Sentences with phrase «value portfolios typically»

As a result, Income Value portfolios typically exhibit above average current income and low PE ratios.

Not exact matches

Asset managers and hedge funds typically determine their research budgets through a process called broker votes in which portfolio managers rate the value of equity research analysts.

The NAV is based on the value of all the securities in the portfolio and typically fluctuates daily.

The resulting portfolio typically has a strong value tilt, unsurprising given its fundamental methodology.

Permanent life insurance policies with a cash value component typically only make sense if you need lifelong coverage and have a large investment portfolio that you want to diversify.

They are also perfect for someone with less than perfect credit, because the brokerage firm typically is only evaluating the amount of money you can borrow based on the value and mix of your portfolio, although bankruptcies can be a roadblock.

The Best Ideas Newsletter portfolio seeks to find stocks that have good value and good momentum characteristics and typically targets capital appreciation potential over a longer - term horizon.

The simulated Best Ideas Newsletter portfolio seeks to find stocks that have both good value and good momentum characteristics and typically includes in the simulated portfolio each idea from a Valuentum Buying Index rating of a 9 or 10 (consider buying) to a rating of a 1 or 2 (consider selling).

The Fund will typically aim to hold equal values of Long and Short positions across two portfolios.

If a portfolio company goes bad, there is typically barely any salvage value.

Thus, the mindset of a person buying alternative investments is typically this: If my stock portfolio takes a hit, at least I have these other investments — which hopefully will hold their value or not fall as much — to hold me over.

Your fee - based adviser has to earn a living somehow, so you typically agree to pay him either an hourly fee or a percentage of your portfolio's value in exchange for his advice.

* We typically provide stable value management on a discretionary basis, but can also be retained in a consulting capacity to provide pertinent information on all aspects of a stable value portfolio.

While the two main reasons that investors typically consider converting to a Roth IRA are to achieve a greater ending portfolio value or to capture estate planning benefits, there are a few additional potential benefits as well.

My initial investment in a security typically will not exceed 5 % of the total portfolio's value, though the allocation may rise above that threshold due to price movements over time.

On whole, that seems like a big honkin» shift if you were serious about value in the first place but they weren't: the fund's portfolio — which typically has a turnover over 200 % a year — shifted from core to value to core to value to growth over five consecutive years.

Combining value and momentum in order to exploit their typically negative correlation in stock holdings and alpha can improve a portfolio's Sharpe ratio over those of either strategy alone.

The investment manager for the stable value fund invests in a portfolio of intermediate term bonds with an average duration of approximately three to four years that will provide a significantly higher interest rate, or yield, than for example the short - term (average 60 days or less) securities typically held by a money market fund.

Existing ETFs have transparent portfolios, so institutional investors will know exactly what portfolio assets they must assemble if they wish to purchase a creation unit, and the exchange disseminates the updated net asset value of the shares throughout the trading day, typically at 15 - second intervals.

Baird Equity Asset Management's Small / Mid Cap Value portfolio invests in small - to medium - cap U.S. companies and seeks to provide superior risk - adjusted returns and consistently outperform the benchmark Russell 2500 Value Index over a full market cycle (typically 3 — 5 years).