Sentences with phrase «portfolio than you desire»

They may be a smaller percent of your portfolio than you desire and there is a good chance they are a better bargain at the lower price.

Not exact matches

In other words, focus on keeping your portfolio balanced between your desired mix of stocks and bonds, rather than which stocks and bonds to choose.

There's also an academic Modern Portfolio Theory explanation for why you should diversify among risky assets (aka stocks), something like: for a given desired risk / return ratio, it's better to leverage up a diverse portfolio than to use a non-diverse portfolio, because risk that can be eliminated through diversification is not compensated by increasedPortfolio Theory explanation for why you should diversify among risky assets (aka stocks), something like: for a given desired risk / return ratio, it's better to leverage up a diverse portfolio than to use a non-diverse portfolio, because risk that can be eliminated through diversification is not compensated by increasedportfolio than to use a non-diverse portfolio, because risk that can be eliminated through diversification is not compensated by increasedportfolio, because risk that can be eliminated through diversification is not compensated by increased returns.

Obviously we would desire the highest possible income growth, but even a 7 % yearly portfolio «salary raise» should be more than sufficient to outpace inflation over time.

Generally, the two scenarios in which there are significant cost savings are: 1) When implementing the desired allocation at the account level (rather than at the portfolio level) results in using high - cost funds, and 2) When implementing the desired allocation at the account level (rather than at the portfolio level) results in using tax - inefficient funds in a taxable account.

To rebalance your portfolio, you would buy more of the asset class that's lower than desired, possibly using some of the proceeds of the asset class that is now larger than you intended.

Similarly, an investor with a very low risk tolerance that has the financial capacity for some risk and desire for better returns may be better suited for a portfolio that entails more risk than the client's risk tolerance would indicate.

It is back, better than ever and the idea for this trackball innovation was inspired by our users, who invented creative ways to achieve their desired level of comfort, sometimes adding additional wedges under their trackball for elevated angles,» said Anatoliy Polyanker, global portfolio and