Sentences with phrase «later as our portfolio»

Later as our portfolio grew we switched to a more passive / cheaper couch potato portfolio.

In 1997 Mr. Dorfman began to work for David Dreman of Dreman Value Management, first as an analyst and later as a portfolio manager.

Not exact matches

This is why many financial advisors recommend people take steps, such as diversifying their portfolios and getting out of the stock market, to limit their risk late in the game.

So when some 15 years later — as a portfolio manager at one of the most influential activist hedge funds — Cohn launched a hostile bid to acquire Novell, he mentioned the accolade in his letter to the board.

JLL abstracted the lease data and documents for the company's entire real estate portfolio into its Portfolio system, as well as tracked / obtained missing lease documents and established a protocol to send and receive the latestportfolio into its Portfolio system, as well as tracked / obtained missing lease documents and established a protocol to send and receive the latestPortfolio system, as well as tracked / obtained missing lease documents and established a protocol to send and receive the latest updates.

The 60/40 portfolio — the industry's benchmark portfolio for many — has been a topic of discussion as of late because of these concerns.

As the chart above illustrates, the model trading portfolio of our trading newsletter was carrying exposure of 140 % going into late March of 2012 (200 % maximum exposure is based on typical 2 to 1 brokerage margin account).

Late to the thread, but we have started using high - dividend etfs as about 10 - 20 % of a portfolio that is short term (6 - 12m) and used as a holding spot for funds to buy RE.

BlackRock expects to make LifePath publicly available on its site later this year and eventually allow its spending projections to factor in Social Security as well as other portfolio mixes.

Our fiscal year underperformance relative to the S&P 500 can be explained by weak results in two of our portfolio holdings from late July through late August, when our portfolio underperformed by 4.47 % as both L Brands and NOW, Inc declined materially (discussed in more detail below).

A year later the FOMC was still committed to having the Fed dispose of its agency securities rapidly, so as «to minimize the extent to which the Federal Reserve portfolio might affect the allocation of credit across sectors of the economy.»

Institutional investors view a Fed rate rise as the biggest threat to their investment portfolios, according to the findings of the latest Risk Rotation Index by NN Investment Partners, conducted in October, in the midst of an unprecedentedly intense presidential race.

The new token economy offers innovative entrepreneurs the opportunity to create game - changing models and disrupt multi-billion-dollar industries such as social media as is the case of Coinsilium's latest addition to its portfolio of investments, Singapore - based Indorse: a decentralised social network for professionals.

In one of my latest blogposts, I wrote about the importance of putting rock solid defensive companies such as consumer staples at the core of the investment portfolio in order to build an ever growing passive income machine as a dividend growth investor.

While at Fidelity he served as a research analyst covering technology, retail, and healthcare and later served as a sector leader and portfolio manager covering healthcare.

Having 10 - 20 equally sized holdings now (in my late twenties) and scaling down as I gain confidence is a better path than starting with an extremely concentrated portfolio now and blowing up while I gain valuable experience.

He later worked as portfolio manager for traditional and long / short funds in Madrid, Zürich, London and Edinburgh, with Credit Suisse, RAB Capital, Allianz Global Investors and Standard Life Investments.

As the chart above explains, our model trading portfolio was carrying exposure of 140 % going into late March (200 % maximum exposure is based on typical 2 to 1 brokerage margin account).

Part two: Poor returns later: In most scenarios the portfolio swelled so much in the golden years that it's still able to sustain your life style as your clock runs down, even if (/ when) the market eventually turns lower.

There are some non-financial issues with being in equities in late retirement — although there's a case to be made that staying on top of this helps retain intellectual facilities a bit if we look at Warren Buffet and his dreadful diet, looking at the state some people get into as they get older I'm not sure they should be licensed to drive an equity portfolio unless they can sit on their hands and let that nice Mr Vanguard sort out the rebalancing shenanigans...

In the latest portfolio breakdown, we get a glimpse as to Third Point's exposure levels as well.

Then, as the portfolio begins to shrink in the later retirement years, the longevity annuity would kick in to provide a new stream of monthly payouts.

