Sentences with phrase «small percentage of your assets»

Long - term portfolio allocation science dictates only a small percentage of assets in cash, so as much as 90 percent to 95 percent of most portfolios are subject to huge short - term losses.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

If a $ 50 billion fund found a $ 500 million company to be a good buy, it could only devote a very small percentage of its asset base into the company.

Investments in futures involve leverage, which means a small percentage of assets invested in futures can have a disproportionately large impact on the Fund.

The idea of the barbell portfolio is that you put a small percentage of your assets (say 10 %) in a very risky, high return asset like XIV.

The idea is that if you are risking a small percentage of your assets, you should be able to lose most or all of that investment.

Not exact matches

Pershing Square said it was getting out of the investment because it now represented a small percentage of the fund assets, while sucking up a disproportionate amount of the fund's time and effort.

But let me qualify that this section only applies to capital that you are willing to lose; high - risk capital should be a small percentage of your overall asset allocation.

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

Model 1 - Preservation of Capital Asset allocation models designed for the preservation of capital are largely for those who expect to use their cash within the next twelve months and do not wish to risk losing even a small percentage of principal value for the possibility of capital gains.

In general though, it serves us well to have a small percentage of our holdings in this asset category.

It still constitutes only a small percentage of total global financial assets, and most activity is concentrated in...

Neil Barofsky, special inspector general for the Troubled Asset Relief Program, recently testified that fewer than 400,000 homeowners have had their mortgages modified, just a small percentage of the millions of borrowers who were supposed to get help from the federal program,» the letter said.

There is no way to invest in 100 % of any of the asset classes, as the funds that give us access to those asset classes almost always have a small percentage of either mid-cap and / or growth in the portfolio.

«If only a small percentage of them invest only a small amount of their assets in real estate, the market will be trillions of dollars.»

The following table, from the Disclosure Booklet, lists the investments in which the TIAA U.S. Small Cap Portfolio invests and the percentage of the investment portfolio's assets allocated to each of its investments.

The percentage of fund assets in gun stocks is small — often less than 2 % of assets in actively managed funds.

For years, investment firms and professionals have advocated the need to include a small percentage of high risk and potentially high reward assets into your retirement portfolio.

But I hate paying the transaction fee for smaller acquisitions, because it is a larger percentage of the asset I am purchasing, and therefore cuts into my yield.

The thinking is that including a small percentage of your overall asset allocation (from 5 % - 10 %) into these assets can provide high potential returns with only a small impact on your portfolio if the risk becomes too great.

But I would make sure Bitcoin is a smaller percentage of your overall assets in terms of what you invest (if it goes up and becomes a larger portion, that's all good!)

Stock prices of small - capitalization companies may be more volatile than those of larger companies and, therefore, the Fund's share price may be more volatile than those of funds that invest a larger percentage of their assets in stocks issued by mid - or large - capitalization companies.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Institutional Total Stock Market Index Fund 35 % Vanguard ® Total International Stock Index Fund 15 % Vanguard ® Total Bond Market II Index Fund 40 % Vanguard ® Total International Bond Index Fund 10 % Through its ownership of the two stock funds, the Portfolio indirectly owns primarily large - capitalization U.S. stocks and, to a lesser extent, mid - and small - capitalization U.S. stocks and international stocks.

The table below displays the amount and weight percentage of net assets for all Small Cap Growth Equity Funds allocated to other asset classes besides equity and fixed income.

Any method that comes out with a result that indicates you should invest a large percentage of money in a small asset class or small stock should be questioned.

The table below displays the amount and weight percentage of net assets for all Small - Cap Equity Funds allocated to other asset classes besides equity and fixed income.

As some assets increase in weighting they make up a larger percentage of the portfolio; at the same time, the declining assets weighting falls and becomes a smaller percentage of the portfolio.

Listing the Animal Welfare Society as a direct beneficiary of a set amount of money, a specific asset, or a percentage of your estate — no matter how big or how small — makes a tremendous impact.

This meant the wife had received a significantly smaller percentage of the overall assets.

The analysis reveals the majority of the bitcoin wallets only comprise a small percentage of the digital asset.

According to his calculations, the Zcash price could rise significantly if the asset can capture even a small percentage of the wealth that is currently stored in offshore accounts.

Due the large demand for skilled medical billing and coding personnel and a relatively small percentage of people with formal education in medical billing or coding, whatever education you receive will be an asset to you in your job search.

You would think by now that people would know NJ divorce mediation is the only way that one should even consider getting a divorce but alas, only a small percentage of couples are smart enough to use a mediation service as a means to peacefully and efficiently resolve their differences and come to a fair and equitable distribution of their marital assets and liabilities.

All banks books will look different based on mergers, buyouts, share loss agreements with the FDIC and percentage of defaulted loans and asset type class which will determine how big or small the losses could be.