Sentences with phrase «overweight position»

Despite being below my cost basis those companies are already some of my larger holdings so I didn't want to overweight those positions at this point.

In addition to Industrials, we also are recommending overweight positions in the Financial, Health Care, and Consumer Discretionary sectors.

Finally, you can rebalance with cash flows, buying underweight asset classes with new contributions or cash from distributions (or, if you're drawing down your portfolio, selling overweight positions when you make withdrawals).

I wouldn't call this rally «irrational exuberance» just yet, but according to Bank of America Merrill Lynch's monthly survey, fund managers have built up the largest overweight position ever in bank stocks — 31 percent above their benchmarks on average.

ALFA's ability to overweight positions based on ownership by multiple gurus is a nice feature, however, and I consider this an advantage over GURU's simple equal weighting.

The index overweights positions in stocks expected to rise and, rather than just underweighting those expected to fall, seeks profit from short exposure.

With the major central banks helping to keep interest rates low to support the growth of the economy and financial markets, the Global Investment Committee has cautiously overweighted risk assets but «has stopped well short of a maximum overweight position because the environment remains challenging.»

If, due to market movements, the sector weights within an individual account move too far from target, Swan will actively sell overweighted positions and reallocate to underweighted sectors.

Time will tell if Santa's overweight position in retail stocks will generate outperforming returns.

«Clearly the market has become overbought in the short - term,» Ferres added, citing the latest global fund managers» survey by Bank of America Merill Lynch in which an increasing number of investors raised Japanese stocks to an overweight position.

The brokerage and investment firm recommended an overweight position in emerging markets, specifically Europe ex-U.K.

But after lagging behind in 2017, Europe «now looks tactically oversold,» says Sheets, whose team has an overweight position in European equities and is underweight Japan.

Morgan Stanley has overweight positions in all three countries.

Since the beginning of 2018, performance for all S&P 500 sectors is negative (except for Consumer Discretionary and Information Technology), but those that have weathered recent weakness best continue to be the four sectors in which we have maintained an overweight position — Industrials, Financials, Consumer Discretionary and Health Care.

One of the main contributors to our outperformance is our overweight positions in information technology and consumer discretionary stocks, which made up a combined 61 percent of the fund as of September 22.

The Fund maintains an overweighted position in high - quality corporate and provincial issues and an underweighted position in Canadian federal bonds.

The bank recommends an overweight position, estimating that commodities will yield at least 10 percent over the next 12 months, with most of the gains being made by crude oil and aluminum.

The world's biggest wealth fund is for now sticking to an overweight position in the shorter bond maturities as the U.S. 10 - year Treasury yield has broken through the 3 percent threshold for the first time since 2014.

In a strategy report last week, BCA Research recommended an overweight position in energy.

In terms of sector allocation, the overweight position in the Consumer Discretionary sector, which underperformed the index, detracted the most from the Strategy's relative performance.

Now, for the first time in four years, Goldman Sachs has recommended an overweight position in commodities, following reports that revenue from commodity trading at the world's 12 biggest investment banks jumped 20 - 25 percent in the fourth quarter of 2016 compared to the same period in 2015.

But the headwinds facing the company are too great to maintain an overweight position relative to the index.

I have long felt that the best way to invest for the long - term was with a concentrated equity portfolio (fewer than twenty securities) and some overweight positions within that concentration.

These longer - term concerns, coupled with only modest widening in spreads this year, temper our enthusiasm for MBS and prevent us from advocating an overweight position.

We believe both short - and long - term bond yields could move up, and we plan to maintain an overweight position in corporate bonds compared to the Bloomberg Barclays Capital Intermediate U.S. Government / Credit Index, as they tend to outperform Treasuries during periods of economic expansion.

We seek to overweight the positions we are most confident in while underweighting higher risk but higher potential companies.

I can support an overweight position in agency mortgage bonds, the yields seem attractive at current levels of volatility.

Even on industries, I try to be measured in my overweight positions.

In fact, if you consider their far more attractive pricing & growth prospects (vs. developed markets), wouldn't an overweight position actually make perfect sense?

«These positive sales trends reinforce our overweight position in retail REITs, particularly the regional mall REITs due to their low valuations,» Snushall and Bertram wrote.