Sentences with phrase «by a portfolio with»

Indeed, a portfolio of 100 % share in the S&P 500 is dominated by all portfolios with foreign share of about 39 %... Nevertheless, estimates from the literature put the share of US holdings of foreign equities at about 8 %,...

A second benefit, as noted in this earlier post, is the lower volatility exhibited by a portfolio with a covered call strategy.

Not exact matches

The Gotham Gal runs this part of our investment portfolio with some involvement by me.

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.

It's a path also recommended by Morgaine, who adds, «to build up your portfolio and client base, you may want to start with a site like Upwork.»

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

A privatization by the founding Phelan family left Cara saddled with debt and unable to invest adequately in its restaurant portfolio.

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc..By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc..by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

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.

Companies with women in senior level positions tend to do better than those without any gender diversity, Smith pointed out, citing research by First Round Capital, a major VC firm with more than 300 portfolio companies.

But he's still surprised by the brazenness with which Amazon has gone after one of its own portfolio companies.

«There are those that will reduce their portfolios, and we'll work with them, and others that will do something else,» she said, speaking on the sidelines of the Future of Energy Global Summit in New York hosted by Bloomberg New Energy Finance.

As for where clients» «spare change» actually goes, Acorns invests it in one of five portfolio options, designed with different levels of risk by Nobel Prize - winning economist Harry Markowitz.

By providing quick access to a countless number of investment opportunities, the company makes it easy for everyone - including someone with no previous investment knowledge or portfolio to build on - to make their entrepreneurial dreams a reality.

«With this divestiture, our Human Resource Services business is now built around a diverse set of services supported by a portfolio of digital business platforms,» said Christine Landry, group chief executive, Conduent, Consumer & Industrials.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

To their credit, PepsiCo and Coca Cola (ko)-- and both have made promises to make their portfolio healthier by aiming to sell more beverages with fewer calories.

The worst performer in Buffett's portfolio was DaVita (dva), the health care dialysis company that treats patients with diabetes and whose stock has been punished by uncertainty over the Affordable Care Act, better known as Obamacare.

«By moving ahead with the tax - free spin - off of the midstream business and merging EQM and RMP — following the previously announced addition of two new directors with midstream experience — we believe the Company has put itself on the best path forward for itself and all shareholders,» Quentin Koffey, portfolio manager at D. E. Shaw, said in a statement.

«It caught everyone by surprise,» says Rick de los Reyes, a portfolio manager with T. Rowe Price.

«It is a terrible mistake for investors with long - term horizons... to measure their investment «risk» by their portfolio's ratio of bonds to stocks,» Buffett wrote in the February 24 letter.

By contrast, well over three - quarters of Starwood's 11 - brand portfolio was either in luxury, with properties such as St. Regis, or so - called upper - upscale, the category between true luxury and limited service, consisting of brands like Westin, Le Meridien, and Sheraton.

A recent winner — a fund whose performance put it in the top quartile in 2013 among portfolios with the same investment objective — had only a 56 percent chance of doing better than average in 2014, barely better than you would expect by random chance.

By opening an account with a discount broker such as Charles Schwab & Co., Inc., you'll not only save money on commissions but you'll also get access to online tools that help you assess your risk tolerance, set asset allocation targets, access research reports and track your portfolio's performance.

(In an e-mail to Canadian Business, a spokesperson for Strategic stated that the grid note «included funds loaned to Concrete to deal with the significant real estate issues in their portfolio» and that the firm agreed to reduce the total by more than $ 1 million «as a courtesy.»)

We do this by sending out regular business updates, newsletters, detailed semiannual and annual reports, audited financial statements, and we organize an annual general meeting where we present the past, present and future with detailed updates from the BECO team, portfolio companies and the professional service providers that we work with to produce accurate and high quality reporting.

Better plan: Invest in a conservative bluechip dividend portfolio and enjoy the same high - flying lifestyle — with a much lower risk of being summarily executed by the international intelligence community.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

With over 100,000 customers and $ 2.5 billion in assets under management, Betterment's technology solutions are redefining wealth management in the US by crafting personalized portfolios for clients in exchange for a small fee.

Relying on the advice of their angels, they instead identified six «dream firms,» distinguished by partners and portfolio companies that Guru.com wanted to have involved with its business.

By combining Accompany's relationship intelligence capability with Cisco's award - winning collaboration product portfolio, customers will be able to more intelligently collaborate with employees, customers and partners.»

Only a little more than one - quarter of those who work with an advisor (27 percent) had been told by the advisor how much their portfolios could lose if there were a market crash.

Brad Feld, founder of Incubator Techstars, estimates that women - led companies now make up around 10 percent of TechStars» portfolio, and that companies led by immigrants or minority entrepreneurs make up another 10 percent — but of course they can only work with what teams choose to apply.

«I very much doubt that that the outcome for anyone with a reasonably well - constructed portfolio will be determined by the next interest rate hike,» said David Mendels, director of planning at Creative Financial Concepts in New York.

Avid litigation settlement and associated legal fees - In the third quarter of fiscal 2017, we settled the patent litigation with Avid Technology, Inc. by entering into a settlement and patent portfolio cross-license agreement with Avid.

The partnership with Medifast has allowed us to complete our offering by adding a preventative option for obesity to complement our portfolio.

By spreading your money around to as many different companies as possible, you reduce the risk of any one of those companies losing value and taking your portfolio and lifetime financial goals along with it.

With the personalized portfolio management solutions offered by Motley Fool Wealth Management, you will get a completely customized investment plan created for your unique needs and goals, have your money managed for you by Motley Fool - trained portfolio managers, get to keep more of your money, thanks to fees well below the industry average, and enjoy 24/7 access to your account's investments and performance.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

Under Mr. Millstein's leadership, Cerberus became one of the world's foremost investors in European non-performing loans backed by commercial and residential real estate, purchasing portfolios with a total transaction value of nearly $ 40 billion.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

Along with keeping our fingers on the pulse of the North American fintech community, we added several new companies led by fantastic founders to our Fund II portfolio and welcomed three new team...

BEHAVIORAL Bonds also help keep you honest by forcing you to pay attention to the risk in you portfolio along with your returns.

Portfolio Holdings for Non-US Funds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissPortfolio Holdings for Non-US Funds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissportfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissportfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminated.

Barclays» Wall Street rivals saw bond trading revenues rise by an average of 21 percent in the first quarter, with investors adjusting their portfolios in response to rising interest rates, and elections in Europe.

S.Advisers - From time to time Franklin Templeton Resources Inc. («FRI») and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together the «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminated.

«While there is nothing wrong with having more stocks in a portfolio, that decision should be a result of your planning process, not dictated primarily by the markets,» says Dowd.

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

One of the things I liked about the personal report shared by Vanguard is that even if I decide not to move forward with their personal advisor service I am still able to take their recommendations and implement on my own across my portfolio.