Sentences with phrase «change to the portfolio»

A passive investor is one who uses index funds and doesn't make changes to their portfolio based on what the market is doing today or might do in the future.

We made only a few changes to the portfolio during the quarter.

During the first quarter I made a number of changes to the portfolio.

I'm in the process of making major changes to my portfolio, and I wanted to create a spreadsheet of my allocations that would update conveniently with recent asset prices.

This means the fund makes fewer changes to its portfolio than the typical mutual fund, so it generates fewer short - term capital gains to be passed on to investors.

Our aim is to provide a general update on our current thoughts, views and insights on existing holdings and changes to the portfolio over the period.

If you believe the fundamentals have gotten worse, then make the necessary changes to your portfolio.

Using discretionary managers may allow a financial advisor to make changes to portfolios quickly and easily because they don't have to ask permission of investors.

Active implies investors — or, more specifically, fund managers — making changes to a portfolio simply for the sake of change.

There are other changes to the portfolio though so please read on.

Our portfolio managers are making fairly modest changes to the portfolio of ideas the analysts have researched that have survived the process of making our approved list of investments.

I also find that this «buy low / sell high» understanding of stocks / bonds helps me decide how to make changes to my portfolio targets.

# 2 The major changes to a portfolio occur when commodities and REITs are added to it because these asset classes have low correlations to core equity asset classes.

Some of the recent changes to these portfolios reflect the view that the situation with energy stocks is much like what happened in the gold sector.

It also encourages hyperactivity; clients often expect a manager to make changes to the portfolio even when doing nothing could be the most prudent policy.

I limit changes to the portfolio, because it takes time for investment ideas to play out.

More importantly, everyone needs to be alert to significant changes to their portfolio and make adjustments when the time calls for it.

Our aim is to provide a general update on some of our current thoughts and views, insights about existing holdings and changes to the portfolio over the period.

I don't think investors need to panic or make major changes to their portfolios, however.

They like to continually make changes to their portfolio — either the specific investments such as individual stocks or maybe the asset allocation.

Mitch Tuchman: We've only made one modestly significant change to the portfolios in several years.

The overriding theme is to have a plan and make rational changes to your portfolio based on your individual needs rather than some pundits» guess.

Prognosticating that the end is near and you should be heading for the hills rather than making calm and rational changes to your portfolio in the face of a relatively minor speed bump so far.

Also, because an index fund makes changes to its portfolio only when the components of the index are changed, sometimes as infrequently as once a year, index mutual funds also tend to be more tax efficient than actively traded mutual funds.

This may seem like motherly advice, but there's a lot to be said for that institution: «Stay focused, keep perspective, and above all, don't make drastic changes to your portfolio,» said Vanguard chief economist Roger Aliga - Diaz in a press release issued this morning.

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.

To make sure that doesn't change, the NCSE announced this week that it is adding climate change to its portfolio.

On the other hand, paying a percentage of assets gives you the freedom to instruct your broker to make appropriate changes to the portfolio without worrying about the hefty trading commissions, while at the same time removing incentives for the broker to trade excessively.

They have glide paths that are pretty much set in stone, and typically don't make any strategic changes to their portfolios despite the current environment.

Although our approach is relatively inactive (meaning we don't make frequent changes to the portfolios on a quarterly or annual basis) we do tilt portfolios on a cyclical basis as relative risks evolve.

It describes when and how changes to the portfolio will be made: for example, it could specify that your asset mix should be rebalanced to its original allocation on a set date each year.

If the plunge in the markets has rattled your nerves and you've realized that you really can't tolerate the risk like thought you could, Vandermeer recommends making changes to your portfolio now, not waiting for a little bounce back.

Making significant changes to a portfolio at euphoric or gloomy moments can devastate long - term returns.

As such, we will not be making wholesale changes to the portfolios based on the Brexit outcome, but will continue to rely on our bottom - up investment process to identify companies with the potential for positive earnings inflection.

Cornerstone Growth Fund Portfolio Manager Brian Peery discusses the Fund's investment criteria and notable changes to the portfolio following the most recent rebalance.

The only change to my portfolio recently has been the sale of my Hartford Insurance warrants two days ago at $ 23.37 for a better than 100 % gain.

The most profound change to the portfolio is that we can swap out the old Meritas International Equity mutual fund (with its 1.96 % MER) for a couple of new sustainable ETFs that give us global exposure at a much lower cost (0.4 % — 0.45 %).

Unlike other investment options, which are actively managed by a fund manager (or even yourself), automated investing platforms like Wealthfront are able to make changes to your portfolio more quickly, and without the fees that come with paying a human being to do it for you.

After repositioning anchor spaces and making key changes to its portfolio through acquisitions and sales, Brixmor achieved NOI growth of 3.2 percent, rent spreads of 16.4 percent and growth in FFO per diluted share of 4.4 percent, according to a company statement.

I did make a few changes to my portfolio during the first quarter that I didn't note here (adding to my ZINC and GYRO positions, opening a new position in BFCF and closing out my Liberty Media positions).

This includes details of your Social Security payments, or whether there will be drastic changes to your portfolio.

The authors conducted an experiment in which they asked students to pick stocks and make changes to their portfolios over a three - year period (transaction costs included).

With the discretionary service we create, monitor and manage portfolios for our clients so that they don't have to be involved in decisions around asset allocation and don't have to be in charge of making changes to their portfolios based on current market movements.

Dave alerts us whenever he makes a significant change to the portfolio, such as the following article...

I recently decided to make some major changes to my portfolio based on a report from Personal Capital.

A report by Vanguard found that investors who held balanced funds were less likely to make changes to their portfolios during the financial crisis of 2008 and the five years that followed, which means they weathered that event far better than most.

While he put the chance of a shutdown at 50/50, Robert Phipps, director at Per Stirling Capital Management in Austin, Texas, said he was not making any changes to his portfolio to protect against a shutdown.

The temptation to make a change to your portfolio has never been greater.