Sentences with phrase «portfolio sector weights»

The individual holdings are diversified across economic sectors; however, the portfolio sector weights may vary widely from that of the benchmark.

Not exact matches

In other words, depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.

«Depending on your level of confidence in a certain sector, over - or underweight your numbers of shares of stocks in that sector in your portfolio, relative to the weightings of the major market indexes.»

«Smart beta» funds already blur the line between passive and active management, but JSML goes a step further by relying on an active manager to determine its sector weighting; the portfolio is weighted to align by sector with the Janus Venture Fund, an actively - managed traditional mutual fund with a small - cap growth mandate.

Fidelity's Guided Portfolio Summary performanceLog In Required Review current equity sector weights for your portfolio and see how they compare to thPortfolio Summary performanceLog In Required Review current equity sector weights for your portfolio and see how they compare to thportfolio and see how they compare to the market.

I can understand your hesitation in wanting to add Canadian banks to your portfolio as you already are weighted on the heavy side in that sector.

I encourage you to read up on «Modern Portfolio Theory» to learn more about sector weighting.

Holdings, sector weightings, market capitalization, turnover and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown.

The portfolio is actively managed, so holdings, sector weightings and other portfolio characteristics may have changed since the date shown.

In the example below, the portfolio has the same sector weights as in the first example.

The plan is to create a risk - managed portfolio by using a sector - neutral, relative - value, equal - weight discipline.

Portfolios should be weighted toward sectors that have proven strength in economic contraction periods.

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.

So while it is true that there is a bit of a mismatch, or «basis risk» between an equal - weight sector portfolio and the S&P 500, we believe the deep liquidity of S&P 500 options more than compensates for the basis risk.

Since I previously worked in this sector, the RTC portfolio is heavily weighted in the financial services sector.

Notably, as of March 31, 2018, the Fund had a 23 % weighting in Energy stocks, making it the largest sector weighting in the portfolio.

There are caps on sectors and countries, and the portfolio is equal weighted.

Now with one click you can see if you are over or under weighted by industry sector, and then Search by sector to rebalance your portfolio.

Of course they «belonged,» because that's how cap - weighted indexes work: They include or exclude stocks without consideration for their sector, their weight in the portfolio, or their valuation.

Bond portfolio management strategies based on sector rotation involve varying the weight of different types of bonds held within a portfolio.

[2] The relationship is mathematically expressed as Allocation Effect =, where W = average weight, p = aggregated average large - cap portfolio, b = benchmark, R = returns, and i = selected sector or grouping.

To determine allocation effect, we compare the average weight in each of the 11 GICS ® sectors held by active large - cap managers relative to the S&P 500 during the measurement period, and the sector contribution to benchmark return as well as the portfolio return.

A portfolio strategy whereby the fund manager does not replicate the market exactly but sticks fairly close to the market weightings by industry sector, country or region or by the average market capitalization.

Lattice Strategies compared portfolios consisting of: a range of country stock indices weighted by capitalization; the same countries weighted equally, a broad range of countries» stock weighted by sector; the S&P 500, the S&P 500 weighted by sectors and the S&P 500 with each stock weighted equally.

Security selection will be driven by sectors, however, meaning that the weight of portfolio holdings will be adjusted between the 10 sectors in the S&P 500 index based on macro trends, earnings potential, and valuation.

This makes sense to me since sectors are always falling in and out of favor and weighting the sectors equally allows a portfolio to take advantage of that fact.

The investment management team holds regular meetings discussing the portfolio with a view to reassess, sell or buy securities and to discuss current cash position as well as sector and geographic weighting.

Although I have mentioned that my portfolio is already quite heavily weighted in this sector, I just couldn't help but invest further into it.

Again, we're looking at a real bargain here — the sector enjoys a 6.8 % portfolio yield, while the weighted average yield edges up to 7.0 % — presumably assisted by the purchase discounts larger companies manage to capture.

Forstrong's Mordy has a neutral sector weighting in technology and its portfolios hold no tech - specific ETFs.

I think the biggest problem with «tactical weighting by sector» is that it starts to bring a lot of un-needed complexity to your portfolio.

Minimizing risk is best controlled through portfolio optimization while paying attention to sector weights, individual stock weights, and liquidity.