Sentences with phrase «to reduce portfolio volatility»

Because they often move in opposite directions, this helps reduce portfolio volatility.

The Enhanced Yield approach serves as a bond substitute, reducing portfolio volatility while delivering 9 % or so after commissions.

Slow rate increases mean bonds can continue to provide income and reduce portfolio volatility as they've done in the past.

But past experience has clearly shown that direct holdings reduce portfolio volatility.

The inclusion of complementary asset classes reduces portfolio volatility.

The major benefits with using managed futures are as follows: diversification beyond stocks and bonds, potential for higher portfolio returns, potentially reduced portfolio volatility risk, access to broader market opportunities, potential to profit in any economic condition, professional management, and portfolio liquidity.

Selling VIX futures increased both annualized return and volatility, while writing put or call options tended to reduce portfolio volatility by forgoing part of the returns.

The more you obsess with reducing portfolio volatility, the more your long - term returns and investment goals will suffer.

Their previous behavior in reducing portfolio volatility aside, is piling into an already overweighted asset class not just asking for failure?

Stock volatility vs. risk — Despite some historically high correlations, past research has claimed that mixtures of stock types still reduce portfolio volatility to some degree.

A relatively simple timing system using a longer term moving average does seem to work to at least reduce portfolio volatility and drawdowns if not increase returns.

One of my favorite tools for potentially reducing portfolio volatility and drawdown is to use the 10 month simple moving average strategy, popularized in recent years by Mebane Faber in The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

Conservative Investing is about Managing All Risks There are ways to invest conservatively that can reduce portfolio volatility while addressing the risk of inflation.

Reduced portfolio volatility compared with portfolios with greater equity allocations, due to its hedge strategy holdings;

Allocations to non-U.S. stocks can reduce portfolio volatility.

Judging from the correlation matrix, it's tough to say whether this portfolio will be sufficiently diversified to reduce portfolio volatility.

And the funds did exactly what I wanted them to do: They reduced portfolio volatility without sacrificing much in the way of returns.

Selling off your biggest winners and buying up your biggest losers might feel counterintuitive... but it minimizes your cost basis and reduces your portfolio volatility.

The cash is there to reduce portfolio volatility, minimize depreciation in portfolios and provide opportunity to buy quality assets at lower prices.

One of my favorite tools for potentially reducing portfolio volatility and drawdown is to use the 10 month simple moving average strategy, popularized in recent years by Mebane Faber in The Ivy Portfolio: How to Invest Like the Top Endowments and Avoid Bear Markets.

They will reduce portfolio volatility and are complementary to many other strategies.

This reduces portfolio volatility and allows us to avoid large drawdowns that destroy long term returns.

River Road's mantra, «keep mistakes small,» informs a balanced approach to diversification and a structured sell discipline that seeks to reduce portfolio volatility and the risk of permanent loss of capital

Even then, investors may want to have a healthy percentage in bonds to reduce portfolio volatility.

On volatility alone, both static and dynamic allocation of VIX futures can help reduce portfolio volatility, as long as the VIX futures allocation is kept under 20 %.

Discusses why integrating alternatives into a traditional portfolio should help reduce portfolio volatility and improve the odds of preserving capital over the long term.

Though static allocation of VIX futures can reduce portfolio volatility and offer downside protection compared with the broad - based, unhedged S&P U.S. High Yield Corporate Bond Index, it can drag down portfolio performance significantly, due to the high cost of rolling VIX futures.

This leads to reduced portfolio volatility and better compound returns.

Proper asset allocation works by reducing portfolio volatility and / or increasing long term returns when non-correlated asset categories are combined.

Learn how you can implement market neutral hedging with The Machine to reduce portfolio volatility and facilitate smoother returns.

Steve Simon at Lynch Jones & Ryan in New York is the director of LJR - Radar, a top - down momentum product designed to reduce portfolio volatility.