Sentences with phrase «added to the portfolio in»

Some new stocks have already been added to the portfolio in recent months.

TD Ameritrade was added to the portfolio in 2012 and performed extremely well.

My first inclination was to buy more of Southern (SO), a utility that I added to the portfolio in May.

So I moved to my next choice, Cisco (CSCO), which is another company that I added to the portfolio in 2016 via dividend reinvestments.

This is a strategy that may be added to the portfolios in the near future.

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.

REITs can add to your portfolio in a number of other ways.

It's tempting to look for other assets to add to the portfolio in order to give it more breadth.

To make it clear, these stocks aren't being removed because the value has deteriorated, but because we made a mistake adding them to the portfolio in the first place.

Metlife was originally added to the portfolio in 2016 when the dividend yield was approximately 3.8 %.

Portfolio Purchase Licking County, Oh Various Buyer purchased 5 properties that are single and multi-family properties to add to his portfolio in various locations in... VIEW SOLD LISTING.

For example, all four of the public REITs added to their portfolios in 2010 and are expected to boost holdings in the coming year.

Not exact matches

Margie Patel, a senior portfolio manager at Wells Fargo Funds, said that she expects to see little to no effect from trade tariffs and has been adding to companies such as PNC Financial Services that have sold off in the market downturn.

The state government has awarded Cockram Construction a $ 13.4 million contract to build a new primary school in Baldivis, adding to the builder's education centres portfolio.

Jim Lebenthal, who's up 27 percent this year in his CNBC PRO model portfolio, added to his top holdings.

Jim Lebenthal, who's up 28 percent this year in his CNBC PRO model portfolio, has added to his General Motors position.

Private investment group Silverleaf Investments has added to its retail portfolio, buying the Millstream Shopping Centre in South Perth for $ 13.6 million.

CEO David Lepejian (pictured in the magazine at Nasdaq the day of his IPO) spent 18 - hour days hyping his company's IPO to newly skittish moneyed types who were reluctant to add to their growing portfolios - cum - compost of incorporated carrion.

In another expansion of his independent film and television empire, Byron Allen has added the Weather Channel to his Entertainment Studios portfolio.

Adds Timmer: «I think rates can stay low for quite a long time, and so I wouldn't be in too much of a hurry to abandon the fixed - income portion of my portfolio.»

The Coca - Cola Company announced it'll be adding a new alcoholic beverage to its portfolio exclusively in the Japanese market.

Shire (shpg) rose nearly 12 %, adding $ 100 million in value to Paulson's portfolio, while Allergan stock rose almost 9 %, yielding the hedge fund another $ 68 million.

«This is part of our portfolio and we'll continue to support it,» he said, adding that Verizon has invested hundreds of millions of dollars annually in this infrastructure and will continue to do so.

Berkshire then added 5.4 million more to its portfolio in the second quarter.

Shortly after day 92, when the site brought in that first $ 1 million in sales, Utah - based VC firm Clarke Capital came calling, interested in adding Chapman's e-commerce company to its portfolio.

The deal is for $ 1.51 billion, and adds to the Thai company's tuna portfolio, as it already owns Chicken of the Sea, another popular brand in the U.S.

Once operations went into the black, Lee's regime added shares in Rollei to its bulging portfolio.

While many people still think Google is great name to add to a portfolio, the average stock picker will still have to shell out $ 1,200 for a single share in the company.

Assuming this continues — i.e. we experience episodic spikes in volatility — investors may want to consider adding more quality stocks to their equity portfolio.

The Fed stopped adding to its bond portfolio in the past year, though it still owns a lot of bonds, and the market and the economy have continued to hum along.

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.

The Fed is adding to its investment portfolio with $ 85 billion a month in bond purchases.

While many people still think Google is great name to add to a portfolio, the average stock picker will still have to shell out $ 1,200 for a single share in

While Ghosh quietly shed some non-core assets to bolster short - term earnings, the company actually bought more than it sold, notably adding about $ 1.2 - billion worth of assets to its Western Canadian gas portfolio in 2010 — 11.

So in late January, in a big vote of confidence, Richard Baker — the Bay's American billionaire owner — added authority over the fusty New York City — based retailer Lord & Taylor to Brooks's portfolio, expecting a similar turnaround there.

It took on the fashion industry and the furniture industry, it empowered its Alexa Voice - Shopping platform, it added Nike to its retailer portfolio, it made shopping for clothes easier with Prime Wardrobe, it piloted an in - store return program at Kohl's, it introduced a new take on the vending machine on college campuses, and it began promoting in - home services like cleaning and appliance installation on its website.

Adding Actelion's portfolio to our already strong Janssen Pharmaceuticals business is a unique opportunity for us to expand our portfolio with leading, differentiated in - market medicines and promising late - stage products.

Until Buffett added the classy See's Candy to his portfolio in 1996, he had largely focused his investment efforts on finding undervalued assets that he could buy cheaply.

How much of your overall portfolio would you say is invested in cryptocurrencies and do you see yourself either pulling back or adding more to your position?

For example, once there is an ephemeral messaging app in the portfolio - there are too many to choose from right now - it doesn't make sense to add one more.

While this has been good news, even amid the positive returns it is worth taking a look at one of the unintended consequences of a market rally — the rise in stock prices may have added unintended risk to your portfolio.

For the past five years or more, bonds have had a strongly negative correlation with stocks; in this environment, adding bonds to a stock - heavy portfolio now is highly diversifying.

Adding bonds to your portfolio can dampen your volatility and lower your losses in down markets.

Fidelity's 400 mutual funds will also be a good place to park that portion of your stock portfolio you want to maintain for some added diversification or to invest in sectors where you're not completely comfortable going with the DIY route.

Changes in the retail sector may also cause some HNWIs to do some shifting and reorganizing within their real estate portfolios over the next five years as they look to reduce exposure to some types of retail real estate, he adds.

Adding these new names to the fund has also changed the complexion of the portfolio in terms of market cap.

Assuming we continue to experience episodic spikes in volatility, investors may want to consider adding more high quality companies to their portfolio.

Hugo Delorme (EMBA 2016) has been appointed to the Board of Directors of the Société des loteries du Québec In the last few weeks, Hugo Delorme has added a new and important role to his portfolio, as he has been appointed an independent member of the Board of Directors of the Société des loteries du Québec.

The amount of value added needs to be greater than the corporations investors could have achieved investing in the market portfolio, adjusted for the leverage, beta coefficient, of the firm relative to the market.

Sometimes that means reducing risk by increasing the portion of a portfolio in more conservative options, but other times it means adding more risk to get back to your target mix.