Sentences with phrase «equity percentage in»

Like the data and analysis — BUT - the «rule of thumb» you quoted relating age and equity percentage in your portfolio?

Like the data and analysis — BUT - the «rule of thumb» you quoted relating age and equity percentage in your portfolio?

Not exact matches

He set aside 24 % of the company's equity in the program but dropped the percentage to 17 % recently when he took on outside investors.

The agency commissioned a survey that found 720,000 families would struggle to make payments on their home - equity loans if interest rates rose by a mere 0.25 percent, and almost one million would be in trouble if borrowing costs rose a full percentage point.

He then looks for an above - average return on equity and a high percentage of the management's own net worth invested in the company.

LONDON, Jan 31 (Reuters)- Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

LONDON, Jan 31 - Global investors trimmed equity holdings by 1.2 percentage points in January, concerned that markets have grown complacent after a thundering bull run and seeing risks of an inflation wake - up call.

The BioScience Center encourages companies to stay for three years at below - market rates or in exchange for a percentage of equity.

A sharp sell off in the equity market «exerts a significant drag on world growth» in the period that follows, according to Deutsche Bank, with real GDP reduced by about 0.5 percentage points.

People either loan you money — which you must pay back with interest over a specified time period — or they make an equity investment in your business — buying the right to receive a percentage of your future profits.

The generation with the largest chunk of savers holding equity stakes at least 10 percentage points above Fidelity's recommended allocation for their age is baby boomers, coming in at 26 percent.

Nearly half of US active equity funds beat their benchmarks in 2017, the highest percentage since 2013, according to data compiled by Credit Suisse.

Almost 50 % of US active equity funds beat their benchmarks in 2017, the highest percentage since 2013, according to data compiled by Credit Suisse.

Additionally, a percentage of the loan may be equity in the company.

Holdings in the All American Equity Fund and Holmes Macro Trends Fund as a percentage of net assets as of 12/31/2014: Apple, Inc. 3.52 % All American Equity Fund, 5.37 % Holmes Macro Trends Fund; Saudi Amarco 0.00 %; Twitter, Inc. 0.00 %.

Like any other equity investor (depending upon the percentage of ownership they have), you may need to consult with them before making important decisions, so you'll want to make sure it's someone you trust and are willing to have as a shareholder in your business.

If you choose to offer ownership equity in your business, your family member (acting as an investor) should be treated the same way you would treat any other equity investor, this means they will be exchanging capital for a percentage of ownership, or stake, in your business.

At the same time, the number of those overweight equities has tumbled by 17 percentage points in one month.

If we raise additional funds through further issuances of equity, convertible debt securities, or other securities convertible into equity, our existing stockholders could suffer significant dilution in their percentage ownership of our company, and any new equity securities we issue could have rights, preferences, and privileges senior to those of holders of our Class A common stock.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

The faith in the effectiveness of interest rate cuts has driven the percentage of bearish investment advisors to a dangerously low 25.5 %, while the average equity allocation of Wall Street strategists is now above 70 %, the highest level in this market cycle and quite probably a record.

As in 2010, the HRC awarded named executives a combination of compensation composed of a high percentage of performance - based pay, predominantly in long - term equity compensation.

That's why experts typically advise folks who are closer to retirement to decrease their exposure to equity risk by reducing the percentage of their investments in stocks and increasing the percentage in bonds.

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

As part of its review, the Compensation Committee requested summary data from Compensia concerning ranges of compensatory equity ownership levels as a percentage of the company by Chief Executive Officers who have played a significant role in the founding and early stage growth of technology companies.

This founder, whom we'll call Tom Green, said that while exact dollar amounts and percentages fluctuated slightly based on how many founders a company had and how experienced those founders were (younger founders lost 1 percent or 2 percent more in equity for the same amounts of money), most of the deals were structured to favor Y Combinator with the assumption that most of the teams were just starting out and were likely to fail.

In general terms, an ownership change results from a cumulative change in the equity ownership of certain stockholders by more than 50 percentage points over a three - year perioIn general terms, an ownership change results from a cumulative change in the equity ownership of certain stockholders by more than 50 percentage points over a three - year perioin the equity ownership of certain stockholders by more than 50 percentage points over a three - year period.

Based on recent corporate leverage, this decline in the cost of debt would increase the typical company's return on equity by more than four percentage points.

