Sentences with phrase «small portion of your assets»

But if you're confident that you can handle your spending needs with Social Security and draws from your retirement accounts but you want some extra assurance that you'll have sufficient income later in life — or you feel that income guaranteed to kick in in the future will give you more flexibility about your spending early 0n — then devoting a small portion of your assets to a longevity annuity is probably the better way to go.

VEXPX also holds a small portion of its assets in stock index futures and ETFs to manage cash flows.

The fund holds a small portion of its assets in Puerto Rico municipal bonds that have been impacted by recent adverse economic and market changes, which may cause the fund's share price to decline.

However, Canadian equities only make up a small portion of my asset allocation (about 14 %), and so not having such a tilt for this market doesn't impact my portfolio dramatically.

They've told me that strategy was just «too boring» for them and they'd prefer to play with a small portion of their assets.

The real question is whether any particular strategy covering a small portion of the assets of the market can consistently beat the returns of the market on the whole.

Institutional Investors are entrusting a smaller portion of assets to leading broad managers, according to a report released by Cogent Research.

After all, even advisors who fully weight emerging markets in client portfolios will have only a small portion of assets in these countries.

A fund must maintain a small portion of its assets in cash to process shareholder transactions and to pay its expenses.

Not exact matches

There are many other ways of allocating a significant portion of the debt - servicing cost to unwilling agents in the economic equivalent of debt forgiveness: to creditors when debt is repudiated, to workers when wages are suppressed in order to increase net revenues for debt servicing, to small business owners when assets are expropriated to pay down debt, and so on.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

But in the important area of capital, this would be unlikely to hurt Citi, because international bank capital rules disqualify all but a small portion of the deferred tax asset for regulatory purposes.

See, by entertaining only accounts with at least $ 100,000 in assets and assuming at least a small portion of all customers will eventually employ their Financial Services, they anticipate a return on that investment.

The fund invests all or a portion of its assets in small to midsize companies.

The SEC recently approved generic listing standards for actively managed ETFs, which currently «represent a small portion of the more - than $ 2 trillion invested in U.S. ETFs, with about $ 26 billion in assets, according to Morningstar Inc..

I can describe this portfolio briefly: The «ultimate» portfolio starts with the S&P 500 index SPX, +0.41 % then adds small and equal portions of nine other very carefully selected U.S. and international asset classes, each one being an excellent long - term vehicle for diversifying.

Individual stock investments comprise a small portion of our financial assets.

That said, I think that savvy investors will only put a small portion of their overall net assets into Divy.

Still, they're only discussing a very small portion of JOE's land, so I prefer the assets valuation, but I'll bear in mind Jon Heller's warning that «the assets need to be converted into cash in order for value to be realized».

One can make a case for investing a small portion of one's assets (say, 5 % to 10 %) in some form of gold as a way to further diversify an already broadly diversified portfolio of stocks and bonds.

By placing a bitcoin investment into my retirement account, I'm adhering to an asset allocation «rule» that suggests I should have some small portion of my overall portfolio in «alternative investments.»

And, in fact, the money I invested in Berkshire back then was a small portion of my investable assets.

Although still a relatively small portion of overall ETF assets, at $ 360 billion as of June 2014, strategic beta ETFs garnered about $ 20 billion in net inflows year - to - date in 2014, according to the most recent data available from Morningstar.

Author's note: I am on the TD Ameritrade Advisor platform, though I only custody a small portion of my own assets there and have not traded in years.

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!)

A well - diversified emerging markets portfolio would have the bulk of its assets in the Asia - Pacific region (outside of Japan) with smaller portions invested in Latin America, Eastern Europe and Russia, and South Africa.

In general, I am most comfortable with the asset allocation / diversified / hedging model (I engage in some timing and in more esoteric investments in a small portion of my portfolio just to get the extra kick) as a core approach though, to be more systematic about things.

Emerging markets are mostly limited to a much smaller portion of total assets.

It may invest a portion of its assets in securities issued by small capitalization companies.

While the total stock market index funds available have small portions of REIT assets, many people will buy a specific fund to give that asset more weight.

For example, I allocated a small portion of moderately aggressive client assets to the Pure Funds ISE Cyber Security ETF (HACK) in early February.

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.

The Vanguard Emerging Markets Fund offers a relatively safe way to get some exposure to this asset class, with low fees and a diverse portfolio of more than 4,000 stocks, but it should be limited to a small portion of your well - diversified portfolio.

This is because you pay a higher management expense ratio across all fund assets, but only a much smaller portion of the investment portfolio is really being managed actively.

According to Carney noted that crypto - assets comprise a small portion of the entire financial market.

Tai Lopez, a renowned investor and analyst, believes that if a small portion (1 %) of the assets of millionaires globally is invested into Bitcoin in the upcoming months, the price of Bitcoin would justifiably be around $ 60,000.