Sentences with phrase «stock asset categories»
For purposes of analysis, I assumed that the proportion of assets in the balanced or mixed category was 50 % bonds and 50 % stocks and I allocated these dollar amounts to the primary bond and stock asset categories to eliminated the mixed category.
http://www.financialplannerpasadena.com/ Not exact matches
Many asset categories are currently in bubble territory and prone to downward adjustments: growth stocks, bonds, real estate in many markets, arts, collectibles, and luxury goods, and cryptocurrencies.
So while on a macro level you may have the correct asset allocation, you could be heavily weighted in a particular stock or category unknown to you.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, increased competition; the Company's ability to maintain, extend and expand its reputation and brand image; the Company's ability to differentiate its products from other brands; the consolidation of retail customers; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's inability to realize the anticipated benefits from the Company's cost savings initiatives; changes in relationships with significant customers and suppliers; execution of the Company's international expansion strategy; changes in laws and regulations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; failure to successfully integrate the Company; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the nations in which the Company operates; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives that the Company uses; exchange rate fluctuations; disruptions in information technology networks and systems; the Company's inability to protect intellectual property rights; impacts of natural events in the locations in which the Company or its customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's dividend payments on its Series A Preferred Stock; tax law changes or interpretations; pricing actions; and other factors.
Important factors that may affect the Company's business and operations and that may cause actual results to differ materially from those in the forward - looking statements include, but are not limited to, operating in a highly competitive industry; changes in the retail landscape or the loss of key retail customers; the Company's ability to maintain, extend and expand its reputation and brand image; the impacts of the Company's international operations; the Company's ability to leverage its brand value; the Company's ability to predict, identify and interpret changes in consumer preferences and demand; the Company's ability to drive revenue growth in its key product categories, increase its market share, or add products; an impairment of the carrying value of goodwill or other indefinite - lived intangible assets; volatility in commodity, energy and other input costs; changes in the Company's management team or other key personnel; the Company's ability to realize the anticipated benefits from its cost savings initiatives; changes in relationships with significant customers and suppliers; the execution of the Company's international expansion strategy; tax law changes or interpretations; legal claims or other regulatory enforcement actions; product recalls or product liability claims; unanticipated business disruptions; the Company's ability to complete or realize the benefits from potential and completed acquisitions, alliances, divestitures or joint ventures; economic and political conditions in the United States and in various other nations in which we operate; the volatility of capital markets; increased pension, labor and people - related expenses; volatility in the market value of all or a portion of the derivatives we use; exchange rate fluctuations; risks associated with information technology and systems, including service interruptions, misappropriation of data or breaches of security; the Company's ability to protect intellectual property rights; impacts of natural events in the locations in which we or the Company's customers, suppliers or regulators operate; the Company's indebtedness and ability to pay such indebtedness; the Company's ownership structure; the impact of future sales of its common stock in the public markets; the Company's ability to continue to pay a regular dividend; changes in laws and regulations; restatements of the Company's consolidated financial statements; and other factors.
All the major assets are covered by AnyOption under various categories: Currency Pairs, Commodities, Indices and Stocks.
In its simplest terms, asset allocation is the practice of dividing resources among different categories such as stocks, bonds, mutual funds, investment partnerships, real estate, cash equivalents and private equity.
The Solactive Permanent Index allocates 25 % each to four asset class categories: Stocks, U.S. Treasury Bonds (Long - Term), U.S. Treasury Bonds (Short - Term), and Gold and Silver.
Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.
Therefore it can make sense to follow a «core and explore» approach where you cover off at least some of your core needs (like U.S. large - cap stocks) with ETFs, then go for active mutual funds for some of the more specialized asset categories (like small - cap stocks).
Asset allocation means your client invests in stocks, bonds, real estate, cash and other investment categories.
Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.
Even the SEC gets involved by defining asset allocation as «dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash.»
There are four main categories of assets: cash, fixed income securities, stocks and high risk assets.
