Sentences with phrase «portfolio volatility while»

The Enhanced Yield approach serves as a bond substitute, reducing portfolio volatility while delivering 9 % or so after commissions.

Regardless, this analysis tells us that through diversification, we have the potential to maintain or even reduce our overall stock portfolio volatility while bumping up our rate of return moderately.

Conservative Investing is about Managing All Risks There are ways to invest conservatively that can reduce portfolio volatility while addressing the risk of inflation.

Not exact matches

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

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

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.

Having a higher weighting in bonds and a lower weighting in stocks has, in the past, lowered the volatility in your portfolio while also providing some downside protection against large losses.

While most investors who have a long - term plan probably don't need to make any portfolio changes in anticipation of a spike in market volatility, some more active investors may want to take action to prepare for a correction.

While it's unlikely we're in for a repeat of 2008, recent volatility will certainly have investors wondering how to protect their portfolio in the event that our 7 - year bull market has ended, and we're in for a significant downturn.

While an aggressive type portfolio will naturally fluctuate over time and has more «volatility,» this is nothing to get scared about because you are saving this money for the long term and over a 10 + year investing horizon you are going to make more money investing in stocks than in bonds.

How far can a fund manager squeeze turnover while still maintaining an effective low - volatility portfolio?

Bonds help lower the volatility of a portfolio while stocks provide the upside performance.

While the early - 2017 Federal Reserve minutes «expressed concern [about] the low level of implied volatility in equity markets,» it is worth noting that the SPX implied volatility levels at both 80 % and 90 % moneyness (corresponding with out - of - the - money puts used for portfolio protection) generally were much higher than the VIX levels.

The aim is to create a portfolio which maximizes your gains while trying to diminish volatility to a level you're happy with.

When taking on a leveraged position, these bets might be outsized compared to your portfolio, especially given the volatility of the crypto - world, while also coming with huge transaction costs in the form of commissions and fees.

As a reminder, the goal for the fixed income portion of the Fund, especially in this low - rate environment, is to provide a reasonable level of income, while dampening the volatility of the equity portfolio.

Benartzi's research focuses on how retirement plans can increase effectiveness and Markowitz, dubbed, «The Father of Modern Portfolio Theory» has written about the importance of crafting an asset allocation that can help achieve gains while protecting investors from market volatility.

Invests in shares of underlying funds — AFIS Growth - Income Fund and AFIS Bond Fund — while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Invests in shares of underlying funds — AFIS Blue Chip Income and Growth Fund and U.S. Government / AAA - Rated Securities Fund — while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Invests in shares of an underlying fund, AFIS Asset Allocation Fund, while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Invests in shares of underlying funds — AFIS International Fund and AFIS Bond Fund — while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

Invests in shares of underlying funds — AFIS Growth Fund and AFIS Bond Fund — while seeking to manage portfolio volatility and provide downside protection, primarily through the use of exchange - traded futures.

A portfolio with a beta of greater than 1 would generally see its share price rise or fall by more than the market, while a portfolio with a beta of less than 1 would have less share price volatility than the market.

While some observers will point to recent equity market volatility as a sign that investors should remain defensive when selecting stocks in the region, Philippe Brugere - Trelat, executive vice president and portfolio manager, Franklin Mutual Series ®, says he's encouraged by recent developments.

While I am taking on more risk, I can still sleep well at night knowing that over the long horizon my portfolio will likely have more volatility, but it will have greater returns (which can compound into even greater returns).

While all this doom and gloom can seem daunting, we believe investors can best seek to reduce volatility and capture opportunities in their portfolios by keeping it simple and focusing on two key things:

While adding a 50th or 100th idea to a portfolio may slightly reduce the volatility of a portfolio, it also requires adding your 50th or 100th next best idea.

While tracking error volatility makes sense and is easy to calculate, it only infers what the manager is doing in the portfolio and does not actually look at the underlying holdings.

Standard deviation measures the fund's volatility while alpha measures the portfolio manager's performance against the fund's underlying benchmark.

The legendary Ben Graham, in his 1949 book The Intelligent Investor, argued that a portfolio of just 10 to 30 stocks provides adequate diversification, and that adding more stocks produces only a marginal reduction in volatility (while increasing both transaction costs and the time needed to monitor the portfolio).

While diversification through an asset allocation strategy is a useful technique that can help to manage overall portfolio risk and volatility, there is no certainty or assurance that a diversified portfolio will enhance overall return or outperform one that is not diversified.

At the asset class level, it means ensuring we assess relative global valuations while constructing portfolios with a defensive posture should volatility rise.

While such a move can lead to bigger gains, it comes at the expense of higher volatility, and the possibility of seeing your portfolio get hammered with big losses if we see a repeat of a 2008 - style bear market.

While this may be the case if you don't want to actively manage your investments, or have someone do it for you, given the tremendous volatility of today's markets, a case could be made that it is worth it to pay a financial advisor to offer ongoing advice about portfolio allocation.

While this ETF uses beta scores to assess volatility and give investors exposure to a lower - risk portfolio of stocks, beta has its own limitations as a measure of risk.

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

In a bear market, while volatility is rising, consider using options to protect your portfolio.»

Design an investment portfolio that generates acceptable returns while minimizing volatility and risk

Some people also point to specific situations where stock diversification has been shown to reduce or maintain volatility while increasing returns of your overall portfolio to a certain degree.

While the equity piece is the dominant volatility exposure in our portfolios we know that current bond markets leave much to be desired.

The Moderate Countercyclical portfolio is designed for the investor who can stomach fairly large drawdowns, but is looking for less volatility than stocks while also trying to generate better returns than a static 60/40 portfolio which is virtually guaranteed to expose you to low bond returns and high stock market risk in the coming 20 years.

The assumption is that this diversification will decrease your stock portfolio's risk or volatility (because when one area is up, another may be down), while at the same time providing better returns than bonds.

Cash and guaranteed savings accounts have very low volatility, while a stock portfolio will fluctuate in value from day to day, sometimes a lot and sometimes you can lose your initial investment.

Example: while gold has three times the volatility of the stock market, because it performs differently than stocks, it can calm the top line of a stock - heavy portfolio.

Portfolios are formed using proprietary quantitative innovations to systematically emphasize global assets with strong and persistent trend and momentum characteristics, while maximizing diversification and minimizing total portfolio volatility.

While some ETFs are good for conservative portfolios and can lower volatility through diversification, other ETFs should be avoided at all costs for covered call writing.

You are looking to invest in dividend stocks because they pay steady income while reducing the volatility in your stock portfolio.

While illiquid bonds had slightly higher credit spreads and directionally higher average returns, portfolios that tilt toward (away from) less (more) liquid bonds exhibit considerably higher levels of volatility.

I personally prefer using unhedged positions because (a) It is cheaper (b) In the long run, currency effects will average out (c) The value of hedging is questionable when a basket of currencies are involved and (d) While currencies on their own have zero expected return over cash, adding them to a portfolio reduces volatility and offers diversification benefits.

These findings confirm that credit spread and low volatility factors can effectively explain portfolio return and volatility and present the necessity of applying factors while taking duration and quality into consideration.