Sentences with phrase «portfolios over the long term»

Developmental lending as practiced by IBC involves providing financial services (primarily loans) to aboriginal people who, for a variety of cultural and / or financial reasons, are alienated by mainstream lending institutions; approving loan applications on the basis of typical financial considerations while taking into account the potential for positive social or community outcomes; and evaluating social outcomes resulting from the loan portfolio over the long term.

The experiential qualities and services provided with these tenants will serve as solid foundation for our portfolio over the long term.»

I believe we will all do well, with this stock in our portfolios over the long term.

We're more inclined to see this as an investigation into the possibility of evolving Apple's tablet portfolio over the long term.

Assuming I really don't care about a 25 % loss in a given year here and there, as long as the performance of the portfolio over the long term is above average, does this strategy make sense in a purely mathematical, emotionless sense?

His analysis of stock market data suggests that increasing precious metal equities while reducing long - term bond holdings is a superior way to risk - proof your portfolio over the long term.

Here, we'll note some of the things to keep in mind about this type of strategy, including how they can help you grow the holdings in your portfolio over the long term.

After investigating it, I decided that swapping it for Southern would help my portfolio over the long term.

Inflation can be a very big threat to retirement portfolios over the long term.

There is no certainty that we'll make money but the team believes that the current portfolio and investment philosophy gives the Forager International Shares Fund the best chance of both outperforming its benchmark and adding valuable diversification to investors» portfolios over the long term.

Some people (and I'm not accusing CC of this) seem to believe that the gains from rebalancing a portfolio of stocks and bonds can be large enough that such a portfolio is likely to beat an all - stock portfolio over the long term.

Not exact matches

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

Along the way, Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long - term.»

Michael Greenberg, a portfolio manager at Franklin Templeton Solutions in Toronto, agrees U.S. stocks have a sunny outlook over the long term, meaning seven years or more.

While past performance is no guarantee of future results, historical returns consistently show that a well - diversified stock portfolio can be the most rewarding over the long term.

Although this rally can definitely continue over the short - term, I think over the long - term intermediate bonds are probably a better bet for a lower risk portion of the portfolio.

Over the long term the nominal return on a duration - managed bond portfolio (or bond index — the duration on those doesn't change very much) converges on the starting yield.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

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.

«With their own sizable investment portfolios, most public companies could use their power as shareholders to urge public companies and asset managers to take a relentlessly long - term focus... That may mean using performance benchmarks over three -, five - and even 10 - year periods, in addition to shorter period benchmarks.»

A big reason why the Monkey - Folios do better is that such random portfolios get a lot more small cap shares, and small cap shares outperform over the long - term.

Over the longer term, we seek to build a portfolio which we think will outperform, while being less volatile than the market.

The Best Ideas Newsletter portfolio seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon.

Today, in contrast, the Fed presides over a vast portfolio, with assets consisting mainly of long - term Treasury securities and mortgage - backed securities, instead of the short - term Treasuries it once held; and that portfolio is funded more by banks» holdings of substantial excess reserves than by circulating Federal Reserve notes.

Has Modern Portfolio Theory failed to deliver over the past decade because users employ long - term averages for expected returns, volatilities and correlations that do not respond to changing market environments?

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

However, the combination of smart capital management and a uniquely diverse product portfolio (spanning medical device sales, pharmaceuticals, and consumer products) has ensured that the healthcare titan's returns trounced the broader market over the long term.

As we ring in a new year, we believe we have built a portfolio of high quality companies that will provide our shareholders with attractive returns over the long term.

A diversified portfolio may not make the highest returns during a period of strong optimism but, over the long term, diversified allocations can mitigate some of the volatility that a more concentrated portfolio typically reflects.

No single investment must last for the entire span of the investor's life, because the investor ideally has a diversified portfolio of several dividend - paying companies, but the better the investments perform over the long - term, the lower the turn - over rate of the portfolio needs to be.

Bernstein's portfolio is capitalizing on the research that smaller stocks may outperform the total U.S. stock market over the long term.

By aligning your personal capital with the investment prospects of a focused portfolio of durable companies, you open the opportunity to compound your wealth over the long - term.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

With that said, I believe that the companies listed below would constitute an ideal defensive portfolio that would minimize losses over the long - term and allow investors to experience the thrill of receiving more and more dividend income each year for the rest of their lives.

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

There's no way you can avoid risk in the financial markets if you hope to beat inflation over the long - term and earn a respectable return on your portfolio.

If someone handed me $ 10,000,000 with the imperative to construct a portfolio that will, comprehensively, make money in all environments, increase wealth by at least 5 % in excess of the rate of inflation over the long term, and do it in a way that the total dividends paid out would be greater each year, these are the companies I would choose.

Longer term, the issue that investors must grapple with in 2017 and beyond is quantifying how much hidden credit risk is embedded in the portfolio of all US banks as a result of the Fed's aggressive manipulation of the credit markets over the past five years.

Ideally, I would like to make all these positions equally divided so that, slide in their prices does not impact the overall portfolio and drop in earnings in few companies do not negatively impact overall passive income over a medium or long term.

I'm putting together a similar self directed portfolio and although I want broad exposure to world markets but I'm worried with the current state of the dollar that over the long term I'll be at risk.

«We are willing to endure a high degree of stock price and portfolio volatility because we believe it allows us to achieve a greater degree of investment performance over the long term» Bill Ackman

Experience has shown long - term investors are more likely to achieve consistent results and grow their assets over time if they hold a diversified portfolio.

Even more astonishing, between Dec. 31, 1998, and the end of last year, a portfolio of laddered GICs — a strategy in which an investment is staggered over short - and long - term GICs and then rolled over as they mature — generated an average annual return of 3.9 per cent.

This potential for downside protection and upside participation is how min vol portfolios have delivered strong risk adjusted returns over the long term, with smaller bumps in the road.

The Commonwealth Environmental Water Holder seeks the efficient, effective and transparent management of the Commonwealth environmental water portfolio to maximise environmental outcomes at a Basin - scale and over the long - term.

The ideal answer for the committee to arrive at would be to encourage developing countries to source independence away from foreign donators, whilst simultaneously our government should ignite gradual cuts towards Dfid over a long - term approach, and for there to be some progress on reform within Europe to reclaim sovereignty of Britain's trade portfolio.

At the Ensemble Fund, we believe that our focused approach is one our core sources of competitive advantage and we struggle to see how active funds that do not focus their portfolio have much chance of outperforming over the long term.

After all, if portfolios consisting of low - volatility stocks perform so well over the long term, doesn't this mean that the low - volatility stocks must themselves generally perform well?

It also stated that it would stay away from cyclical stocks or mid cap stocks to reduce the risk of the portfolio and increase chances of positive returns over the long term.

Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.