Sentences with phrase «portion of your strategic asset»

Not exact matches

As I typically do, I clipped off a modest portion of our precious metals position in the Strategic Total Return Fund on strength last week, essentially bringing it back toward 20 % of assets after the appreciation in those shares.

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.

Although still a relatively small portion of overall ETF assets, at $ 360 billion as of June 2014, strategic beta ETFs garnered about $ 20 billion in net inflows year - to - date in 2014, according to the most recent data available from Morningstar.

The Manager views such liquidity as a strategic asset and may invest a significant portion of cash and liquid assets in other more risky securities at any time, particularly under situations where markets are weak or a particular industry's securities decline sharply.