Sentences with phrase «dollar value of your portfolio»

Value averaging works on the premise of knowing exactly what the dollar value of your portfolio will at some point in the future and choosing a growth rateto reach taht value.

To analyze a portfolio, Alpholio ™ requires only daily returns (expressed as percentages) or end - of - day dollar values of the portfolio (for privacy, these values can be scaled up or down through an undisclosed constant factor).

All of the above is true even if the current yield of your portfolio flat - lines, as it probably will (due to the increasing dollar value of your portfolio).

Not exact matches

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.

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.

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).

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.

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.

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.

The clearest available explanation for this crazy price outcome is supply: the total dollar amount of market value in $ WFC - L, an amount that has to find a home in someone's portfolio at all times, is roughly 1000X larger than the total amount of $ KSU - to be held.

De Bortoli wines, one of Australia's largest family - owned wine groups, has slumped to a $ 24.7 million full - year loss after export sales were crunched by the strengthening dollar and the value of its equities investment portfolio sank by nearly $ 50 million.

Biotechnology companies and start - ups are valued in the billions of dollars without even a single market - approved cell therapy in their portfolios.

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.

At CPB he oversaw a portfolio valued at more than 100 million dollars per year and comprised of television, radio, journalism content projects.

Fourth, consumption responds to fluctuations in the market value of the financial assets because the dollar amount of the drawdown is based on the portfolio's current market value.

To put this in dollar terms, assuming a portfolio value of $ 300,000, you would be paying a minimum of $ 6,000 per year in fees and expenses, and probably closer to $ 9,000; that's $ 500 - $ 750 per month!

Even if your shares increased in value (in terms of Yuan), if the Yuan was down against the dollar, you will not see the same appreciation in your portfolio.

The authors calculated the average ending values for a $ 1 million portfolio invested all at once in a mix of 60 % stocks and 40 % bonds turned into $ 2,450,264 on average, compared to $ 2,395,824 when dollar - cost averaged over the course of a year — a difference of more than $ 54,000.

To summarize, I plan on creating a diversified portfolio of dividend growth stocks, by slowly dollar cost averaging my way into attractively valued quality companies over time.

The TAM portfolios, of course, have much higher equity values per dollar of market value than do the DJIA portfolio issues.

Since half the value of the Sleepy Portfolio is denominated in US dollars (note that though VEA and VWO are denominated in US dollars, Canadian investors are exposed to currency risk between the CAD and the basket of currencies that the ETF holdings are denominated in — Pound, Yen, Euro etc., not the CAD - USD exchange rate), the loss in value of the Canadian dollar helped cushion the steep drop in stock values.

One clarification: You say that «half the value of the Sleepy Portfolio is denominated in US dollars,» but this is not quite true.

Ending your retirement with one dollar is a «success» by this measure, but we all recognize it would be wise to have some safety margin both in terms of the rate of success and the value of your portfolio at the end of any given period.

The Portfolio's net asset value could decline as a result of changes in the exchange rates between foreign currencies and the U.S. dollar.

We use a number of techniques to ensure your portfolio is implemented prudently, including «in - kind» transfers, value - based dollar - cost - averaging and downside protection measures.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

When the Canadian dollar issues of AA foreign banks are widening, the Canadian banks will follow as portfolio managers sell them to buy the better value foreign issues.

That means for the most part the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in its portfolio.

They also investigated the cumulative payoff in dollar terms of investing $ 1 in the portfolios having the highest values of our value measures with monthly portfolio rebalancing in the 1980 — 2011 period.

This model gives us the ability to understand the macroeconomic risk exposures, including changes in the value of the U.S. dollar, of a portfolio.

The extent to which the composition of the investment assets of the Underlying Funds held by each Portfolio exposes the Portfolio to the risk of movement in the value of non-U.S. currencies in relation to the U.S. dollar will be monitored on an ongoing basis.

This is a more active approach to the dollar - cost averaging strategy where one aims to increase the value of the portfolio by a consistent amount each month.

Littleadv - would not the currency matter when I start selling the etf to fund my retirement eg if I had the vanguard world stock etf in usd and the dollar experienced a significant drop, would that not affect my portfolio, would that not mean that the value of my etf has dropped?

In other words, if the dollar declines substantially in value against a number of other currencies, your portfolio might be worth less than before, more than before, or about the same as before — it depends on what kinds of stocks are in your portfolio.

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.

The effect of a significant depreciation in the value of the U.S. dollar on the value of an investor's U.S - based portfolio is very much a function of the portfolio's contents.

Still, when U.S. stocks tumble, maybe foreign markets won't fall as much and perhaps a declining dollar might boost the value of foreign stocks for U.S. holders, thus helping to trim your portfolio's overall loss.

That means that the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in the portfolio.

«Generally speaking, my ideal portfolio would have 12 - 20 well - diversified 50 - cent dollars (e.g., stocks trading at half of my conservative estimate of their intrinsic value), of which roughly five were 10 % positions and rest were 5 - 9 % positions,» Tilson wrote.

Our decade of success in producing strong value - add, after fees and expenses, in live smart beta portfolios for many billions of dollars invested by real investors adds to our conviction.

Same $ 10K invested in small cap value stocks will see you retire with a million dollar portfolio (Ibbotson Associates study of asset class returns between Jan 1969 and Dec 2002)

That means that the ETF's Canadian - dollar value rises and falls solely with the movements of the stocks in its portfolio, and is not affected by changes in the exchange rate between the foreign currencies and the Canadian dollar.

This change will flow through the duration and convexity formulas and the resulting change in the market value of each bond, and the bond portfolio as a whole, will be displayed both in dollar amounts and percentages.

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.

Simply provide us with an estimate of the total dollar value of your current investment portfolio.