Sentences with phrase «as their portfolio caps»

As their portfolio caps were lifted, taxpayers provided implied protection.

Not exact matches

Therefore, he starts with a market - cap weighted index as a building block for a portfolio.

We assumed that in each period a 30 - year bond is issued at prevailing interest rates (long - term government bond plus 1 %) and that amount is invested for the next 30 years in a portfolio of large - cap stocks while paying off the bond as an amortized loan (as if it were a mortgage).

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

I've recently been trying to analyze my holdings more like you mention in the above article with the Portfolio X-Ray, seeing where I might be out of whack as far as large / small cap, industry sectors and domestic / foreign / emerging allocations.

Interesting criteria for a list of unique stocks I don't have any of those names in my portfolio but I have other companies within the same industries such as the mega cap Chevron Corp Which has a forward P / E of 11.4 x so it's more expensive relative to Noble or CNOOC but I hold it in my hedge fund for hedging purposes.

Prior to this role Stuart was a Portfolio Manager in the Global Active Quantitative Equity Team where his responsibilities included management of the global and international small cap strategies, coordination with the European team across all group strategies as well as research within the team.

As I noted in my previous post, our personal portfolios returned 9.5 % over the year, dragged down by losses in Loblaws (TSX: L, down 10 %), CGI Group (TSX: GIB.A, down 9 %), EPCOR Power (TSX: EP.UN, down 7.5 %) and a few other small - cap names.

As of this writing, the portfolio is down 2.11 % including dividends, compared to a positive return of 11.63 % (excluding dividends) for SPY over the same period and 10.5 % for Vanguard Small Cap Value ETF (VBR) over the same time period.

As I built my portfolio, I set it up to work as follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempAs I built my portfolio, I set it up to work as follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempas follows: Total stock market, small cap, international index, emerging market, high - yield tax exempt, long - term tax exempt, intermediate - term tax exempt and short - term tax exempt.

Furthermore, individual asset classes can be sub-divided into sectors (for example, if the asset allocation model calls for 40 % of the total portfolio to be invested in stocks, the portfolio manager may recommend different allocations within the field of stocks, such as recommending a certain percentage in large - cap, mid-cap, banking, manufacturing, etc..)

Before that, he served as a senior portfolio manager with State Street Global Advisors, where he was responsible for managing U.S. Large - Cap Core and Growth equity strategies.

When it was first coming to market, a Great Companies» portfolio manager acknowledged that XGC's price tag was higher than rival large - cap funds such as Vanguard and iShares.

On the other hand, in less efficient asset classes — such as small - cap, mid-cap or international equities — active portfolio managers may have a greater opportunity to outperform.

Eventually I found my calling as an analyst and portfolio manager in the long - only, small to mid cap value world.

A great way to start any portfolio is to first buy a total stock market or large cap index fund, as that will be a core component of almost any other asset allocation you grow into.

As Mr. MacDonald points out in his article, the portfolio has a large allocation to mid-caps (20 %) and small - caps (7.5 %).

In one interesting recent trade, a client used put options on iShares S&P / TSX Capped Energy Index ETF (XEG), presumably as downside protection on their energy stock portfolio.

The product portfolio includes pump dispensers, caps and valves for skin care products, as well as spray pumps.

Krandel — who currently works as a portfolio manager at the Juniper Investment Company — has key experience as an investment analyst and portfolio manager, with a focus on small - cap stocks in technology.

Author of Discovering Love Online: Love May Be Closer Than You Think, architect of indie publishing house Propeller Cap, LLC and former singles ministry director, Chuck brings a diverse career background and nearly four decades of experience as a journalist, editor, publisher and pastor to his written portfolio.

These days, we most frequently position the DRS as a core equity position — one with large cap characteristics, downside protection, and a significant weighting in a portfolio.

Asset allocation works hand in hand with risk aversion because if an investor is more risk averse and wants to preserve capital they may decide to purchase a collection of various blue chip large cap stocks in addition to bonds and certificates of deposit so if any one sector or instrument drops significantly the overall portfolio isn't as negatively affected.

The primary focus of my portfolio is in three categories supported by Vanguard funds (VFINX to track the S&P 500, NAESX to track small cap stocks, and VGTSX as a broad international fund).

The fund had major equivalent positions in the PowerShares DWA Industrials Momentum Portfolio (PRN), iShares MSCI Italy Capped ETF (EWI), and WisdomTree Europe Hedged Equity Fund (HEDJ), as well as the aforementioned DFE, UUP and DFJ.

Balanced funds are great because they don't require investors to figure out a host of complicated considerations, such as how much of your portfolio should be weighted in small cap versus international equity funds.

So long as you understand the trade - offs, adding small - cap stocks to your portfolio may be just fine.

