Sentences with phrase «portfolio in a particular sector»

Concentrating your funds or having a large portion of your portfolio in a particular sector or a particular stock could be risky.

Not exact matches

Definition: Sector funds that are restricted to investing in a particular sector.Advice: These investments may prove appealing when one particular sector is greatly outperforming the market as a whole, but as long term investments they're no better than a diversified portfolio.

To the extent a portfolio focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a portfolio that invests in a wider variety of countries, regions, industries, sectors or investments.

I have also added to particular positions in the real estate sector, focusing on building a portfolio of stocks I think can add value, regardless of what happens with the future direction of interest rates.

If broad trading flexibility is available then sector rotation can be a viable way to position investment portfolios to take advantage of market cycles and trends providing for capital appreciation potential in particular areas of the investment universe.

To the extent a portfolio focuses on particular countries, regions, industries, sectors or types of investment from time to time, it may be subject to greater risks of adverse developments in such areas of focus than a portfolio that invests in a wider variety of countries, regions, industries, sectors or investments.

The portfolio is constructed from the bottom - up through fundamental analysis; which is to say the manager cares about finding 15 - 50 great stocks with no particular interest in paralleling some indexes sector, size or country weightings.

On the other hand, the concentration of high yields in particular sectors tends to force yield seeking investors into concentrated portfolios, a risky endeavor.

As a result, Canadian dollar bond portfolios are very concentrated in several widely held issuers and a few industry sectors, banking and utilities in particular.

Concentration risk might also arise if different mutual funds in the portfolio of an investor have invested large amounts in one particular sector.

«One reason to introduce sector ETFs into your portfolio is because you're underrepresented in a particular sector,» says Yamada.

This includes reading each fund's last few annual reports, and evaluating returns (over 1, 3, 5 & 10 years, if available), the fund's geographic focus, any particular company / sector concentration, and the percentage of the fund's portfolio invested in unlisted stocks.

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).

The maritime sector, which takes up little space on their balance sheets, has become a sector that larger banks, and, in particular European banks, want to exclude from their portfolios due to the losses it causes them.

«We are starting to see more portfolios and pooled transactions from our clients across all property sectors, but in particular office and multifamily,» says Matthew D. Lawton, executive managing director in the Chicago office of HFF, a commercial real estate capital intermediary.