Sentences with phrase «same equity exposure»

I keep roughly the same equity exposure all the time, and my rebalancing discipline helps protect me as well.

If you want to maintain the same equity exposure (to allow for a rebound) as you had inside the fund, simply sell the fund and purchase low - cost index funds / ETFs that approximate the fund's composition.

Not exact matches

These types of funds or stocks are «for people who are looking to lower the volatility of their allocation, while maintaining the same amount of equity exposure,» says Peter Kashanek, a portfolio manager with Lazard Asset Management.

I have very much the same approach, but a) I am older, b) I am a bit more risk averse and, consequently, c) have less equity exposure.

EQUITIES THEMATIC — SAME AS IT EVER WAS: Small Cap / High Beta / Cyclicals / Value / High Short Interest / Inflation / Domestic Exposure / Weak Balance Sheet over Low Vol / Defensives / Anti-Beta / Growth / Quality / Strong Balance Sheet.

Look at the same cheap tracker providers for your bond fund as you did for your equity exposure.

Oakmark International Fund: The percentages of hedge exposure for each foreign currency are calculated by dividing the market value of all same - currency forward contracts by the market value of the underlying equity exposure to that currency.

Oakmark Global Fund: The percentages of hedge exposure for each foreign currency are calculated by dividing the market value of all same - currency forward contracts by the market value of the underlying equity exposure to that currency.

Using the same process — mapping to the portfolio with the most appropriate risk level — would suggest that equity exposure drop by around 10 percent for the 55 year old and another 10 percent for a 60 year old, as the chart below shows.

Because they are domestically focused, muni bonds generally lack exposure to the same concerns and sources of volatility that global equities face.

At the same time, even a domestic equity portfolio has an implicit exposure to foreign markets.

Because they are domestically focused, muni bonds generally lack exposure to the same concerns and sources of volatility that global equities face.

Going by history, No equity exposure for long term will generate less corpus than an ELSS mutual fund investment for the same duration

Note that EMN and LSE both charge the same fee, but the LSE fund throws on equity market exposure and tactical timing for free.

This means that investors may be unwittingly concentrating their exposures in the same areas on both the equity and the credit side.

The reverse has been true, however, for Canadian dollar - based investors: exposure to global equities in their local currencies has resulted in higher volatility — not less — than the same exposure held in Canadian dollars.

However, those advisors who are using ETFs have come to recognize that bond ETFs offer many of the same benefits as an equity ETF, including diversification, low fees and ease of exposure.

Gerry tells his friends he's selling US dollars high and buying Canadian dollars low while keeping his equity exposure the same.

The index has 100 % equity exposure and can be expected to move in the same direction as large cap stocks.

The same exposure significantly reduces the returns for all five equity portfolios when the Fed is lowering rates.

Currency hedging at least a portion of your equity exposure has the benefit of keeping some of your returns in the same currency as your consumption, but too much hedging removes the diversification benefit of currency exposure.

Child insurance plans pool in premium money from all polices and invest the pool in multiple investment instruments as per the policy, and the same is created with Equity, debt & money market exposure.

«In strong markets, such as northern Virginia and the D.C. suburbs, we've been able to increase market share by offering sellers a way to increase their marketing exposure and at the same time maximize their net equity.