Phrases with «total portfolio value»

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Sentences with «total portfolio value»

  • Personally, I have found it helpful to hold a minimum of 25 or so stocks & limit any individual position to no more than 5 % of total portfolio value. (aaii.com)
  • Total Portfolio value at end of year 1: $ 107,750 or a 7.75 % rate of return. (allfinancialmatters.com)
  • Canadian Capitalist: You are correct in your assumption that a group RESP will report the present total portfolio value in annual statements by marking the bonds to market value for that particular fiscal year end. (canadiancapitalist.com)
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