Sentences with phrase «current portfolio performance»

Looking at my current portfolio performance, I have a hard time seeing the value in spending time in learning how to actively invest and about finance in general.

You can see your portfolio summary, view your current portfolio performance, and do a high - level assessment of your current holdings, but that's about it.

Not exact matches

Other than that, my current investment portfolio is heavily focused on index funds because of its historical performance and tax & cost efficiency.

These forward - looking statements are based on our current expectations and assumptions regarding the fund's portfolio and performance, the economy and other future conditions and forecasts of future events, circumstances and results.

In this month's Investment Outlook we discuss: short - term versus long - term active manager performance; using performance data to make active manager decisions; PNC's portfolio construction process; and current performance of active managers.

Current and former portfolio companies in technology, digital media and consumer include: Akamai Technologies, Allaire, Art.com, Athletes» Performance, HealthCentral Network, JibJab, LogMeIn, Powersoft, QuantCast, Solidworks, TechTarget and WordPress.

B. Base 80 % of teacher evaluation on student performance, leaving the following options for local school districts to select from: keeping the current local measures generating new assessments with performance — driven student activities, (performance - assessments, portfolios, scientific experiments, research projects) utilizing options like NYC Measures of Student Learning, and corresponding student growth measures.

The current line - up comprises Prestige, R - Sport and Portfolio trims, while the F - Pace S is the current high - performance version and is exclusively powered by V6 engines.

During this webcast, we covered: • How innovative companies can lead to above average growth • Key objectives of the Fund and their impact on current performance • Our proprietary portfolio management process • Fund performance YTD

During this webcast, we covered: • Our proprietary portfolio management process • Personnel changes made in 2015 and the people managing the Fund • Key objectives over the last few years and their impact on current performance • Fund performance YTD • Fund outlook for the 2nd half of 2017 & beyond

Under current management, the Invesco Small Cap Equity Fund could have effectively been substituted, and with better risk - adjusted performance, by a fixed portfolio of a handful of small - cap ETFs.

On the other hand, for the portfolio valuation and performance assessments you should only use ETR: BMW prices, because it is way more liquid, and thus better reflect the current market valuation.

Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and / or investment strategies recommended or undertaken by Portfolio Solutions ®) made reference to directly or indirectly by Portfolio Solutions ® in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level (s).

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings (FPR) report have been updated to reflect mutual - fund performance data current through MarcPerformance Rankings (FPR) report have been updated to reflect mutual - fund performance data current through Marcperformance data current through March 31, 2018.

Table 1 lists the current holdings of the Model Shadow Stock Portfolio, and Figure 1 and Table 2 report on the portfolio's perPortfolio, and Figure 1 and Table 2 report on the portfolio's perportfolio's performance.

I'll be the first to admit that I don't know my overall portfolio performance because I only track the performance of my current holdings.

-LSB-...] Portfolio Summary which shows your current holdings along with allocation and performance as measured by XIRR -LSB-...]

I will be changing the way the portfolio is displayed on Google Docs — the current positions will still be displayed but performance data and historical transactions will soon be dropped from the document.

Current performance of the Portfolio may be lower or higher than the performance quoted.

SMI's Personal Portfolio Tracker and monthly Fund Performance Rankings report have been updated to reflect data current through 8/31/2016.

Solely building a portfolio by selecting funds from the categories with the best current five - year performance would result in a portfolio that has a significant allocation to bond funds.

I did want to review the 2017 performance of all my holdings here, but ultimately it didn't make much sense if I didn't also focus on their current valuations & prospects — therefore, my next post (or two) will take a fresh look at each of my current portfolio holdings & my current portfolio allocation.

However, as I continually assess the performance of these investments, I believe that many of the stocks in the portfolio have reached their current value, and as such, it is a good time to sell, lock in some gains, and roll the profits into other companies that I see as a value.

When you buy a bond fund, you buy shares in a portfolio of bonds that is created or managed to pursue a specific investment objective such as current income, current tax - exempt income, total return, or to match the performance of a market index.

«With its current performance, wind energy is demonstrating that it could rapidly become an important part of the nation's power portfolio.»

Created presentations and reports for current clients examining portfolio performance, cash flow and balance sheet analysis, asset allocations and reconciliations, and historical performance with relevant benchmarks.

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

They are not the least bit concerned with short term metrics like current equity or current cashflow — their focus is strictly on the impact those metrics could have on their portfolio's performance long term.

On the last earnings call he told investors, «We continue to believe there is an absolute disconnect between our current price of our shares relative to the value and performance of our portfolio.