Sentences with phrase «value portfolio consists»
The Value portfolio consists of 80 % Large Capitalization Value Stocks and 20 % T - Bills, rebalanced annually.
http://www.early-retirement-planning-insights.com/ Not exact matches
The portfolio consists primarily of seed and early - stage investments, with some later stage value investments.
Partners Value Split Corp. (formerly «BAM Split Corp.») commenced operations in September 2001 and currently owns a portfolio consisting of 79.7 million Class A Limited Voting shares of Brookfield Asset Management Inc. (the «Brookfield Shares») which generate cash flow through dividend payments that fund quarterly fixed cumulative preferential dividends for the holders of the company's Preferred shares, and provide the holders of the company's Capital shares the opportunity to participate in any capital appreciation in the Brookfield Shares.
Kite's portfolio consists primarily of need - based and value oriented retailers.
The company's product portfolio consists of charge and credit card products; expense management products and services; consumer and business travel services; stored value products, including travelers checks and other prepaid products; network services; merchant acquisition and processing, and servicing and settlement, as well as point - of - sale, marketing, and information products and services for merchants; and fee services comprising market and trend analyses and related consulting services, fraud prevention services, and the design of customer loyalty and rewards programs.
Prior, Peter worked in real estate acquisitions for Wexford Capital, a $ 4 billion private equity and hedge fund, whose portfolio consisted of over $ 1 billion in property value during Peter's tenure.
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 (WPS).
Graham stressed the need for a broadly diversified portfolio: a minimum of 15 holdings for the enterprising investor, but preferably a larger group consisting of about 30 of the best prospects selling at significant discounts from their intrinsic value.
The Fund seeks total return by investing in a portfolio consisting primarily of large - cap stocks that management believes are reasonably priced, and have the potential to provide dividend income and grow in value over time.
The Hennessy Equity and Income Fund's portfolio consists of 60 % large - cap, value - oriented stocks and 40 % high - quality fixed - income securities.
The value factor consists of a long value portfolio and a short growth portfolio.
Today, my stock portfolio consists of over 30 positions and has a market value of almost USD 140» 000.
Today, my stock portfolio consists of more than 30 positions and has a market value of well over USD 150» 000.
If your portfolio consists of a 50 - 50 mix of stocks and bonds, its value would drop about 15 %.
Sure, we can debate valuations, but shouldn't lose sight of the big picture — as per the latest results, the portfolio now consists of $ 132 million in death benefits vs. a current carrying value of $ 45 million.
[2] The S&P China A-Share Quality 200 Portfolio is a hypothetical portfolio that consists of 200 high - quality stocks before the value screening, with eligible criteria, weighting method, and rebalancing schedule following the S&P China A-Share Quality Value Index metPortfolio is a hypothetical portfolio that consists of 200 high - quality stocks before the value screening, with eligible criteria, weighting method, and rebalancing schedule following the S&P China A-Share Quality Value Index metportfolio that consists of 200 high - quality stocks before the value screening, with eligible criteria, weighting method, and rebalancing schedule following the S&P China A-Share Quality Value Index methodovalue screening, with eligible criteria, weighting method, and rebalancing schedule following the S&P China A-Share Quality Value Index methodoValue Index methodology.
Many index funds that tilt toward value factors have portfolios that consist of hundreds of names.
The HSWR50CT stock portfolio consists of 25 % Large Capitalization Growth stocks, 25 % Large Capitalization Value stocks, 25 % Small Capitalization Growth stocks and 25 % Small Capitalization Value stocks.
The HSWR50VT and HSWR50VTn stock portfolios consist of 50 % Large Capitalization Value stocks and 50 % Small Capitalization Value stocks.
The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).
An S&P 500 company with an enterprise value of $ 17.1 billion, the company's broadly diversified portfolio consists of nearly 900 properties nationwide.
What the buyers describe as a «diversified, value - add portfolio» includes properties in 12 states and consists of 13 industrial facilities, eight office buildings and three retail assets.