Sentences with phrase «portion of a diversified portfolio»

Steve Krupicz, assistant vice-president Regional Actuarial and Underwriting Consultants at Manulife, says investors may want to look at annuities for the conservative portion of a diversified portfolio.

This liquidity, combined with a higher return on principal than an investor would receive from a savings account, make money market securities an excellent place for investors to relegate the cash portion of their diversified portfolios.

And while some hot penny stocks can be a worthwhile addition to the aggressive portion of a diversified portfolio, you should in general only buy them with money you're willing to lose.

Not exact matches

And it's not even «pay» in the loose sense of «money given by an employer,» since there's no indication here what portion of that investment income comes from shares in a CEO's own company, say, versus a diversified portfolio.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

By diversifying the stock portion of your portfolio with U.S., developed, and emerging market funds, you'll ensure that you profit from the growth and development of the entire world markets.

If you have a huge portion of your portfolio in high dividend stocks or high - yield bonds, you should diversify.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

By investing in an index fund, you are able to diversify your portfolio because, in essence, you are purchasing a portion of stock in each company that is a part of that index.

In a nutshell, here it is: The portfolio starts with the Standard & Poor's 500 Index SPX, -0.14 %, then adds equal portions of nine other very carefully selected U.S. and international asset classes, each one carefully chosen to be an excellent long - term vehicle for diversifying from the S&P 500.

Hold a reasonable portion of your portfolio in U.S. stocks: We continue to recommend that Canadian investors diversify part of their portfolio (up to 25 %, say) in well - established U.S. stocks.

I can describe this portfolio briefly: The «ultimate» portfolio starts with the S&P 500 index SPX, +0.41 % then adds small and equal portions of nine other very carefully selected U.S. and international asset classes, each one being an excellent long - term vehicle for diversifying.

A well diversified portfolio always includes a portion of cash savings, regardless of your risk tolerance, age and objectives.

If you're going to make any single investment the cornerstone of the stock portion of your retirement portfolio, that investment ought to be very broadly diversified.

The empirical evidence is powerful and any investor in Canadian equities should consider a dividend strategy for a portion of Canadian equity investment when trying to build a diversified portfolio.

By diversifying the stock portion of your portfolio with U.S., developed, and emerging market funds, you'll ensure that you profit from the growth and development of the entire world markets.

Is anyone else considering no longer adding new money to the bond portion of their portfolio, or diversifying into much riskier bonds (junk or emerging market debt)?

But if you have a broadly diversified portfolio of stocks, mutual funds or ETFs that mostly reflects the value of the stock market overall (as you should), then the portion of your money invested in small shares is likely very small, perhaps 10 % or so.

One can make a case for investing a small portion of one's assets (say, 5 % to 10 %) in some form of gold as a way to further diversify an already broadly diversified portfolio of stocks and bonds.

The stock portion of that portfolio would be diversified further to hold, say, 25 % in foreign stocks, 40 % in big - company U.S. stocks, 20 % in small - company domestic stocks and 15 % in shares of real estate investment trusts.

Add international diversification to the list of virtues, and international bonds make sense as a portion of a diversified fixed income portfolio.

+ If either of the above applies, the Approved Securities in excess of these limits will be excluded from the diversified portion of your portfolio & the Standard LVR will apply

Diversify by spreading the portion of your portfolio you've allocated to equities among these funds.

You could also further diversify the bond portion of your portfolio by investing, say, 20 % to 30 % of your bond holdings to a total international bond index fund, although, frankly, I don't think an international bond portfolio is anywhere close to a «must have» element for the portfolio of most individual investors.

Shares of a single company — whether your employer's or not — tend to be more volatile than a diversified portfolio, which means your portfolio could be much riskier than it would otherwise be if you've got a good portion of your savings in company stock.

A well - diversified emerging markets portfolio would have the bulk of its assets in the Asia - Pacific region (outside of Japan) with smaller portions invested in Latin America, Eastern Europe and Russia, and South Africa.

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

While most bonds move opposite to the movement of stocks, I Bonds correlate to the movement of inflation, meaning both traditional bonds and I Bonds can be held together to create a diversified bond portion of your overall portfolio.

The Vanguard Emerging Markets Fund offers a relatively safe way to get some exposure to this asset class, with low fees and a diverse portfolio of more than 4,000 stocks, but it should be limited to a small portion of your well - diversified portfolio.

The fund is designed for the aggressive portion of a well - diversified portfolio.

Although I consider my asset allocation as diversified, I use healthcare, biotech and technology as my less volatile portion of my portfolio.

It's designed to be a complementary add - on strategy, a way to invest a relatively small portion of a portfolio (not more than 20 % of the stock allocation), with the balance broadly diversified among our other core strategies.

I believe that there is a enormous opportunity for the majority of passive investors to diversify a portion of their portfolio into real estate as an alternative to the stock market.

«Real estate has been a stable asset class, but should only be a portion of a well - diversified portfolio,» he says.