Sentences with phrase «term equity portfolio»

I personally expect returns of around 12 % from my long - term equity portfolio.

Not exact matches

But longer term, rising rates will be bad for stocks; therefore, investors may want to evaluate their portfolios and move out of some equities and invest more in bonds, she said.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Bonds have historically had little correlation to equities except in market crisis situations, so creating a portfolio of both equities and bonds makes a whole lot of sense as a long - term investor.

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for investors from high growth countries who often hold home - biased equity portfolios that can have high concentration risk.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

This makes sense, as equities are — for most investors — the main driver of both long - term capital growth and risk within their portfolio, and therefore garner the most attention.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

Don't forget that in the Buffet portfolio discussed above the equities offer good long - term inflation protection too.

The equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

The article concludes: «Equities continue to have an important role in long - term portfolios.

Short - term government bonds generally offer stability and low growth and are the bungee in your portfolio that slows its decline in value when equities plunge.

Seeks to provide long - term capital appreciation by investing in a portfolio of small and mid capitalization equity securities.

Seeks to provide long - term capital appreciation by investing in a portfolio of primarily small but also can invest in mid capitalization equity securities.

Seeks to provide long - term capital appreciation and high current income by investing in a diversified, all cap portfolio of income - producing equity securities.

If this bond - equity relationship remains unstable when yields are at risk of climbing further, long - term Treasuries may not play their traditional portfolio diversifying role.

The default assumptions for comparing the harvesting strategies are 60:40 equity bonds, 30 year retirement and portfolios of bonds in intermediate (not short) term treasuries and stock in 70 % total market and 10 % each in small company, small value and large value.

The implication is that long - term bonds, which may not offer much income, can help provide an effective hedge in equity - heavy portfolios.

The Fund seeks long - term total return by investing in a portfolio of equity, fixed income and short - term securities.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

To provide superior long - term investment returns by investing in a diversified portfolio of Canadian common shares, convertible debentures and other equity related securities.

Before joining Alignvest, Mr. Mousseau was a Portfolio Manager in the Long Term Equities group at the Ontario Teachers» Pension Plan.

He measures the attractiveness of adding anomaly premiums to the benchmark portfolio by comparing Sharpe ratios, Sortino ratios and performances during recessions of five portfolios: (1) a traditional portfolio (TP) that equally weights equity, term and default premiums; (2) an equal weighting of size, value and momentum premiums (SVM) as a basic anomaly portfolio; (3) a factor portfolio (FP) that equally weights all 10 anomaly premiums; (4) a mixed portfolio (MP) that equally weights all 13 premiums; and, (5) a balanced portfolio (BP) that equally weights TP and FP.

Specifically, his benchmark portfolio captures the equity, term and default premiums.

To estimate portfolio alphas, he adjusts for six factors (equity market, equity size, equity value, equity momentum, bond term and default risk).

«While we are concerned about long - term return in private equity, we have reason to be encouraged by the relative returns of our private equity portfolio in recent years,» a spokesman for the comptroller's office said.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

Finally, the long - term strength in the dollar boosts the case for considering strategies that can help insulate an international equity portfolio from the impact of weak foreign currencies, such as currency hedged exchanged traded funds (ETFs).

The Portfolio seeks long - term capital appreciation through investments in equity securities of companies based outside the United States.

To the extent extreme bearishness persists in the near term, its impact on global equities may be fairly indiscriminate, and we would expect our portfolios to weather some temporary volatility.

I believe that any equity fund which have been performing consistently well can be part of ones long - term portfolio.

The implication is that long - term bonds, which may not offer much income, can help provide an effective hedge in equity - heavy portfolios.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

AMG Pantheon Fund seeks long - term capital appreciation by investing primarily in private equity investments, including primary and secondary investments in private equity, infrastructure, and other private asset funds and co-investments in portfolio companies.

Like Kiplinger's allocation, I stuck to only equities, intend this to be a long term portfolio (i.e., no withdrawals for at least 15 yrs +) and stuck with only Vanguard funds because they're generally the cheapest.

But on balance, value stocks are a good long - term bet for part of an equity portfolio.

Our portfolio will basically be 75 / 20/5 in terms of equities / bonds / cash.

It could be investor by investor, but having a significant portion of your bonds and your equity portfolios invested in non-U.S. securities, certainly in our mind, is very, very important to reduce long - term volatility to the portfolio.

Portfolio Strategies Allocation in Retirement: A Flat Glide Path Always Make Sense For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade - off.

Typically, bonds are far safer in terms of how much they can fall relative to equities in your portfolio, even in a rising interest rate environment.

The funds usually fall in the high risk category and produce long - term capital appreciation from an expanded portfolio of equity - linked and equity instruments.

I have no view on the direction of currency movements, but I do prefer unhedged equity ETFs, because currency diversification can lower the volatility of a portfolio, and the cost of hedging is a long - term drag on returns.

With equity, particularly in a diversified portfolio, one can expect over the long term growth in the value of the business from a growing dividend stream, and reinvestment of retained earnings.

Hedging worked well in the mid-2000s and other periods when the Canadian dollar rose dramatically, but over the long term it causes a drag on equity returns and may even increase a portfolio's volatility.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.