Sentences with phrase «as my portfolio value»

Ultimately, 33 % of income from one company will pose too much risk in the future as the portfolio value increases.

Haha, that will be nice to double my portfolio value in 2015 However, I'd be really happy to double my passive dividends as portfolio value could fluctuate up and down, sometimes significantly but as long as passive income is accelerating and turning into snowball, that's what I focus on.

As your portfolio value increases so, most likely, will your anxiety over market fluctuations that could quickly erode your net worth.

The exposure will be revised as the portfolio value changes, i.e., when the risky asset performs and with leverage multiplies by 5 the performance (or vice versa).

Not exact matches

And as the value of unicorns has grown, so too has their weight in many mutual fund portfolios.

«The other thing I recommend,» he added, «is invest for the long - term — at least 10 years or more — as long - term valuations generally increase with the overall portfolio market value.»

BCG singled out Romney's old firm Bain Capital, as well as Advent International and EQT, as being ahead of their rivals in helping portfolio firms map out a «detailed value plans.»

The other thing I recommend is invest for the long - term, at least 10 years or more, as long - term valuations generally increase with the overall portfolio market value.

Now, as the Oracle of Omaha prepares to kick off this year's Berkshire shareholder convention on Saturday, the opposite is true: The vast majority of the stocks Warren Buffett owns have made money over the past year, helping his portfolio gain some $ 16 billion dollars in value.

If he ends up making the wrong choice, then a failure won't affect his portfolio as much as it would someone who bought the stock at fair value.

What they really mean is it's better for venture capitalists... which is fair, as their business objective is to increase portfolio value.

CEO Kotick said in a statement, «We should emerge even stronger — an independent company with a best - in - class franchise portfolio and the focus and flexibility to drive long - term shareholder value and expand our leadership position as one of the world's most important entertainment companies... The transactions announced today will allow us to take advantage of attractive financing markets while still retaining more than US$ 3 billion cash on hand to preserve financial stability.»

The value of our investor's portfolio as of January 4, 2016, is $ 7,066.62.

If you are investing for the long haul and can hang on through watching your portfolio's value drop temporarily in bad times, starting to invest in stocks, even near a peak, may not be as terrifying as it looks.

Identify generally promising - looking companies within these sectors, and evaluate them as portfolio candidates based on earnings momentum and intrinsic value.

By spreading your money around to as many different companies as possible, you reduce the risk of any one of those companies losing value and taking your portfolio and lifetime financial goals along with it.

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panicAs long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panicas you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panicas value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panicas a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

A few months ago, a fellow I recruited as CEO to two of my Benchmark portfolio companies told me he never appreciated the value of the Wealthfront Equity Plan until he joined a board where the board members were too cheap to do the right thing for their employees.

Robo - advisors will see clients leave as even their well - diversified portfolios decline in value.

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

Much as we love boom markets and the positive impact they have on our portfolios, we've had to bear witness to the erosion of some core principles that are at the essence of the value creation process.

«HCGRT's value proposition of achieving stable, predictable returns from a growing portfolio of single tenant buildings leased to federal government agencies is compelling to me as a financial professional.

Thus, as the prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

As interest rates rise, RIAs should be giving a serious look at fee - based annuities as client bond portfolios lose value, according to some insurance company managerAs interest rates rise, RIAs should be giving a serious look at fee - based annuities as client bond portfolios lose value, according to some insurance company manageras client bond portfolios lose value, according to some insurance company managers.

Bengen wanted to know what the maximum safe withdrawal rate was as a percentage of portfolio value.

Investors watched as the value of their stock portfolios plummeted.

That means your retirement portfolio, your 401 (k) s and IRAs, may have lost value as well.

Determining your risk tolerance — generally defined as the ability to stomach large swings in the value of your investment portfolio — is an important component of investing.

As a result there was actually a relatively low rate of client redemptions, especially relative to the tech bubble of 2000, and importantly, clients participated in the subsequent increase in the value of their investment portfolios by staying invested as markets recovereAs a result there was actually a relatively low rate of client redemptions, especially relative to the tech bubble of 2000, and importantly, clients participated in the subsequent increase in the value of their investment portfolios by staying invested as markets recovereas markets recovered.

While we believe these businesses still have potential for growth and profitability, this decision reflected our confidence in the growth potential of the NIKE Brand and the remaining brands in our portfolio, as well as our commitment to focus our resources on the greatest opportunities for creating shareholder value.

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

While I'm not as concerned about my total portfolio value as I am about dividend income, it's still nice to see the value increase with additions of new capital and capital gains.

I have actually been considering this investment resource for my personal portfolio, as I am a forever value investor focused on quality.

Information regarding the intraday value of shares of the Fund, also known as the «indicative optimized portfolio value» («IOPV»), is disseminated every 15 seconds throughout the trading day by the national securities exchange on which the Fund's shares are listed or by market data vendors or other information providers.

Banks are unable to cover their deposit liabilities as the market value of their loan portfolios falls.

The New York Fed will take, through a limited liability company formed for this purpose, control of a portfolio of assets valued at $ 30 billion as of March 14, 2008.

Jay Taylor has been able to more than double his newsletter's model portfolio from 2000 to the present even as the S&P 500 was in the process of losing 50 % of its value!

The decline in stocks as a percentage of net worth doesn't mean a decline in the value of your stock portfolio.

The weighted harmonic average of closing market price divided by the most recent reported book value for each security in the fund's portfolio as calculated for the last twelve months.

In this Research Insight, we create a common definition of «value» and examine how value strategies can be implemented, in both active and passive portfolios, using three generations of value indexes as examples.

As value investors, we tend to include companies in the portfolio when they are viewed as «out of favour» by the market and have declined in pricAs value investors, we tend to include companies in the portfolio when they are viewed as «out of favour» by the market and have declined in pricas «out of favour» by the market and have declined in price.

He also served as a portfolio consultant with HOLT Value Associates prior to their acquisition by Credit Suisse in 2002.

His investments have been worth more than $ 40B in aggregate exit value to date, as 25 of his portfolio companies have gone public and 37 have been acquired (or have gone public and been acquired).

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of a portfolio may decline.

In addition to his track record of above average returns, Shamit has differentiated himself as a successful advisor to portfolio companies, where he has developed unique relationships with CEOs and helped drive sustainable, long - term value.

Generally, the higher the duration, the more the price of the bond (or the value of the portfolio) will fall as rates rise because of the inverse relationship between bond yield and price.

But as the markets go up or down, the value of your investments change and pretty soon your portfolio doesn't meet the allocation we designed for you.

When we were in the midst of the 2008 recession, our portfolio didn't suffer as much as expected — in fact it actually grew in value.

Michael's diverse background in commercial real estate also includes 14 years as Senior Director of Real Estate at Arden Realty, a GE Capital Company where he supervised the leasing of the western region office portfolio and completed over 15 million square feet of leases with values exceeding $ 4 billion.

«We should emerge even stronger — an independent company with a best - in - class franchise portfolio and the focus and flexibility to drive long - term shareholder value and expand our leadership position as one of the world's most important entertainment companies.»