For investors who want to maintain equity exposure but are concerned about
overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.
Our hard - money underwriting guidelines are focused not on borrower credit, but
on overall equity.
For investors who want to maintain equity exposure but are concerned
about overall equity market volatility, less volatile dividend stocks may offer an attractive alternative.
Today's high - tech innovations have not only failed to lift official productivity measurements, but they could be less likely to boost
overall equity returns than many people think.
In short, dividend reinvestment produces a substantial part
of overall equity market returns, and aggregate dividend growth is a strong indicator for overall market performance.
ACM's aim is to deliver strong absolute returns in all market environments, with relatively low volatility and low correlation
with overall equity markets.
However, the number of qualifying stocks is less than last month's list, which is not surprising given that
overall equity momentum has waned in May.
US issuers accounted for 34 % of
overall equity capital market volume in 2013, followed by Chinese firms, with 10 %, and UK companies, with a 6 % share.
Once you know your exit, enter the actual price to quickly see your net effective pips, net profit or loss, and
overall equity change.
Rocky Brands (RCKY) is another name that has traded down significantly along
with overall equity market after it announced earnings July 26th.
However, the number of qualifying stocks is less than last month's list and substantially less than April's 34 stocks, which is not surprising given that
overall equity momentum has waned in May and June.
Furthermore, the impact of any mean reversion in profit margins
on overall equity market profits may be lower than people think.
In all, the fund is a reasonably good Fit to
the overall equities market, with a socially conscious bent.
Nevertheless, select currency ETFs such as $ EUO or commodity ETFs like $ DZZ (both pointed out as potential pullback entries in the May 21 issue of our newsletter) could be nice plays because they have a low correlation to the direction of
the overall equities markets.
While
the overall equity - market volatility could impact sentiment and the valuations that investors are willing to pay, our small - and mid-cap forecasts already assume that multiples will revert to less than the historic median — so our outlook already is fairly conservative.
... The SEC does not publicly offer its own estimate of the percentage of
the overall equity market that high - frequency trading accounts for.
As mentioned earlier one potential strategy for hedging equity positions would be to short
the overall equity market when an index such as the S&P 500 drops below a long - term moving average.
One of Jeff's primary roles at Capital is to ensure that all stocks in client portfolios meet the high standards consistent with
our overall equity philosophy.
For instance, you might have a # 500,000 equity portfolio but a # 100,000 short position against the market, so
your overall equity exposure is # 400,000.
We also reduced our non-US equity allocation when we reduced
our overall equity allocation (and increased our real estate exposure).
Several factors to consider when implementing a personalized approach are
the overall equity exposures between the U.S. and foreign markets, hedging and alternative investments.
I expect my dividend stocks to move in tandem with
the overall equity market, even if the drop might not be quite as drastic (in 2008 we saw strong dividend stocks retaining slightly more of their value in the market).
In the last Economic Pulse, we refuted a well - publicized criticism about the alleged systemic risk posed by physical exchange - traded funds (ETFs) to
the overall equity market.
At the same time, many analysts forecast 5 - 10 % returns of
the overall equity market (for example, S&P just increased its 12 - month target for the S&P 500 ® index from 1895 to 1940, which implies an approx. 7 % total return).
Any loss in home value can really put a dent in
your overall equity.
In 2009 the fund returned 47.5 %, considerably more than
the overall equity markets.
The stock has sold off hard since then with
the overall equity market.
If the share price drops, they would need to issue more shares for the same amount of money — and dilute existing owners» share of
the overall equity further.
The portfolio allocates 10 % to real estate, which also has a rather low correlation with
the overall equity markets.
As mentioned earlier one potential strategy for hedging equity positions would be to short
the overall equity market when an index such as the S&P 500 drops below a long - term moving average.
We suggest that investors seeking higher returns consider boosting
their overall equity allocation rather than chasing the illusory size premium in an attempt to add risk on the cheap within the existing allocation.
These adjustments were driven by a reduction in
the overall equity and credit risk premia and a largely unchanged duration risk premium.
I didn't run that analysis but I would venture it holds up even better in a bear market since the TSX is higher beta (moves more than
overall equities) given it's concentration in resources.
It won't be as big of a force in the market, but buybacks among investment grade corporations will continue to shrink
the overall equity supply of the market for now.
They observe that replacing a beta - one equity portfolio with a low - volatility portfolio reduces risk without decreasing
the overall equity allocation: All the low - volatility portfolios» market betas are significantly below unity (about 0.7 for the US strategies and lower for the global developed and emerging markets).
After combining contributions, trades, and market activity,
the overall equity allocation in participants» accounts rose to 65.6 % at month - end, up slightly from 65.5 % at the end of October.
In effect, to the extent that my base year cash flows are reasonable and my expected growth rate reflects market expectations, the expected return on large cap stocks on January 1, 2015 was 7.95 % in the US (yielding
an overall equity risk premium of 5.78 % on that day).
Instead I've been reflecting on
the overall equity market and why my portfolio has underperformed the S&P 500 for the past 3 years, possible causes and possible solutions.
However,
the overall equity market has you a bit nervous and has recently begun to struggle, showing signs of weakness.
We also reduced our non-US equity allocation when we reduced
our overall equity allocation (and increased our real estate exposure).
What's
your overall equity allocation at GMO now?
There is
an overall equity discount rate, which is levered about 20 - 25 times, i.e., a 1 % increase in the rate lowers valuations by 20 - 25 %.
Phrases with «overall equity»