Sentences with phrase «dollar portfolio of»

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.

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.

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?»

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.

Reducing emissions through energy efficiency With respect to its own multibillion - dollar portfolio of drilling operations, refineries and pipelines, Exxon Mobil said it «addresses the risk of climate change in several concrete and meaningful ways,» including through energy efficiency measures, deployment of less carbon - intensive technologies at its facilities and even the development of products that help consumers use energy more efficiently.

Not exact matches

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

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.

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

Another way to insulate a portfolio from Europe: Buy Japan, «the single biggest beneficiary of a strong dollar,» Ayer says.

Now, as the Oracle of Omaha prepares to kick off this year's Berkshire shareholder convention on Saturday, the opposite is true: The vast majority of the stocks Warren Buffett owns have made money over the past year, helping his portfolio gain some $ 16 billion dollars in value.

The former Bank of Italy governor, when asked by a reporter in 2013 what role gold plays in a central banks portfolio, answered that the metal was «a reserve of safety,» adding, it gives you a fairly good protection against fluctuations against the dollar.

In dollar terms, though, a few of Buffett's picks with more modest returns were actually the most lucrative for the investor's portfolio this past year, in large part because Berkshire Hathaway owns massive quantities of their shares.

«This is part of our portfolio and we'll continue to support it,» he said, adding that Verizon has invested hundreds of millions of dollars annually in this infrastructure and will continue to do so.

The portfolio was not hedged at all when the products were sold, and most of the annuities were issued when the yen was trading at around 115 to the dollar.

He is the author of two books, including «The Ten Trillion Dollar Gamble,» on positioning portfolios for the growing U.S. deficit.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

It makes no sense for you to have all of your money here, in assets denominated in dollars, if you have a portfolio worth at least $ 100,000 or more.

As you suggest, I follow a strong dollar cost average approach, but I feel bonds will not make up a portion of my portfolio until my 50s.

From a janitor who left behind an $ 8,000,000 fortune to a reclusive computer programmer who amassed $ 18,000,000; a lawyer who quietly built a stock portfolio worth $ 188,000,000 to a retired IRS agent who turned her $ 5,000 savings into a portfolio valued in the tens of millions of dollars from her apartment in New York, ordinary Americans have been using the stealth wealth strategy to grow rich for a long time.»

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

The company will use the funding to extend its offerings to retail - akin industries such as healthcare and hospitality, further penetrate the billion - dollar small retailer market in India and enhance its product portfolio to meet the requirements of a broad range of retailers worldwide.

We also computed the portfolio balance (in real dollars) at the end of the 35 - year retirement period for successful scenarios.

Its relatively high global position reflects the special place the Australian dollar holds in portfolios of international funds managers because of its relation to commodity prices, offering a degree of diversification from other currencies.

Going forward I would anticipate doubling the size of the portfolio in 2015, at which point it will really begin to take a life of its own, contributing several hundred dollars each year to its own cause.

After making this discovery, it only took him a few hours of adjusting his portfolio with the help of Personal Capital's fee analyzer to reduce his potential fees to just $ 86,163, saving him over $ 500,000 dollars and shaving 2 years from his path to retirement.

From my mid 20s until age 40, I dollar cost averaged into a diversified portfolio of mutual funds.

Even in the current market I have been able to generate several hundred thousand in net loss carry forward from the stock portfolio, while the value of the portfolio has gone up by several million dollars.

Likewise, if you run your own business and focus on keeping costs low, margins sufficiently high, and reduce spending in - line, you're probably going to come out ahead of the game by using these downturns to dollar cost average into your portfolio.

MM Note: This post was written by Jacob Perez, one of my homies and frequent Millennial Money contributor, who has created a multi-million dollar real estate portfolio before the age of 30.

Earn Hilton Honors Bonus Points for each dollar of eligible purchases on your Card: 12X at hotels & resorts in the Hilton portfolio, 6X on Select Business & Travel Purchases, 3X Everywhere Else.

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

That's because portfolio turnover increases the amount of taxes that must be paid on capital gains and boosts the total amount of commission dollars that must be paid in a given year.

The Company may enter into fair value hedges, such as interest rate swaps, to reduce the exposure of its debt portfolio to changes in fair value resulting from changes in interest rates by achieving a primarily U.S. dollar LIBOR - based floating interest expense.

Meanwhile, Swiss Re has spent the past several months in discussions with SoftBank about a possible multi-billion dollar investment with the promise of strategic partnerships with SoftBank's growing investment portfolio.

Advisers will have to project the dollar amount of future fees that each investor will incur based on his or her unique portfolio.

«The goal of investing is to protect and increase your portfolio in inflation - adjusted dollars over time.»

So, the correlation analysis tool correctly predicted a gap of investment dollars in Utilities in my portfolio.

Harvard Business School did a study: If you invested a dollar 20 years ago in a select portfolio of public companies focused just on growing their businesses, that dollar would've grown to $ 14.46.

You can debate the mathematics of dollar cost averaging all you want, but the reality is the majority of investors are forced to invest this way because they build their portfolios one contribution at a time.

But if you'd instead invested that same dollar in a portfolio of companies that focused on the most important environmental and social issues while growing their businesses, that same dollar would've grown to $ 28.36.4

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.

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

Nonetheless, 1) the rates move lower on positioning excess being unwound due to YTD performance pain and reversing technicals, along with 2) the potential «watering down» of the tax policy's USD - drivers need be monitored going - forward for all portfolios due to the high likelihood of causing a similar turn lower in the US Dollar.

Those fees add up — let's pretend you're near retirement, have that proverbial million - dollar portfolio, and want 15 % of your retirement assets in energy companies.

So if there is $ 15 trillion dollars invested in the US stock market and $ 2 trillion invested in the UK market, that's what our portfolio should mirror if we're to track each dollar, pound, or euro of global capital.

Brosens estimates these program trading strategies have in aggregate a total stock market exposure north of $ 1 trillion dollars — a somewhat larger share than portfolio insurance back in 1987.

With both security types, the per - share dollar amount of the fund is based on the total value of all the securities in its portfolio, any liabilities the fund has and the number of fund shares outstanding.

Allocating a percentage of your portfolio to precious metals can mitigate losses during a bear market and preserve your purchasing power if the US dollar depreciates.

For the most part, lump sum investing outperformed dollar cost averaging two out of every three times, «even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.»