Sentences with phrase «equals the investment portfolio»

The sum of the allocations equals the investment portfolio total balance, initially.

Not exact matches

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

It should not be assumed that such investments were or will be profitable or that any portfolio company investments made in the future will equal the performance of the companies identified herein.

McClung make the case for a portfolio with equal investments in each asset class rather than in proportion to market cap.

The investment return data calculates the real return of a conservative portfolio invested 25 percent in the S&P 500, 25 percent in small US stock, 25 percent in long - term US corporate bonds, and 25 percent in an equal split of 30 day treasury bills, intermediate - term treasury bonds, and long - term treasury bonds **.

because i'd consider Sparky to be a scientific base case equalling basically no professional investment experience and i'm curious how he'd define risk among his portfolio he would build.

In the case of an individual, investment in tax - exempt obligations is considered insubstantial if the average amount of tax - exempt obligations (valued at their adjusted basis) is less than or equal to two percent (2 %) of the average adjusted basis of all portfolio investments of the taxpayer.

However, the trades are usually equal to 2 % of my total portfolio (or less) and I consider it separate from my main investments.

Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and / or investment strategies recommended or undertaken by Portfolio Solutions ®) made reference to directly or indirectly by Portfolio Solutions ® in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level (s).

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio nor that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Portfolio Solutions ®), will be profitable or equal any historical performance lportfolio nor that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Portfolio Solutions ®), will be profitable or equal any historical performance lPortfolio Solutions ®), will be profitable or equal any historical performance level (s).

Equal Weighted Investment Yield assumes a buy at 1/10 portfolio size for each stock that triggers and accounts for stop loss triggers in the trade plan presented to subscribers (i.e. your performance would be better).

For nearly every target rate of return, a diversified portfolio of minimally - correlated investments can be constructed that will be lower risk than one investment with equal expected return.

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.

Recall that with SM, you take out an investment loan equal to the monthly mortgage principal payment and invest it in your taxable portfolio.

Reinstatement Privilege If all or a part of an Account Owner's Class A Units in the Advisor Plan are redeemed in connection with a withdrawal or transfer, and the Account Owner purchased the Class A Units subject to an Initial Sales Charge or paid a CDSC on their redemption, the Account Owner may reinvest an amount equal to all or a portion of the redemption proceeds in Class A Units of the same Investment Portfolio or any other Investment Portfolio at the Net Unit Value, without the imposition of an Initial Sales Charge, next determined after receipt in good order of the contribution, provided that such reinvestment is made within one year of the withdrawal or transfer.

Units which are purchased with the proceeds of withdrawals that are subsequently reinvested in an amount equal to all or a portion of the withdrawn amount in Class C Units of the same Investment Portfolio or any other Investment Portfolio, provided that such reinvestment is made within one year of the withdrawal.

The Fund simultaneously sells short an equal - sized portfolio of 15 - 35 companies that we believe to be of inferior quality and prospects — those that score highest on the factors that destroy wealth and are expected to deliver below - average investment returns.

As noted in the table (which identifies it as Portfolio 2), this is made up of equal parts of 10 important asset classes: the S&P 500, U.S. large - cap value, U.S. small - cap blend, U.S. small - cap value, U.S. real estate investment trusts, international large - cap blend, international large - cap value, international small - cap blend, international small - cap value and emerging markets stocks.

The hypothetical laddered portfolio is defined by user inputs (i.e. the maturity start and end year in the tool above) where an equal investment is allocated to each maturity from «x» to «y» years.

He says that the proportion of your investment portfolio in bonds should equal your age in percent.

Our need for narrative has us weave a plausible «causal» relationship between investment performance and ability of the portfolio manager; better - than - average investment performance equals better - than - average portfolio manager.

They'd rather go with a related strategy that sounds more sophisticated: there's the Permanent Portfolio (equal parts gold, stocks, bonds and cash), the Endowment Portfolio (which mimics the Yale and Harvard investment funds, with a focus on real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host oPortfolio (equal parts gold, stocks, bonds and cash), the Endowment Portfolio (which mimics the Yale and Harvard investment funds, with a focus on real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host oPortfolio (which mimics the Yale and Harvard investment funds, with a focus on real estate), the All Seasons portfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host oportfolio (favoured by Tony Robbins in his most recent bestseller, with lots of bonds and a dash of commodities), and a host of others.

Up until I read about the buzz around Vanguard and it's lower MERs, I was planning on investing all of our money in the Complete Couch Potato portfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bportfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe BPortfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bond (XBB)

The investment objective of Horizons HEE is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of Canadian companies that are involved in the crude oil and natural gas industry; and (b) monthly distributions of dividend and call option income.

The investment objective of Horizons HEA is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of large capitalization U.S. companies; and (b) monthly U.S. dollar distributions of dividend and call option income.

To achieve its investment objective Horizons HEA primarily invests in an equal weighted portfolio of large capitalization U.S. companies.

The investment objective of Horizons HEP is to provide Unitholders with: (a) exposure to the performance of an equal weighted portfolio of North American listed gold mining and exploration companies; and (b) monthly distributions of dividend and call option income.

Browne's solution was to divide a portfolio into four equal investments, each highly uncorrelated with the others (meaning they each «march to different drummers»).

Ibbotson Associates, a Chicago investment research firm, recently studied international real estate and concluded that foreign real estate should equal about 8 percent to 9 percent of an investor's portfolio.