Sentences with phrase «risk asset class»

As such it is not surprising that bond prices have fallen, which results in higher bond yields, lifting returns for bond purchasers on this very low risk asset class.

With 10,000 baby boomers retiring every day, annuities are now a legitimate transfer of risk asset class with sales reaching $ 250 billion annually.

But they are perceived as being a high - risk asset class at such times.

Market participants ended 2016 favoring higher risk asset classes such as equities (S&P 500), commodities (S&P GSCI), and REITs (Dow Jones U.S. Select REIT Index).

Of course, I can see a scenario where people finally gain the confidence and knowledge to invest only to see the stock market and real estate market start declining once again.The key is to at least have index exposure to various risk asset classes based on your risk tolerance.

As these are higher risk asset classes vs. those already in the Sleepy Portfolio, the expected return of the portfolio would increase.

Juicy Excerpt: I didn't want my money tied up in an high - risk asset class paying a poor long - term return and IBonds were at the time paying a government - guaranteed return of 3.5 percent real.

If our model predicts a higher loss potential than you have specified for your portfolio, we will execute a reallocation from a riskier asset class (such as stocks) into a lower risk asset class (such as government bonds or money market funds).

«This is a high - risk asset class; nobody should invest in this with money that they can't afford to lose.»

If one chooses to invest in a highly conservative, low - risk asset class, then one should expect lower returns from it.

Keep in mind, though, that your 401k's poor showing is most likely a temporary thing, unless you're overexposed to high - risk asset classes.

Risk and return are related and there are a number of higher - risk asset classes that could be added to the portfolio.

Many articles I've read claim that the exact %'s aren't important, but rather the focus of maintaining a diversified allocation across a broad range of funds, keeping the «bucket strategy» in mind (the closer to the date you'll need the money, the lower risk the asset class).

For those of us willing to engage in market timing, stock returns are highly predictable and thus stocks are a high - return / low - risk asset class.

Then, as if lifted by the price of oil bouncing off its bottom, higher - risk asset classes all entered positive teritory by the end of April 2016.

However, if the financial goal is 5 - 7 years away, you must avoid investing in high - risk asset classes and instead, balance your portfolio with investments in equity, debt instruments and fixed income products.