Sentences with phrase «outcome of your stock portfolio»
Keeping in mind that is the worst case, while the far more likely outcome of your stock portfolio in any given 5 year period will have average annual growth of over 11 %!
http://www.thegreenswan.org/ Not exact matches
In their November 2016 paper entitled «Applying a Systematic Investment Process to Distributive Portfolios: A 150 Year Study Demonstrating Enhanced Outcomes Through Trend Following», Jon Robinson, Brandon Langley, David Childs, Joe Crawford and Ira Ross compare retirement portfolio performances for variations of the following three strategies that may hold a broad stock market index, a 10 - year government bond index or cash (3 - month government bills) in the U.S., UK or Japan:
If you're willing to handle more portfolio complexity, I think the risk of a poor long - term outcome (e.g., large - cap US stocks have an extended period of poor performance) is reduced by further diversifying into low - cost index funds that invest in REITs, small - cap value, large - cap value, and small - cap blend.
In their January 2016 paper entitled «A Taxonomy of Beta Based on Investment Outcomes», Sanne De Boer, Michael LaBella and Sarah Reifsteck compare and contrast smart beta (simple, transparent, rules - based) strategies via backtesting of 12 long - only smart beta stock portfolios.
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No because he purposefully concentrated on the undervalued tranch of stocks that provide asymmetric outcomes: good luck in the fortunes of his holdings helped his portfolio disproportionately on the upside, and bad luck didn't hurt his portfolio much on the downside.
While the overall split among stocks and bonds within a TDF series, the glide path, is a primary driver of results and therefore participant outcomes, what those asset classes are composed of can also impact results and is worthy of consideration, according to a white paper by Portfolio Evaluations Inc..
What's more, the outcome was pretty much the same whether one moved from cash into a more conservative 50 - 50 mix of stocks and bonds or, for that matter, a portfolio of 100 % stocks or 100 % bonds.
Note the comparison to Figure 8 - 3, which shows a lower - risk index portfolio comprised of 90 % fixed - income funds and 10 % stock funds with a narrow range of outcomes.
Given that stocks with high - dividend - to - price ratios have low risk, the authors suggest this outcome is a result of the volatility of the difference portfolio.