Sentences with phrase «term assets category»

While the short - term assets category for companies is anything due within a year, I am using within one month as current as that is more appropriate for a person making regular bill payments.

While the short - term assets category for companies is anything due within a year, I am using within one month as current as that is more appropriate for a person making regular bill payments.

Not exact matches

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 first category relates to the investments that the firm makes in both short and long term assets.

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.

We expect the global economy to achieve good long - term performance, and therefore we expect equities to continue delivering higher long - term returns than most other asset categories.

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.

The definition for the term Asset Class refers to a broad investment category consisting of financial assets with similar attributes.

We regularly adjust your portfolio according to changes in the market and shift asset allocation if we think that the risk in your portfolio will breach your chosen risk category in the long term, either positively or negatively.

But the High Court has never weighed in on «gerrymandering» in the largest active bond fund segment: the over $ 1 trillion of assets captured by the Morningstar US Intermediate - Term bond (ITB) category.

When the media and our acquaintances insist on informing us how we would have been better off placing heavy bets on the asset categories that have recently done well, we would be well served to remember that a diversified portfolio strategy will almost certainly provide us with the best chance to achieve long - term investment success.

The portfolio allocation for Mirae Asset Emerging Bluechip Fund in terms of equity fund type is such that 55 to 60 percent of the corpus is usually allocated to mid-caps (higher than average ratio for the category) with a 20 - 30 percent allocation in large caps.

If you place your money into overvalued asset categories you will experience poor long term returns.

«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.»

Flows into alternative mutual funds and ETFs remained fairly constant over the year in terms of where the flows were directed, with a total of $ 20 billion of new assets being allocated to funds in Morningstar's alternative categories.

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.

Definitions: Asset Class Asset Class is a standard term that broadly defines a category of investments.

The last category is long - term capital gains tax, which is paid on a capital asset that is held for one year or longer.

Proper asset allocation works by reducing portfolio volatility and / or increasing long term returns when non-correlated asset categories are combined.

Under this category, MAMF offers three products - Mirae Asset Short - Term Bond Fund, Mirae Asset Cash Management Fund, and Mirae Asset Ultra Short - Term Bond Fund.

ULIPs offer several fund categories as well — from large and mid-cap, ethical and index equity funds, to bond fund, short - term bond fund, liquid fund, and asset allocation fund.

You will be better off taking a good Term Insurance Plan (Read my article on «Top 7 best Online Term Insurance Plans «-RRB- and invest a portion of your savings in different asset categories.

Here is a list of what we believe to be some of the top cryptocurrency and token asset exchanges in terms of innovation, broken down into two categories: soon to launch and already active.

However, the plan wouldn't aid investment in asset classes with longer lease terms, including healthcare, net lease and retail, given the bond - like nature of these categories, he notes.