Sentences with phrase «build representative portfolios»
As digital natives, students can quickly learn the tools necessary to build representative portfolios.
http://www.projectfoundry.com/
It's cost prohibitive for an ETF to duplicate all of the holdings so they build a representative portfolio with a sampling of stocks that best mimic the performance of the index.
Not exact matches
«The companies we have the most experience with — those in our own portfolio — which are a representative sample of the category at least in the early stage side, are building sustainable, revenue - generating businesses,» he says.
Your investment representative can help you determine how much money you'll need to retire and then work with you to build the portfolio that can help you fund the kind of retirement you have in mind.
If, on the other hand you're just looking for a few fund recommendations or want to get a ballpark estimate of how much you should be saving for retirement, then a broker with an established, reputable investment firm or a representative with a mutual fund firm or discount brokerage that has a good roster of online tools and calculators for selecting investments and building a portfolio may be able to satisfy your needs.