Sentences with phrase «change in one's portfolio»

There has been a lot of changes in my portfolio as of late and because of this there has been a shift in my portfolio allocation.

Generally speaking there is not much change in his portfolio on a month to month basis as fresh capital is not always available to make trades for him.

Generally speaking there is not much change in his portfolio on a month to month basis as fresh capital is not always available to make trades for him every month.

Sometimes the fund manager may make major changes in the portfolio as a part of a new investment strategy and hence cause a temporary spike in turnover ratio.

Haven't had any major changes in the portfolio because of cliff concerns.

Federal regulations require a daily valuation process, called marking to market, which subsequently adjusts the fund's per - share price to reflect changes in portfolio (asset) value.

I met with clients to recommend changes in portfolios and defend our positions.

As usual, I didn't make any major changes in my portfolio.

While market timing might not be the answer, changing your plans — assuming a lower expected market return, perhaps saving more or spending less, or making changes in your portfolio structure — are all worth serious consideration.

If you hold a Unit Linked Insurance Policy, you will want to make changes in your portfolio structure to earn better returns.

For some funds, a recent change in the portfolio manager (s) may indicate that the long - term annual performance figures and other performance classifications are less meaningful.

Obviously, most of the time my conclusion is «no change», but then a gradual / sudden shift in my overall macro / risk view, and / or my micro view on the stock and its price, will prompt a (sometimes significant) change in my portfolio allocation.

Joel Greenblatt of the Gotham Funds will explain his big change in portfolio strategy, from a very concentrated approach to broad diversification.

The weakness of infrequent calendar rebalancing is that it can leave you exposed to big changes in your portfolio — occurring over short periods of time — when markets are volatile.

There were a few significant changes in the portfolio during the October quarter.

With online account access, you can see daily changes in portfolio value and financial information that can be exported for analysis or tracking.

The roles given to the team of 28 representatives — one per EU member country — include significant changes in portfolios compared to the outgoing Commissioners.

Unlike the Basic Portfolio service in which the membership of the portfolio is predetermined and only subject to periodic rebalancing over the analysis period, the DPA allows for arbitrary changes in portfolio composition.

Values are approximate; there is no guarantee that actual changes in portfolio values would equal amounts shown here.

The one last 2010 change in my portfolio holdings was the sale last week of Welcare Group (WCG) shares at about $ 29.25 per share.

Michael Mauboussin writes: «being right frequently is not necessarily consistent with an investment portfolio that outperforms its benchmark... The percentage of stocks that go up in a portfolio does not determine its performance, it is the dollar change in the portfolio.

I'm gearing up for the next change in my portfolio, but unlike prior reshapings, I am putting out my industry ranks first.

You may want to consider changes in your portfolio if you can exchange your current holdings — after consideration of taxes, if any — for ones that offer a higher expected return or a higher certainty of obtaining generally the same return as an existing holding.

You can use the IB Risk Navigator to simulate the effects of changes in your portfolio.

FIVE: Low Turnover of Stocks There are a few reasons why you should favour funds which rarely make changes in their portfolio.

The challenge for me is understanding how to correctly handle things when there are changes in the portfolio during that time period (i.e., rebalancing, adding a security, removing a security, etc)

I like to do these baby DivHut updates three or four times a year as not much changes in his portfolio on a month to month basis.

If you'd made changes in your portfolio to be more defensive, you would have lost out when the markets shook off the referendum results and marched higher.

No change in the portfolio since last quarter: what has this guy been doing for three months?

Has there been a change in portfolio managers?

Sir pls tel me should i make any changes in this Portfolio allocation?

It should not prompt you to make any changes in your portfolio.

As a client of Scotia iTrade, I had an opportunity to test - drive their US - Friendly RRSP program this month as I made some changes in my portfolio.

My father is making some changes in his portfolio and I've been chatting with him about ETFs.

Changes in a portfolio are determined by the investment team and the investment approach designated for each strategy.

You can see the change in your portfolio's value over time, total returns and more.

Any any change in my portfolio please advise me.

Market turbulence can also lead some investors to make drastic and not - well - thought - out changes in their portfolios.

Changes in portfolio are in line with the earlier fund.