Sentences with phrase «taking exposure to equity»

If I were to give generic advice, since your kid is only 9 months, if you are saving for his higher education, you can consider taking some exposure to equity mutual funds.

For example, if you are taking exposure to equity through mutual funds, about 3 to 5 mutual funds should provide you all the diversification benefit that you are looking for.

And mutual funds were a great way to take exposure to equity and build a diversified portfolio.

To avoid all these it is advisable to take exposure to equities via Index Fund or ETFs and enjoy the risk premium you get by way of returns in long term.

Not exact matches

The options advisor added that, instead of exposure to equities and bonds, investors may want to take a second look at inflation plays.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

Many funds take on leveraged exposure to treasuries, which gives income and has provided a negatively correlated return in times of falling equity prices.

This is very important to me as an investor in European equities because current valuations do not appear to take into account any earnings improvements among those European companies that have large exposures within Europe.

Hedging foreign exchange risk resulting from global equity exposure is entirely reasonable when foreign currencies appear expensive and likely to take a nosedive versus the Canadian dollar.

Long - Short Equity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momEquity, or LSE, takes the EMN strategy (though they're not exact clones if we're to judge by their holdings and position sizes) and overlays a tactical equity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momequity strategy that targets an average 50 % exposure to the MSCI World Index, with the ability to adjust its exposure by + / - 20 % based largely on valuation and momentum.

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

BlackRock writes that the iShares MSCI World Small Cap UCITS ETF (WSML) is a way for investors to express a nuanced view within their equity allocation, allowing them to take a building block approach to broad exposure but with a lower level of idiosyncratic risk than single stock investments.

Isn't there a less complex explanation such as commodities and the S&P 500 have simply become highly correlated over the last five years and for an investor to gain a true non-correlated return he or she should look for actively managed commodity programs such as trend following so that they can take advantage of down moves as well as up moves with the added advantage of non-correlation to their exposure to equities.

I'd also add that while more exposure to stocks does generally equate to higher long - term returns, no one should take that as an invitation to just load up on equities.

If you want to take a more hands - off approach, you are better off with a broad - based international equity fund that provides exposure across several countries.

As on Aug 31, 2016 few Index ETFs are available at as low as 0.05 % of the yearly expenses, giving investors an opportunity to take the equity exposure at a very low cost.

If you are a first time investor or a moderate risk taker, a balanced fund or an equity - oriented hybrid fund offers a great opportunity to take exposure to debt and equity in just one fund.

The investment objective is to generate income by predominantly investing in debt and money market securities, and to generate growth by taking moderate exposure to equities and equity related instruments and provide diversification by investing in gold ETFs.

In these plans, customer has the option to structure his exposure to the debt and equity markets depending on his / her financial goals and risk taking appetite.

It also works well for the new entrants in mutual funds, ready to take their first humble steps in equity exposure.

If you can take some risk, consider some exposure to equity funds.

At your age, it will be good to take some equity exposure.

Don't you think that you are giving a very hypothetical situation — «Take for instance someone who had enough equity exposure thru MF or stocks and want to look at confirmed returns...».