Sentences with phrase «percent equity exposure»

For instance, let us say that you have 60 percent equity exposure and 40 percent exposure in debt, as a part of your asset allocation strategy.

For example, if you begin the year with a portfolio consisting of 75 percent equity exposure and 25 percent debt investment, then in a year which sees the market rise, this equation can get disturbed.

Not exact matches

Within global equity portfolios, investors raised their European exposure by 1.8 percentage points to 19.6 percent and trimmed U.S. holdings to 40.1 percent.

Of those investors whose advisors had talked to them about a crash, 62 percent believe their loss would be less than what their stated exposure to equities would suggest, the survey found.

Both the All American Equity Fund (GBTFX) and Holmes Macro Trends Fund (MEGAX) have a 16 percent to 17 percent exposure to Silicon Valley - type tech firms — firms like Apple, NetApp, Qualcomm, eBay, Interdigital and others.

Unconventional central bank assets include exposure to equities of $ 40.3 billion, or 6.7 percent of the total.

The percent of your portfolio devoted to options gives you a floor on your possible exposure to massive losses in the equity market — you can not lose more than 10 - 20 % in any given year.

Saudi Arabia's own 10 - year U.S. dollar sovereign bond currently yields more than 4 percent, suggesting that investors wanting exposure to the kingdom could achieve a relatively high payout without owning Aramco equity.

Using the same process — mapping to the portfolio with the most appropriate risk level — would suggest that equity exposure drop by around 10 percent for the 55 year old and another 10 percent for a 60 year old, as the chart below shows.

Most states assume they can earn a 7.5 or 8 percent return on their investments, and states have systematically increased their exposure to stock markets and private equity.

For example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growth.

Hence, some stocks need to be sold to reduce the exposure to equities and bring it back to 75 percent, and subsequently use the proceeds of the sale to increase the investment in debt.

Small and mid cap exposure of the portfolio used to make up over 50 percent of the equity section of the fund; but over the last 2 years, it has gone down to around 30 %.

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolio).

For balanced mutual funds, the average exposure of equity for the last 1 year is over sixty percent.

In 2017, 62 percent of the respondents had clients gain further equities exposure, with 56 percent increasing property exposure.

The Charlottesville, Va. - based research firm estimates that CommonWealth REIT and Equity One Inc. have the most exposure to Office Depot stores, with the retailer accounting for 1.7 percent and 1.4 percent of these REITs» revenues respectively.

Equity One has the greatest exposure to Winn - Dixie: Sixteen stores in its portfolio represent 5.5 percent of its funds from operations.