Sentences with phrase «small number of stocks»

Some smart beta ETFs include a relatively small number of stocks, and these may be concentrated in just a few sectors.

Non-diversified funds that focus on a relatively small number of stocks tend to be more volatile than diversified funds and the market as a whole.

Chilean stocks rose because labor's savings were being channeled into a rather small number of stocks in the large companies controlled by the oligarchy.

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International and Oakmark International Small Cap Funds: The Funds» portfolios tend to be invested in a relatively small number of stocks.

«Just a small number of stocks are kind of taking the group higher on the big up days, and on the down days they all kind of go down together.»

Watch for when momentum channels into a small number of stocks.

The Oakmark, Global and International Fund portfolios tend to be invested in a relatively small number of stocks.

Watch for when momentum channels into a small number of stocks («Nifty 50» stocks).

The Oakmark Global Fund's portfolio tends to be invested in a relatively small number of stocks.

Oakmark, Oakmark Equity & Income, Oakmark Global, Oakmark International Funds and Oakmark International Small Cap: The Funds» portfolios tend to be invested in a relatively small number of stocks.

An active portfolio would almost certainly be less diversified than the ETF, which means that the same asset flows would have been directed to a smaller number of stocks where they would presumably have been even more disruptive.

The Fund's portfolio tends to be invested in a relatively small number of stocks.

The Dow indexes are not without competition, most notably from Standard & Poor's, which in 1923 created what it called the «Composite Index,» tracking a small number of stocks.

Portfolio Strategies Insights on How to Manage a Concentrated Portfolio Investing in a small number of stocks requires a focus on margin of safety and valuations as well as the ability to invest for the long term.

Investing in a small number of stocks requires a focus on margin of safety and valuations as well as the ability to invest for the long term.

We expected volatility such as this when we launched the fund — the small number of stocks and relatively large positions tends to mean a volatile unit price.

1) One can invest in a small number of stocks that are worth more dead than alive.

If you run a portfolio with a small number of stocks, it is important to avoid companies that destroy your capital.

The Steadyhand equity funds are concentrated in a small number of stocks — as few as 17 in their Small - Cap Equity Fund.

A portfolio with a small number of stocks is not only poorly diversified, but unlikely to be cost - effective for a young investor.

Some academics warn about the risk of such a portfolio: their data show that it is unwise to restrict your investments to a small number of stocks that start with only one letter, while ignoring the other 96 % of the alphabet.

Holding a small number of stocks in a portfolio offers the possibility of dramatically beating the market, but this potential is outweighed by the much higher downside risk.

If stock returns are skewed to the right, portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the relatively small number of stocks that elevate the average return.

The Mid Cap Value Fund invests in a smaller number of stocks (generally 30 to 60) than the average mutual fund.

Avoid funds that have a small number of stocks, because they typically invest only in the largest companies, which means you fail to get diversification in company size.

The «Composite Index», [13] as the S&P 500 was first called when it introduced its first stock index in 1923, began tracking a small number of stocks.

However, most of the benefits of diversification can be achieved with a relatively small number of stocks; reducing concentration further results only in marginal improvements.2

Others are more narrowly based, meaning that they track a smaller number of stocks reflecting only a particular industry (e.g., automotive) or segment of the stock market (e.g., small cap stocks).

This is reminiscent of the late 1990s when a small number of stocks drove returns, and there is no discernible theme.

The risk an investor takes by investing in a small number of stocks is very high.

The upside to owning a smaller number of stocks is that you can achieve amazing results if you pick mostly big winners.

Peter Lynch says much of his overall success was due to a small number of stocks in his portfolio that returned big.

Since some of the perks of this company also included a small number of stock options, a 401K plan and an ESPP plan, I sought to understand how the stock market worked and thus opened a discount brokerage account.

Those metrics probably don't look too different from the ones used in smart - beta ETFs, with one key difference: active managers tend to invest in a smaller number of stocks (somewhere between 20 and 100 in most cases), whereas the passive ETF mechanically buys all the stocks that pass the screen in a passive fashion.

If people do significantly less well managing defined contribution assets on average than a comparable index fund, then they should not be managing their own assets, much less concentrating into a small number of stocks.

It makes aggressive bets using a small number of stock and bond ETFs, sometimes with «leveraged» ETFs, and can move from 100 % stocks to 100 % bonds in one day.

At its peak this summer, Valeant represented 32 percent of the fund's portfolio, according to Sequoia, a hugely concentrated bet even for a fund like Sequoia, which invests in a smaller number of stocks than most funds.

The strategy works particularly well in sector ETFs that often hold only a small number of stocks.

Watch for when momentum channels into a small number of stocks.

An active portfolio would almost certainly be less diversified than the ETF, which means that the same asset flows would have been directed to a smaller number of stocks where they would presumably have been even more disruptive.

In many years, there will be a small number of stocks that score gains of 200 %, 300 % or more.

Third, the stock market averages tend to be skewed higher each year by a small number of stocks with spectacular gains, so a majority of stocks lag behind the market averages.

The Select Value, Mid Cap Fund, and Value Plus Funds invest in a smaller number of stocks (generally 40 to 60, 30 to 60, and 40 to 70, respectively) than the average mutual fund.