Sentences with phrase «very efficient portfolios»

This allows creating very efficient portfolios by optimizing the risk / return ratio for each risk profile.

A Couch Potato investor can build a very efficient portfolio using a combination of Canadian and U.S. - listed ETFs, but cross-border shopping involves a little savvy.

Not exact matches

In plain English, the optimal portfolio recommended by the efficient frontier model recommended borrowing shares in two funds and buying them back if the price decline, a very risky investment strategy (short selling).

The best ETFs offer very low management fees and well - diversified, tax - efficient portfolios of high - quality stocks.

If you are following my recommendations your portfolio is made up of index funds that have very little turnover, so most of the stock funds are relatively tax efficient.

The best ETFs continue to offer very low management fees and well - diversified, tax - efficient portfolios of... Read More

It is very consciously constructed with various attributes in mind so that the construction of the portfolio leads to an optimal and efficient diversification, which is what Rebalance IRA is paid to do.

The best ETFs offer very low management fees and well - diversified, tax - efficient portfolios... Read More

Most importantly, this portfolio is very inactive while being tax and fee efficient.

All of our portfolios are very low fee, tax efficient and systematic.

Now your portfolio is in balance, but it's not very tax - efficient because you're holding bonds in a taxable account.

The best of those funds continue to offer very low management fees and well - diversified, tax - efficient portfolios... Read More

It's not very efficient to build and maintain a diversified portfolio of multiple ETFs with a five - figure sum, as trading commissions can really add up.

The best ETFs continue to offer very low management fees and well - diversified, tax - efficient portfolios of high - quality... Read More

If someone had a large portfolio and could hold all of their stocks in their non-registered account and all their safe, fixed income in their RRSP, it would be a very tax - efficient way to invest.

Implementing Fama's premises, Booth (and retired co-founder Rex Sinquefield) set out to capture market returns, while seeking to enhance those returns through very efficient trading methods and by tilting the market portfolio toward small companies and value stocks; Fama's other research (together with Ken French) showed that small and value stocks delivered compensated risk exposures — additional returns for the additional risk taken.

Investors spend a lot of time talking and thinking about individual stocks, yet very little time on how to integrate them into a broader portfolio in the most efficient manner.

If tax - loss harvesting is included in a managed fund or portfolio that costs you, say, 1.5 percent a year vs. a cost of less than 0.10 percent for a very tax - efficient broad index fund, you're paying 1.4 percent for something worth quite a bit less.

«While we have enjoyed a successful partnership with Inland, the opportunity to exit at this pricing level on a highly efficient basis was very compelling,» said Mark Weld, Clarion Partners» managing director in charge of the portfolio, in a statement.