Sentences with phrase «role in portfolio»

One popular way individuals can repurpose an annuity or cash value life policy that no longer plays a role in their portfolio is by completing a 1035 exchange directly into an asset - based insurance or annuity policy with a long - term care rider.

Fixed income investments historically served a dual role in a portfolio, to provide -LSB-...]

This post is a broader exploration of the idea of cash and its proper role in a portfolio.

There are alternative assets, reverse ETFs, etc which can fulfill a specific short term defensive role in your portfolio, but which can be very dangerous and are especially poor as a long term solution; while some people claim to use them for effective results, I haven't seen anything verifiable.

With event - driven investments playing the risk - adjustment role in my portfolio, I'm only interested in bonds as an investment if they present equity - like risk: reward.

Bonds typically play a defensive role in a portfolio.

Really, the asset mix (allocation of equities, debt and cash) plays a bigger role in portfolio performance than the actual allocation to specific markets.

We are also increasingly being recognized for our commitment to providing high - quality products that can play an enduring role in a portfolio.»

There are a number of ways to invest in gold and each can play its own role in your portfolio.

Resource stocks could play a very important role in your portfolio if inflation begins to creep up again.

However, the energy industry can play a crucial role in your portfolio as a hedge against inflation.

However, the energy segment can play a crucial role in your portfolio as a hedge against inflation.

For instance, do not compare a growth - stock mutual fund's yield to a U.S. Treasury bond fund's yield — they do not fulfill the same role in your portfolio.

Mining stocks play a key role in your portfolio whether commodity prices are up or down.

Alexander Green believes that asset allocation alone plays a vital role in your portfolio's long - term performance.

Cookies don't have as high a profit or return as the drinks, but they can be a consistent, stable source of return under many weather conditions, much like cash's role in a portfolio.

A review of the basics of bonds and why they can play an important role in your portfolio, as well as an overview of the positioning of the Steadyhand Income Fund.

[Which may surprise you, as investment companies still play a significant role in my portfolio.

For all these reasons, I think cash has a role in a portfolio.

We will get into their specific role in a portfolio later in this article.

Marina Gross, executive vice president of portfolio research and consulting at Natixis Global Asset Management in Boston, said it's important to tag an investment with a purpose and hold it accountable to that role in the portfolio.

Pat McKeough's new free report tells you why mining stocks play an important role in your portfolio — even when commodity prices are down.

(For an additional discussion of these shifting correlations and their role in portfolio construction, see Fed Leaves Punchbowl, Takes Away Free Lunch (of International Diversification).

ETFs can play an important role in portfolio diversification.

The best performing ETFs have low management fees, diversification, and are more tax - efficient than many other investments We still feel that investors will profit the most with a well - balanced portfolio of high - quality individual stocks, but ETFs can also play a role in a portfolio.

Part of effective cost management is understanding the low - cost alternatives, such as ETFs, low - cost mutual funds, discount brokers and robo - advisors, all of which could play a role in your portfolio.

«Rebalancing to long - term policy targets plays a central role in the portfolio management process.»

But I will tell you now about AT&T's role in my portfolio.

Each of these strategies can play an important role in a portfolio, and combining them can provide better diversification and potential for more attractive risk - adjusted returns across various market cycles.

Just released, Pat McKeough's new report tells you why mining stocks play an important role in your portfolio — even when commodity prices are down.

Mining stocks play an important role in your portfolio even when commodity prices are down.

With its emphasis on not losing big and superior bear market performance, the DRS could seek to fill a capital preservation role in a portfolio and act as a distribution vehicle.

Stocks of companies such as Coca Cola, ExxonMobil, Chevron, Nestlé, Novartis, Roche and Unilever with a long track record of increasing their dividends have played an important role in my portfolio over the last years.

When taken with the changeability of global economic conditions and market movements, it becomes clear that taking a long - term view to your fixed - income investments (and remembering their role in your portfolio) is a good way to maintain perspective in the face of short - term pressures.

Bonds play a role in a portfolio, even when the outlook for interest rates is uncertain.

Bonds should play a stabilizing role in a portfolio and you want to be able to adjust to potentially rising interest rates.

Mining stocks play a key role in your portfolio whatever commodity prices are doing.

When looking for tax - loss selling candidates, consider investments that no longer fit your strategy, have poor prospects for future growth, or can be easily replaced by other investments that fill a similar role in your portfolio.

The wash sales rules don't apply, however, if you reinvest the money from the sale in funds or companies that would fulfill a similar role in your portfolio.

While the returns on money market funds are generally not as high as those of other types of fixed income funds, such as bond funds, they do seek to provide stability, and can therefore play an important role in your portfolio.

We believe both active management and passive management can play a role in your portfolio.

Stocks of companies such as Coca Cola, ExxonMobil, Chevron, Nestlé, Novartis, Roche and Unilever with a long track record of increasing their dividends have played an important role in my portfolio over the last years.

But bonds can still play a role in your portfolio with the correct perspective, plan and expectations.

Before I do that, I decided to look into two questions regarding bitcoin's role in a portfolio: What is bitcoin's correlation with other financial assets?

To generate a loss, investors often sell securities that play an important role in their portfolio but are temporarily down.

But they play important roles in portfolio planning, offering diversification and fixed - income opportunities.

Bonds, or fixed income, essentially play two roles in a portfolio: They offer yield, or income, as well as potential diversification benefits as a sort of ballast to counter equity risks.

Fixed income has a role in portfolios and we like credit over government bonds, but we generally prefer equities over bonds in a low - return world.

We're slowly changing course, but bonds still play a role in our Portfolios.

As I see it, bonds play a lesser role in portfolios than they once did but you shouldn't disregard them completely.