Sentences with phrase «earned by the portfolio»

The actual income earned by the portfolio is irrelevant.

Its fun while the portfolio value goes up However, I'm after the passive income that is earned by my portfolio, rather than its volatility.

Not exact matches

Like most VC firms, its goal is to make smart bets and earn strong returns — but that's exactly why 40 % of the portfolio companies in Aspect's first fund were led by women.

Naturally, his forecasts were derailed by a combination of a deluge in mortgage costs from the disastrous acquisition of Countrywide Financial, and years of extremely low rates that shrank the margins the bank earns on its giant loan portfolios.

An Aon Hewitt study found that median investment returns for 401 (k) participants using Target - Date Funds (TDFs), managed accounts and personal investment advice were 3.32 % greater than returns earned by participants that picked an investment portfolio themselves.

While Qualcomm earns the bulk of its revenue from selling chips that power smartphones, it books most of its profit by licensing its portfolio of thousands of cellular patents.

Many of the most successful institutional investors have consistently protected their downside and earned higher returns by adding private market assets like real estate to their portfolios.

Vanguard on their performance page has a market gain (loss) column by month for ten years and there is a column for income earned also (on the entire portfolio).

It also shows a portfolio that earns 4 % and 6 %, but raises the contribution by 5 % a year.

99designs is changing the lives of designers around the world by providing them with an opportunity to access customers globally, to earn income, and to build their portfolios.

The red line is the actual subsequent 10 - year return earned by holding this particular policy portfolio.

What if I said that you could earn an extra one quarter percent return on your portfolio every year by doing a simple task?

It compares the return above the risk - free rate earned as compared to the corresponding risk assumed by the portfolio, as measured by standard deviation.

Yes, You should join the platform for worldwide recognition and increase your wealth more by earning more commissions from the investors portfolio.

From the year 2009 to 2016 the Mills family took their portfolio from $ 450,000 to $ 1,000,000 just by spending less than they earn and investing the rest.

I think that by having an internationally diversified portfolio, the total volatility is reduced and the earning potential is increased.

As one of the many properties in the Velas Resorts portfolio, which have earned no less than 43 diamonds by AAA, I had high expectations for my own stay at the location — especially given it has garnered 8 of those diamonds in its own right.

Many have earned this certificate by correspondence course and even more have earned it without any contact with an educational institution, merely by submitting a «portfolio» of births they have already attended.

Can teachers obtain samples of exemplary portfolios prepared by those who have earned certification?

Under an agreement reached last fall between the Robbinsdale Federation of Teachers and the Robbinsdale Area Schools, teachers who begin work in the suburban Minneapolis district after July 1 will be eligible to earn up to $ 15,000 in additional pay by submitting a «performance portfolio» to a six - person review committee.

Beyond this, district officials might find ways to save (or even earn) money by asking some hard questions about the opportunity costs associated with their current real estate portfolio.

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.

Denver Center for International Studies is part of the Asia Society and prepares students for college by having students curate a portfolio of their best work, guided by four domains of global leadership, to earn a Certificate in International Studies Diploma.

The payoff for using portfolios becomes concrete when students discover they can earn college credit and, in some cases, skip a freshman writing class by creating a top notch writing portfolio while they are still in high school.

As the largest and most powerful vehicle in the portfolio, Armada earns its flagship status by every measure — whether performance, refinement, advanced technology and even heritage.

For an investment portfolio of $ 1,325 per share, at 7 % tax equivalent returns, Markel should earn $ 93 per share in equity next year, growing book value by 17 % ($ 93 per share added to $ 543 per share).

Yet, simply by buying and holding the market portfolio through an index fund, they would have earned an increase in capital of 1,718 %, nearly four times as large!

Larry Moser of BMO InvestorLine estimates a risk - free portfolio of GICs will yield close to one per cent, while you may be able to earn 4 to 5 % a year by taking some risk in a conservative portfolio.

By building a diverse portfolio of dividend - paying stocks, I earn passive income that grows faster than the rate of inflation each year.

When finding dividend stocks, look at these key factors By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

Fixed interest rate annuities provide that the contract earns interest during the accumulation period at a rate of interest set by the insurance company based upon the performance of the company's general portfolio account.

For example, a portfolio of large companies bought at the end of each year where their median P / E was below that of the market would have earned average annual returns 10.2 percent above S&P 500 returns over the following five - year period (helped by the late 90's run - up in large companies).

For instance, if people were earning 15 % on their money by lending it to others, maybe I would want to get in on the action with part of my portfolio.

Many of the most successful institutional investors have consistently protected their downside and earned higher returns by adding private market assets like real estate to their portfolios.

By pursuing a private market, direct investment strategy, Fundrise portfolios earn higher annual current income than public income - focused investments.

According to the IRS, when money is lent to a partnership or a corporation that acts as a pass - through entity by the entity's owner, the income earned as interest on that loan to the portfolio income is classified as passive income.

An investor adding the same amount to the Sleepy Portfolio at the start of every year from 2000 to 2009 would have earned 3.6 % on their investments (computed by the internal rate of return method).

The dividend yields are expressed as an annual percentage measure of the income that was earned by the fund's portfolio.

The Difference portfolio is funded each year with the dividends earned by the Total Return portfolio.

Insurers with higher credit ratings have earned them by maintaining higher capital reserves and more conservative investment portfolios limiting their profitability and thus the income they can offer you.

Put the cursor on the spreadsheet's cells to see that the calculation used increases the portfolio each year by the total return earned by its own investments (mostly capital gains plus any dividends), PLUS the capital infusion equal to the dividends of the S&P index.

In the paper, Piotroski examines whether the application of a simple accounting - based fundamental analysis strategy to a broad portfolio of high book - to - market firms can improve the returns earned by an investor.

If he has a great year and outperforms an index fund by 3 %, the portfolio earns an extra $ 300,000.

The Hilton Honors hotel loyalty program makes it easy for members to earn points for free stays and other rewards by offering 14 distinct Hilton Worldwide portfolio brands.

Do not underestimate cash — it may not earn much by itself, but it more than makes up for it by giving your portfolio the flexibility you need to maximize your returns.

Part of the premium paid in a par policy is invested by the insurance company in a conservative portfolio, where dividends earned are credited to the policy and can grow in a tax - sheltered environment, similar to an RRSP.

With laddering your CDs, you have a strategy that can potentially have you earning higher returns, providing you with liquidity by having a portion of your portfolio come available every year and lower the overall risk of your portfolio by smoothing out some of the ups and downs in interest rates.

The white paper Performance of Value Investing Strategies in Japan's Stock Market examines the performance of equal - weight and market capitalization weighted quintile portfolios of five price ratios — price - to - book value, dividend yield, earning - to - price, cash flow - to - price, and leverage - to - price — excluding the smallest 33 percent of stocks by market capitalization.

Some are paid by commission that they earn from the products they sell (ie, certain mutual funds, insurance, etc.) Others are paid for their advice based on an hourly fee, or a percentage of the portfolio you have to invest.