Sentences with phrase «because of the larger portfolio»

Not exact matches

And, finally, in terms of general investment themes, they should consider including portfolio positioning that favors an important element of endogenous resilience, be it because of companies» strong balance sheets, large cash balances, strong pricing power, or notable segment dominance.

In dollar terms, though, a few of Buffett's picks with more modest returns were actually the most lucrative for the investor's portfolio this past year, in large part because Berkshire Hathaway owns massive quantities of their shares.

Perhaps because of their focus on building a large portfolio, or their competitiveness, these angels sometimes accept valuations that cause later friction while moving to VCs, or even other angel groups.

There is a lot of competition with heavy hitters in the equities market and I've seen large institutions drag down a highly liquid stock with just one trade, causing others to dump because of the hit to their portfolios.

Only with bonds it's even harder to create a diversified portfolio using individual bonds on your own unless you (a) have a large amount of capital (typically bonds are sold in lots of $ 10,000 or $ 100,000) and (b) know how to trade bonds on the open market (transaction costs can be larger for bonds than stocks because of the spreads and lack of liquidity).

This is because, historically, a portfolio with a larger proportion of stocks experiences bigger price swings than a more conservative mix of investments.

It makes sense to invest in stock index or mutual funds because they give you a broadly diversified portfolio of many stocks which reduces your risk of large losses from owning a single stock.

While the chances that one of the bonds in the portfolio will default are higher because of the mutual fund's large number of holdings, the loss in relation to the total holdings will be smaller.

Because the bad economy had overwhelmed their stock picks and led to large losses in their portfolios, they decided to make economic forecasting a more important part of their process.

Traders, on the other hand, are generally less risk averse because they deal with losses every day; they work with large portfolios of stocks tend to look at the long - term, bigger picture, rather than focusing too much on individual, day - to - day ups and downs.

In addition, because of the stock holdings, there is a good chance of ending up with a very large portfolio balance at the end of 30 years during times of normal valuations.

Asset allocation works hand in hand with risk aversion because if an investor is more risk averse and wants to preserve capital they may decide to purchase a collection of various blue chip large cap stocks in addition to bonds and certificates of deposit so if any one sector or instrument drops significantly the overall portfolio isn't as negatively affected.

The initial years as a saver and investor can be discouraging, in large part because the key driver of our portfolio's growth is the raw dollars we sock away.

Because this portfolio will eventually wind up with 10 asset classes of equal proportions, I'll construct what I call Portfolio 2 with the combination of 90 % in the S&P 500 and 10 % in large - cportfolio will eventually wind up with 10 asset classes of equal proportions, I'll construct what I call Portfolio 2 with the combination of 90 % in the S&P 500 and 10 % in large - cPortfolio 2 with the combination of 90 % in the S&P 500 and 10 % in large - cap value.

However, if you have a large portfolio you may want to invest in the underlying REITs directly because the two largest REITs — RioCan (REI.UN) and H&R (HR.UN)-- make up 36 % of the fund.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.

That's because my investments are pretty much on auto - pilot since I have a large part of my portfolio in index funds.

Even three more years of additional compounding can make a big difference before retirement, because by now your portfolio is likely to be larger than it's ever been, thanks to your concentrated savings.

Because of the equal weight component, the portfolio has a larger proportion of smaller companies compared to a purely market capitalization weighted portfolio.

If stock returns are skewed to the right, portfolios with fewer stocks are more likely to underperform than portfolios with more stocks, because larger portfolios are more likely to include some of the relatively small number of stocks that elevate the average return.

Because life companies hold the largest amount of industry invested cash and assets, we analyzed the investment portfolios» asset type breakdown by life company size using the most recent data available (July 2011).

The other reason is because these types of brokers tend to more actively trade stocks it allows them to collect commissions and hopefully increase returns which can only be done with larger portfolios.

As I understand it, the reason is 1) because nobody knows which of the risks will occur next and 2) if they occur the assets that prosper because of it must be large enough to compensate for losses in the rest of the portfolio.

This portfolio is conservative because of the large portion of the shares in bonds, but it provides moderate growth and a hedge against market downturns.

As long as you don't end up with a lot of cash in your portfolio because you have set your expected return too high (or applied too large a margin of safety in your portfolio).

