Sentences with phrase «risk and reward characteristics»

Not only might their limited histories provide an incomplete picture of the full range of market conditions possible, but as an asset class gains popularity and attracts more money, over-investment can deteriorate its risk and reward characteristics.

For better or worse, the securities you buy to represent each asset class should have roughly the same risk and reward characteristics of the asset class in general.

The focus is on how to construct a stock portfolio that is designed to meet specific goals, has acceptable risk and reward characteristics, and makes sense to you.

Once target allocations are set, investors then select the funds offering the most appropriate risk and reward characteristics.

Beta strategies are designed to capture broad market exposure, while carry involves manufacturing return opportunities by carefully underwriting specific trades that offer attractive risk and reward characteristics.

You have the investment risks and rewards characteristic of variable life insurance, coupled with the ability to adjust your premiums and death benefit that is characteristic of universal life insurance.

Not exact matches

Construction methods include equal weighting, two versions of minimum volatility, three versions of mean - variance optimization, eight versions of reward - to - risk timing (six of which involve factor models) and a characteristic - based scheme that each year estimates stock weights based on market capitalization, book - to - market ratio, gross profitability, investment, short - term reversal and momentum.

Extra points if: As with qualified charitable distributions and donating appreciated securities, investors can employ a donor - advised fund to improve their portfolios» risk / reward characteristics.

There are no broad conclusions to this idea other than to conclude that each situation is unique and each investment should be identified based on its own unique risk / reward characteristics, not some box that says «this is a compounder», «this is a special situation», etc...

And, the composite of the four indexes (marked with a grey dot) has better risk or reward characteristics than the average of the single - metric noncap indexes.

Characteristics of the political opportunity structure include factors that place the careers of judges at risk, reward judges for service, and determine the costs for remaining on courts.