Sentences with phrase «use broad diversification»
Most robos use broad diversification to reduce the volatility, or risk, of their clients» portfolios.
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MPT seeks to identify a portfolio allocation designed to offer the highest potential reward with the lowest amount of risk possible for any given level of risk, using broad diversification and historical data about asset class price fluctuation for this purpose.
Not exact matches
sred: I track a couple of couch potato portfolios — for smaller portfolios, I use the TD e-Series Index Funds and for larger portfolios I use low - cost, broad - market index funds and more diversification by adding real - return bonds, REITs and emerging markets:
Common pitfalls include indiscriminately chasing spread, failing to keep up on central bank monetary policies, using too much leverage, and lack of broader - level portfolio diversification
When Art Johnson started talking to clients about his investing strategy, he used a PowerPoint presentation filled with tables and graphs showing the proven benefits of broad diversification and low costs.
Additionally, our index - based portfolios use ETFs to ensure broad exposure to multiple asset classes, which provides diversification within each strategy and for the overall portfolio.
• Growth Opportunity: Gain exposure to one of the fastest - growing segments of the global economy • Diversification: Little overlap in holdings with major broad stock indices and significant exposure to non-North American stocks • Innovative Index Design: Stocks selected using a rigorous research process overseen by an advisory panel with extensive expertise • Currency hedged: All U.S. dollar exposure is currency hedged, making it a more currency efficient strategy for Canadian investors • Takeover Premiums: Companies about to experience corporate takeovers typically see their stock value increase.
The basic concepts are the same: broad diversification, using index funds with low cost, occasional rebalancing between equities (for growth), and fixed income (for ballast - stability).