Sentences with phrase «changes to the portfolio during»

We made some changes to the portfolio during the quarter.

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

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.

Not exact matches

Consequently, although the assessment did change the amount and kind of writing students did to fit with portfolio requirements and prompted teachers to internalize and use scoring criteria during instruction, teachers put their energy into «the visible, procedural elements of the assessment» rather than integrating it into their instruction.

Before joining the Deputy Mayor's Office, she worked at District of Columbia Public Schools as Chief of Staff to the Chief Operating Officer during which she supported the agency's portfolio planning activities, including school closures, grade configuration changes, and enrollment projections.

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)

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.

During the next correction, I plan to move most of my portfolio (now 2/3 bonds) to index funds and changing to about 40 % bonds.

In addition, the Jensen Quality Growth Fund may update its holdings information at other times during a quarter in the event that the Fund makes a significant change (s) to its portfolio holdings.

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.

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

He wrote that, while «much progress has been made during the past few years as stronger regulations have benefited the industry,» further changes, such as the implementation of floating net asset values, «could do irreparable damage to portfolios that have served savers and the U.S. economy well over the past 25 years.»

The easier it is to select a portfolio, or change your selection (something Ally Invest Advisors does with an easy slider toggle), the less committed the client is to stay the course during market volatility.

In the realm of litigation, the utilisation of patent analytics enables patent practitioners to conduct better pre-litigation and litigation analyses and achieve better outcomes by uncovering critical insights across patent portfolios containing large aggregates of data, including: identifying strengths and weaknesses subject to exploitation; pinpointing changes that occurred during prosecution; and invalidating asserted patents by uncovering difficult to find, but highly relevant, prior art references having alternative terminology with patent thesauri.

What Ellada Does Working as a member of the Onboarding Implementation Team, Ellada is responsible for managing internal and external stakeholders during portfolio launch and change events to... View profile