San Mateo, CA, February 3, 2010 — For the second consecutive year, Franklin Templeton Investments ranked # 1 out of 48 fund families for its funds» 10 - year performance in Barron's annual review of U.S. - registered mutual fund families.1 Barron's rankings are based on asset - weighted returns in five categories — U.S. equity funds; world equity funds (including international and global portfolios); mixed equity funds (which invest in stocks, bonds and other securities); taxable bond funds and tax - exempt funds — as calculated by Lipper.
Designed to offer diversification by spreading assets among major categories such as stocks, bonds and cash.
For muppets, stocks, bonds, money market funds and for some people real estate usually in the form of investment trusts (REITs) are the right asset categories.
Asset classes such as value stocks and real estate investment trusts were largely ignored by the financial press at the time, despite their historically low valuations, and many mutual funds in those categories lost assets.
Valuations are as important in the performance of factors and smart beta strategies as they are in the performance of stocks, bonds, sectors, regions, asset classes, or any other investment - related category.
Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.
A tactical asset allocation strategy calls for investing an array of percentages in every asset class, meaning you can increase your distribution in a particular category when the stocks are expected to perform well and decrease it when they're projected to perform poorly.
MANY ALTERNATIVE INVESTMENTS can be slotted into one of two categories: They are either hard - asset plays, like commodities and real estate, or they are financially engineered to perform unlike conventional stocks and bonds, which is what you get with many hedge funds and hedge - fund - like mutual funds.
When some asset categories (i.e. domestic equities, international stocks, bonds, cash, etc.) are increasing others may be falling and vice versa.
«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»
Stocks, bonds, and cash are the most common asset categories.
You'll need to either sell some of your stock investments or purchase investments from an under - weighted asset category in order to reestablish your original asset allocation mix.
Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and asset categories, such as stocks, bonds, and cash.
Within asset categories, that may mean considering, for instance, large company stock funds as well as some small company and international stock funds.
If you have a financial goal with a long time horizon, you are likely to make more money by carefully investing in asset categories with greater risk, like stocks or bonds, rather than restricting your investments to assets with less risk, like cash equivalents.
Lynch advises to invest in what you know and then divide your stocks into six categories: slow growers, stalwarts, cyclicals, fast growers, turnarounds, and asset plays.
Growth category - Sort the stock into a growth category - slow growers, stalwarts, fast growers, cyclicals, asset plays, and turnarounds.
Rick Ferri / Portfolio Solutions Long - term Returns Forecast for 2015 Investment adviser and ETF guru Rick Ferri's 30 - year forecast for annual returns for 18 categories of assets, including domestic and foreign large - and small - cap stocks and government and corporate bonds.
Below the broadest categories of lower risk bonds and higher returning stocks are candidates for asset classes (see this link for a chart).
The solution may be to combine them for stronger and more consistent inflation protection and diversification through risk management provided by the mix of not only real asset categories but by the asset class mix, including bonds and commodity futures in addition to stocks.
Finally, US stocks and bonds are only two of the six asset categories where we recommend investing.
Against this background, OCBC is deemed to be in the unique category of a stock which possesses features of growth, value and asset - rich.
Note that while the balanced or mixed mutual fund category is relatively small and usually constitutes about 5 % of total mutual fund assets, this category consists mainly of bonds and stocks.
Instead of NPS, create you own portfolio of investments (across different asset categories - MFs, PPF, Stocks etc) for your retirement goal.
Each set portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high - yield bonds.
Long positions include undervalued stocks, and may include companies from hard - asset categories such as precious metals and other natural resources.
Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and Asset allocation is the practice of dividing your investment portfolio among various asset categories such as stocks, bonds, real estate, currencies, natural resources and asset categories such as stocks, bonds, real estate, currencies, natural resources and more.
Instead of NPS, create you own portfolio of investments (across different asset categories - MFs, PPF, Stocks etc) for your retirement goal.