Sentences with phrase «sell of another asset class»

So let's say you have a really good year in bonds but your emerging equities have done poorly, sell some of each asset class and get back in balance and offset some of the tax liability --(see my next point!)

A buy signal typically triggers a corresponding sell of another asset class.

This forces you to sell some of the asset classes off that have went up recently, and at the same time, it forces you to buy more of the asset classes that have went down recently.

Because the act of rebalancing requires the selling of an asset class that is «overvalued» and using the proceeds to purchase another asset class that is «undervalued.»

Not exact matches

By selling asset classes at a market bottom or wagering too heavily in an obscure area of the market, investors can absolutely cause themselves permanent losses.

a type of asset class in which the investments provide a return in two possible forms; coupon paying bonds have fixed periodic payments and a return of principal; zero coupon bonds are sold at a discount, do not pay a coupon, and have a return of principal plus all accumulated interest at maturity

We sell our units on a continuous basis at initial offering prices of $ 10.00 per Class A unit, $ 9.576 per Class C unit, and $ 9.186 per Class I unit; however, to the extent that our net asset value on the most recent valuation date increases above or decreases below our net proceeds per unit as stated in the Company's prospectus, our board of managers will adjust the offering prices of all classes of units to ensure that no unit is sold at a price, after deduction of selling commissions, dealer manager fees and organization and offering expenses, that is above or below our net asset value per unit as of such valuation date.

Because the institutional money that soaked up most of the foreclosed inventory are either fully invested in the asset class or outright selling down their buy - to - rent portfolios.

Today was a very slow news day and thus little news to slow the steady rise of equities and the sell off in other asset classes.

Now that we have one asset class, gold, that is selling for all - time high prices, I'm not surprised to see it in the center of controversy.

Concentration of capital in any asset class is not an immediate signal to sell or sign of a market peak in and of itself.

Although it will be incredibly difficult to ever match his contributions on the pitch, it's vitally important for a former club legend, like Henry, to publicly address his concerns regarding the direction of this club... regardless of those who still feel that Henry has some sort of agenda due to the backlash he received following earlier comments he made on air regarding Arsenal, he has an intimate understanding of the game, he knows the fans are being hosed and he feels some sense of obligation, both professionally and personally, to tell it like he sees it... much like I've continually expressed over the last couple months, this team isn't evolving under this current ownership / management team... instead we are currently experiencing a «stagnant» phase in our club's storied history... a fact that can't be hidden by simply changing the formation or bringing in one or two individuals... this team needs fundamental change in the way it conducts business both on and off the pitch or it will continue to slowly devolve into a second tier club... regardless of the euphoria surrounding our escape act on Friday evening, as it stands, this club is more likely to be fighting for a Europa League spot for the foreseeable future than a top 4 finish... we can't hope for the failures of others to secure our place in the top 4, we need to be the manufacturers of our own success by doing whatever is necessary to evolve as an organization... if Wenger, Gazidis and Kroenke can't take the necessary steps following the debacle they manufactured last season, their removal is imperative for our future success... unfortunately, I strongly believe that either they don't know how to proceed in the present economic climate or they are unwilling to do whatever it takes to turn this ship around... just look at the current state of our squad, none of our world class players are under contract beyond this season, we have a ridiculous wage bill considering the results, we can't sell our deadwood because we've mismanaged our personnel decisions and contractual obligations, we haven't properly cultivated our younger talent and we might have become one of the worst clubs ever when it comes to way we handle our transfer business, which under Dein was one of our greatest assets... it's time to get things right!!!

But if you insist on making a defensive play, then some other things to keep in mind: instead of selling non-retirement funds from one asset class and putting them into another, you can just funnel additional income and new money into the asset classes you'd like most representation in.

This allows investors to bypass the psychological barrier of selling off the asset call that is growing for the asset class with recent negative returns.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

Whether through options or variance swaps, if volatility is sold, the reward is more income in the short run, at the cost of possible capital losses in asset classes one is forced to buy or sell at disadvantageous prices later.

An alternative way to produce low volatility results is to sell out of the more volatile asset classes before things go south.

This is a strategy that guarantees you sell asset classes while they are high (part of them) and buy asset classes that are not as popular.

While I find it very comfortable to recommend asset classes (particularly low - cost index funds), I am totally out of my comfort level suggesting a good time to buy or sell individual securities.

