Sentences with phrase «dollar portfolio»

I manage multi-million dollar portfolios for a living and I can tell you that a 4.5 % expense ratio is ludicrous.

That's a healthy $ 100,000 gain in your million dollar portfolio in three months without having to do much of anything.

He also built a million dollar portfolio on only a teacher's salary by successfully value investing, before switching to ETFs.

But if you wait until age 45 to start, it will require a 1,700 monthly investment to reach a one million dollar portfolio value by age 65.

Consider this: If you start at age 25, a $ 300 monthly investment earning 8 % will build a one million dollar portfolio value at age 65.

Consider that in dollar terms: imagine a retired investor with a $ 1 - million - dollar portfolio generating $ 40,000 a year in dividends in 2008.

You'll notice that a small 2.5 % fee on a million - dollar portfolio cost a whopping $ 25,000 a year.

Billion - dollar portfolio purchases are making headlines, bond yields are still razor thin and REIT property values are still high.

He has since grown his real estate business into a multi-million dollar portfolio spanning a multiple states.

For more than ten years, she has worked with a range of clients from multi-million dollar portfolios to rental units.

One Million Dollar Portfolio Hypothetical Performance Summary For trading starting on November 9, 2016 Performance through February 28, 2017 $ 25 Round Turn Slippage and Commission

Here's a stupid question you might ask: «As against a multi-billion dollar portfolio of risk weighted exposure, are there any causes of action, defenses or counterclaims that markedly increase exposure out of normal ranges?»

From 1990 to 1996, he ran the New England Corporate Finance Group at Chase Manhattan Bank, where he was responsible for a multi-billion dollar portfolio of leveraged and non-leveraged cash flow and asset - based loans to middle market companies.

Managed a 425 million dollar portfolio with over 30 thousand accounts serviced.

In 20 years3, 1.02 % fee would reduce the value of a million dollar portfolio by $ 238,801 more than the same portfolio with 0.50 % fee.

As Scott C. Johnston points out in his popular blog «The Naked Dollar», many prominent hedge fund managers and traders have blown - up hundred - million - dollar portfolios because they did not manage their capital properly.

Description: With extensive experience managing multi-billion dollar portfolios for some of the world's largest private / public pension plans, including equity index funds for Barclays Global Investors, Jason now provides that institutional - level service to his clients.

Even with the stock paying a historically - high yield of 3.8 % right now, a million - dollar portfolio at that yield would pay you just $ 38,000 a year.

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

In this special interview segment from Where the Money, Motley Fool financial analyst Matt Koppenheffer sits down with the Fool's Million - Dollar Portfolio lead advisor Ron Gross, to discuss Berkshire Hathaway (NYSE: BRK - A)(NYSE: BRK - B), Markel (NYSE: MKL), and two more stocks Ron's keeping an eye on today.

If you have a good savings history and a healthy nest egg which you have been contributing to then it is possible to start investing young and leverage those investments to a multimillion dollar portfolio.

What are the possible investment options for a billion dollar portfolio held by a Middle Eastern family whose initial plan is to keep the funds in a bank until they require use of it; possibly 10 years later?

Having a million dollar portfolio drop to under $ 500k would not lead me to revel over the opportunity to DCA and buy shares on the cheap.

When it comes to investing strategies, it seems as though everyone from the multi-billion dollar portfolio manager to the local mechanic has a theory.

Japan chalked in another $ 20b, though its total was inflated by the impact of falling long - term rates on its long - term dollar portfolio (Japan marks its bond portfolio to market).

Using an acute understanding of market realities, we've developed three TD Retirement Portfolios to help meet the needs of different retirees — a low - risk conservative portfolio, a low - to - medium - risk balanced portfolio, and a low - risk US dollar portfolio.

In a 2.14 Billion Dollar portfolio reduced 30 + delinquency from 4 % to 1.69 % and 90 + from 1.02 % to.47 %.

Associations» portfolios range from $ 50,000 to multimillion - dollar portfolios totaling over $ 30 million in the program as of Dec. 31, 2012.

I can't do this because I know half as much about REI as you, but I do have a friend / mentor with a several million dollar portfolio who uses cap rate for 1 - 4 unit properties.

That's half the cost of a 2.5 % annual fee and it slashes the fee on a million - dollar portfolio from $ 25,000 to $ 12,500.

One Million Dollar Portfolio Hypothetical Walk Forward Performance Summary November 19, 2017 - March 23, 2018 Includes $ 25 Round Turn Slippage and Commission

This particular REI built a 20 million dollar portfolio in 3 years using the high end - college kid tenants.

Managed a large REO portfolio of 350 - 450 REO Assets ranging from $ 1,000 - $ 1 Million in real property, 20 Million Dollar portfolio of Ocwen's Investors REO assets specializing in disposition.

A few decades from now, we should have, at a minimum, a multi-million dollar portfolio of the world's best companies that pay out tens of thousands of dollars a month in dividends.

We probably can't run a multi-billion dollar portfolio on the basis of a simple NCAV screen, but we'll cross that bridge when we get to it.

Although he stopped running others» money in 2003 — by his account, he averaged a 16 % total return after fees during five decades as a stand - alone investment manager, versus 10 % for the S&P 500 — Schloss today oversees his own multimillion - dollar portfolio with the zeal of a guy a third his age.

As Scott C. Johnston points out in his popular blog «The Naked Dollar», many prominent hedge fund managers and traders have blown - up hundred - million - dollar portfolios because they did not manage their capital properly.

Gutsche certainly has experience in the corporate world, having spent time as a management consultant at Monitor Group after completing his MBA at Queen's University and having built a billion - dollar portfolio for Capital One Canada.

Now, see where he invests his money and why Disney is a core holding of his multi-million dollar portfolio.

One other book to consider is Million Dollar Portfolio by David and Tom Gardner of the Motley Fool.

Even with the Kimberly - Clark's dividend yield climbing to a 52 - week high of 3.4 % (and well above its 5 - year average of 3.1 %), a million - dollar portfolio at that yield would pay you just $ 34,000 a year.

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and CEO of The Peebles Corporation, one of the country's few national privately held real estate investment and development companies with a multi-billion dollar portfolio of projects in New York, Washington D.C., Philadelphia, Boston, Miami and Miami Beach.

«However, a million - dollar portfolio in 2018 isn't as valuable as a million - dollar portfolio in 1998 because of inflation.»

Joe honed his investing skills as an analyst for Stock Advisor, Fool One, Supernova, Million Dollar Portfolio, and Income Investor.

Now imagine if you had a $ 2 million dollar portfolio and returned $ 200,000.

Jason Moser, an analyst with the Motley Fool's Million Dollar Portfolio, said he found Plank's comments to be innocuous and acceptable.

In this segment of the Motley Fool Money podcast, host Chris Hill, Million Dollar Portfolio's Jason Moser and Matt Argersinger, and Hidden Gems Canada's David Kretzmann give their hot takes on McDonald's (NYSE: MCD), which is having no trouble at all getting customers through its doors, with 4.5 % same - store sales growth in the U.S. and even better numbers globally.