Sentences with phrase «to preserve capital»

The fund seeks to achieve total return by providing income while preserving capital through investing primarily in a diverse portfolio of short term private and public fixed income and floating rate assets.

By contrast, pension funds are always focused on preserving capital in down cycles.

So the best strategy today is to preserve capital for the great buying opportunity to come.

The series includes three managed risk options that seek to manage volatility and help preserve capital during significant market declines.

Money market securities provide investors with a safe means of preserving capital, though this safety comes at the expense of the higher yields attainable through riskier investments.

Have as much fun just preserving the capital as increasing it.

That's right; even after you retire, you need to focus on preserving capital at the very least.

The rule of thumb is that you should think about preserving capital when you have capital to preserve.

And it will do very poorly at preserving capital during a prolonged bear market - exactly what happened over the last six years.

If that happens, you should quickly turn defensive again and start thinking about preserving your capital by moving to cash, instead of trying to make big gains in a falling market.

To provide a reasonably stable level of income and modest capital growth, while also preserving capital, through investing primarily in bonds, with some exposure to REITs and dividend - paying stocks.

Our focus is on preserving capital over time and achieving growth with limited risk and volatility, with a high sensitivity to taxes and transaction costs.

Have as much fun just preserving the capital as increasing it.

In this case, the best short - term investments preserve capital first.

This will help you avoid putting your money into an investment that doesn't offer positive returns and preserve your capital only for investments that generate positive returns.

If you are able to preserve your capital until then, you should receive a handsome reward.

But seeing as how the market is up ~ 22 % this year, you could have withdrawn anywhere from 0 - 22 % and still preserved your capital.

The newsletter employs reliable market analysis to capture trends and turning points and utilizes a conservative money management strategy for preserving capital gains and avoiding unnecessary losses during periods of market uncertainty and volatility.

This combination of protection on the downside with flat performance in commodity bull markets preserves capital.

When the objective is to preserve your capital above all other considerations, there are only a handful of asset classes you should consider for your portfolio.

With a mixture of stocks and bonds, how is a withdrawal rate of 4 - 6 % difficult to maintain whilst preserving capital?

As you know I invest in dividend stocks as well so I tend to agree, especially regarding preserving capital and Canadian bank stocks.

Seek to preserve your capital learning how to minimize your risk exposure.

Knowing when you need the money and how important it is to preserve the capital goes a long way in developing a good investing plan.

Bonds are sometimes also used by sophisticated investors during times of stock market volatility to preserve the capital values of their investments.

Companies pay out less and preserve capital yet remain attractive to investors ultimately seeking yield.

In retirement, in order to maximize income while preserving capital, you'll want to layer in taxable income sources over the longest possible time, «averaging down» tax.

Investors seeking to preserve capital in volatile markets might want to consider large - cap stocks.

High long term returns are obtained by investing aggressively when the odds are heavily in your favor, and preserving capital when risks are high.

Give away yield; preserve capital for another day.

In the same way, he will attempt to preserve capital by moving towards a cash position during weak market environments and towards equities during periods of market strength.

Different types of bonds are better at preserving your capital, but falling behind inflation.

You fail to preserve capital only if you sell.

Your main investment objective would be to remain focused more on preserving capital, and not growth.

The newsletter employs reliable market analysis to capture trends and turning points and utilizes a conservative money management strategy for preserving capital gains and avoiding unnecessary losses during periods of market uncertainty and volatility.

However, the time horizon for college tuition is shorter than for the whole three - stage retirement life - cycle, so there is a constant 80 % allocation to TIPS in the S&P Target Tuition Inflation Index to help preserve the capital while the remainder of the index allocates between stocks and nominal bonds, resulting in an index that has grown with tuition inflation.

Well... the goal is to move money from cash to equity / lending to help fund business even riskier enterprises... This goal is being accomplished... wait for money moving into UK stocks and raising market... This makes sense from preserving capital from inflation — stock market is the only (except gold) real way to fight coming inflation.

The reason why people buy bonds is to preserve their original capital and holding individual bonds will do just that... But bond funds have no maturity date and are marked to market daily, so in a rising interest rate market, you will lose money and hence it won't preserve your capital.

Having the ability to «play defense» in a portfolio helps preserve capital so you can recover faster from a drawdown.

As far as HOW you actually preserve your capital, it mainly involves knowing how much you are emotionally OK with losing PER TRADE and understanding position sizing and risk reward.

Preserve capital Repayment of the original investment in the bond can help provide reassurance to investors who are concerned about protecting capital or meeting intermediate - term financial needs, such as college tuition or a down payment on a new home.

Losing is good if you're cutting your losses quickly and understand that by doing so you're simply preserving capital and that your winning trades will pay for your losing trades with profit left over.

(The ECB seems to have been sidelined for the last few days as the bank preserves its capital for possible more volatile situation.)