Sentences with phrase «determine overall asset»

It's quite common for average investors to determine their overall asset allocation and then implement that same strategy in each of their accounts.

This is something to be aware of when determining your overall asset allocation strategy today.

Not exact matches

They are generating a lot of net - free cash flow and need to determine what to do with monthly, quarterly or annual lump sums of cash that need to be saved long - term and put into their overall asset allocation plan.

For other assets, like water, analysts determined the overall value by tallying the values of the services and manufactured products related to the resource.

Instead, I will focus more on the overall asset allocation because that's what will determine the performance of our investments

When you compare ETFs, look at the asset class to determine where a particular fund fits into your overall asset allocation.

This wouldn't work if all the converted assets were held in a single Roth IRA, because then you would have to look at the investment performance of the overall IRA, which was positive, in determining how much to return to a traditional IRA in a recharacterization.

An overall asset allocation analysis will be provided for your current investments to determine your risk tolerance.

The raw material for constructing such a portfolio is 1) a list of potential investment ideas; 2) estimates of intrinsic value; 3) a comparison of these values relative to market price (essentially determining which ideas posses the widest margin of safety); 4) an assessment of each asset's isolated risk as well as its effect on the portfolio's overall risk profile (how does a given asset correlate with other assets in the portfolio?).

This process will determine which overall asset classes will be used, and how your investments should be divided between these asset classes.

In addition to identifying the individual stocks and bonds to invest in, managers collaborate to determine the fund's asset allocation, employing a bottom - up assessment of current opportunities combined with top - down macroeconomic analysis to shift the overall asset allocation to take advantage of market inefficiencies.

First, the mix of asset classes you own is a large factor — some say the biggest factor by far — in determining your overall investment portfolio performance.

Instead, the goal is to go around elaborate game boards and collect properties, then improve them in order to increase your assets and overall money, ultimately gaining enough to be determined the winner of the match.

Accountant — Samson and Holmes Finance Corporation, Saratoga Springs, NY — 2/2008 — 8/2013 • Performed duties such as account processing, budgeting, and payroll on a daily basis • Discovered billing mistakes that caused the company $ 500,000 in double charges, and took appropriate action to successfully recover the full amount • Handled fixed assets, loan accounting, budget reviews and forecasts, and financial reports • Provided quarterly budget goals for both the overall company and individual departments within the company • Maintained the general ledger, compiled internal auditing reports, and recommended financial strategies to increase profits and reduce spending • Monitored industry trends, the economy, and other financial factors to determine risks and areas of profit opportunity

Determined the root causes of asset problems and implementing permanent fixes, with all activities leading towards improving overall plant process reliability

While not the determining factor, the deduction is an influencing dynamic for buyers and an overall bonus of investing a large sum of their assets into a home.