Sentences with phrase «portfolios against downside»

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

There are various hedging strategies available, many of them using inverse ETFs or ETNs (exchange - traded notes), which let you participate in the hope of stock gains while also hedging some of your portfolio against downside risk.

Hedging is a way of insuring your portfolio against downside risk by purchasing put options against assets.

Not exact matches

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.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

Liquid alternatives can be a useful addition to any portfolio whether an investor is seeking a leveraged strategy to boost profits, a way to reduce risk and hedge against downside movement, or gain access to other assets like commodities.

Liquid alternatives can be a useful addition for any portfolio whether an investor is seeking a leveraged strategy to boost profits, trying to reduce risk and hedge against downside movement, or trying to gain access to other asset classes like commodities.

One may need to remove them from his / her portfolio when protecting against downside risk, but again...

When you multiply the downside percentage against your portfolio value, you can test your financial courage.

During periods of high volatility, the Portfolio Manager will write (or sell) a call option against some of its positions in order to hedge downside risk, while generating an income stream from the sale of options.