Sentences with phrase «look over the portfolio»

I think that it is incumbent on every portfolio manager to look over his portfolio, and ask what companies that they own would not be able to survive if they were not able to raise capital for two years.

«EKSO Bionics Reverse Stock Split» is what greeted me this week when looking over my portfolio.

Look over the portfolio that aligns with your goal and risk tolerance.

As I was looking over my portfolio I realized that there is a large degree of inconsistency in the size of individual holdings.

You should look over your portfolio two to four times a year.

You could ask your potential employer for an meeting where you could look over your portfolio.

He wanted me to look over his portfolio to find out what he's doing wrong and what he can do to become more profitable.

Not exact matches

But instead of obsessing over the gap between the U.S. and Canadian price on the back of the new Annie Proulx novel, take a look at your stock portfolio.

«We can look at corporate balance sheets and have confidence of their cash flow over one, two, or three years,» says Warren Pierson, senior portfolio manager with Baird.

Looking at the portfolio, the company's Innovative Health segment, which sells newer, patent - protected drugs, contributed sales of $ 7.42 billion, representing growth of 5 % year over year.

Changes in the retail sector may also cause some HNWIs to do some shifting and reorganizing within their real estate portfolios over the next five years as they look to reduce exposure to some types of retail real estate, he adds.

Now take a look at the range in returns for the 60/40 portfolio over 10 year periods along with the largest annual losses:

It looks like you are right, but I'd contend a stock / bond portfolio risk is worth the extra percentage points you'd gain over 30 + years (there will be more volatility).

If you happened to look at your stock portfolio over the past few days, you might have gotten a jolt.

Crowe: You could certainly make that argument, but if you're looking from a growth pipeline perspective, you could even say that Spectra has more upside simply because their development portfolio has remained robust throughout the entire time, whereas Kinder Morgan over these past couple quarters has actually been trimming their backlog.

We'll rely on equities and property to keep us ahead of inflation over the long - term and look into more short - term conventional bond funds as our model portfolio's time horizon ticks down.2

«I'm excited to be working with Jeff again, over the ten - plus years we worked together at Austin Ventures, I saw firsthand the positive impact he made on some of the most successful companies in Austin startup history,» Tom Ball, co-founder and managing director of Next Coast Ventures, said in a news release «I'm really looking forward to more success stories working closely together with Jeff and the entrepreneurs in the NCV portfolio.»

«If the international majors were looking at taking out of their portfolio any assets over the next 25 years, those are the ones they will take out.»

As for what the above means for portfolios, investors may want to consider sticking with a few key themes: a preference for stocks over bonds, a healthy allocation to international equities given that U.S. stocks do look relatively expensive, and an opportunistic stance in fixed income.

These investments have evolved over time — initially all I... [Read More...] about A deeper look into my portfolio

Basically, they look at my portfolio: They see what I've created, they look at the trajectory and the progress over time, and they ask other people's opinions about it.

It does not seem to matter that the portfolio of policy proposals emanating from the establishment looks much like those that we have pursued over the past four decades.

Four years ago, just 429 people qualified in this manner, but now more than 80 training providers have assessors who can look over a trainee's evidence portfolio, observe their lessons and sign - off their qualification.

Now that we've gone over a simple example of how to calculate variance, let's look at portfolio variance.

Continuously declining long - term rates created two tailwinds for his portfolio: 1) It continuously reduced borrowing costs for highly leveraged companies; and 2) Drove up values of high yielding stocks (look at what utilities, MLPs and REITs have done over the same time period).

It is far better that you pick over your portfolios, and ask what risks they are subject to, than to look at standardized risk measurements that describe the past or present.

Answer from Romana King, senior editor and real estate specialist at MoneySense: Over half a decade ago, financial planners and trusted portfolio advisors started to look for stable, steady returns that could actually beat inflation.

When I looked at traditional index fund portfolios, there were periods when they broke — they had significant declines, or extended periods where they did not have real returns over inflation.»

Chinese declining growth is note new over the past few months, but it is time every day investor's look at ways to play it as part of their portfolio and protect against it.

The research looked into the performance of a multitude of American corporate pension plans and showed that investment policy — the strategic mix of stocks, bonds, and cash — explains over 90 % of a portfolio's variance (or risk).

To look at it another way, $ 1000 invested quarterly in an ING account would still be ahead of the portfolio over this period.

You have to do your homework and look at the underlying property portfolios for signs of over concentration in certain markets or deteriorating tenant quality.

«Over the course of the year, we established a variety of product and distribution partnerships with private banks, brokerage firms and wealth managers across the region — a strong indication that advisers and asset allocators are increasingly looking to ETFs as the most cost - efficient, flexible building blocks for their client portfolios, in a fee - based environment.

Price constructed a series of portfolios representing different levels of stock exposure and looked at how the various portfolios would have played out over the past 50 - 60 years.

For those looking for a real life example (I suspect I know the answer but I will defer to Charles to provide the numbers in next month's MFO), contrast the performance over time of the closed - end fund, Source Capital (SOR) run by one of the best value investment firms, First Pacific Advisors with the performance over time of the mutual funds run by the same firm, some with the same portfolio managers and strategy.

Assuming all other factors are equivalent, then, an investor looking to use his or her portfolio to supplement his or her income would likely prefer ABC's stock over that of XYZ, as it has double the dividend yield.

Looking out over the long - term, technology will always represent a rather small portion of my portfolio as it's just not an area I am an expert in.

Over time, different classes of assets will outperform others, so your portfolio can look very different than you originally intended it to look.

Managing an asset allocation requires looking at all accounts together as one portfolio, but having your allocation spread out over a lot of different accounts can complicate things when setting up the asset allocation or when rebalancing.

So they look at their overall portfolio, and they've had a good run in the stock market over the last 6, 7, 8, 9 years.

Finally, if you are looking for some big picture motivation check out these inspirational quotes over at Dividend Portfolio: Inspirational Quotes of the Month.

If you look at a portfolio of equal weight stocks, bonds and cash the total return over the last 10 years is 4.8 %.

For example, those with a reasonable tolerance for risk who are looking to grow their portfolio over the long - term may determine that investing in a property that has the potential to appreciate over time makes sense.

Fund investors: Ignore individual stocks If you want proof that investors should not be too concerned over any one individual name in an ordinary fund's portfolio, look no further than the stock that had everyone talking a year ago — Facebook hottest initial public offering since Google.

Now lets see what our various portfolio metrics look like comparing the «free shares» and «purchased shares» dividend reinvestment accounting methods over a 20 year time period, starting with the metrics that differ dramatically.

Though I'd looked at RSH a few times over the past year, I only became seriously interested a couple of months ago when I noted that Francis Chou has a significant position (3.6 % of his portfolio) which he had purchased in the 2nd quarter of 2011 and added to in the final quarter of last year at prices considerably higher than the then - current price.

It's easy to look at how one's portfolio has performed over the past year, compare it to a benchmark, and say, «Yeah, I beat my benchmark by...» you fill in the blank (a whopping big number, a slim figure or, Ouch, not at all).

It's already well over a fortnight into the new year... time to scramble & take a closer look at last year's portfolio performance!

Here we are, January's nearly over & a FY - 2014 performance review would look a bit silly in February... So let's bang this one out: So, how did the Wexboy Portfolio perform for FY - 2014?

Again, it looks like Questrade is all over this Reddit section with their newly released portfolio IQ figures in hand.