Sentences with phrase «value of a portfolio fall»

The debt that private - equity funds use can make the overall value of a portfolio fall dramatically when asset prices quiver.

It's gut - wrenching to see the value of your portfolio fall even though you know that it's a great thing for your future contributions.

The value of his portfolio falls a lot, but he doesn't sell or worry immediately, because he has a solid job and has a buffer of a few months expenses set aside.

Institutions that have seen the value of their portfolios fall as property prices slide are looking for new ways to build returns.

Not exact matches

While the value of underlying subaccounts of variable annuities fell through the floor like everything else in the market in 2008, the guaranteed income withdrawal rate (not to be confused with the rate of return of the investment portfolio) did not.

If you own the bond fund that fell in value, you can sell it right after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in value!).

So, again, I think it's a good opportunity to do an apples - to - apples comparison of what does it look like, where are you at in the tax bracket, where do you fall in the new marginal tax bracket, and then do an apples - to - apples comparison to see do municipal bonds provide a greater after - tax value for you or does being in a taxable bond portfolio provide that greater value?

Banks are unable to cover their deposit liabilities as the market value of their loan portfolios falls.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

If the market falls by 20 %, the value of the equity holdings will be reduced to $ 180,000 ($ 225,000 * 0.8), while the worth of the fixed income holdings remain at $ 75,000 to produce a total portfolio value of $ 255,000.

Generally, the higher the duration, the more the price of the bond (or the value of the portfolio) will fall as rates rise because of the inverse relationship between bond yield and price.

Even with barriers falling and international investment rising (from 1 % of aggregate portfolio value in 1980 to 12 % in 2000 for U.S. investors), portfolios worldwide are still heavily concentrated in home countries.

Imagine that markets have crashed, your portfolio's value has fallen by 50 % overall and some of your holdings have lost 90 % or more.

Valuation effects, largely due to falls in the prices of bank shares, reduced the value of the household sector's directly owned share portfolio by 1.4 per cent in the March quarter, but these shares have since rebounded in value.

One of the most cost effective and efficient ways to protect a portfolio right now is by buying put options, which rise in value exponentially when markets fall, Kleinman said.

Qualcomm's blocked acquisition by Singapore - headquartered Broadcom, due to national interests, also shows the value of the company's assets and patent portfolio, as the concern was that its assets would fall into foreign hands.

If I choose to take 4 % of the portfolio value each year as income (no adjustments for inflation) then the fund never falls to zero (I modelled it for 40 years) and the upper and lower final values (after 40 years) fall within «reasonable» limits.

By the end of the time period, the value of $ 10,000 hypothetically invested in the VIX itself would fallen to $ 7,200 while the portfolios of futures contracts were worth $ 830 to $ 2,700.

Collateral Maintenance - A fall in the value of your portfolio may result in a situation where the value of your collateral no longer covers the outstanding loan.

Thus, the mindset of a person buying alternative investments is typically this: If my stock portfolio takes a hit, at least I have these other investments — which hopefully will hold their value or not fall as much — to hold me over.

Consider these risks before investing: The value of stocks in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions and factors related to a specific issuer, industry or sector.

One reason that several of the Fund's illiquid common stocks fell during the quarter is that many value managers, who might hold similar stocks, saw the opportunity to «upgrade» their portfolios during mid-late September.

Along with a cadre of other misfit value managers that are willing to invest in unusual long - only portfolios aiming for absolute returns while not falling victim to the long / short hedge fund illusion, he happily soldiers on with a boatload of cash, waiting for attractive opportunities to deploy cash.

An index fund will continue to own all of the stocks in the index regardless of the external environment, meaning that when stocks are falling in value, you will continue to own them, and your portfolio will fall in value.

CFD is an ideal tool for hedging the falling markets, so that the overall value of your portfolio can be maintained, even when the prices of your stocks are going down.

If the value of a portfolio margin account falls below the minimum account equity requirement of $ 150,000, a minimum equity call is issued.

The International Core Equity Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

The U.S. Large Cap Equity Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

If the value of the bonds in their trading portfolio falls, the value of the portfolio also falls.

The International Large Cap Growth Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

The U.S. Micro Cap Portfolio could also lose money if it does not recover the securities and / or the value of the collateral falls, including the value of investments made with cash collateral.

As well, model portfolios need to be continually monitored and updated as individual stocks rise and fall in value, and as a percentage of the total portfolio.

(Note the withdrawal amount does not change as the portfolio rises or falls in value — all the calculations are based on the value of your nest egg in the first year.)

Like any type of investing, there are inherent risks when it comes to investing money with robo - advisors — the value of your portfolio can decrease and may even fall sharply at times.

In a long put trade, a put option is purchased on the open exchange with the hope that the underlying stock falls in price, thereby increasing the value of the options, which are «held long» in the portfolio.

That means for the most part the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in its portfolio.

Were your portfolio's value were to drop 25 % to $ 262,500 in a crash, your probability of retirement success would fall to 55 % or so.

But up to half of my portfolio is dedicated to investing in common stocks that fall into the category of value investments.

As securities in a portfolio that makes up the ETF fluctuate, the value of ETF shares will also rise and fall on the exchange, as will the value of open - end mutual funds that are managed using the same strategy.

Such «floating» net asset values would rise and fall with the value of a fund's portfolio, making money market funds more or less identical to other short - term bond funds.

For example, a ratio of 50 % means that the portfolio's value fell half as much as its benchmark index during down markets.

Short term financing, where the portfolio's «market value» gets measured on a daily basis has a much bigger impact, because as prices fall, liquidation of assets can feed a collapse of prices.

Still, when U.S. stocks tumble, maybe foreign markets won't fall as much and perhaps a declining dollar might boost the value of foreign stocks for U.S. holders, thus helping to trim your portfolio's overall loss.

That means that the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in the portfolio.

That means that the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in its portfolio, and is not affected by changes in the exchange rate between the foreign currencies and the Canadian dollar.

The value of bonds in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons including general financial market conditions, changing market perceptions of the risk of default, changes in government intervention, and factors related to a specific issuer or industry.

The downgrade triggers a fall in their tradability and negatively impacts the value of the holding in a fund's portfolio.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

The bond floor is the value below which the value of the CPPI portfolio should never fall in order to be able to ensure the payment of all future due cash flows (including notional guarantee at maturity).

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).