Sentences with phrase «dollar portfolio with»

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

Instead of a $ 16.8 million dollar portfolio with a low fee structure, your investment will only grow to $ 5.6 million dollars because of the higher fund fees.

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.

Not exact matches

Or so bets Venrock's Bryan Roberts, whose 20 - year record as a healthcare venture capitalist has involved hearing some 25,000 pitches and shepherding nine portfolio companies with billion - plus dollar valuations.

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.

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's been a strange year for venture capitalists, whose portfolios are stocked with billion - dollar companies but relatively few IPOs or blockbuster sales.

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.

If you want a laugh equal to your fear check out present day dollars return for your portfolio with an upside probability equal to the negative outcome you are offsetting; it is crazy large.

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.

With ETF investing there is a cost per trade and that can add up to significant dollars especially with a small portfolio or if you do monthly contributiWith ETF investing there is a cost per trade and that can add up to significant dollars especially with a small portfolio or if you do monthly contributiwith a small portfolio or if you do monthly contributions.

Ability to help portfolio companies with value - added introductions, strategic advice, and direct co-investment dollars

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.

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.

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.

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.

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.

With his focus now on developing markets, Ashok will spend the majority of his time working closely with Unreasonable Capital portfolio companies to pick up where investment dollars often stop — hands - on organizational development and in - market identification of growth opportunitWith his focus now on developing markets, Ashok will spend the majority of his time working closely with Unreasonable Capital portfolio companies to pick up where investment dollars often stop — hands - on organizational development and in - market identification of growth opportunitwith Unreasonable Capital portfolio companies to pick up where investment dollars often stop — hands - on organizational development and in - market identification of growth opportunities.

Diversifying your retirement portfolio with Precious Metals can be an insurance policy against such events as wars, inflation and deflation, downturns in the stock market and the US dollar.

The combination of the 2007 - 09 financial crisis, the 2011 European debt crisis and a rising dollar have made for a terrible time for investors with a global portfolio in the past decade.

I'm putting together a similar self directed portfolio and although I want broad exposure to world markets but I'm worried with the current state of the dollar that over the long term I'll be at risk.

When you have a small budget, indexing with the help of dollar - cost averaging — investing the same amount regularly, such as each month — can go a long way toward ensuring you have diversity in your portfolio.

With that in mind, gold positions continued to be rolled back as the markets are adjusting portfolios given the increased potential for the dollar to rise in the weeks head becomes a reality.

Even someone going out on their own and investing in dividend growth stocks would find it very difficult to lose money with a portfolio of well known multimillion dollar companies that have raised their dividends for decades on end.

He also approved an out - of - court settlement with Insignia that allowed the company to complete a billion - dollar sale of its residential portfolio only five days later.

Nuclear power also has a place in the administration's energy portfolio, along with hydrogen power, which is budgeted for more than a billion research dollars in the coming years.

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.

With what EPRI calls a «full» portfolio of technology options, including new nuclear, expanded wind power and carbon capture, the price of electricity in current dollars would climb by 80 percent in 2050.

The sponsors of private plans must therefore contribute much more for every dollar of promised benefits than governments contribute to teacher pension plans that value liabilities using an 8 percent assumed return on portfolios heavily weighted with stocks, hedge funds, or private equity.

Dollars and Sense Accountability In July 2013 Marguerite Roza spoke with 23 district leaders, charter organizations and funders at the Portfolio School District Network meeting in Seattle.

Stocks in the Future is a financial literacy and incentive program for students in grades 6 through 8, delivered weekly by students» regular classroom teachers, allowing students to earn dollars with good attendance and grades that they can invest in their own stock portfolio.

As an assistant secretary of education, she played a pivotal role in policy and management issues affecting preK, elementary, and secondary education for the U.S. Department of Education and oversaw 86 programs with a portfolio of almost 26 billion dollars.

However, your dollar might go farther by hiring a seasoned designer with the experience and portfolio to back up their higher fees.

Gross margin is to hold steady or drop slightly in the first six months of this year, compared with 39.5 percent for the same period last year, Ko said, adding that the decline could be attributed the a strong New Taiwan dollar, higher raw material costs and unfavorable product portfolios.

However, the fund's large equity stake adds risk to the portfolio, which, with large positions in high - yield (20 %) and non-U.S. dollar denominated bonds (30 %), is already one of the multisector category's most volatile.»

You can hold units of any fund / portfolio available for purchase in U.S. dollars in non-registered accounts with CIBC Securities Inc..

During that period, his portfolio posted an annualized 8.3 - per - cent return before fees, compared with 5.6 per cent for the S&P / TSX Total Return index and a 3.2 - per - cent loss for the S&P 500 Total Return index in Canadian dollars.

As we reported earlier this year, the U.S. has already plunged head - first into the world of robo - advisors (portfolio suggestions offered by automated algorithms usually at lower cost than human advisors) with Charles Schwab having attracted billions of dollars in new business as a result of launching its robo - advisor service, Schwab Intelligent Portfolios, which adds to the existing mix of dozens of other robo - advisor services south of the border.

Exposure to the US dollar reduces volatility in a portfolio because the currency has negative correlation with the global equity markets.

Investing in a globally diversified portfolio with a dollar cost averaging strategy is the best strategy for most investors.

Conventional financial planning research says someone retiring at 65 should withdraw no more than 4 % a year of his or her original portfolio, with subsequent increases in the dollar amount to cover inflation.

The mass media is replete with tricks that claim to help you achieve that million dollar portfolio (truthfully, that number is likely on the small side) and set sail into retirement so you can live the life you've always dreamed of while you slaved away at your day job.

The first is whether the Couch Potato strategy is effective with portfolios of several hundred thousand dollars or more.

You earn 12X Hilton Honors Bonus Points for each dollar spent with a participating hotel or resort within the Hilton Portfolio, 6X points for each dollar spent at U.S. restaurants, U.S. supermarkets, and U.S. gas stations, and 3X points for all other eligible purchases on your card.

Compared with Portfolio 1, that's a dollar increase of 53 %, while still leaving more than two - thirds of the portfolio in thePortfolio 1, that's a dollar increase of 53 %, while still leaving more than two - thirds of the portfolio in theportfolio in the S&P 500.

The fund invests principally in investment - grade, tax - exempt securities with an average dollar - weighted portfolio maturity of three years or less.

With Acorns and similar apps, instead of deducting a fraction of every paycheck to invest, every purchase you make with a credit card is rounded up to the nearest dollar, and the difference is invested into your choice of an investment portfoWith Acorns and similar apps, instead of deducting a fraction of every paycheck to invest, every purchase you make with a credit card is rounded up to the nearest dollar, and the difference is invested into your choice of an investment portfowith a credit card is rounded up to the nearest dollar, and the difference is invested into your choice of an investment portfolio.

Imagine telling someone who planned to retire on January 1, 2000, with a million dollar stock portfolio and thinking that a 4 % «safe» sustainable withdrawal rate that sequence of return risk is unlikely to be experienced, the Great Depression was 70 years ago.

For less than $ 1000 you can build a portfolio of very low cost ETFs that would require tens of thousands of dollars to build with mutual funds.