Not exact matches
Ask for their
portfolio to see what
kind of work they've
done and for whom they've
done it.
«She said, «I don't care how much money that stock would have made, I just couldn't handle that
kind of up - and - down in my
portfolio.
How about us retirees with conservative
portfolios, e.g., 60 % bonds, 30 % stocks, 10 % cash, what
kind of expected returns
do you see during rising interest rates?
If you are the
kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your
portfolio.
How
did you
kind of map between which
of the global opportunities, with which
of the right businesses
of the future to focus on within the family
portfolio?
I don't need the book but I just had to post (in a neener neener fashion) that I am half French and that my child eats pretty much everything, and yes I breast fed him on demand for a year, skipped baby food jars, and have a well documented
portfolio of him making a mess
of himself eating all
kinds of gloriously messy foods with his fingers.
I was wondering the other day whether there was some
kind of campaign etiquette which stated that shadow ministers
did not campaign in the seats represented by their opposite numbers, restricting their political sparring to their common
portfolio.
Any
kind of additional cash that you could save,
do so, or discover lucrative investments for your allowances, possibly ask your Sugar Daddy for guidance on building on your own a financial
portfolio.
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.
Apply that
kind of thought to a
portfolio of solid companies bought at low prices (like, for example, the prices you can pay about now), and you'll
do pretty well.
Excellent presentation, Prof. Had a question: Once you've recognized that the market (or one
of its subsets like dotcom stocks) are in bubble territory, what
kind of tactical moves can one make, besides avoiding such stocks (like increasing cash in the
portfolio) & how
does one go about
doing so?
When thinking about how to balance risk and return in your
portfolio, don't forget that the risk
of loss is not the only
kind of risk.
But these days, I've also incorporated a different
kind of strategy — I've been
doing some hedging: I have in my
portfolio two ETFs that track the movement
of the Dow.
I've not seen anyone attempt to
do any
kind of modeling for true investment
portfolios.
Over the past four years, you'd have
done pretty well with this
kind of portfolio.
Don't be the
kind of investor that puts the majority
of your efforts into picking individual investments and then makes asset allocation mistakes that destroy your
portfolio value.
In the Cabot Small - Cap Confidential advisory, Tyler
does all the heavy lifting for you, identifying those hard - to - find small caps that can earn you the
kind of triple - digit returns that can transform your
portfolio.
A robo - advisor is a good fit for you if you prefer to be largely hands - off with your investments — letting someone else
do the work
of building and optimizing your
portfolio — and you don't have the
kind of complex financial situation that requires a direct relationship with a human financial advisor.
So I thought maybe I should
do the same
kind of «smell» test with my
portfolio picks.
Of course, you don't want too much of your money in these kinds of speculative bets — only allocate a small percentage of your overall portfolio to play mone
Of course, you don't want too much
of your money in these kinds of speculative bets — only allocate a small percentage of your overall portfolio to play mone
of your money in these
kinds of speculative bets — only allocate a small percentage of your overall portfolio to play mone
of speculative bets — only allocate a small percentage
of your overall portfolio to play mone
of your overall
portfolio to play money.
If you love your
portfolio because you own those
kinds of companies, don't worry about volatility.
She teaches you how to understand your own investment goals, the
kind of asset allocation you'll need to get there, and how you can go about building your
portfolio around that information without paying a broker to
do it for you.
We aren't against investing in these industries; however we don't think an investor seeking long - term wealth creation should necessarily overweight their
portfolio in these
kinds of businesses.
Because
of the market - based trading
of ETFs and their ability to create and redeem shares in -
kind, passively managed ETFs
do not need to rebalance their
portfolios frequently.
I don't feel like I have many
of these
kinds of stocks in my
portfolio.
By contrast, investment
portfolios comprising RRSPs, TFSAs, group RRSPs and Defined Contribution plans
do not in themselves constitute the
kind of «real» pension that Milevsky says should be one part
of a diversified retirement income strategy.
Of course, meeting 5 % of investment return after inflation seems not that easy, it means 7 - 8 % return, with a risk, and since your table is based on that number as a performance, that means you have to risk ALL of your savings into that kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly know
Of course, meeting 5 %
of investment return after inflation seems not that easy, it means 7 - 8 % return, with a risk, and since your table is based on that number as a performance, that means you have to risk ALL of your savings into that kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly know
of investment return after inflation seems not that easy, it means 7 - 8 % return, with a risk, and since your table is based on that number as a performance, that means you have to risk ALL
of your savings into that kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly know
of your savings into that
kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly know
of return...
Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly know
Of course, apparently Buffett
did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a
portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly known.
Anyone who's lived through & suffered that
kind of collapse — and fortunately, I didn't — is someone who's learned (& will hopefully never forget) the enduring benefits
of portfolio diversification.
I check the cash flows, and the LTVs and the valuations
of the
portfolio because they are
kind of obvious things to
do in that situation, not because
of some checklist entry.
Indeed, some financial advisors prefer to keep things simple because
of this complexity: «I don't
do transfers - in -
kind,» says Adrian Mastracci,
portfolio manager with Vancouver - based Lycos Asset Management Inc..
Note though that most
of the time, you don't really need to seek this
kind of detailed representation to achieve a well diversified
portfolio, as positions in basic asset classes may be sufficient to lower your market risks.
I could
do all
kinds of things I can not
do with TD — use trailing stop losses (with no cancellation dates), see exactly how each position and
portfolio was performing with numerical and percentage ratings, etc..
So another question,
do strip bonds or zero coupon bonds have a place in a fixed income
portfolio and if so what
kind of waiting?
I have always had an issue with using some
kind of ranking system to size
portfolio positions; I don't see why, if one is really able to rank one's investment ideas with any sort or accuracy, one shouldn't simply go with the best couple
of ideas, or even the best single idea.
I also want to see a lot more news - flow about (ultimately) diversifying their
portfolio & growing their asset management business & AUM — and I don't mind paying up for that
kind of confirmation.
But I
do think that for a long - term gold «option», one that I might invest 3 or 4 %
of my
portfolio as a
kind of Armageddon insurance, this is a good one to play.
And in the fullness
of time, as we have now come to realize, Toyota stock has gone up a lot from that standpoint, and investors, which properly explains the
kind of results we've managed to have in our mutual funds that Consuela referenced, is because a patient investor with the contrarian value mindset I've talked about, as long as you're buying the stocks on sale and not those that are offered on clearance, i.e., which nobody else wants ever — so we don't believe in distressed investing or deep value investing, we're talking about quality companies that are available on sale — you can make what I'm going to call performance statements in your
portfolios, as opposed to what I'm going to describe what a lot
of investors try to make, which is fashion statements.
Had 15 + years experience as a programmer, and a great
portfolio of what
kind of work I could
do within games themselves.
At the time I had two years to pull together an Xbox launch
portfolio, but was
kind of in a panic trying to figure out how we were going to have games at Christmas 2001, for hardware which at that time didn't exist.
I didn't really go around with my
portfolio; that was
kind of a sad sack situation and pretty much a dead - end, I think.
The idea for Pierogi's Flat Files grew out
of my realization that people don't often get to see these
kinds of works in formal gallery and museum shows, and so the Flat File
portfolios were an ideal way for people to look through and actually touch original works and, in a sense, become their own curator, with works by established artists next to those by relative unknowns.»
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.
First, if these older lawyers had the
kinds of relationship with clients that is claimed, why don't more
of them take their
portfolios and walk, like the attorney Victor Morris described in the Times story.
This process
of «freshening up» your
portfolio can be accomplished by either exiting your current investments and acquiring newer properties or by
doing a like
kind 1031 exchange to defer taxes.