Sentences with phrase «added to my portfolio since»

A book that had that much impact on me, and the author mentions one of the exact stocks I'd added to my portfolio since changing it over to a Deep Value portfolio.

Not exact matches

Since then, Bacardi has added more beverages to the company's portfolio, including Dewar's Scotch whisky, Grey Goose vodka, and most recently St - Germain liqueur in 2013.

Matthew Strauss, vice-president of portfolio management with Toronto's Signature Global Advisors, adds that, since the recession, the focus has changed from buying export - focused companies to businesses that sell to the domestic consumer.

Since I believe this rotation could continue into the middle of 2018, it makes sense to diversify your portfolio and add some of the small - caps, financials and value plays that may be among the next market leaders.

Three companies known for socially conscious or religiously - themed investment strategies have created emerging markets funds in the past two years, adding to a Dimensional Fund Advisors» ethical emerging markets portfolio that's been available since 2006.

Ah — HRL — its been a few months since I've considered adding them to my portfolio.

It's been about three weeks since my last purchase was made and sticking to my rules of consistent monthly buying I felt it was time, once again, to pull the trigger and add to my long term dividend growth portfolio.

BNS is probably at the top of mine right now despite the fact that I really haven't wanted to add to financials since this is becoming overweight within my portfolio.

And since we believe that, we quickly get to the point that any benefit from reducing risk by adding more stocks to our portfolio is outweighed by the return lost from diluting our best ideas.

This means, rather than having to sell our HII shares if they closed above the strike price, with put options, we would have to buy HII shares if they closed below the strike price — which would be a good thing since we could add HII back to our portfolio at a much lower price.

The lieutenant governor, who has criss - crossed the state since joining with Gov. Andrew Cuomo in 2014, has added another level to her portfolio: pitching New York to foreign companies.

Since late 2014, the ETF failed to add value over its reference portfolio that had a slightly lower volatility.

Since the market is still saturated with foreclosures, there's never been a better time for new investors to add one of these steady and dependable sources of income to their portfolio.

But this time, since it wasn't a lot of money, I thought I might try investing on my own rather than add it to my advised portfolio.

No new money has been added to or removed from the portfolio since it was created.

Personal Capital gives you a projected mean withdrawal and a custom withdrawal based on your needs and projects how much you can expect to die with 50 % of the time and the worst 10 % of the time I prefer the portfolio visualizer monte carlo simulator since it will allow you to add SORR but I'm very glad personal capital includes monte carlo

Since long - term qualified dividends are taxed at a much lower rate (at most 15 %) than short - term capital gains and interest, it makes sense to add them to our portfolio, even outside the tax deferred accounts.

Now that these bonds have fared so much better than stocks this past decade, we'd expect to have lower allocations to bonds than we had on average since we started these portfolios in early 2002, but we'll still use bond funds to reduce total risk of a crash, and as a parking place to have something to add to stocks when stocks tank again, as they eventually will.

But they might be appropriate for conservative portfolios with a high allocation to fixed income: exposure to the US and international bond markets would add some diversification, since interest rates in various countries do not move in lockstep.

If you want to add U.S. dividend stocks directly to your portfolio, ETFs may be a better bet than active mutual funds, since it can be hard to find active mutual funds with an edge in such a big and efficient market.

Another $ 1,000 was added to the portfolio every quarter since then for a total investment of $ 24,000 so far.

The stock has surged more than 4,000 % since the maker of Invisalign was added to the portfolio in 2005, and has climbed into large - cap territory.

Investors who add real estate to their investment portfolios further reduce their exposure to risk since SFR returns are highly uncorrelated to the stock market, according to Roofstock's new data.

I bought my first ETF, PowerShares Golden Dragon USX China (PGJ), in December 2004 and since then, I have gradually added a few more exchange - traded funds to my investment portfolio, such as PGJ, PHO, and VBR.