Holdings in the funds mentioned as a percentage of net assets as of 06/30/2014: Klondex Mines Ltd. (1.34 % in Global Resources Fund, 6.58 % in Gold and Precious Metals Fund, 6.60 % in World Precious Minerals Fund); Comstock Mining Inc. (3.57 % in Gold and Precious Metals Fund, 2.12 % in World Precious Minerals Fund); Franco - Nevada Corp. (0.53 % in All American Equity Fund, 2.21 % in Global Resources Fund, 2.45 % in Gold and Precious Metals Fund, 0.55 % in Holmes Macro Trends Fund, 1.16 % in World Precious Minerals Fund); Royal Gold Inc. (0.58 % in All American Equity Fund, 2.18 % in Global Resources Fund, 3.14 % in Gold and Precious Metals Fund, 0.59 % in Holmes Macro Trends Fund, 0.91 % in World Precious Minerals Fund).

The net effect of this activity was a slight reduction in the equity percentage of the portfolio.

«Our equity holdings have fallen considerably as a percentage of our net worth, from an average of 114 % in the 1980's, for example, to less than 50 % in recent years.

And given that even in retirement most studies suggest that a large percentage should always be invested in equities, I am not sure there will ever be a time when I am not at least partially investing for a ten year horizon.

Equities also are doing well in Europe so far this morning, with the bourses generally ahead by half a percentage point, or more.

With less than 30 % equity in that home, the rental income can not be included at all — not even a percentage of it.

The YC documents are probably fine in situations where the investor (i) wishes to purchase equity rather than convertible debt, (ii) is otherwise somewhat indifferent on terms other than percentage ownership of the company, liquidation preference and right of first offer in future financings, (iii) is investing at a fairly low valuation (i.e. a couple of million dollars), and (iv) is only investing a small amount (i.e. a couple hundred thousand dollars or less).

It came in 39th due to a high percentage of homes with decreasing values, the number of homes with negative equity and a few other factors.

The equity multiplier is the amount or percentage of assets owned by each dollar invested in a business.

Gross exposure is calculated by adding the percentage of the Fund's equity invested in short sales to the percentage of its equity used for long positions.

Net exposure takes into account the benefits of offsetting long and short positions and is calculated by subtracting the percentage of the Fund's equity capital invested in short sales from the percentage of its equity capital used for long positions.

Germany experienced the largest percentage loss, followed by Switzerland and Spain, but the negative contribution of the U.S. to the total loss was the greatest, due to the Fund's much higher weighting in U.S. equities.

More typically in the United States you have to be an accredited investor, so you're limited, but I do know there are new laws changed in Canada that allow you to have a certain percentage in private equity.

The Summation Index and the Bullish Percentage indicator are telling us that individual equity participation at each new recent high in the S&P since May has diminished in sequential fashion.

(Exhibit 3) Among the more populous counties, the negative equity percentage varied from 0.5 percent in San Mateo (California) to 16.8 percent in Osceola (Florida).

Right alongside it, there was a large, sustained jump in the percentage of the equity market invested through mutual funds and ETFs.

The market still represents only a modest percentage of the country's gross domestic product, and its impact on household wealth is limited (equity ownership is not widespread among Chinese, who tend to have more of their wealth in real estate).

For most individuals and institutions, it's a wise idea to basically control the amount of risk in the overall portfolio by setting targets for the percentage of your portfolio that you would want in equities, in debt securities or bonds, and in cash, certificates of deposit, Treasury notes and Treasury bills.»

The Board recommends a vote AGAINST a stockholder proposal seeking to have us adopt a policy requiring that senior executives retain a significant percentage of stock acquired through equity pay programs until reaching retirement age because our existing stock ownership guidelines and other compensation policies already effectively facilitate significant stock ownership by our executives, and establishing holding requirements based on a particular retirement age would not be in the best interests of our stockholders.

Wealthier people in America do not follow the conventional asset allocation model of buying bonds, i.e. age equals your bond percentage allocation or a 60/40 equities / fixed income split.

We measured stability with two equally weighted indicators: the number of years people remain in their homes and the percentage of homeowners with negative equity (as homeowners with negative equity are more likely to go into foreclosure).

The money is repaid from the new business, so that those who invest in the «private equity» company do not have to put up more than a small percentage of the cost.