Sentences with phrase «portion of your equity exposure»

Get a substantial portion of your equity exposure invested (at least 30 - 50 %) right away so you'll have the opportunity to participate in the gains, and then space out your subsequent purchases over time.

Currency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency exposure.

Not exact matches

A lot of Vanguard Equity Income (similar to the stock portion of Wellington Fund) and Baird Core Plus for bond exposure.

I have devoted a large portion of my research to this effort, and I have found that it is quite possible to anticipate the onset of a recession and reduce equity exposure when the risk of recession is high.

Personally, I don't like much exposure to resources and Canadian equities are 20 % of my allocation, so I prefer to buy stocks directly for that portion (realizing that I could potentially trail the index).

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

We also notice that currency exposure contributes to only a modest portion of unhedged equity risk, suggesting it shouldn't be a principal concern when investing globally.

This ETF offers exposure to dividend - paying U.S. equities, making SCHD a potentially useful tool for either enhancing current returns derived from the equity portion of a portfolio or for scaling back risk exposure within a portfolio.

The adviser uses the following principal strategies: investing primarily in common stocks, selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of equity securities; varying its common stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.

We believe international exposure is appropriate for nearly every investor with an equity portion of their portfolio and a three to five - year investing horizon.

In my own portfolio I do this for REITs (3.2 %) and a large portion of my US equity exposure (7.5 % in Vanguard ETF's).

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolio).