Sentences with phrase «performance of a diversified portfolio»

RBC Quant Canadian Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality Canadian equity securities that have the potential for long - term capital growth.

The RBC ETF seeks to provide unitholders with exposure primarily to the performance of a diversified portfolio of Canadian corporate and government bonds, divided («laddered») into five groupings with staggered maturities from one to five years, that will provide regular income while preserving capital.

RBC Strategic Global Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality global dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

The International Strategy seeks to improve the performance of a diversified portfolio by exposing it to assets located in markets around the globe that have markedly different characteristics than markets of the United States.

The advantage of robos is academic proof that the performance of a diversified portfolio of different asset classes like stocks and bonds and different sector allocations such as Canadian, U.S. and emerging markets will beat a series of single company picks.

RBC Quant U.S. Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality U.S. dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

The performance of a diversified portfolio will always be better than the performance of its worst stock and less than the performance of its best stock.

But during the next 15 - year period international stocks would have instead weighed on the performance of a diversified portfolio.

RBC Quant Canadian Dividend Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of high - quality Canadian dividend - paying equity securities that will provide regular income and that have the potential for long - term capital growth.

RBC 6 - 10 Year Laddered Canadian Corporate Bond ETF seeks to provide unitholders with exposure to the performance of a diversified portfolio of Canadian corporate bonds, divided («laddered») into five groupings with successive maturities ranging from six to ten years, that will provide regular income while preserving capital.

RBC Strategic Global Equity Leaders ETF seeks to provide unitholders with broad exposure to the performance of a diversified portfolio of high - quality global equity securities that have the potential for long - term capital growth.

Not exact matches

While past performance is no guarantee of future results, historical returns consistently show that a well - diversified stock portfolio can be the most rewarding over the long term.

Consider the performance of 3 hypothetical portfolios in the wake of the 2008 — 2009 financial crisis: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; a 100 % stock portfolio; and an all - cash portfolio.

Consider the performance of 3 hypothetical portfolios: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; an all - stock portfolio; and an all - cash portfolio.

I doubt that anyone has ever told you this before, but the «average» return for a category of funds — whether a large subset like diversified stock funds or a narrower one like small - company growth — tracks only the performance of the portfolios that survived all the way from the beginning of the measurement period to the end.

It happens that this year, diversified portfolios have not turned in the best of performances.

Because as much as 90 % of portfolio performance comes from being properly diversified, asset allocation must be carefully considered.

While we expect many of the first quarter's headwinds to be transitory, our focus remains on diversifying our portfolio across different end markets, macroeconomic influences and company - specific factors that we believe can contribute to long - term performance regardless of the overall direction of the US economy.

The liquid - alt pitch is that individuals can access the same types of investments as university endowments and other big institutions, to diversify equity - heavy portfolios, typically with a 10 % to 20 % allocation to liquid alts... The advantage of the [AQR Managed Futures] strategy -LSB-...] is that it is uncorrelated with other asset classes, and «has the most consistently strong performance in equity bear markets.»

Mutual funds offer a diversified portfolio that is either actively managed by a professional investor or is a passively managed index fund, where the fund attempts to replicate the performance of an index such as the S&P 500.

Under diversified portfolio has more risk as the poor performance of a single stock can have an adverse effect on the entire portfolio.

A diversified portfolio is investing in different stocks from dissimilar industries / sectors in order to reduce overall investment risk and to avoid damage to the portfolio by the poor performance of a single stock or portfolio.

If you're willing to handle more portfolio complexity, I think the risk of a poor long - term outcome (e.g., large - cap US stocks have an extended period of poor performance) is reduced by further diversifying into low - cost index funds that invest in REITs, small - cap value, large - cap value, and small - cap blend.

Thatâ $ ™ s the beauty of having a broadly diversified portfolio: if one or two (or more in 2008) have a bad stretch of performance itâ $ ™ s anticipated that some of the other portfolio ingredients will have a good run.

The blue line represents the performance, since January 2000, of T. Rowe Price Spectrum Income (RPSIX) which holds 80 % or so in a broadly diversified income portfolio and 20 % or so in dividend - paying stocks.

The point of building a portfolio is to diversify away these factor bets, which we can not control or forecast, and focus our returns on the performance of individual companies.

During that 30 - year stretch, the S&P 500 - stock index (with dividends reinvested) lost money in five years — 1990, 2000, 2001, 2002 and 2008 — and the T. Rowe Price Group fund posted gains in three of those five years, thus helping to bolster a diversified portfolio's performance at a time when its stock market investments were suffering.

