Sentences with phrase «portfolio value resulting»

Not exact matches

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of your portfolio value.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demand.

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of the value of your portfolio.

As a result there was actually a relatively low rate of client redemptions, especially relative to the tech bubble of 2000, and importantly, clients participated in the subsequent increase in the value of their investment portfolios by staying invested as markets recovered.

Investing in a volatile and uncertain commodities market may cause a portfolio to rapidly increase or decrease in value, which may result in greater share - price volatility.

The resulting portfolio typically has a strong value tilt, unsurprising given its fundamental methodology.

The net result is that most investment portfolios will decline in value.

This potential lack of diversification may result in heightened volatility of the value of your portfolio.

The Company may enter into fair value hedges, such as interest rate swaps, to reduce the exposure of its debt portfolio to changes in fair value resulting from changes in interest rates by achieving a primarily U.S. dollar LIBOR - based floating interest expense.

As a result, Income Value portfolios typically exhibit above average current income and low PE ratios.

I hope I'm able to offer some value for a few readers, and hopefully the individual investors who are truly motivated to improve their own results will benefit from reading more about my general thoughts and specific portfolio ideas.

Investing in a volatile and uncertain commodities market may cause a portfolio to rapidly increase or decrease in value which may result in greater share price volatility.

Standard's value creation strategy encompasses acquiring a diverse and highly prospective portfolio of large - scale domestic brine resources, led by an innovative and results - oriented management team with a strong focus on technical skills and modern brine processing technologies.

Stock returns vary greatly from year to year, and as a result, bonds outperformed stocks in about one - third of the past one - year time periods, helping stabilize portfolio values when stock returns were small or negative.

Collateral Maintenance - A fall in the value of your portfolio may result in a situation where the value of your collateral no longer covers the outstanding loan.

The country's second biggest landholder, ASX - listed beef producer Australian Agricultural Company, has reported a 7 per cent rise in the value of its vast rural property portfolio in full - year results released on Wednesday.

The acquisition is expected to bolster High Liner Foods» market leadership position in the foodservice segment of the U.S. value - added frozen seafood industry, and also results in the company adding significant U.S. - based scallop processing operations to its business portfolio.

Australia's second biggest landholder, ASX - listed wagyu beef producer AACo, reported a 7 per cent rise in the value of its vast rural property portfolio in its full - year results.

(A) student learning objectives; (B) student portfolios; (C) pre - and post-test results on district - level assessments; or (D) value - added data based on student state assessment results.»

Portfolio construction Successful portfolio construction is the result of properly managing and integrating the desired portfolio characteristics and the more subjective relative value jPortfolio construction Successful portfolio construction is the result of properly managing and integrating the desired portfolio characteristics and the more subjective relative value jportfolio construction is the result of properly managing and integrating the desired portfolio characteristics and the more subjective relative value jportfolio characteristics and the more subjective relative value judgments.

While the credit rating of these securities remains high and the ARS are paying interest according to their terms, as a result of the potentially long maturity and lack of liquidity for ARS, the Company believes the value of the ARS in NTI's portfolio has been impaired.

If the cash flows are large compared with the beginning and end values of the portfolio (this might occur if you're a new investor who has just started making monthly contributions) the results will likely be wildly off.

To find all this data, check out this table of results for the world - wide portfolio with a 50/50 split between U.S. and international equities — and this table, which has thesame data for the all - value portfolio.

For example, if delayed or spread investments resulted in a terminal portfolio value of $ 93,000 and January lump - sum investments generated $ 100,000, then the penalty was 1 — 93/100 = 7 %.

Not surprisingly, Alpholio ™ determined that the portfolio had virtually no RealAlpha ™; any non-zero values resulted from the limit of computational precision.

As a result, value investors have a fair number of stocks to choose from when building portfolios.

As a result, it's best to go for the shotgun approach, and build up a diversified portfolio of value stocks to avoid being hurt should one or two fail.

One sure result is that the higher MERs will cut into the value of your ETF portfolio every year.

Otherwise, its results are similar to those of the Value portfolio by without switching.

Among other things, the fund's value strategy results in an attractive portfolio of emerging markets companies characterized by relatively low debt, low default rates and attractive yields, which are some of the main factors behind the fund's success.

The recent Chinese stock market crash and resulting volatility of the world's markets had an impact on my portfolio's value, dropping it by about 8 %.

By combining growth and value in a portfolio, you can achieve good results while holding down volatility.

At the same time, the results potentially justify a focus on less diversified portfolios by those investors who particularly value the possibility of «lottery - like» outcomes, despite the knowledge that the poorly - diversified portfolio will more likely underperform.»

Risks involved with futures contracts include imperfect correlation between the change in the market value of the stocks held by the portfolio and the prices of futures contracts and options, and the possible lack of a liquid secondary market for futures or options contracts, and the resulting inability to close a futures contract prior to its maturity date.

Because of the relative attractiveness of our portfolio, as highlighted on the following page, and the context of how value and growth investing cycles have worked over time, we expect to deliver attractive long - term results to Euclidean's investors.

The risk that the value of your portfolio will be eroded by a decline in the purchasing power of your savings, as a result of inflation.

This results in portfolios that look similar to those created by fans of factor investing, with tilts toward value stocks and small - cap shares.

If we assume a $ 10,000 starting portfolio value (and the other pertinent assumptions listed above), we obtain the historical performance results shown in the table below for the 4 portfolios during the 20 year period from 1992 - 2012.

The market value of a portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation / deflation risk, currency risk, mortgage and asset - backed securities risk, U.S. Government securities risk, foreign investment risk and derivatives risk.

He was talking about 97 % of the resulting portfolio value.

The resulting portfolio features hefty allocations toward large capitalization value stocks.

The market value of a fund's portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions.

The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions.

The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation / deflation risk, mortgage and asset - backed securities risk, US Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk.

The market value of the portfolio may decline as a result of a number of factors, including interest rate risk, credit risk, inflation / deflation risk, mortgage and asset - backed securities risk, U.S. Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk.

Perhaps this is why many researchers have found that other measures of value yield better results than book - to - market when building value stock portfolios.

The author warns, «Portfolio managers who pursue the long - term benefits of exposure to the momentum factor may place the portfolio's value at risk when momentum results or market returns change direction, potentially upending the benefits of a recent positive exposure to momentum stockPortfolio managers who pursue the long - term benefits of exposure to the momentum factor may place the portfolio's value at risk when momentum results or market returns change direction, potentially upending the benefits of a recent positive exposure to momentum stockportfolio's value at risk when momentum results or market returns change direction, potentially upending the benefits of a recent positive exposure to momentum stocks.»

There is no two ways about it — higher portfolio return of Irene will result in higher terminal value.

Backtesting results from screening for value metrics, or from portfolio weightings determined by value metrics usually come up with results similar to these from a MSCI April 2011 paper «Capturing the Value Premium&ravalue metrics, or from portfolio weightings determined by value metrics usually come up with results similar to these from a MSCI April 2011 paper «Capturing the Value Premium&ravalue metrics usually come up with results similar to these from a MSCI April 2011 paper «Capturing the Value Premium&raValue Premium».

Value, momentum, quality and size have historically low return correlations, so a multifactor smart beta portfolio can potentially benefit in a variety of market conditions and may lead to more consistent long - term results.