Simple Mills Soft - Baked Cookies are the latest addition to a clean - label portfolio that also includes crunchy cookies (the # 2 best - selling in the natural channel) as well as the # 1 bestselling natural baking mixes and natural crackers.

Trade fair visitors to Anuga FoodTec will be greeted with a comprehensive, diverse and state - of - the - art product portfolio, as well as the presentation of our latest innovations.»

As the latest better - for - you snack offering within the Snack Factory portfolio, Organic Original Pretzel Crisps are also Non-GMO Project verified and will be available for a limited time nationwide.

NEW YORK, NY (October 13, 2015)-- Cape Classics announces its first foray into the Languedoc region with the addition of two new brands to its French portfolio: Mas Janeil and Domaine de La Réserve d' O. Crafted by producers François Lurton and Marie Chauffray respectively, the latest partnerships are with two of the region's most prominent vintners; Lurton is the fifth generation of his family to be in the wine business in Bordeaux, with roots dating back to 1897 and Chauffray is a leader in biodynamic winemaking processes, serving as president of the Languedoc appellation.

Arthur Wellesley - 1st Duke of Wellington1841 - 1846Renowned for his post as Commander of the Allied Army and for defeating Napoleon at the Battle of Waterloo, Wellington was Prime Minister of Great Britain twice and later served simultaneously as Minister without Portfolio and Leader of the House of Lords in Robert Peel's second cabinet.

The eight MPs in the House of Commons will have to go back to taking multiple portfolios, «acting» as the late Liberal leader Jo Grimond put it «like an overworked and rather ragged repertory company».

Table 1: Selection, Design & Construction of HSV - based Oncolytic Viruses Table 2: Selection, Design & Construction of Adenovirus - based Oncolytic Viruses Table 3: Selection, Design & Construction of Vaccinia Virus - based Oncolytic Viruses Table 4: Selection, Design & Construction of Vesicular Stomatitis Virus - based Oncolytic Viruses Table 5: Selection, Design & Construction of Newcastle Disease Virus - based Oncolytic Viruses Table 6: Selection, Design & Construction of Various Virus - based Oncolytic Viruses Table 7: Current Company - Sponsored Clinical Trials of T - Vec Table 8: Clinical Trials of ColoAd1 Table 9: Clinical Trials with JX - 594 Table 10: Clinical Trials with GL - ONC1 Table 11: Clinical Trials of CAVATAK (CVA21) Table 12: Clinical Trials with MV - NIS Table 13: Overview of Oncolytic Viruses by Development Phase & Virus Family Table 14: Profile of Approved and Marketed Oncolytic Viruses Table 15: Pivotal Study Design of Oncolytic Viruses in Late Stage Development Based on Previous Clinical Results Table 16: Approved Indications of Immune Checkpoint Inhibitors Table 17: Active Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 18: Planned Clinical Studies of Oncolytic Viruses in Combination with Immune Checkpoint Inhibitors (ICI) Table 19: Active or Planned Clinical Studies of Oncolytic Viruses in Combination with Other Anti-Cancer Therapeutics Table 20: Pattern of Transgenes in Oncolytic Viruses in Relation to Development Phase Tables 21a and 21b: Indications and Frquency and Way of Administration of Oncolytic Viruses in Active and / or Positive Completed Clinical Studies Table 22: Small and Medium Pharma & Biotech as Partner for Regional Co-Development of Oncolytic Viruses Table 23: Immuno - Oncology Portfolio of Major Pharma & Biotech with Interest in Oncolytic Viruses Table 24: Interests of Major Pharma & Biotech in Oncolytic Viruses Table 25: First Generation Oncology Virus Companies and their Sources of Technology Table 26: Second Generation Oncology Virus Companies and their Sources of Technology Table 27: Third Generation Oncology Virus Companies and their Sources of Technology Table 28: Fourth Generation Oncology Virus Companies and their Sources of Technology Table 29: Grants, Credits & Donations Table 30: Financing by Venture Capital, Private Equity and Other Private Placements Table 31: Collaboration & Licensing Agreements Table 32: Companies Listed on Stock Exchange & Offerings Table 33: Mergers & Acquisitions

Furthermore, later - stage DSTs (such as those focusing on regulation) or higher level strategic tools (such as those focusing on portfolio management) might be readily applied to both autologous and allogeneic cell therapies.

