Sentences with phrase «bigger portfolios in»

Small investors couldn't handle it — it's not what apartment buyers are looking for, and institutional investors want bigger portfolios in nicer areas.

New York's comptroller alone determines how to invest the third - largest pension plan in the country, one of the biggest portfolios in the world.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

It was also then that some of the biggest marketers succeeded with a business model that may still hold about an 80 percent share of the DRTV market: Find products created by a would - be Edison somewhere in America, market them on DRTV, give a small royalty cut to the inventor, and share the risk of a capricious DRTV audience across your product portfolio.

Chartered in 1953 to «aid, counsel, assist, and protect, insofar as is possible, the interests of small - business concerns in order to preserve free competitive enterprise,» the agency's portfolio is bigger than ever.

While Berkshire Hathaway, the investment vehicle of the «Oracle of Omaha,» revealed that it purchased 2.3 million shares of Charter Communications in its latest quarterly filing with the U.S. Securities and Exchange Commission, several big - time hedge fund managers also offered a quarterly look into their own portfolios.

Investors are still vulnerable to big drops in the stock market, but the premium income and dividends from the portfolio can help cushion the blow.

Ackman bailed out of the stock in March, but not before it played a big role in two years of double - digit portfolio losses for his $ 11 billion hedge fund firm Pershing Square Capital Management.

«Even for the patriotic, diehard Canadian who insists on their startup being in Canada, in many cases the company gets to a point where it's forced to sell to a U.S. big tech firm,» said Pashootan, portfolio manager at First Avenue Advisory in Ottawa, a Raymond James company.

Glazer, a portfolio manager with $ 2.5 billion in assets under management, believes some of the biggest tech names are in a danger zone.

Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.

Sony, which recently posted its biggest loss in history, points to one bright spot in its portfolio of businesses, its Networked Products and Services division.

While T. Rowe Price doesn't build a stock portfolio based on potential takeover candidates, Umbarger says, that possibility has lately become a bigger part of the investment discussion at the firm, in terms of «How could you value it in the eyes of other beholders?»

The listing will provide a much - needed boost to struggling Rocket Internet, which holds a 35 % stake in Delivery Hero, making it the biggest holding in its portfolio.

As an investor in start - ups, I have heard the accepted wisdom that out of 10 portfolio companies, only one is likely to be a big success, the rest will either fail or barely return the investment — «only» half of my investments failed.

This completely new weekender / dayboat is the second biggest Cornet in Tiara Yachts» portfolio.

Although the deal lifted Marriott's hotel count by 170 % to 264 in greater China, its portfolio is mainly big, full - service hotels concentrated in the biggest gateway cities such as Hong Kong, Beijing, and Tianjin.

Investors should position their portfolios for a big infrastructure bill in the coming years, according to Morgan Stanley.

«A large guaranteed pension is like having a big bond investment in your portfolio.

It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.

Financial expert Brittney Castro give you three quick tips that can make a big difference in your investing portfolio.

«The big portfolio managers who buy stocks in bulk have collectively decided that as oil goes, so goes the economy.

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.

Its other backers include the mutual fund giant Fidelity and the big private equity investor TPG, as well as prominent venture capital firm Andreessen Horowitz, which has invested more money in Zenefits than in any other startup in its portfolio.

There is no reason to take this type of concentrated risk in a portfolio; the investment opportunity set is just too big and readily available to justify being anything but well - diversified.

(Granted, a significant portion of this growth in recent years has been in the form of after - market bulk portfolio insurance purchased by the big banks to insure mortgages that do not by law require it, but the end result is the same.)

How those stakes, in China's Alibaba Group and Yahoo Japan, are distributed will also be a big question, as well as what Yahoo will do with its patents and the rest of its real estate portfolio.

Tax Coordinated Portfolios on the other hand places assets that will be taxed highly into your IRAs which have big tax breaks, while placing assets that have lower taxes in your standard taxable accounts.

At the end of the day that could be one of the biggest positives about owning bonds in your portfolio.

Infrastructure Minister Amarjeet Sohi, a low - profile minister with a high - impact portfolio, must hammer out huge bilateral deals with all the provinces for their slices of $ 33 billion in federal funds for ribbon - cutting - worthy projects like big public transit expansions.

«My experience with a big dominant company like Microsoft is that every institution has the stock in its portfolio and is reluctant to sell it,» he says.

Banks have been offloading bad debt portfolios in the past few years, with UK, Irish, Spanish and Italian banks among the big sellers of bad debt, according to Dealogic data.

Swing traders thrive on rotating the portfolio of stocks they trade when market conditions are strong, and proper stock selection is key to raking in the big gains thereafter.

The scrutiny on Cohen and his firm grew in November when former portfolio manager Mathew Martoma was charged in what U.S. prosecutors called the biggest insider - trading scheme in history.

Our portfolio includes high - growth companies in IIoT, machine learning, AI, Big Data and cleantech.

You look like you've got a great portfolio started and should be in good shape to continue snowballing into bigger and better things.

Indeed, the New York - based VC firm has a slew of big - name companies in its portfolio, including Alibaba, Twitter, Tumblr, Hootsuite, and Zenefits.

«Valuation plays a big role in the types of tilts we bring to client portfolios.

The media group's CEO is Justin Smith and a year ago he had given Tyrangiel a much bigger portfolio — heading up all the operations in the group.

We see some compelling reasons why, after a challenging few years, commodities could play a bigger role in investor portfolios in 2018 and beyond.

As readers of this site know, I'm not a big fan of gold as a core exposure in portfolios (although I've been very, very wrong about this for a number of years).

The market rally in September that saw US markets post one of the biggest monthly gains in the past 10 years meant that the Sleepy Portfolio gained 9.4 percent since our last update.

Each year I put the new chart in a plastic sleeve and when clients came into my office for a portfolio review, I would carefully point out the dramatic differences in performance between this consumer staples stock versus many of the cyclicals on the list, particularly Big Blue.

Choosing between a diverse portfolio filled with many different stocks or having big positions in a few securities comes with a number of trade - offs.

The intelligent investor wants to know everything about a potential investment before sinking funds into it, and many portfolio managers today are finding a willing information partner in the big data available through today's technology breakthroughs.

Institutional investors view a Fed rate rise as the biggest threat to their investment portfolios, according to the findings of the latest Risk Rotation Index by NN Investment Partners, conducted in October, in the midst of an unprecedentedly intense presidential race.

Buying into a company that provides a key product to one of the biggest industries in the world can be a boon for your portfolio.

In just over three years, OurCrowd has established itself as a major international force in the equity crowdfunding industry, investing over US$ 320 million from its «crowd» of 16,000 accredited investors in its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and RoboticIn just over three years, OurCrowd has established itself as a major international force in the equity crowdfunding industry, investing over US$ 320 million from its «crowd» of 16,000 accredited investors in its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and Roboticin the equity crowdfunding industry, investing over US$ 320 million from its «crowd» of 16,000 accredited investors in its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and Roboticin its portfolio of 100 companies and five funds, which span major investment sectors including Mobility and Transportation, Machine Learning, Cybersecurity, Digital Health, Agtech, Big Data, and Robotics.

«Big national banks have armies of salespeople trying to sell portfolio management services to their customers, with sexy sounding names like «Private Client Services» and fees that start as high as 1.35 % or greater,» says Randy Bruns, a certified financial planner in Downers Grove, Illinois.