Sentences with phrase «changes to my portfolio targets»

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

Not exact matches

This change will make it easier for our clients to buy across our portfolio, and we will provide them with 360 - degree solutions (e.g., native, targeting, live media).

I've set myself a stock portfolio target of $ 1 million, but if anything I might end up revising that down if I just get sick of the work I'm doing, and want to make a change in career without worrying about the money, or perhaps just cut down my hours.

More changes may be afoot under Kelly, who is continuing his personnel review and is said to be targeting aides without clear portfolios of responsibility.

When there are market changes, portfolio managers buy and sell securities to make sure that your portfolio is always on target.

The first change I made to the portfolio in January was adding to my position with Target Corporation (TGT) after the stock price continued to sink.

Tactical asset allocation investing is an active strategy which allows portfolio managers to change their target asset allocation according to the valuation of assets.

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.

As portfolio weights and estimates of volatility and correlations change through time, the Fund will increase and decrease the gross exposure in an effort to maintain its target level of 12 % annualized portfolio volatility.

If you'd like to adjust your current ETF portfolio click on «Change Target %'s or ETFs» from the dashboard to change your existing ETF portChange Target %'s or ETFs» from the dashboard to change your existing ETF portchange your existing ETF portfolio.

One of the changes that Vanguard will soon be making to its Target Retirement funds is increasing the allocation to international stocks from 20 % to 30 % of the stock portion of the portfolio.

A rebalancing strategy seeks to minimize relative risk by aligning the portfolio to a target asset allocation as the portfolio's asset allocation changes.

Portfolio rebalancing might be required because of a change in asset prices or because you desire to change your target asset allocation (reweighting).

On the other hand, being a year off in the revenue projections (but not investments) for an SBU that is 3 % of the target portfolio, is just NOT going to change the answer from any kind of «do we pull the trigger, make the investment» point of view.

Success: Growing with a start - up biotechnology company and nurturing its intellectual property portfolio to make it an attractive acquisition target, and staying with the portfolio through subsequent corporate transformations and changes in ownership.

Other than age - based 529 plans or target retirement fund portfolios which become more conservative as one gets closer to college or retirement, I've never seen a portfolio changed midstream before.

If you've taken on additional responsibilities in your current role, changed your job target, or added new training or educational credentials to your portfolio — your resume should reflect this.

Closely monitored the performance of current portfolio of specialty loans and made changes to achieve performance targets.