Consider the performance of 3 hypothetical portfolios: a diversified portfolio of 70 % stocks, 25 % bonds, and 5 % short - term investments; an all - stock portfolio; and an all - cash portfolio.

OMERS has a great management team, the portfolio is diversified, and has competitive past performance relative to a passive index fund portfolio... but you're already depending on them to come through for your DB pension, which is likely a big part of any member's retirement plans.

On the one hand they largely use best practices to create broadly diversified portfolios and take away all the performance - chasing and what - not that individual investors and active managers are equally guilty of.

It has the benefit of a fairly diversified portfolio as well as acceptable down market performance.

Since your funds are being invested into a portfolio of exchange - traded funds or ETFs, earnings on your diversified portfolio depend on market performance.

Comparing the performance of a globally diversified multi-capitalization portfolio to a much less diversified US large capitalization portfolio might look like superior performance, when in fact it is really just a failure to diversify globally.

Drawing on his own varied experience as an economist, financial adviser, and successful investor, Malkiel shows why, despite recent advice to the country from so - called experts in the wake of the financial crisis, an individual who buys over time and holds a low - cost internationally diversified index of securities is still likely to exceed the performance of portfolio carefully picked by professionals using sophisticated analytical techniques.

This kind of performance chasing & lack of diversification is almost guaranteed to yield inferior returns — even if you can match the longer term return of a more diversified portfolio, you'll still suffer far more painful levels of volatility.

I'll be explaining how investors can build a diversified portfolio with ETFs, including an overview of how to make trades in your online brokerage account and how to track your performance.

While it's difficult to pick the best performing country every year, a diversified global portfolio offers the benefits of international stock market performance which in turn lowers risk.

A diversified portfolio, with a mix of uncorrelated assets, tends to smooth out performance.

As you can see, each fund invests in different sectors, some have lower allocation to a sector and some have more, hence overall the portfolio is diversified into different sectors and the risk of poor performance of the portfolio due to one sector's poor performance is minimized.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

Offering a diversified portfolio of income opportunities Diverse income opportunities: The fund provides exposure to bonds in all sectors of the expanding global fixed - income market and across the complete credit spectrum.Multiple strategies: Putnam's bond specialists employ 70 - 80 active investment strategies to pursue a diverse range of opportunities for performance.Active risk management: In today's complex bond market, the fund's experienced managers actively manage risk with the goal of superior risk - adjusted performance over time.

«Once one has a well - diversified, balanced portfolio of a dozen or so stocks, adding additional stocks does little to reduce risk, yet there's obviously a big penalty in terms of performance if one's best ideas are 3 - 5 % positions instead of 7 - 10 % positions.»

REITs (and REIT index funds in particular) are a good diversifier of performance within an index portfolio.

The performance information presented in certain charts or tables represent backtested performance based on combined simulated index data and live (or actual) mutual fund results from January 1, 1928 to the period ending date shown, using the strategy of buy and hold and on the first of each year annually rebalancing the globally diversified portfolios of index funds.

While it is hard to ignore the MAGNET Simple screen's performance over the last 11 - plus years, an approach with such a small number of passing companies is nearly impossible to implement in order to create a diversified portfolio.

Nareit provides rigorous analytic research — developed by Nareit's economists as well as sponsored research — that individually and collectively highlights and clarifies the competitive long - term market performance record and portfolio benefits of REITs and the role REITs should play in diversified investment portfolios.

RBC Quant Global Infrastructure Leaders ETF seeks to provide unitholders with exposure to the performance of a diversified global portfolio of high - quality equity securities of companies that own or operate infrastructure assets that will provide regular income and that have the potential for long - term capital growth.

The fund primarily invests in a diversified portfolio of investment grade debt instruments of varying maturities and is designed to track the performance of the Barclays U.S. Government / Credit 1 - 5 Years Index.

SunPower's Werner echoed these sentiments, adding: «After approximately two years of successful operational performance, we have proven that a diversified portfolio of high quality renewable assets is an ideal vehicle to drive stable cash flow growth for investors.»

The performance of this policy is correlated to his life expectancy and... Grandpa John [can] monitor... his health while diversifying his investment portfolio $ 94,839 per year on a product that pays a tax - free $ 4 million to his wife upon his death.»