Decisions at this level are the most important in determining how the behavior of your portfolio returns.
This uncertainty has translated into market performance with direct impacts on portfolio returns and more prominently in portfolio volatility.
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On the stalled fund-raising front, some large LPs are raising their target PE allocations in their quest to boost overall portfolio returns.
Some of these decisions have large consequences on portfolio returns and taxes.
Gold has typically enhanced portfolio returns over the last several years, and certainly since the start of the big stimulus packages in Washington.
Of course, losing less today may not sound thrilling but it does translate into producing better long-term portfolio returns by avoiding crippling losses.
Tactical asset allocation attempts to achieve superior portfolio returns over a fixed allocation by varying the allocations among asset classes in a timely manner.
Despite the robustness of this effect in driving operational profitability and portfolio returns, the connection between gender and corporate success remains in large part unexplained.
Taking out demographic factors like covered plan employees living longer after retirement and just looking at overly optimistic economic input assumptions on portfolio returns should be sobering enough.
Lower yields mean lower bond-portfolio returns for many asset managers.
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Portfolio returns, on the other hand, can be measured.
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Kessler is a sophisticated investment manager who handles assets on behalf of Goldman Sachs with cumulative portfolio returns of 25.1% unaudited since inception in 2006, a lot better than any stock index.
Viewing the active versus passive debate by studying individual asset class comparisons is useful, but it misses an important dynamic that benefits portfolio returns that hold several different index funds representing multiple asset classes.
John Mauldin, an investment consultant, calculated in a recent column that total portfolio returns over the next ten years were likely to be around 5%, far less than the 8-9% projected by most funds.
Interest rate risk is inherent to all fixed income and, after a decade of declining yields, rising interest rates will cut into portfolio total returns.
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Adding commodities to a portfolio improved overall returns when adjusted for risk and protected against inflation, says Mr. Blanch.
One cannot have a stock portfolio that perpetually returns 10% a year inside of an economy that only returns 3% per year.
Such tricks of the calendar are why Ken Solow, chief investment officer of Pinnacle Advisory Group, urges investors to evaluate portfolio managers' returns over both bull and bear markets.
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However, it is possible and important to estimate long-term expected returns in portfolio construction.
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In my personal portfolio I have had returns over 30% per year since 2001.
Historically, adding a small-cap value index fund to a diversified equity portfolio has lowered portfolio risk and increased returns.
Translated into investment theory, this means investors should aim to hold a portfolio of assets whose returns are not highly correlated.
In the financial crisis, defendants were less inclined to settle and dragged out negotiations, increasing the risk of the portfolio and driving down returns.
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He has created the website, LowVolatilityStocks.com, to make data and research available to individual investors to help them in reducing portfolio volatility and improving returns.
An owner of a large property portfolio never files tax returns.
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Choosing stocks from both sectors I think enables a portfolio to deliver good returns in a wider variety of future scenarios that if you invested solely in energy or telecom stocks.
However, to the extent a client reduces portfolio risk by blending in different asset classes, they must be prepared to accept even lower returns commensurate with the reduced portfolio risk.
But, my junk bond portfolio dwelled in double digit returns the past 5 years and still gets my new money.
Home Depot presents a framework to construct better returns for your portfolio.
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