Initially, we used eight characteristics to evaluate ETFs: expense ratio, average market cap, price - to - book, number of stocks, bid - ask spread, turnover, impact on overall portfolio expected returns and yield as reported by Morningstar X-Ray.

Consistently with the stock holdings of the analyzed portfolio, the reference portfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value Eportfolio, the reference portfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value Eportfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKcap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value EPortfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value EPortfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKCap Value ETF (JKF).

Q: I have two questions as they relate to my annual investment into a Vanguard Roth IRA I just started for my 22 - year - old daughter: 1) for the 2 - value fund portfolio, do you recommend 50 - 50 small cap to large cap or some other ratio?

We, however, added substantially to the portfolio's small - cap long positions during the quarter, more than doubling their weight as we are comfortable taking this risk, looking different, and are prepared to acknowledge when we are wrong.

The RealBeta ™ of the portfolio was slightly lower than one because Alpholio ™ uses a broad - based equity ETF, which includes mid - and small - cap stocks, as a proxy for the equity market.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.

The Fund managers seek to identify companies for the Small Cap Fund's portfolio that are expected to experience growth based on the identification of long - term, measurable secular trends, and which, as a result, the managers believe may have potential revenue growth in excess of the gross domestic product growth rate.

The alpha and beta of the portfolio were measured against the broad - based U.S. stock market ETF, and not just a large - cap index, such as the S&P 500 ®.

I'll continue to aim to get coverage of small - caps and micro-caps in my portfolio, but I won't give them extra weight as a Fama / French bet.

As expected, the reference portfolio predominantly consisted of large - cap, dividend - paying equity ETFs: the ProShares Large Cap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPcap, dividend - paying equity ETFs: the ProShares Large Cap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPCap Core Plus (CSM), WisdomTree Dividend ex-Financials Fund (DTN), Vanguard High Dividend Yield ETF (VYM), Vanguard Mega Cap Value ETF (MGV), and iShares International Developed Property ETF (WPCap Value ETF (MGV), and iShares International Developed Property ETF (WPS).

So when it comes to helping people with their finances, I see my role as being more like that of a General Manager for a hockey team — that is, to bring together the best people and to build the best portfolio management team possible, no matter if it's finding the best index fund, dividend fund or small cap fund manager out there for my clients.

That portfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERportfolio could include a great value style global mutual fund such as DFA Global Equity Portfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio F (MER 0.55 %), a great dividend mutual fund such as Purpose Core Dividend Fund (MER 0.55 %), a great global bond fund such as PIMCO Income Fund Class D (MER: 0.79 %), a great global small cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as Mawer Global Small Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 Cap Fund (MER: 1.81 %) or a great all - cap fund such as EdgePoint Global Portfolio Series F (MER 0.95 cap fund such as EdgePoint Global Portfolio Series F (MERPortfolio Series F (MER 0.95 %).

For example, your Canadian equity portfolio could be compared against the S&P TSX Composite as represented by iShares S&P / TSX 60 Index ETF (XIU: TSX), Horizon's S&P / TSX 60 ™ Index ETF (HXT: TSX), BMO's S&P / TSX Capped Composite Index ETF (ZCN: TSX) or Vanguard's FTSE Canada Index (TSX: VCE).

Although the 60/40 is often used as shorthand for a balanced portfolio, few investors have portfolios consisting of just large cap U.S. stocks and investment - grade bonds.

In talking with investors, they discuss it as a substitute for a large - cap value investment; so if your asset allocation plan is 20 % LCV, then you could profitably invest up to 20 % of your portfolio in Gargoyle.

Portfolio analysis which shows a breakdown of your holdings in terms of Equity, Debt, Cash; Large, Mid, Small cap; Top 10 Holdings, Sectors as also key information on your funds.

Yet I often hear criticism of market - cap weighting, presumably because modern portfolio theory (MPT) postulates a hypothetical market portfolio as efficient in the mean - variance sense.

Despite their volatility, these products should probably be in every investors» portfolio as they tend to move somewhat independently of large caps and can be a better «pure play» on the American economy.

Greenblatt, managing partner of Gotham Capital and author of The Little Book That Beats the Market, offers his own commentary throughout the pages, as do Christopher Davis, portfolio manager of the Davis Large Cap Value fund, and Seth Klarman, president of The Baupost Group and a well - respected value investor.

Buffalo Funds portfolio manager Elizabeth Jones, MD, CFA, was recently interviewed by The Wall Street Transcript, where she discusses how her background in health care as a practicing physician helps contribute to her investment philosophy and approach with the Buffalo Discovery Fund and Large Cap Fund.

We offer a carefully designed lineup of low - cost market - cap and Fundamental Index ETFs that can be used as part of a strong portfolio foundation.

As a result, the U.S. Large Cap Equity Portfolio may lose money and there may be a delay in recovering the loaned securities.

As a result, the U.S. Micro Cap Portfolio may lose money and there may be a delay in recovering the loaned securities.