Sentences with phrase «specific individual funds»

Not exact matches

What makes Betterment so unique from other brokerages is that you do not trade individual stocks or mutual funds, but you invest in a bucket of Exchange Traded Funds (ETFs) that are personalized to your specific gfunds, but you invest in a bucket of Exchange Traded Funds (ETFs) that are personalized to your specific gFunds (ETFs) that are personalized to your specific goals.

WEAKNESSES One of the areas of weakness when investing in bond funds when compared to individual bonds is when you are trying to save for specific goals based on a specific time horizon.

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

Sam, I understand the premise and agree your risk curve should be higher when younger, but do you suggest to buy specific targeted mutual funds or to do the research yourself and pick individual stocks?

In healthcare, Pfizer and other pharmaceutical companies have lined up one - off funding for the development of specific products, matching their capital needs with the risk preferences and expertise of individual investors.

Static 529 accounts enable investors to target a specific risk level, such as «growth» or «aggressive growth,» or create an individual portfolio that tracks underlying mutual funds, exchange - traded funds or other investments, according to Savingforcollege.com.

We recommend Indiegogo for projects that don't need to meet a specific funding goal to succeed, for businesses that want equity financing and for individuals raising funds for charitable causes.

On the other hand, stocks (and equity - related mutual funds) involve an assortment of risks ranging from individual company performance to industry - specific factors to the fitness of the general economy.

We think Indiegogo can be a good option for crowdfunding projects that don't need to hit a specific funding goal to succeed, for equity crowdfunding and for nonprofits or individuals raising money for a charitable cause.

Specific strategies for «leveraging» or increasing stock market exposure may include buying call options on individual stocks or market indices and writing put options on stocks which the Fund seeks to own.

Individuals and congregations are shifting resources from «basic support» of the denomination's general mission fund to «designated giving» — funding specific denominational activities or church - related or independent agencies.

Funds may be designated in honor or in memory of an individual or in tribute to a specific group.

However, for funding purposes, once this place funding is allocated to an institution it is not associated or reserved for a specific local authority or individual pupil / student.

Rather than line out specific amounts for individual projects, the funds are giant lumps of cash inserted into budget legislation, with diffuse language governing their spending and a nod toward a process for spending that involves a state agency or authority and sometimes a memorandum of understanding with legislative leaders.

While 527s like America Coming Together, the Media Fund, Progress for America and Swift Boat Veterans for Truth were a major factor in the 2004 presidential election, there is little proof that affluent individuals have much interest in spending to influence specific House and Senate elections.

In my perspective, the biggest challenge to global scientific collaboration is lack of funding for global issues, as individual national agencies often tend to allocate funds for scientific endeavors aimed at their specific national interests.

«In future it may be beneficial for rheumatologists to provide GPs with specific advice about appropriate vaccination for individual patients, or to consider administering the vaccinations themselves in their own clinics — either way, both approaches should be adequately funded.»

If the PSI's budget had instead funded a few hundred individual investigators, each competing to work on specific structures, they probably would have come up with more relevant proteins, he says.

Individual cyclists rode and raised money for their specific orphan / rare disease foundation, and the funds raised were matched dollar - for - dollar by philanthropic donations, up to $ 50,000 per team.

Its patrons include utilities, vendors and regulatory bodies from twenty countries world - wide, who jointly fund applied nuclear research through the OECD Halden Project, and individual groups and organisations who fund specific studies.

«The combination of funding increases and changes will enable schools to sharpen their focus on catering for the specific academic and wellbeing needs of their individual students,» Mr Stokes said.

Target specific financial goals with the flexibility to invest in individual stocks, ETFs, and mutual funds

Or as Wiley put it in the press release: «Every investor is unique, and with this focused suite of funds, investors have the opportunity to match their long - term core holdings to their individual needs and still have the flexibility to complement them with more specialized ETFs that suit their specific objectives.»

There are also index funds linked to regional indexes or those more specifically focused on individual countries or specific sectors of the economy.

Target - date funds may not do as good a job with each of the individual components as fund managers that are focused on a specific asset class.

