Sentences with phrase «account portfolio size»

Not exact matches

A more plausible stop might be five points or 10, in which case, depending on what percentage of your total portfolio you want to risk, you would need an account size between $ 15,000 and $ 50,000.

Reg brokerage costs, there are low cost providers like Sharebuilder, Tradeking and Zecco which are close to $ 5; once your portfolio size reaches $ 25 - 50K, you can open Merrill Lynch where you get free trades depending upon account size.

A profit or loss depends on the diversification of the portfolio, the amount of capital invested in the security and the size of the account.

The reason I don't do it in my taxable accounts yet (Empire portfolio) is simply because the account size is too small.

a Basic Jemstep Account is always free no matter the size of your portfolio.

Most portfolio managers require a minimum account size of at least $ 500,000, and many stipulate $ 1 million or more before they will take you on.

Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Strategic Asset Management are suitable.

Depending on your account, there are several different allocation sizes including: 25K, 50K, 100K, or $ 1 Million Portfolios.

For perspective on the size of this position, Apple Inc. accounts for more than 22 % of Berkshire's entire common stock portfolio.

Reg brokerage costs, there are low cost providers like Sharebuilder, Tradeking and Zecco which are close to $ 5; once your portfolio size reaches $ 25 - 50K, you can open Merrill Lynch where you get free trades depending upon account size.

Equal Weighted Investment Yield assumes a buy at 1/10 portfolio size for each stock that triggers and accounts for stop loss triggers in the trade plan presented to subscribers (i.e. your performance would be better).

Any investor who has a need for a portfolio of a certain size within ten years or so needs to take the uncertainty of the return on stocks into account.

Due to the size of our portfolio vs the amount we invest each month, the market will have a much stronger effect on our net worth than any new money we invest (or money we pull out of the account).

These are the common way to compare the portfolio's performance to other portfolios over the same periods but don't take into account the size of the portfolio at various times or the impact of cashflows.

If you want to account for foreign conversion fees, you'll need to solve for the following equation (assume size of portfolio for choosing ETFs is x and foreign exchange fees are amortized over y years):

Katchen said there are only a handful of Islamic - compliant portfolio options available in Canada, some of which he said have «egregiously expensive» management expense ratio fees upward of more than 2.8 per cent as well as high account size minimums.

So if you like our Model Portfolios or Asset Allocation Software, and want your money invested like that, then we'll do that for 1 % annual fee with $ 100,000 minimum account sizes.

All aggregated orders are subject to CSIM's aggregation and allocation policy and procedures, which provide, among other things, that (i) the portfolio manager will not aggregate orders unless she believes such aggregation is consistent with her duty to seek best execution; (ii) no account will be favored over any other account; (iii) each account that participates in an aggregated order will participate at the average security price with all transaction costs shared on a pro-rata basis; and (iv) if the aggregated order can not be executed in full, the partial execution is allocated pro-rata among the participating accounts in accordance with the size of each account's order.

We met once in September for an hour (where I pointed out that his fee was supposed to be 1 % not 1.25 % based on my portfolio size) and I emailed him a couple questions over the year — did he spend 58 other hours on my account?