stock portfolios and asset allocation, with half the portfolio anchored in defensive, low - beta sectors or assets, and the other half in aggressive, high - beta sectors or assets.
Barbell is an investment strategy applicable primarily to a fixed - income portfolio, in which half the portfolio is made up of long - term bonds and the other half of very short - term bonds.
So far, we have shown that a dividend - focused Canadian equity strategy is suboptimal in terms of building wealth (compared to other equity portfolios) and funding retirement goals (compared to a 60/40 portfolio).
We also offer Trading System Portfolios which are a portfolio of trading systems software that will make trading decisions automatically across a diverse set of markets and strategies and a wide range of brokers including Tradestation, Dorman, Phillip Capital, Interactive Brokers, and other FCMs that connect to one of our supported trading platforms.
Among other things, the fund's value strategy results in an attractive portfolio of emerging markets companies characterized by relatively low debt, low default rates and attractive yields, which are some of the main factors behind the fund's success.
I do not track these portfolios as hypothetical portfolios like I do with other portfolios on the site but do periodically backtest the strategy.
She is responsible for the oversight of investment strategies and management of SEC Rule 2a - 7 mandated portfolios as well as other cash and short duration strategies.
There are three swing trade strategies in this portfolio while the other 14 strategies are day trade strategies.
This will be harder to do within a VCT, so you will either need to adjust your strategy elsewhere in your portfolio, or consider moving out of VCTs into other assets.
Investment Strategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strStrategy Risk: Securities that have high book to market ratios and / or high profitability may perform differently from the market as a whole and an investment strategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strstrategy emphasizing these securities may cause the Portfolio to at times underperform equity funds that use other investment strategies.
Its exposure to retail, mortgage financing and various other sectors (adding up to almost half the portfolio) combined with the fact that even its home builders are not the cheapest ones out there, mean that if you want to take advantage of the discount to book values that are out there, the best strategy is to buy the individual securities yourself!