This assumes that the equity portion of your portfolio stays fully invested at all times.
Obviously the above addresses the equity portion of your mix, however the same strategy can be used for bonds.
CDOs also have an equity portion that is last in line to get payments and potentially offers the biggest returns when things go smoothly.
As you can see, not only did rebalancing produce impressive returns for the equity portion of the portfolio, it also produced a higher overall return for the portfolio.
During the past 20 years, investors have steadily increased their exposure to this factor, so that on average, more than 20% of the equity portion of all retirement accounts could be affected.
FORBES: Currency's Impact On Your Portfolio: Five Things You Need To Know Now
As retail investors have increasingly come to expect a decline in the market, institutional investors (mutual funds, pension funds, and the like) have upped the equity portion of their portfolios to 68%, a 15 month high.
We found much too often that clients and their advisors spend an awful lot of time focusing on the equity portion of the portfolio, and doing a really good job in allocating to different cap sizes, or internationally, or growth vs. value.
In return for joining the platform, members would receive a portion of equity in the venture, worth a total of 30%.
Mounting bad loans and stricter provisioning requirements are already eating into the banks' profits and wiping out a large portion of their equity.
Could top management and the board have sold a portion of its equity back to the company, which in turn, could have been used for the incentive pool?
Google might discount some portion of the search equity for the mobile version, as the content will be different.
If the bank meets its return-on-equity goals, however, a portion of the profits goes into the bank's pension scheme, which is its largest shareholder.
The idea that converting a small portion of deposits into equity claims in an economy with a population of barely more than 1 million could be a source of systemic risk suggests the hair-trigger character of the current situation.
FORBES: Links 18 March: After 48 Hours Near No One Likes The Cyprus Bail Out
By November 2007, Mr. Taylor was an equity-derivatives trader on Goldman's Capital Structure Franchise Trading desk and had lost a "significant portion" of the trading profits he had accumulated earlier that year, according to criminal charging documents filed by prosecutors Wednesday.
应用推荐