Sentences with phrase «average portfolio size»

We assume most investors who use MarketRiders swap our ETFs for mutual funds and that the average savings on a MarketRiders portfolio is 1 % with the average portfolio size of about $ 356,000.

Not exact matches

The firm's mortgage investment corporation has about 2,400 such loans in its portfolio, with an average size of $ 85,000, and says it maintained a $ 4.3 - million loan loss provision on a $ 214 - million portfolio last year.

On average, the sampled investors give little attention to size, value (book - to - market) or momentum factors in forming portfolios.

The Morningstar style boxes give a general idea of size and value / growth exposure, but if you go to the «Portfolio» page for each fund, you can get the average size company, price to book ratio, and a host of other important statistics.

The Fund simultaneously sells short an equal - sized portfolio of 15 - 35 companies that we believe to be of inferior quality and prospects — those that score highest on the factors that destroy wealth and are expected to deliver below - average investment returns.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Average stake size reflects year - end 2013 portfolio allocation — except for Zamano (ZMNO: ID)-- adjusted for incremental buys & sells (documented in a timely manner via Twitter & in blog comments).

The weighted average is calculated by measuring each company's dividend yield in proportion to the size of the holding in the portfolio.

Cap ($ Bin) The average capitalization of all stocks in the portfolio, weighted by each holding's size in the portfolio.

But if we say that your mutual funds have a management expense ratio (MER) of 2.4 %, on average, then that is what the cost works out to ($ 500,000 x 2.4 %) for a portfolio of that size.

But for portfolio performance, I've just remembered I'll still need a % of portfolio for my calculations — an arbitrary but fair way of doing that is simply to use an average holding size from my Aug portfolio post:

If a string of above - average annual returns fatten the size of your portfolio substantially, then you may want to enjoy yourself and spend a little more freely.

The average death benefit associated with each life insured in the portfolio is US$ 1.8 m, but there is considerable variation in the size of individual death benefit amounts.

All aggregated orders are subject to CSIM's aggregation and allocation policy and procedures, which provide, among other things, that (i) the portfolio manager will not aggregate orders unless she believes such aggregation is consistent with her duty to seek best execution; (ii) no account will be favored over any other account; (iii) each account that participates in an aggregated order will participate at the average security price with all transaction costs shared on a pro-rata basis; and (iv) if the aggregated order can not be executed in full, the partial execution is allocated pro-rata among the participating accounts in accordance with the size of each account's order.

Note: Our fees are in the neighbourhood of other F - series funds — our average fee for a household is 1 % all - in (after reductions based on portfolio size and loyalty).

The average size of a portfolio at Edelman Financial is about $ 350,000, and he clearly does cater to smaller portfolios.

The average loan size on these portfolios was slightly larger at approximately $ 4.5 million.

In addition, both Phibbs and Green say Talbots should significantly downsize its store portfolio, both in number and average store size.