Sentences with phrase «change to his portfolio from»

With that being said, let me point out one change to his portfolio from last quarter which was a single purchase of General Mills, Inc. (GIS) in early April.

Not exact matches

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»).

Matthew Strauss, vice-president of portfolio management with Toronto's Signature Global Advisors, adds that, since the recession, the focus has changed from buying export - focused companies to businesses that sell to the domestic consumer.

changing demographic patterns, with aging investors shifting from speculative equities to balanced portfolios that emphasize dividend and income streams;

Jack Hartings, chairman of the ICBA, asked the Alabama Republican about possible changes to the Consumer Financial Protection Bureau's «qualified mortgage» rule, including a proposal that would allow more loans held in portfolio to be considered QM, along with relief from some escrow requirements and balloon mortgage restrictions.

This comes after a year in which ALEC, with help from groups like the Heartland Institute, a libertarian think tank skeptical of climate change, failed in all of their coordinated attempts to roll back renewable portfolio standards (RPSs).

For example, taking withdrawals from your investment portfolio doesn't guarantee income for life, but gives you the flexibility to change the amount you withdraw each month.

Investors may be discounting the risk that will change — and should evaluate whether their portfolios are actually exposed to risks from rising protectionism, particularly with respect to NAFTA and China.

One of the most difficult challenges of transitioning to retirement from the working world is a complete change in mindset with regards to an investment portfolio.

Strategic Advisers may select investments that differ from BlackRock's model portfolio, but may also implement BlackRock's model portfolio without change, subject to any reasonable investment restrictions you may impose.

Investors may be discounting the risk that will change — and should evaluate whether their portfolios are exposed to risks from rising protectionism, particularly with respect to NAFTA and China.

Global equity allocations accounted for 51.4 percent of this month's portfolio, barely changed from 51.3 percent in both September and October, with bonds trimmed slightly to 37.3 percent from 37.6 percent.

Given that spreading ownership of capital and increasing employees» share in economic rewards has bipartisan appeal, 37 the only valid answer to the question by Washington, Adams, Jefferson, Madison, or other time travelers is that, after four decades of neglecting policies to stimulate broad - based profit sharing and employee share ownership, we have changed course and are now placing them in the policy portfolio, if not at the center of economic policymaking that they occupied from the days of Washington to Lincoln.

The Company may enter into fair value hedges, such as interest rate swaps, to reduce the exposure of its debt portfolio to changes in fair value resulting from changes in interest rates by achieving a primarily U.S. dollar LIBOR - based floating interest expense.

Brent Beardsley, global head of wealth and asset management at Boston Consulting Group, says more wealth management firms with a wirehouse — or integrated broker — model are looking to increase revenues from advisers by automating advice: «If you look at the big wirehouses, you'll see the role of the adviser has changed now that portfolio management is increasingly being managed centrally.

Many people keep their portfolio investments fairly consistent from their 30's to 40's but you should make minor changes to risk.

For these portfolios, more timely changes may allow investors to benefit from rapidly changing opportunities within the market.

My key questions then are: is the first - order benefit gained from applying McClung's drawdown and portfolio allocation strategy rather than annual rebalancing to fixed asset proportions; and is modifying a globally diversified market cap portfolio to a Triad (or similar) portfolio necessary to benefit from McClung's strategy or is the global cap portfolio likely to be adequate and the required changes only offer second - order benefits?

State Street is also changing the indexes on three of the SPDR Portfolio ETFs, moving from Russell indexes to brand - new in - house benchmarks:

Translated from math - speak to English, we're more or less saying, «the monthly returns of the bond portfolio is equal to some multiple of rate changes plus some multiple of credit spread changes.»

NWQ began managing money in 2010 and invests in a portfolio of Australian equity hedge funds — about eight to 12 managers from a selected list of 20 that changes over time.

Registered investment adviser Structured Portfolio Management, L.L.C. and two affiliated investment advisers have agreed to settle SEC charges stemming from allegedly inadequate compliance policies and procedures that resulted in improper trade allocations among the funds they advised and failure to disclose a change of strategy to fund investors.

Among the factors that could cause actual results and outcomes to differ materially from those contained in such forward - looking statements are the following: macro-economic conditions (including fluctuations in housing prices, oil markets, jobless rates and other indicators), credit market changes and constraints, foreign currency fluctuation, the company's ability to manage its property portfolio, the impact of labor markets, failure to effectively manage costs or achieve anticipated expense and cost reductions, and disruptions in our supply chain or information technology systems.

The changes you've seen in our portfolio are made based on these market figures,» he explained, referring to the launch of two of its new brands — Yalumba from Australia and Caliterra from Chile — to fill out the void after Treasury Wine Estates» exit.

