Sentences with phrase «portion of a stock market index»

In EquiTrust, your money earns income - tax - deferred interest at their set rates or rates dependent on a portion of a stock market index's performance.

Not exact matches

My ideal portfolio consists of 12 to 15 high quality blue chip stocks with a bond index, 5 to 10 % money market portion, and the rest in an S&P 500 Indexindex, 5 to 10 % money market portion, and the rest in an S&P 500 IndexIndex ETF.

The S&P Transportation Select Industry Index represents the transportation sub-industry portion of the S&P Total Stock Market Index.

So while we can't rule out the possibility of lifting a portion of our hedges if the quality of market action improves, I expect our returns to be driven primarily by the difference in performance between the stocks we hold and the indices we use to hedge (primarily the S&P 500).

In his short and very readable book The Little Book on Common Sense Investing, Bogle presents a compelling case for what he calls «the majesty of simplicity»; i.e., investing the stock portion of your portfolio in the entire stock market by using a low - cost total stock market index fund.

The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.

Because of the Fund's ability to establish leveraged and hedged investment positions, Fund performance may significantly deviate from that of the major stock indices for substantial portions of the market cycle.

Cap - weighted indexes weight stocks based on each company's overall market capitalization, meaning the largest, highest - priced companies make up the largest portion of an index.

During his life as a trader Taleb learned that stock market performance is driven primarily by a relatively small portion of the index — those 100 to 300 companies whose market capitalization dominates.

An index is a statistical measure of a portfolio of stocks or bonds representing a particular market or a portion of it.

While the total stock market index funds available have small portions of REIT assets, many people will buy a specific fund to give that asset more weight.

It is still possible to overweight a sector of the stock market with index funds, so it is important to carefully plan which portions of the market your index funds cover.

It is always a good idea to have a core portion of your stock investments in market index funds.

Allocation: The Core Four Portfolio focuses on the Total Stock Market Index, International All - World excluding US, and REIT index as the equity portion of the portfIndex, International All - World excluding US, and REIT index as the equity portion of the portfindex as the equity portion of the portfolio.

The «core» portion deploys strategies that should at least match the performance of the stock market, while the «satellite» portion of capital deploys strategies that can provide higher returns than mainstream stock market indices, and hence better than the «core.»

An index is a group of stocks used to represent a portion of the stock market.

The index includes common stocks of 500 companies from a number of sectors representing a significant portion of the market value of all stocks publicly traded in the United States.

60/40 benchmark is 42 % Spliced Total Stock Market Index (Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter); 18 % Spliced Total International Stock Index (Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex USA IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter); 40 % Spliced Bloomberg Barclay's US Aggregate Float Adjusted Bond Index (Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter) through May, 2013; thereafter, fixed income portion is 28 % Spliced Bloomberg Barclay's U.S. Aggregate Bond Index, 12 % Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged; after December 2014 equity portion of the benchmark is 36 % Spliced Total Stock Market Index, 24 % Spliced Total International Stock Index.

My ideal portfolio consists of 12 to 15 high quality blue chip stocks with a bond index, 5 to 10 % money market portion, and the rest in an S&P 500 Indexindex, 5 to 10 % money market portion, and the rest in an S&P 500 IndexIndex ETF.

Some investors take a third approach: They view the market for blue - chip U.S. stocks as highly efficient, so they index that portion of their portfolio using, say, an S&P 500 - index fund.

The main difference is the investment portion of the policy is done through stock market indexes.

Actively present in the world of finance since 1974, indexes represent a relative change of stock prices of several grouped companies, representing a specific portion of the market.