I guess I went into it with the idea that the current portfolio being so sensitive to market moves (beta significantly greater than 1 because of the large concentration in AIG, BAC warrants), I was willing to lose the entire cost of the hedge for the slight chance of major tail risk.

ETFs are also cheaper, which makes sense because $ 500,000 is a large sum and management expense ratios (MERs, or the price you pay for the management of the fund) on this portfolio would be pretty significant.

This was the largest blunder in terms of percentage loss last year but, because of size, it had no real impact on the overall portfolio return.

So because the TFSA is part of a larger portfolio, it only has a handful of companies in it.

Consequently, it made sense to balance your portfolio with stocks and bonds because the yield advantage from bonds was high enough and the spread large enough to compensate for the lack of inflation risk.

Historians focus on his work for King's, because he had almost complete control over a large part of the portfolio.

This is because the larger portfolio benefits more (in dollar terms) from the growth of the portfolio that if the contribution had not been made.

For example, if you want to invest a certain portion of your portfolio in stocks because of their relatively high rate of return, should you invest in the individual stocks of a few select companies, individual stocks from many different companies, or in funds that track the performance of large swaths of companies in the stock market?

It would only be correct to compare a portfolio of about 60 % large - and mid-cap growth stocks and about 40 % large - and mid-cap value stocks to the S&P 500 (because that's what the S&P 500 basically is comprised of).

Bonds are also difficult to invest in directly because of high broker fees on small investments and the amount needed for a large, diversified portfolio.

Longer - term investors are in a position to allocate a larger portion of their portfolio to higher - risk investments like stocks than shorter - term investors because a longer time horizon is associated with lower volatilityVolatility The rate at which the price of a security increases or decreases for a given set of returns.

Because a retail credit portfolio generally consists of a large number of relatively small - balance loans, evaluating the quality of the retail credit portfolio on a loan - by - loan basis is inefficient and burdensome for the institution being examined and for examiners.

And big picture, I've consistently developed / shared my larger macro investment thesis with readers, one which still drives this portfolio evolution — it's worth revisiting the series of links in the middle of this post, not least because of their relevance to debating whether the market's now in a bubble, and if / when it might ultimately end.]

In fact, because of the problem that investment portfolio performance could be worse for large and very large actively managed mutual funds, well known brand names might deliver worse performance over the long term.

Because of the devastation a large loss inflicts on a portfolio, the analysis of the probability of large negative returns is critical to long term investment planning.

Thus, Take - Two can succeed even without any new major video game launches because its core portfolio will generate large of amounts of high - margin, annually recurring revenue.

That's why what I gather from the said experiment is what is already a known practice for building portfolios in my field — focus on the quality, not quantity, because large quantity will bore the viewer and confront them with works that are not top quality anyway, and none of this is desired.

Ontario was able to kick coal out of its portfolio in large measure because it can rely on Niagara Falls to produce lots of electricity.

AGL Energy, the power utility that has recent years boasted of having one of the cleanest and greenest energy portfolios in the country, has announced the purchase of Loy Yang A — Australia's largest and one of its dirtiest power generators — because it was an opportunity to good to refuse.

Unfortunately, EIA is taking criticism from some quarters because its reports, such as the Annual Energy Outlook 2016, project that fossil fuels will continue to be the largest piece of the U.S. energy portfolio well into the future.

Good startup lawyers are busy people, because maintaining a strong portfolio of work allows a lawyer to get paid well without burdening any particular company with an excessively large bill.

In other words, there have been relatively more days where Bitcoin fluctuated less than the portfolio of altcoins in times of general panic, perhaps because Bitcoin is a more established asset than altcoins and / or has a larger basis of fundamental investors.

«People are being overly cautious because no one can pinpoint where these subprime loans are anymore,» says SNL's Carwile, «and they're afraid adjustable - rate mortgage resets will cause defaults, even though a large portion of the portfolios are safe.»

We have carefully designed our firm to service this sector of the industry, because large portfolios require an exceptional skill set that involves both professional and practical experience.

RCA researchers expect that total sales volume for the second quarter of 2012 will be lower than in the first quarter because of a number of large portfolio sales that took place at the beginning of the year, including Westfield's sale of seven U.S. malls to Starwood Capital Group and Blackstone / DDR's purchase of 46 shopping centers from EPN Group.