Sentences with phrase «at your portfolio at»

We will look at portfolios at least quarterly to see if any one asset is more than 5 percentage points off its neutral allocation (called a «tolerance band»).

If you want to have a quick look at your portfolio at any given point in time, you can just switch to «My Portfolio» section.

Not exact matches

As an introvert, at the time I was more focused on building my writing portfolio, and less interested in coaching executives on their communication strategies.

«You can negotiate commission on arnsingle security stock or a managed portfolio,» says Cindy Davis, vice-presidentrnof estate planning at Raymond James.

As a busy demand marketing agency, having a growing portfolio of clients is, of course, part of our strategic plan at Onboardly.

«Jennifer will lead the regulatory strategy at all stages of our pipeline, which is essential to accelerate and expand our portfolio.»

«It's laughable that nobody has paid attention to that,» says Rafi Tahmazian, a portfolio manager with oversight of several energy funds at Canoe Financial in Calgary.

But Katie Koch, global head of client portfolio management and business strategy for fundamental equity at Goldman Sachs Asset Management, also highlights a paradigm shift in the way investors should think about picking stocks and about diversification itself.

The government has worked hard to ease barriers at the Canada - US border and harmonize regulations and to expand Canada's portfolio of trade agreements.

Eve Ellis, a financial adviser and portfolio manager at Morgan Stanley's Matterhorn Group, notes that no causal link has yet been drawn between female leadership and improved performance.

No sooner had Brian Moynihan taken the helm of Bank of America at the start of 2010, than the giant lender suffered wave upon wave of giant, potentially fatal, losses on its stricken mortgage portfolio.

«When you're in your 30s, you still have a long flight path... so you still have quite a bit of time to take measured risks, at least when it comes to markets, to be able to build your portfolio and have more growth,» Snider said.

He is among the only folks from the traditional hedge fund world to dive into crypto, most notably following the lead of Mike Novogratz, a former portfolio manager at Fortress.

India, Indonesia and the Philippines would be hit hard if investor pulled their capital for better returns in the U.S., said Sat Duhra, a portfolio manager at Janus Henderson.

«It's going to be critical for earnings growth to kick in in order to sustain the bull market from here and to be able to push stocks higher,» says Sarah Riopelle, vice-president and senior portfolio manager at RBC Global Asset Management.

Paul, a former portfolio manger at the University of Chicago, got his start at Susquehanna.

A sizable war chest would allow Globalive to have more influence with portfolio companies and within the venture capital scene in Canada at large.

Ellis and partner Nikolay Djibankov use a strategy called Gender Lens Investment, which targets companies with at least three women on their boards of directors, in the creation of a so - called «parity portfolio» for clients.

«It's hard to know what the cause of the delay is,» said John Stephenson, portfolio manager at First Asset Funds.

Examples of innovation (or a portfolio): If you have done something to innovate at work, put that on your resume.

Indeed, at times, some of these companies can add spark to a portfolio.

«There should be failsafe backup systems that kick in right away,» said Norman Levine, managing director at CFA Portfolio Management.

That means rebalancing your portfolio at least once a year, by selling some of the assets that have done best — and exceeded their model allocation — and buying more of your laggards.

«People have given up on them,» says Phil Davidson, portfolio manager at the $ 13 billion, value - focused American Century Equity Income Fund.

If you invest at all in stocks and bonds, even if you just have a 401 (k), this Fed rate hike will be important to you and your portfolio.

With Blue Ant, MacMillan appears to be tacking against the torrents of broadcast television dreck at the bottom of the dial by targeting two coveted demographics, the first of which is thinking, affluent baby boomers: its portfolio includes content about the cottage lifestyle, travel, and PBS - style documentary programming through the Canadian version of the Smithsonian Channel, as well as a nature channel called Oasis.

Take a look at any retiree's portfolio and you'll see the same thing: it's filled with high - yielding dividend stocks.

Gutsche certainly has experience in the corporate world, having spent time as a management consultant at Monitor Group after completing his MBA at Queen's University and having built a billion - dollar portfolio for Capital One Canada.

Paul Meeks, chief investment officer and portfolio manager at Sloy, Dahl & Holst, talks tech stocks amid the recent volatility with Sara Eisen.

«She is going to need to come clean on the extreme nature of her campaign promises,» says Rafi Tahmazian, the senior portfolio manager at Calgary's influential Canoe Financial.

Supermarkets giant Woolworths has placed two supermarket sites in Western Australia on the market, part of a national portfolio of neighbourhood shopping centres collectively valued at $ 180 million.

Lisa Kramer, an associate professor of finance at the University of Toronto, worries that if people think of investing as a game, rather than as a way to save for retirement, then portfolio construction could become just another table to play.

Carrizo's breakeven point, at $ 60 a barrel, is relatively low among frackers, and the company holds the rights to an unusually strong portfolio of oil and gas fields, which Waghorn thinks make it a likely acquisition target.

Nijjar is at pains to downplay his role in the success of his portfolio companies.

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has averaged better than 40 percent returns for its investors.

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

Investors need to be more «forensic» about their portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors, said.

Ian Sexsmith, portfolio manager at Parnassus Investments, says banks» prices don't reflect the potential impact of more consumer lending and lower default rates in a strong economy — a mismatch that's creating some enticing bargains.

«We're not there at that point in the economic cycle so we believe high yield at this point does have a place in investors» portfolios that are diversified.»

«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.»

«I think on the department store side, Nordstorm and Kohl's are interesting... You've seen improvements at Kohl's, you've seen improvements in the same - store sales, you've seen brands go in their portfolio and now they're taking a look at their store base to optimize and remodel some of their existing stores.»

He put together a portfolio and got a job at a dot - com, which in 2000 «dot - bombed,» he says.

According to First Round Capital's analysis of its own portfolio, companies with at least one female founder provided them with 63 % better returns on investment than companies with all - male teams.

What is the total income I can reasonably expect from my portfolio at this time?

By comparison, a stress test on America's largest banks in 2009 found that in a worst - case scenario, losses at the 19 banks would hit 9.1 % of their loan portfolio, although, admittedly, many believe in reality it was far higher.

Gross, now a portfolio manager at Janus Capital in Denver, starts his day early — really early.

Prior to joining the Obama team, Fingert held an executive position at the General Services Administration where he managed a 375 - million - square - foot real estate portfolio and the government's real estate acquisitions program.

«Short - term behaviour destroys value,» says Poul Winslow, head of thematic investment and external portfolio management at the Canada Pension Plan Investment Board (CPPIB).