TCG's investment strategy runs counter to the prevailing trend in life sciences venture capital toward assembling diversified portfolios of later stage, single product - orientated companies across multiple industry sectors, with proximity to value inflection points and the early identification of a Pharma «buyer» as key investment considerations.

We imagine, during their apprenticeship, they will build a portfolio that documents their growth and performance as new teachers and sets them on a course for advancement in the profession, including later applying to become a National Board Certified Teacher.

A six - panel folder The six - sided portfolio, in file - folder format, provided as a handy tool for quick reference during lesson planning, as well as a convenient location to store student work samples for later evaluation.

Depending on your charter portfolio, your state charter law, and your charter term length, your ESSA transition may not be fully behind you until as late as the 2022 - 23 school year.

These instructional reforms later morphed into management reforms and a «portfolio» approach that focused on school performance management and new school development when Bennet's COO Tom Boasberg took over as Superintendent in 2009.

We propose that those of us who teach untested subjects pilot a mix of assessment - based rubrics and portfolios, which could later be adopted by teachers of tested subjects as well.

The latest - generation navigation system features a full speech recognition function and optimized voice control system to complete the portfolio of office functions offered by BMW ConnectedDrive as BMW.

This V8 — codenamed Tau — boasts all the bells and whistles — double overhead cams, four valves feeding each and every piston, variable valve timing on both intake and exhaust camshafts and, as the latest party trick in Hyundai's technological portfolio, direct gas injection.

A year later, Mercedes - Benz expanded the product portfolio with the G 63 AMG 6x6: a three - axle off - road vehicle that combined the «best of three worlds», featuring as it did all the developments of the new G - Class generation, the robustness of heavy off - highway vehicles and the superior engine technology of Mercedes - AMG.

The 2018 Accord Hybrid will begin arriving in dealerships starting March 23 as the latest addition to Honda's growing portfolio...

Mar 16, 2018 — The 2018 Accord Hybrid will begin arriving in dealerships starting March 23 as the latest addition to Honda's growing portfolio of electrified vehicles.

BlackBerry loving, code division multiple access junkies rejoice, as today, RIM announced the latest addition to its CDMA BlackBerry portfolio: the BlackBerry Bold 9650.

«The latest addition to our BlackBerry 10 portfolio was built specifically for entrepreneurs and professionals who see their smartphone as a powerful and durable productivity tool, which also safeguards sensitive communications at all times.

Sony Ericsson's image has been given a lift with the Aspen smartphone — which they're billing as the «latest addition to Sony Ericsson's Greenheart portfolio.»

With these latest additions to our tablet portfolio, we've introduced devices that speaks directly to each consumer's habits, whether it's enjoying music, reading e-books or watching videos on the go,» said Shao Tao, vice president Lenovo and head of Mobile BU, «Our Android family of tablets will appeal to users around the world as we've built our products to be highly flexible to serve multiple needs and budgets.»

Our latest analysis leads us to believe that many investors are applying a spring cleaning approach to their portfolios as well, rebalancing as the first quarter ended.

As an aside, Grantham also notes that no stock market crash has occurred until after average investors have been dragged into the party's frenzied last hours, too late to make much money but just in time to have their portfolios gutted (again).

I have a large amount of my investment portfolio in stocks and am down as of late but through the life of my investments, I'm up MUCH more than what I would be by keeping it in a savings account.

It's one thing to say that, faced with something like the near 60 % decline in stock prices like we saw from late 2007 to early 2009 or a 10 - year span like 1999 through 2008 when stocks lost an annualized 1.4 %, you'll just draw from the bonds in your portfolio and remain confident that the market will eventually recover as it has in the past and everything will work out fine.

Dividends are received into the portfolio and reinvested, as I will explain later.