Sentences with phrase «significant allocation»

Target - date funds with significant allocations to actively managed funds may be tax - inefficient due to the potential for higher capital gains distributions and, thus, may be better off in a tax - advantaged account.

Other significant allocations included $ 28.4 million for rental assistance to move homeless families out of shelters, and $ 35.3 million to reduce violence in the city's jails.

«This survey was conducted immediately prior to a 10 % drop in equities prices and a spike in market volatility, so it's prescient that many institutional allocators were already planning significant allocations to alternative investment strategies, which offer investors the potential for downside protection as well as asymmetric returns that are uncorrelated to traditional market risks,» Ron Biscardi, Context's co-founder and chief executive, said in a statement.

Our glide path also is highly diversified, with significant allocations to real estate, EM stocks and bonds, commodities, high yield bonds and TIPS.

Typically, an older investor has a significant allocation to bonds and bonds are best held in tax - deferred accounts.

In my last post, I argued that virtually all long - term investors should have a significant allocation to bonds in their portfolio.

My own portfolio (the Complete Couch Potato) includes over 10,000 stocks, in more than 40 countries, in several currencies, as well as a significant allocation to real estate, nominal bonds and real - return bonds.

Financials and resources make up just 40 percent and the index has significant allocation to stocks representing Consumer goods, Utilities and Telecommunication services.

The CPP Fund has a significant allocation to active management.

If your financial plan suggests you'll need a 7 % annualized return for 20 years to retire comfortably, you'll need a significant allocation to stocks.

Those with a significant allocations to CMBS IOs (I hope there aren't any) will see those assets go to junk, fall in current value, and be even harder to trade.

The last category in equity oriented schemes is Multi-cap which invest in all kind of equities with a significant allocation to large cap stocks.

This reasoning challenges the prediction that the free lunch from value investing might already have been arbitraged away by the significant allocation to value funds.

In January, foreign investors rotated positions back into UDIBonos, adding about 1.2 % market share — a significant allocation to this investor base.

The Couch Potato strategy calls for a significant allocation to US and international stocks.

HYHG may contain a significant allocation to callable high yield bonds, which are subject to prepayment and other risks that could result in losses for the fund.

Honestly, I've only ever come across a handful of investors online, or in person, who have a deliberate & significant allocation to emerging / frontier markets in their portfolios.

We are most grateful to the HM Government's Acceptance in Lieu Scheme for this significant allocation.