GLOBAL: Andrew Nash returns to William Grant & Sons from Pernod Ricard William Grant & Sons has confirmed a change of category director for its Scotch whisky portfolio.

From the game - changing reds of Mas Janeil to the fruit - forward bottlings from La Réserve d' O, these new selections are true halos in our portfolio and we're honored to represent them.&raFrom the game - changing reds of Mas Janeil to the fruit - forward bottlings from La Réserve d' O, these new selections are true halos in our portfolio and we're honored to represent them.&rafrom La Réserve d' O, these new selections are true halos in our portfolio and we're honored to represent them.»

By concentrating on building a balanced portfolio of wine and spirits that cover the spectrum from small boutique gems to powerhouse volume brands, Shaw - Ross is able to offer a wide range of interesting and unique products that are relevant in today's ever changing environment.

In March 2006 Norman stood down from his portfolio to pursue other research interest and was joint runner - up for the 2006 Epolitix Environmental Charity Champion Award with Oliver Letwin for their work trying to establish a Cross Party Consensus on Climate Change.

Washburn's mostly fair - minded and engaging presentation of various examples (principally from biomedicine) reminds us that in a rapidly changing world we need to be constantly and thoughtfully reviewing whether the nature and content of higher education's portfolio of activities and policies need to be rebalanced or redirected to help universities fulfill their highest social role.

«From tablets to convertibles to a revolutionary hybrid, the Fujitsu portfolio is designed to help accelerate dramatic changes in the way people are working with computers — incorporating touch, always - on connectivity and a consistent user experience across PCs, notebooks and tablets,» the company said on Friday.

I have started SIP from May 2016, here looking for your suggestion to my portfolio required any changes to achieve my goal.

I have extracted this from my TIPS Ladder Survey: We need to change our statement about what kills retirement portfolios.

If a fund moves away from its mandate or changes its investment style then you should review the same and if it doesn't suit your investment goals or portfolio, then it is the time to exit that fund.

Refraining from tinkering with your portfolio, or even making dramatic changes such as fleeing to cash or switching to different investments altogether, may be challenging at times.

Payments from pension plans, CPP and OAS change things when it comes to how your portfolio should be structured.

In a lower return environment, the true tax deferral benefit of extending the average holding period of an investment from 2 years to 5 years — chopping the portfolio turnover rate from 50 % down to 20 % — is actually less than 5 basis points, which can be made up in the blink of an eye through a lower cost investment change or a mere day's worth of relative returns (not to mention weeks, months, or years)!»

Limited Management, Trading Cost and Rebalance — Investing according to specific, mechanical criteria applied on a specific date each year may prevent a portfolio from responding to market fluctuations or changes in the financial condition or business prospects of the selected companies during the year.

For example, given the past year of poor stock performance and good bond performance, it's a poor time to change the stock / bond allocation in my portfolio from 80 % / 15 % to 75 % / 20 % because that would mean «selling stocks low» and «buying bonds high.»

Allan Webb (whose name we've changed) plans to draw down only 3 % a year (plus inflation adjustments) from his portfolio when he eventually retires.

Investing to profit from the evolution in the market as a result of climate change should allow for a portfolio to weather any financial conditions over the long - term.

Strategic Advisers may select investments that differ from BlackRock's model portfolio, but may also implement BlackRock's model portfolio without change, subject to any reasonable investment restrictions you may impose.

Grandeur Peak Global Opportunities (GPGOX) and Grandeur Peak International Opportunities (GPIOX) have now changed their designation from «non-diversified» to «diversified» portfolios.

Investors may be discounting the risk that will change — and should evaluate whether their portfolios are actually exposed to risks from rising protectionism, particularly with respect to NAFTA and China.

Transfers from one account to another within your portfolio (a.k.a. «journals») should also be excluded, as the overall portfolio value does not change.

The value of real estate and portfolios that invest in real estate may fluctuate due to: losses from casualty or condemnation, changes in local and general economic conditions, supply and demand, interest rates, property tax rates, regulatory limitations on rents, zoning laws, and operating expenses.

Changes made to the model portfolios you have chosen in no way constitute a buy or sell recommendation from Disnat.]

Principal tests relate sentiment levels and changes in sentiment levels to S&P 500 Index and style / industry portfolio returns (from Kenneth French's data library) at horizons of 1, 3, 6 and 12 months.

Also, because the portfolio never changes from day to day or year to year, target maturity funds can operate with much lower expense ratios than indexed and actively - managed bond funds.

I am retired so i can be on line to change the portfolio from time to time.

What's interesting is to see how the portfolio has changed from time to time to get an investment idea from what The Oracle of Omaha is buying and what he's selling.