Sentences with phrase «about your investment portfolio»

A fee - based adviser is generally not someone that you can pay to get advice about your investment portfolio.

Many first - time investors are not a natural fit as landlords and it requires thinking about your investment portfolio as a business — and running it as such.

Not exact matches

Ask Aubrey Hearn, vice president and senior portfolio manager for Sentry Investments, about his investing philosophy and the first thing he'll tell you is that he's a big fan of Warren Buffett.

The firm's mortgage investment corporation has about 2,400 such loans in its portfolio, with an average size of $ 85,000, and says it maintained a $ 4.3 - million loan loss provision on a $ 214 - million portfolio last year.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

Different schools of thought exist about how to craft an investment portfolio.

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

While most people think about portfolio diversification in terms of high - risk and low - risk investments, it also has to do with liquidity.

Private - equity acquisitions of retailers have become increasingly rare, as the investment firms worry about increasing headwinds facing the industry and their portfolio companies struggle with the debt burden left behind from leveraged buyouts.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

Based on an initial questionnaire about your investment needs, financial background, and risk tolerance, they allocate your money among asset classes (e.g. stocks, bonds, real estate), then use algorithms to monitor and periodically rebalance your portfolio.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

Investors are suing Caine and Anish Parvataneni, a portfolio manager at LJM who previously worked for well - known fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure about the risks of LJM's investment approach.

Get him on the phone and Mawer Investments» director of research and portfolio manager Vijay Viswanathan will talk your ear off about how boring he is.

«People are feeling good about next year, but they don't have a sense of where the world is going in three years,» says Ed Devlin, executive vice-president and head of Canadian portfolio management with Pacific Investment Management.

Seven figure investment portfolio holding only 4 cheap efts with good global diversification and total cost about 0.12 % / yr.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

While the robo - advisor retains full responsibility for managing the investments and matching the client to the appropriate portfolio, the financial planner might fill the role of trusted human advisor who can prepare an in - depth financial plan but also counsel clients about all aspects of their finances.

By having a thorough understanding of your risk appetite, the purpose of each investment in your portfolio and the implementation plan of your strategy, it allows you to feel much more confident about your investment plan and be less likely to make common behavioral mistakes.

As always, I urge investors to think hard about what role they want bonds to play in their portfolio — be it to mitigate stock volatility, diversify a portfolio or offer steady income potential — and make sure that their investment matches that goal.

The great thing about Wealthfront's investment portfolios is that you can can manually change your risk tolerance number to see how the model portfolio changes.

To get familiar with U.S. Treasury bonds so you can make an informed decision on whether to include them in your investment strategies, read on to learn what they're all about — and how to use bonds to diversify your portfolio.

Wealthy Americans are pumped about Trump and are planning major changes to their investment portfolios: CNBC Millionaire Survey.

We've spent time learning about various investment strategies for retirement based on Modern Portfolio Theory.

She literally discussed and answered questions about all of the investing topics I have recently been thinking about — including weighing the pros and cons of placing all of your bond investments into tax - deferred accounts, why Vanguard decided to recently increase their recommended stock allocation to include 40 % international stocks, and how more investors using REITs (real estate investment trust funds) to balanced their portfolios and mitigate risk.

Mohamed El - Erian, the CEO and co-chief investment officer of Pimco, talks to NBR about Syria, the U.S. economy, the markets and how investors should position their portfolios.

Clients also have more fund managers to choose from in general, and so can be more discerning about qualities they like in a manager, said Mary Jane McQuillen, a portfolio manager for Legg Mason Inc's ClearBridge Investments unit.

What about substantial wealth excluding houses, cars, furniture, jewelry... actual investment portfolios stuffed with cash, stocks, bonds, mutual funds, real estate investment trusts, master limited partnerships, tax - lien certificates, or any of the other numerous securities one can own to compound capital?

Investors are suing Caine and Anish Parvataneni, a portfolio manager at LJM who previously worked for fund investor Ken Griffin's Citadel, over what they said was inadequate disclosure about the risks of LJM's investment approach.

The Morningstar Ownership Zone ™ provides detail about a portfolio's equity investment style by showing the range of stock sizes and styles.

Are you thinking about adding stocks to your investment portfolio but aren't sure where to start?

Before we talk about why portfolio rebalancing can be bad, it is important to understand the concept and why most investment managers are in favor of the strategy.

For more information about Aquiline, its investment professionals, and its portfolio companies, please visit: www.aquiline.com.

These portfolios do not encompass all of my investments, just those that are fun to talk about.

(2) Since you have alternative investments in your portfolio, what about alternative investment managers like Blackstone BX.

During those times, we believe it's important to remember that investing isn't purely about returns; it's also important to maintain a portfolio with the appropriate risk level for one's long - term investment goals — not putting too many eggs in one basket, so to speak.

If you have a diversified portfolio that makes sense for your investment goals, time horizon, and financial circumstances, you can probably ignore the short - term concerns about a rate rise and stick with your plan.

Meanwhile, Swiss Re has spent the past several months in discussions with SoftBank about a possible multi-billion dollar investment with the promise of strategic partnerships with SoftBank's growing investment portfolio.

Have you been diligent about saving for your future by building a strong investment portfolio?

But the equation works fine if you build a great portfolio of investments (I'm not just talking about stocks).

In our view, the current market environment begs for investors to honestly assess their tolerance for loss, to align the duration of their investment portfolio with the horizon over which they expect to spend their assets; to consider their tolerance for missing returns should even this obscenely overvalued market continue to advance for a while; to understand historical precedents; to consider whether they care about such precedents; and to decide the extent to which they truly believe this time is different.

The nice thing about Synovus is that its diversified commercial loan portfolio will help insulate against risk, as commercial loans are often more profitable and safe investments for banks.

Learn about various ways that you can adjust a fixed income investment portfolio to mitigate the potential negative effect of rising interest rates.

The intelligent investor wants to know everything about a potential investment before sinking funds into it, and many portfolio managers today are finding a willing information partner in the big data available through today's technology breakthroughs.

Like most investors, the stock market crash in 2008 hit my portfolio hard with a loss of about 23 % in my stock investments.

Tom Vandeventer, portfolio manager of the Tocqueville Opportunity Fund (TOPPX), answers questions about the Fund's investment strategy and process.

I'm sure you've heard a lot of talk about using a balance of stocks and bonds in an investment portfolio.

James Hunt, portfolio manager of the Tocqueville International Value Fund (TIVFX), answers questions about the state of the Chinese market and the Fund's investment strategy.