If we sell out once an asset class when it doesn't do what we expect, we will eventually end up with a portfolio of money market funds, as all asset classes have periods of disappointing returns.

Second, imagine someone who is the best in class at a low - return area of the asset markets, like Jim Chanos in short - selling, or Bill Gross at Pimco.

You can do this by adding new money to the underperforming asset classes, or by selling off some of the outperforming funds and using the proceeds to prop up the laggards.

The same emotions take over when it's time to rebalance your portfolio, which means selling some of the best - performing asset classes and adding money to those that have gone down the most.

a type of asset class in which the investments provide a return in two possible forms; coupon paying bonds have fixed periodic payments and a return of principal; zero coupon bonds are sold at a discount, do not pay a coupon, and have a return of principal plus all accumulated interest at maturity

Overall rebalancing a portfolio is the «process of buying and selling portions of your portfolio in order to set the weight of each asset class back to its original state.»

Key man insurance and buy - sell agreements are two other common uses of life insurance as an asset class.

Juicy Excerpt: I think that the biggest cause of the problem is an unfortunate marketing reality: there's generally more money to be made selling stocks than there is to be made selling the safe asset classes that investors should be buying into when stock prices...

Yes, you can buy and sell every asset class — stocks, bonds, ETFs and mutual funds — at all of the firms we surveyed.

We invest in accordance with the investor's strategic asset allocation, and when the market carries asset - class weights away from their targets, we sell part of the overweighted ones (typically the ones that have appreciated) and we reinvest the proceeds into the underweighted asset classes (typically those that have depreciated) in order to bring the portfolio back to its strategic asset allocation.

We saw during the financial crash, flash crash and other panics, that when equities sold off, so did gold, commodities, real estate and other asset classes that people traditionally used to diversify out of stocks.

The increase in capital required to fund the sale of the additional bonds inevitably comes from other asset classes, resulting in an increase in the rate of return for all assets across the risk curve as investors sell other assets to re-weight their mix of holdings toward bonds.

Trouble is, if you fail to execute this strategy at just the right time, or if you buy bonds just when the bond market is retreating, you could easily end on the losing side of both asset classes, selling at a market low and buying back in at a market high.

The rules based method of these fund naturally picks up different asset classes while staying focused on risk, rebalances toward lower risk / higher returns, while selling high and buying low.

Bottom line: Techniques like mean - variance optimization, rebalancing and tax - loss selling may very well enhance performance over the long run (although I'm skeptical about portfolios that load up on lots of funds and asset classes).

Then, when a significant amount of «sand» dollars collect in the mutual fund of one asset class, that fund is sold and a lower expenses ratio ETF «Rock» is purchased in its place.

Conversely, if an asset class needs to be reduced, some of the ETF is sold and the smaller portion of the proceeds is reinvested in a similar mutual fund.

In the case of a tax loss sale, an investment is sold and a new investment is purchased to replace the investment in that particular asset class shortly after.

So you'll need to sell $ 5,000 of this large - cap growth mutual fund, and put (reallocate) these funds into the asset classes (mutual funds) that went down over the quarter.

So asset allocation says you always keep your allocation at a certain percentage (perhaps adjusting for age) and as one asset class over performs you will sell some of it to buy the under performing asset class to get back to your expected ratios.

Everyone that was sold American Funds by a financial salesperson should do their homework with respect to performance, fees, commissions, asset class purity, and the ability to generate retirement income without selling large numbers of shares.

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).

Then you should question your financial advisor on why you were sold such mediocre - performing mutual funds, which lack the asset classes needed to lower risk through diversification, and have such high costs of ownership.

The total value of all publicly traded cryptocurrencies has declined more than $ 10bn in the last 24 hours, amid a sell - off that broadly impacted the nascent asset class.

What's special about his program is that it deals with an asset class that most people overlook yet that you can buy often for 5 % to 25 % of market value (so a 75 % to 95 % discount off market value) and use multiple creative selling strategies to create «no hassle», truly passive cash flow from real estate without having to talk to banks or qualifying for loans.

When one asset class is up, you sell some and buy more of the asset class that's down.

Banks are definitely selling commercial loan notes left and right to private investors, even sometimes in cases where the notes ARE PERFORMING, if the bank has a need (reducing required regulatory capital, regulatory pressure, Board mandates, etc.) to divest themselves of a particular asset class.