Sentences with phrase «actual investments held»

First, the active investment strategy is usually constructed using a computerized model with the historical returns of the actual investments held.

It's only necessary to maintain the monthly subscription if you care about using our investment models as the vehicle funding mechanism for your market timing strategies (in other words, you want to use our mutual fund / ETF / index fund picks as the actual investments held in your strategies).

Not exact matches

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).

This book explains what makes a good investment and gives you an actual list of quality investments that you can buy, hold, and become wealthy with.

It is those actual investments that will drive value, not the form in which they are held.

These are investments you're going to hold for decades and won't have to worry about a stock market crash so the actual investing part is surprisingly easy.

The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them.

• You can track investment returns that match what actual investors hold to a reasonable degree (as well as possible unless you want to spend ~ $ 5,000 annually on portfolio management software or pay up for this service).

This is the actual account that holds your investments.

Actual client investment holdings may vary.

Newmark Security (NWT: LN): A further (13) % loss, and we still remain in the dark here... While revenue held up last year, profits fell on investment in new market & product development, and since September we've had significantly lower revenues and actual P&L losses to look forward to as «the opportunity pipeline continues to grow but the conversion into sales has been slower than hoped».

It's absurd they keep increasing their holding in a possibly eventful / volatile unlisted stock, and don't actually disclose their actual strategy / rationale for this investment to TOT shareholders.

The actual downgrade to junk status usually drives more selling pressure, particularly from funds that are restricted to holding investment - grade debt exclusively.

So when investment portfolio benchmarks are set up properly, the only thing that usually changes is an index fund that represents its market and asset class, is substituted for an actual investment the manager held in the Real World.

Then everything in the model is held the same, except all of the actual investments are swapped out and replaced by the benchmark index, or index mutual fund or ETF, that best represents each asset class.

For buy - and - hold investors (like someone who is early retired and using investments for income), you should ignore all changes in market value and only count the actual income produced.

Actual Returns: Investment returns accounting for all past mutual funds held (which are not being used anymore and are not now in the models), quarterly rebalancings, and assumed average advisor fees and trading costs, are typically called «actual returns.&Actual Returns: Investment returns accounting for all past mutual funds held (which are not being used anymore and are not now in the models), quarterly rebalancings, and assumed average advisor fees and trading costs, are typically called «actual returns.&actual returns.»

The bottom line: It's the performance of the actual investment choices inside the retirement plan, how much one holds of each, the level at which the fees and expenses eat away at your profits, and how well and how often you rebalance, that will eventually determine how much your retirement paycheck will be.

The actual fund managers, fund family management, underlying investments held, management fee, and performance are usually the same regardless of the share class.

However, futures provide a safer option in that investments are not based on holding onto actual Bitcoin, with its characteristic price volatility and unpredictability.

If these were the actual numbers (no idea if they will be), our total investment (Purchase + Rehab + Holding Costs) would be about $ 195,000, and our $ 56,000 profit would represent a 28 % + ROI, which would be fantastic as far as I'm concerned.