Sentences with phrase «part of a balanced portfolio»

The differences between stocks and bonds make it very clear that both have their own advantages and disadvantages, and both are important parts of a balanced portfolio.

Bolden strongly defended the earth science component of NASA's program as part of a balanced portfolio.

Rather, he says fixed indexed annuities can be «part of a balanced portfolio» that would include traditional investments, such as stock and bond funds in a 401 (k).

Between rising rates and volatility spikes, investors are reminded why bank loans can be an important part of a balanced portfolio.

Yet technology stocks should be part of a balanced portfolio — and many have long histories of dividend payments.

Consider an investor looking for an ETF of Canadian equities as part of a balanced portfolio.

Not exact matches

The Fund utilises a research driven, fund of fund approach to generate returns and is designed to complement traditional investments, such as stocks, bonds, and property, and form part of a diversified and balanced portfolio.

Small - cap investment should be part of a well - balanced portfolio, however, small cap stocks are definitely more volatile than their large - cap siblings.

«Watching what's going on in the wine category, with growth being driven in part by a range of flavors and styles, we see an opportunity to extend the Strongbow portfolio to encompass a balance of offerings along a spectrum from sweet to dry, much like the wine producers,» Robinson says.

Steve: And any well balanced portfolio will have a small amount of high - risk but potentially high - payoff parts to it.

It also endorses NSF's current policies for reviewing grant proposals and — in sharp contrast to a House bill — emphasizes the importance of the social sciences as part of a balanced research portfolio.

But on balance, value stocks are a good long - term bet for part of an equity portfolio.

As part of that advice, we recommend that most investors maintain some exposure to the Resources sector — and energy stocks — as part of a well - balanced portfolio.

While employees can not take a loan directly from the Balanced Strategy portfolio, the money in that portfolio is part of the available loan amount.

Other parts of the dashboard on the homepage are your cash flow tracker, portfolio balances over the last 30 days, and your investment allocation by category.

To stay ahead of inflation, you'll need to keep a significant part of your portfolio in equities, and focusing on dividend - paying stocks may provide the right balance of risk and reward.

Long - term value investing is a key part of building a balanced and diversified portfolio The core of the long - term value investing approach is identifying well - financed companies that are established in their businesses and have a history of earnings and dividends.

As a long - term saving strategy and a way to balance a retirement portfolio, Fixed Index Annuities (FIAs) are appealing because they transform savings into predictable income.In Part Two of the Myth vs Fact series, the Indexed Annuity Leadership Council debunks more commonly held...

Examine the potential benefits of fixed index annuities (FIAs) as part of a balanced, long - term portfolio plan.

As well, we recommend that most investors maintain some exposure to the Resources sector — and energy stocks — as part of a well - balanced portfolio.

A key part of our approach to investing for a balanced portfolio is spreading your money out among the five economic sectors: Finance; Utilities; Consumer Goods & Services; Resources & Commodities; and Manufacturing & Industry.

Value exposures have long been part of well - balanced portfolios.

Examine the potential benefits of fixed annuities (FAs) as part of a balanced, long - term portfolio plan.

The main benefit of holding a good part of your portfolio in bonds (let us use a balanced 60 % stock / 40 % bonds allocation) is that you will be able to sleep well during the next major crash.

Examine the potential benefits of variable annuities (VAs) as part of a balanced, long - term portfolio plan.

To reduce stress, I always suggest that part of your retirement plan should include funding a 401 (k), paying down consumer debt and balancing your portfolio by investing in a fixed indexed annuity.

A well balanced retirement portfolio may include some moderate percentage of bonds as part of an overall investment strategy to generate income or receive significant tax benefits.

As part of that process, let's also assume that you committed to rebalancing your portfolio back to that original 60/40 allocation whenever your portfolio balance strayed too far from it.

Mr. Ryan is a 59 - year - old freelance translator in Montreal who in late 2005 invested a small part of his savings in three mutual funds suggested by his adviser - Manulife China Opportunities, Fidelity Global Real Estate and a fund from the Franklin Templeton family that is now called Quotential Balanced Growth Portfolio.

However, due to the volatility of these stocks, Pat McKeough recommends that they only form a modest part of a well - balanced portfolio.

This is effectively a balanced 60/40 portfolio with one - third (i.e. 20 % out of 60 %) of the equity part in foreign securities.

As Delta is part of the SkyTeam alliance, Delta SkyMiles open you up to a well - balanced global portfolio of airlines: Aeromexico and Aerolineas Argentinas to the south; Air France, KLM and Alitalia in Europe; Kenya Airways and Saudia in Africa and the Middle East; and Korean Air and a host of Chinese airlines in Asia.

«We've come to understand that cryptocurrencies as an asset have exhibited clear and underlying resiliency and have integrated themselves as part of a diversified and balanced portfolio,» Robinhood CEO and co-founder Vlad Tenev told CoinDesk.

«We've come to understand that cryptocurrencies as an asset have exhibited clear and underlying resiliency and have integrated themselves as part of a diversified and balanced portfolio,» Robinhood co-founder and CEO Vlad Tenev told CoinDesk.

It can be a lot of money to pay at once, but as part of a balanced retirement portfolio, an annuity can give retirees peace of mind that they'll have money to pay their bills.

Real estate has proven to be an important part of a well - balanced and diversified investment portfolio.