I mean of course individual bonds rather than bond funds since we are talking about a specific loan with specific interest rate and the promise to return the debt at maturity.

Our clients vary from Institutional Hedge Funds to Individual Self - Directed Online Traders, and our services are finely tuned to meet their specific needs.

Rather than choosing individual assets, you invest in index funds and ETFs that follow the performance of specific groups of assets.

Or you may wish to choose from among individual portfolios of specific bond and stock funds.

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

What makes Betterment so unique from other brokerages is that you do not trade individual stocks or mutual funds, but you invest in a bucket of Exchange Traded Funds (ETFs) that are personalized to your specific gfunds, but you invest in a bucket of Exchange Traded Funds (ETFs) that are personalized to your specific gFunds (ETFs) that are personalized to your specific goals.

Specific strategies for «leveraging» or increasing stock market exposure may include buying call options on individual stocks or market indices and writing put options on stocks which the Fund seeks to own.

The utility of stock funds — By now it should be pretty apparent that it's much easier, less risky, and generally results in better returns, when the individual invests in stock funds rather than specific stocks.

Because the best mutual funds and index funds for individual investors are broad market funds, such as an S&P 500 index fund, you can not based your buy and sell decisions around the performance of any specific company.

To be more specific, an ETF is an investment fund that owns large swaths of investments (stocks, bonds, real estate, etc.) that are selected and managed by a fund manager; those investments are then sliced up into millions of pieces and sold to individual investors on exchanges.

You have your choice of funds that specialize in such wide ranging and often narrow focused topics as social media, futures of a specific individual commodity like natural gas, biotech, socially responsible investments, specific small countries, and a host of other characteristics.

One way to do that is by assembling a group of individual funds or ETFs each of which provides exposure to a specific asset class — large - company stocks, small shares, government and corporate bonds, etc..

When a shareholder asked for the single best specific investment idea Buffett could recommend to an individual in his 30s, Buffett said: «I would just have it all in a very low - cost index fund from a reputable firm, maybe Vanguard.

Similarly, an individual with foreign affiliates, as well as an individual who has loaned or transferred funds or property to a non-resident trust, must also provide specific information returns.

There is no single right answer: an awful lot depends on awful lot on individual circumstances such as your current tax rate, your expected tax rate in retirement, whether you need liquidity, the size of your portfolio, your overall asset mix, and the specific funds you use.

In fact, I would argue the question is not specific to mutual funds but can be applied to almost anyone who must make an investment decision: a mutual fund manager, hedge fund manager, or an individual investor.

ETFs can cover individual commodities like gold or oil, a sector of the market like healthcare or technology, emerging markets like the pacific rim, a specific country like China or Peru, as well as a number of similar mutual fund categories.

There are many individual stocks, mutual funds, ETF's, or index funds that meet specific asset class needs.

If you're getting started, chose a fund like a target date fund, retirement date fund, they go by a couple of names but you can start with just one mutual fund that's a collection of all the investments that might be appropriate for your goal and from that core, if you want to then start branching out into specific ETF's or funds that focus on just one index or individual securities, then you've got that base that you can build on to add those things in but at the very beginning, keep it simple.

Looking at investments in specific funds, several studies have shown that individual investors achieve returns that are 1 to 3 percent lower than the funds themselves.

Mutual Funds may cover specific markets, geographical locations, company size, or any other feature that can group individual companies together.

Depending on your specific situation, portfolios may include all types of mutual funds, exchange - traded funds (ETFs), individual stocks, bonds and other securities or other types of investments available on the open market.

While many long term investors may dabble in some level of sector investing for the purposes of diversification, perhaps by using sector specific mutual funds, ETFs, or even individual stocks, others may prefer to introduce some degree -LSB-...]

A specific IR focus on the following potential investors could prove very effective: a) your own customers & counterparties, b) Islamic institutions, charities, (ultra) high net worth families & individuals etc., and c) perhaps most promising — emerging / frontier markets & MENA investment fund managers.

These days, most funds / products are smart enough to restrict individual stock allocations to a specific max.