Sentences with phrase «portfolio in a particular asset»

Not exact matches

Modern Portfolio Theory was developed in the 1950's with the belief that portfolio returns could be maximized for a given amount of investment risk by combining assets in a particulaPortfolio Theory was developed in the 1950's with the belief that portfolio returns could be maximized for a given amount of investment risk by combining assets in a particulaportfolio returns could be maximized for a given amount of investment risk by combining assets in a particular manner.

So you consistently look at your overall portfolio and the mix of asset classes that you have in that particular account to make sure that you continue to harvest losses so those losses will offset future gains as you're trying to create income.

When thinking about the mix of assets in your portfolio, consider the risks that you are willing to take over a particular time period to realize your goals.

IB Asset Management does not provide tax advice and does not in any way represent that investing in this portfolio will result in any particular tax consequences.

On the other hand, we keep careful tabs on the funds we include in our model portfolios, and we might swap a fund in a particular category for another if we have reason to believe there could be trouble ahead - such as a management change, or dramatic rise in assets under management.

Some investors may get around this by purchasing different ETFs within the same asset class with new contributions, in order to have more of a chance to realize losses on that particular security (that they can use to offset gains when they rebalance their portfolio).

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).