Sentences with phrase «purpose of balancing the portfolio»

«We don't think about acquisitions simply for the purpose of balancing the portfolio... I could be sitting here this time next year and we won't have done anything,» he said, dismissing recent speculation Wesfarmers was interested in Fletcher Building.

Not exact matches

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

For the purposes of this analysis, the base portfolio consists of 60 % SPDR ® S&P 500 ® ETF (SPY) and 40 % of the iShares Core U.S. Aggregate Bond ETF (AGG), i.e. a traditional balanced mix of stocks and bonds.

Also, in the post-tax world, I'll agree that a Roth IRA is the way that I would go as well for the investment world, BUT, if you're attempting to generate a somewhat - balanced portfolio of mutual funds, lets say, Whole Life absolutely serves its purpose in out - performing most every investment in its class of risk.