I wanted to add some REIT to my portfolio since I don't have any REITs.

Emerging Markets Allocation Vanguard has the lowest fees for international and there doesn't seem to be much else I can do to add a value / small cap tilt, especially since the allocation is such a small part of the portfolio.

My position in ARGO.L is on the small side though since it hard to buy due to the limited liquidity, so I do have some room to add IAM.TO to the portfolio as well.

Another dividend growth favorite, I was happy to add a monthly paying dividend stock to my portfolio since I sold my ARCP.

Besides my small monthly buys in Loyal3 it has been just over a month since I added TROW to this portfolio.

Long time readers will recall that the Sleepy Mini Portfolio started out with an initial investment of $ 1,000 in August 2007 and $ 1,000 was added to the portfolio every quarter evPortfolio started out with an initial investment of $ 1,000 in August 2007 and $ 1,000 was added to the portfolio every quarter evportfolio every quarter ever since.

Interesting thing about REITs is that I bought some in the 08 - 09 crash and did not have to buy any since then even though I've been adding regular savings to the overall portfolio.

Since, the entire idea behind the Sleepy Mini Portfolio is to follow a mechanical investment strategy of committing savings to the portfolio regularly, we will add another $ 1,000 to the portfolio and rebalance it to the original target allocation — 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % international stocks — using this rebalancing sprPortfolio is to follow a mechanical investment strategy of committing savings to the portfolio regularly, we will add another $ 1,000 to the portfolio and rebalance it to the original target allocation — 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % international stocks — using this rebalancing sprportfolio regularly, we will add another $ 1,000 to the portfolio and rebalance it to the original target allocation — 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % international stocks — using this rebalancing sprportfolio and rebalance it to the original target allocation — 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % international stocks — using this rebalancing spreadsheet.

So today I made my first purchase since January when I added Ford Motor Company (F) to my portfolio as I acquired 24 shares at 12.50 each for a total of $ 308.83.

i've noticed this since i started reading your blog... you add something to the portfolio but you don't have a personal holding in it.

• Distinctive Brand Portfolio — To add to the iconic brands — Best Western ®, Best Western Plus ®, and Best Western Premier ® — the company has launched eight new global brands since 201To add to the iconic brands — Best Western ®, Best Western Plus ®, and Best Western Premier ® — the company has launched eight new global brands since 201to the iconic brands — Best Western ®, Best Western Plus ®, and Best Western Premier ® — the company has launched eight new global brands since 2015.

We like the card and would want to keep it but I guess we would have to add one of these to our portfolio since we don't have either.

In 2010 — during a visit to Australia — she succeeded in adding the famous Australian artist, Ken Done, with his joyful and colourful work to the gallery portfolio and she also represents in England since 2011 the iconic German artist Elvira Bach.

Already active in onshore wind and photovoltaic renewable generation, E.ON has added energy storage to its portfolio and has developed and constructed more than 3,600 megawatts of renewable capacity in the United States since 2007.

Achieving a 1.7 percent reduction in energy intensity across their portfolio, adding to a total 11.3 percent portfolio - wide reduction in energy intensity since 2010.

That's why I added to my term portfolio last month, taking the advice I've been screaming at the top of my lungs since the first of the year.

Coinone was founded in 2014 as a Bitcoin - only exchange but has since added eight other cryptocurrencies to its portfolio.

Since then Amazon has rapidly added to its hardware portfolio, and what's clear is that the company is trying to make sure that its hardware and services are at every fundamental touch - point in the home; the new Echo Spot is going to replace your alarm clock, for example.

However, there is also another added gold star for your career in maintaining a portfolio — you are better able to talk about your accomplishments, more prepared for updating your resume since the information is at hand, and ready to position yourself for your next promotion or annual evaluation!

And don't expect the appetites of institutions for office product to wane this year, adds Nordby, since many have experienced a rise in the value of their stock portfolios recently and are currently under - weighted in real estate.