Sentences with phrase «portion of a stock portfolio»

Fidelity's 400 mutual funds will also be a good place to park that portion of your stock portfolio you want to maintain for some added diversification or to invest in sectors where you're not completely comfortable going with the DIY route.

Should a significant percentage of investors decide to sell their mutual fund shares, that fund may need to sell a significant portion of its stock portfolio in order to obtain the cash for a mass payout.

Mike has made the point that there isn't a big difference between being sent some money every month or redeeming a small portion of a stock portfolio as needed.

Not exact matches

So bonds work as a volatility reducer to the stock portion of your portfolio.

Tony Giordano: So you could take the dividends from the stock funds, you could start redirecting them into the bond portion of the portfolio.

Even as you approach retirement, it still pays to maintain a significant portion of common stocks in your portfolio.

It makes sense to have a higher portion of stocks in your portfolio than bonds.

The stock portion of your portfolio can be made up of either dividend - payers or growth stocks.

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

I firmly believe that having a portion of your portfolio out of stocks during a bear market is essential to protecting you from yourself.

Even if you're near retirement or are recently retired, financial advisors say most investors in their 50s and 60s will need to have a significant portion of their retirement portfolio in stocks for long - term growth.

A large portion of Trump's stock portfolio is invested in relatively large cap stocks.

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

Treasuries in particular can help balance the stock portion of a portfolio when it needs it the most.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

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 Index ETF.

The respondents all reported dedicating a portion of the portfolio to so - called traditional investments (long - only, stocks, ETFs, mutual funds) with 20 % being the lowest percentage of the portfolio and one respondent reporting that 100 % of the family office's investment portfolio was in these traditional assets.

The vast majority of the money he made in his partnership was made from a handful of well - selected investments that he made a large portion of his portfolio (the famous example of course being American Express in the early 60's, when he put 40 % of his assets into that stock).

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.

In Part 2 of International Stock Investing Guidelines you'll receive the allocation steps for the international portion of your portfolio.

While some investors choose to go it alone and select individual stocks for the income portion of their portfolio, the beauty of high yield ETFs is that they spread the individual company risk across several issues, often across sectors, and sometimes, even across countries.

For the most part, up to one hundred percent of a growth modeled portfolio can be invested in common stocks, a substantial portion of which may not pay dividends and are relatively young.

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

A portfolio that has some portion of bonds versus all stocks is going to fluctuate less in value.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

You may also want to consider shifting a portion of your investment portfolio into income - producing assets, such as bonds or dividend - paying stocks.

I need to admit that this is a big position in my portfolio and this goes against my dedication to diversification, but this individual stock is still a small portion of my overall portfolio once all accounts considered.

The calculators use this threshold to take a portion out of your initial bond amount and to put it into your stock portfolio.

Since 1997 the stock portion of my portfolio (supposedly moderate growth) has averaged little more than 1 % / annum.

The equity portion of our portfolio is roughly 50 % index funds and 50 % individual stocks.

Still, aggressive stocks are best suited to investors who can accept substantial risk in the portion of their portfolios that they devote to these types of investments.

How to start investing in penny stocks; Make sure the most speculative of them don't make up more than a small portion of your portfolio.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

You can also have part of your portfolio in index funds and another portion in dividend stocks if you wish.

We think most investors should invest a portion of their portfolios in the resources sector — and that includes Canadian oil stocks.

I actually still do have a small amount of money in individual stocks; 98 % of my stock portfolio is in indexes and mutual funds; and for that 2 % portion of my portfolio in individual stocks, I do my best to keep track of what goes on.

We would only sell a portion of a client's holding in this stock if it made up an excessive part of his or her portfolio.

Resource and commodity stocks in general should make up only a limited portion of your portfolio — say less than 20 % for a conservative investor or as much as 30 % for an aggressive investor.

If the equity portion of their portfolio has fallen, it may be time to rebalance and move money from bonds into stocks.

In fact, if you're young, you may still want a solid stock / growth portion of your portfolio and an income generation portion of your portfolio.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

For the stock portion of your portfolio, approximately 70 percent should be in the traditionally more stable domestic market, with the rest in international funds.

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.

With this said, wanting higher returns and holding a large portion of your portfolio in stocks like we do is risky.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

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.

In the buy and hold portion of my portfolio (half each in equities and fixed income) I totally ignore all the bad news as it would create anxiety to be sitting on a bunch of stocks when the evidence indicates there is a greater risk of loss than gain.

Q: What stocks do you recommend to fulfill the international portion of your «Ultimate Buy - and - Hold portfolio»?