Sentences with phrase «over your investment mix»

Maintain a long - term perspective Trying to ride the market's ups and downs always bears some risk, and frequently turning over your investment mix can also boost your tax bill.

Consider looking over your investment mix (i.e., stocks, bonds, and short - term investments) to make sure it lines up with your investment time frame and risk tolerance.

Not exact matches

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

The asset mix will evolve over time in agreement with the employee based on a limited number of low - cost portfolio investment solutions, and contributions are locked in until retirement.

The chart also shows how each investment mix performed over a long period of time, in different markets.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

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[NYTimes] Americans haven't been this optimistic about stocks for nearly two decades [Bloomberg] The gap between sentiment and certainty is stunning [WSJ] On the ramifications of Brexit [Arp Investments] How Canada completely lost its mind over real estate [Macleans] Why Costco (COST) loves store sales: you try shipping a tub of mayo [WSJ] Q&A with Airbnb's CEO Brian Chesky [Fortune] Mobile video to grow almost 900 % by 2021 Cisco predicts [Fierce Wireless] Inside Verizon's go90, a video app mix between YouTube and Netflix [Business Insider] Your focus should be on saving money, not investment returns [Collaborative Fund] Instagram (FB) «influencer» marketing is now a $ 1 billion industry [MediaKix] Quick video on Zara: How a Spaniard invented fast fashion [YouTube]

Even better, they automatically adjust their investment mix over time as you age to balance the risk.

Instead, they can choose a mix of investments based on the best evidence about how markets perform over time and then hold on to those investments for the long term.

Tactical asset allocation doesn't mean day trading — it means temporarily changing your mix of investments based on what you expect to happen over the next three months to a year.

However, high unemployment, inadequate infrastructure, and limited supportive programs have contributed to economic stagnation in the neighborhood over the last decade, precluding Jamaica from realizing the potential of previous City investments in the area — including the development of the Jamaica AirTrain terminal in 2003 and a 2007 rezoning of 368 blocks in the area aimed at providing a dynamic mix of residential, business, and community opportunities in the heart of the downtown.

Over time, an investment portfolio with a mix of investment types will grow in value.

Over a very long period of time, adding international investments to your mix could improve risk - adjusted returns.

History suggests that the more stocks you have in your investment mix, the more your account value may rise and fall over time.

The research looked into the performance of a multitude of American corporate pension plans and showed that investment policy — the strategic mix of stocks, bonds, and cash — explains over 90 % of a portfolio's variance (or risk).

Target funds are also supposed to adjust their investment mix over the years, becoming less risky as their target date, and your retirement, approaches.

The asset mix of an insurance company's investment portfolio varies over time based on different influences, including both macroeconomic and industry - specific factors.

The target date fund manager then selects, monitors, and adjusts the investment mix over time.

The chart also shows how each investment mix performed over a long period of time, in different markets.

The precise advantage of rebalancing varies based on the targeted asset mix, but the strategy consistently beats portfolios that are not rebalanced for a simple reason: Investment results «revert to the mean» over long stretches.

Ultimately, we will select a mix of investments that have an attractive combination of dividend growth potential and dividend yield to drive satisfactory total returns over time.

Diversification won't guarantee gains or protect against losses, it's about managing the risk / reward trade off by selecting a mix of investments to help you achieve more consistent returns over time.

Investment returns can alter the percentage mix of your investment portfolio Investment returns can alter the percentage mix of your investment portfolio investment portfolio over time.

I started with a small investment of $ 500 and spread it over a mix of borrower categories.

They're made of a preset mix of Vanguard investments that automatically adjust over time.

Most allow you some control over the mix and risk level of your super investments but you generally can't choose the specific assets your super will be invested in.

Your mix of investments should be based on reasonable returns over your desired timeframe and at an acceptable level of risk.

Over the years and as the target date approaches closer, the investment mix will change from extra weight given to stock mutual funds towards extra weight being given to bond mutual funds.

As the value of investments in your portfolio changes over time, you will need to rebalance your portfolio to preserve your original investment mix.

When choosing an appropriate mix of investments consider what returns you need to achieve your goals, over what timeframe and at a level of risk you are comfortable with.

The disadvantage to these funds is that the Target Fund charges its own expense ratio over and above the expense ratios charged by the mutual funds it invests in: you could do the same investments yourself (or pick your own mix and weighting of various funds) and save the extra expense ratio.

January is typically a strong month for the municipal bond market, but 2018 began with the worst January performance since 1981, driven by rising interest rates and uncertainty over changes in the Tax Cuts and Jobs Act (TCJA).1 The muni market stabilized through late April 2018, but uncertainty remains.2 The tax law changed the playing field for these investments, with a mix of factors that could affect supply and demand.

But these days, the so - called barbells that investors hold over their financial shoulders can be a mix of different assets entirely: index funds and active funds, liquid and illiquid investments, or low - cost mutual funds and high - cost hedge funds.

But over time, that $ 100 actually turned into roughly $ 600,000.1 $ 600,000 from a $ 100 investment since 1928, invested broadly in the S&P 500, which is a mix of large - cap, both growth and value.

Take a look at our four investment mixes (see chart) and how they performed historically over a long period of time.

Even better, they automatically adjust their investment mix over time as you age to balance the risk.

So in a nutshell, all portfolio optimization does is refine and quantify the risk and return characteristics of a certain mix of investment assets (or asset classes) over a past time frame.

Insurance agents will invariably cloud the issue by mixing features of the investment product with those of the insurance product and gloss over the costs altogether.

In order to properly use Monte Carlo in retirement planning, dozens to hundreds of inputs need to change to reach a Real World probability number: Life expectancy, age of retirement, investment payouts, yields vs. share selling, investment returns, inflation, income goals, Social Security, all of the types of taxes, pension payouts, annual cash flow surpluses and deficits, random earned incomes, replacing vehicles every ten years, allocation mix changes over time; and then duplicate all of that for every investment individually, then for the spouse, then account for all of that compounding in every year, and the list goes on and on.

History has also shown that a diversified portfolio of Canadian and foreign investments offers the right mix of lower risk and higher return over the long run.

Joanna begins working and saving at age 25, and investing her money in an appropriate age - based investment mix that averages at least 50 % stocks over her lifetime.

Also, the longer you can leave them alone, the more aggressive you can be with your investment portfolio asset allocation mix, which means you can hold more of the types of asset classes that beat taxes and inflation over time.

Obviously all of the above comes with the warning that all investments can lose value in the short term but over time a mixed asset portfolio should reward.

For the same reason where I once rejoiced when one of my portfolio members was taken over at the prospect of a short - term windfall I now have very mixed feelings, as it is one less attractive investment for my money.

The team manages DB Cargo's rail freight property portfolio, comprising over 100 UK - based properties, recently advised London House Exchange Limited t / a Property Partner on various acquisitions of residential and mixed - use investment properties, and assisted GPI with multiple site assemblies and primary care centre development schemes.

DeRosa has completed over 10 Million in real estate transactions involving Private Capital including fix and flips, single family home rentals, mixed use buildings, apartment buildings, and tax lien investments.

He also participated in the investment of over $ 3 billion of equity or approximately $ 12 billion of total investments, and was directly involved in the acquisition and / or development of hotels, office, industrial / warehouse, retail, residential, land, mixed use projects and marinas.

Rod has over 30 years of real estate investment, development and management experience focusing on urban mixed - use development in the Mid-Atlantic region and has led the development of over 20 million square feet of commercial, residential and retail space over his career.