This way you can maintain
the same overall asset mix.
Not exact matches
At the
same time, I want to reduce real estate as a percentage of my
overall net worth, so I've got to hustle to grow my other
assets.
An array of measures is selected from the
overall credit supply (or what is the
same thing, debt securities) to represent «money,» which then is correlated with changes in goods and service prices, but not with prices for capital
assets — bonds, stocks and real estate.
It's quite common for average investors to determine their
overall asset allocation and then implement that
same strategy in each of their accounts.
Social inequality refers to disparities in the distribution of economic
assets and income as well as between the
overall quality and luxury of each person's existence within a society, while economic inequality is caused by the unequal accumulation of wealth; social inequality exists because the lack of wealth in certain areas prohibits these people from obtaining the
same housing, health care, etc. as the wealthy, in societies where access to these social goods depends on wealth.
At the
same time, the insurance industry invests with certain
overall strategies in mind, such as matching
assets to liabilities in terms of maturity and interest rate risk, including managing duration; liquidity requirements; and
overall risk appetite / volatility tolerance.
Akin to smooth ride you get after balancing all four wheels of your car, your balanced portfolio allows you to invest more in the under - performing
assets and, at the
same time, reduces
overall risk in the long haul.
There's no guarantee you'd see the
same results in the next crash, but you'll have a decent idea of how different
assets have fared and how they, and your
overall portfolio, might do in future downturns.
These strategies driving the core allocation are in turn paired with FTMAS» systematic, fundamentally driven tactical
asset allocation process that seeks to provide an additional, uncorrelated return source while at the
same time providing a mechanism to potentially hedge the portfolio during market downturns and lower
overall portfolio volatility.
Higher expected returns in your stock portfolio can then allow you to take a more conservative
overall asset allocation, which can provide the
same expected returns, but with slightly lower risk.
•
Asset allocation is the only non-derivative technique you can use to reduce risk (lower
overall portfolio volatility), increase income, and get better returns, all at the
same time.
At the
same time, they must take
overall responsibility for how the fund is constructed, looking at the bigger picture and considering issues such as
asset allocation.