Sentences with phrase «by one's portfolio»

They reflect the results generated by portfolio managers and can easily be compared to the time - weighted returns of other funds, market indexes, and various benchmarks.

REITs are backed by portfolios of income - producing real estate, mortgages secured by real property or a combination of the two.

These gains may be generated by portfolio rebalancing or the need to meet diversification requirements.

Stocks funds are a common investment product that include a diversified portfolio of stocks managed by a portfolio manager with a specific objective.

In many instances, private equity sponsors may pursue a potential IPO by a portfolio company while at the same time exploring that company's possible sale.

The value of the securities held by the portfolio may be subject to steep declines or increased volatility due to changes in performance or perception of the issuers.

Overall asset allocation decisions are made collectively by the portfolio management team.

While perhaps not obvious, investment by portfolio in the financial world offers the same risk management as having a portfolio of cases in the contingent fee world.

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

Perhaps you just need to pick funds run by portfolio managers that are born early in the year?

An investor in a managed portfolio will indirectly bear fees and expenses charged by the underlying funds in addition to direct fees and expenses charged by the portfolio as applicable.

Very few investors realize how much their portfolio value is being affected by portfolio volatility.

If you were disappointed by your portfolio's financial returns this past year, you were not alone.

In many cases, the information did not get used in the way predicted by portfolio theory: the recommended exposure to equities decreased with the amount invested.

We can see by your portfolio how you used it to your advantage very well.

Year - to - date, 18 increases have been announced by the portfolio's 22 companies.

Here, the money for the purchase was generated organically by the portfolio itself.

Overall asset allocation decisions are made collectively by the portfolio managers.

The actual income earned by the portfolio is irrelevant.

These costs would be experienced by the portfolio manager, and passed on to you, as the investor.

For instance, your mortgage is secured by your home, your brokerage - account margin loan by your portfolio and, in most cases, your auto loan by your car.

The district's organizational chart used to be divided between district - managed schools and those managed by the portfolio office.

The allure of commodities as an investment is enhanced by the portfolio protection they have historically offered against inflation.

On this site, created by the portfolio - tracking company Hello Money, you can type in your mutual or exchange - traded fund and see your exposure to gun stocks.

Be sure to check out my 2014 Dividend Calendar which shows each dividend received by portfolio, and projects my future dividends for the year!

In - house research that ensures our investment ideas are thoroughly reviewed and understood by all portfolio managers and financial analysts.

Therefore, $ 60,000 of their core spending needs would be funded by portfolio distributions.

It costs an investor about 20 basis points in fees charged by the portfolio components.

Essentially 50 % of my monthly pay is being taken due to the default judgement against me for a debt over 9 years old that was bought by portfolio recovery.

Any constraints imposed by the portfolio manager will be necessarily arbitrary.

They mainly invest in broadly - diversified ETFs supplemented by a portfolio of stocks to benefit from tax loss harvesting strategies to minimize the negative impact of income taxes.

The total expenses incurred by the portfolio in 2012 was therefore just 25 basis points.

If you are making independence decisions based on the income generated by your portfolio then the current yield (and even market value) of your portfolio becomes less important.

The risk of having all losers is very much reduced by portfolio investment.

Artistic talent, creative thinking, and writing skills documented by a portfolio are critical for candidates targeting these jobs.

Investors can also invest in bond funds which include a portfolio of bonds managed by a portfolio manager for various objectives.

Both open - and closed - end funds are run by portfolio managers with help from analysts.

The money for the purchases is generated organically by the portfolio itself.

Its fun while the portfolio value goes up However, I'm after the passive income that is earned by my portfolio, rather than its volatility.

The constant benefit of international equity diversification has been the lower risk experienced by portfolios that combine domestic and international markets.

These investment and management fees include all the fees charged by the portfolio's underlying funds.

But the new addition might cause more than a little confusion because it depends both on the returns generated by the portfolio and the flow of money into, and out of, it.

Inclusion of a mutual fund, REIT or bond fund within an index is not a recommendation by Portfolio Solutions ® to buy, sell or hold such security, nor is it considered to be investment advice.