Sentences with phrase «generated by the portfolio»

But the new addition might cause more than a little confusion because it depends both on the returns generated by the portfolio and the flow of money into, and out of, it.

If those foundations or trust fund babies have been able to live off their portfolios using dividend growth stocks, then why can't someone ordinary like me live off dividends generated by my portfolio for about 30 - 40 years?

Alex: The break - even calculation is a bit more complicated because you have to pay tax on any capital gains and dividends generated by your portfolio.

If you are making independence decisions based on the income generated by your portfolio then the current yield (and even market value) of your portfolio becomes less important.

Another key mechanism in their strategy involves variable spending rules that link «spending» (income generated by the portfolio) to the performance of the portfolio.

These gains may be generated by portfolio rebalancing or the need to meet diversification requirements.

Not exact matches

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

For example, some investors may have taken on more risk in their portfolios in recent years by moving into lower - quality bonds or dividend stocks, in an attempt to generate additional yield.

By centralizing the management of leases and generating accurate portfolio data, we can track expirations, find opportunities to cut costs and renegotiate in your favor.

The Australian Financial Review has also reported on the spectacular returns generated by unlisted portfolio investments such as its student housing project, losses at shoe brand Aquila, and a breach of covenants at artisan bakery Wild Breads.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

And as Neil says in the final paragraph, the income generating capacity of the portfolio has not been affected by the recent portfolio activity — in fact, the prospects for dividend growth have improved.

They consistently manage the full lifecycle of a deal — from sourcing to execution — and have demonstrated the ability to generate above market returns by delivering unparalleled advice to their portfolio companies.

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.

In this workshop, Brandywine Global, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management strategies.

Long - short multi-factor portfolios generate attractive returns before fees Returns are much less attractive post fees charged historically However, some fees in the long - short space are likely justified given higher complexity INTRODUCTION Reality is the murder of a beautiful theory by a gang of

Steven Wood, CFA, founded GreenWood Investors in late 2010 based on core beliefs that great retruns are generated through a concentrated global portfolio of special situations and deep value opportunities, and can not be generated by being overly concerned with month - to - month returns.

The expected rate of return should correspond to a mix of how much you expect to generate in your portfolio vs the risk level represented by a specific company.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

Historically the company has done a solid job of generating profit through both its reinsurance platform and investment portfolio, which is headed by Mr. Einhorn.

Los Angeles Fire and Police Pension System's buyout portfolio generated the best performance among US public pensions since vintage 2004, according to a study by HEC Paris.

Investors investing in companies raising under a profit - sharing agreement can further diversify their startup investment portfolio by investing in a security with a focus on distributions, potentially realizing returns as soon as the company they have invested in begins generating profits.

You can use it to record course lists, grades, and attendance; it formats nice - looking transcripts; it has a useful portfolio feature which allows you to keep detailed records of any extracurricular activities, projects, and community service in which your children participate; and it's got this lesson - plan generator which lets you type in plans day by day and then generates a tidy, organized printout of everything you've got planned for a day, week, month, semester, or year.

However, the majority of recent patent litigation is driven by nonpracticing entities (NPEs), firms that generate no products but amass patent portfolios for the sake of «enforcing» IP rights (2).

Judged only by carbon reductions, renewable portfolio standards constitute a costly way to cut carbon because they concentrate investment on only a few power - generating technologies.

Venntro's view is those who will succeed are those with a portfolio approach of mobile apps to bring people in, supplemented by revenue - generating mobile and desktop websites to achieve depth of revenue and better LTV.

The money for the purchases is generated organically by the portfolio itself.

If all the income from a portfolio has to be generated by sales, what happens when there is a market crash?

Another advantage to Swell is that their portfolios aren't generated by stock pickers.

In this webinar sponsored by Desjardins Online Brokerage (Disnat), and presented by Tony Zhang of TMX, attendees will learn that by using the stocks in one's existing portfolio, participants can instantly find opportunities to generate income on a weekly basis using «OptionsPlay».

The goal of my Dividend Growth Portfolio is to generate a steadily increasing stream of dividends paid by excellent, low - risk companies.

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

Renaissance Optimal Income Portfolio seeks to generate income by investing primarily in units of Canadian and global mutual funds.

Many managers, driven by the demands of «scalability» and marketing, have generated complex strategies and sprawling portfolios (PIMCO Short Term, for example, has 1500 long positions, 30 shorts and a 250 % turnover) in pursuit of an answer.

The strategy uses a value - driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities.

Similarly, applying this method to a global portfolio with four asset classes and rebalancing monthly, would have generated gains of 12.1 % per year, beating the classic Couch Potato by 2.1 percentage points per year and with only a little more volatility than the regular version.

The ETF invests in an equally - weighted portfolio of the largest 30 Canadian stocks and aims to generate monthly income by writing out - of - the - money covered calls on its stock holdings.

The best Canadian ETFs can be a really good addition to your portfolio — if you choose carefully With the best Canadian ETFs you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.

To generate income and capital appreciation indexed to inflation by investing in a portfolio of inflation

As time goes by, and you pay down any mortgages associated with your investment real estate portfolio the residual income generated compounds & property values tend to increase over time.

In fact, even in our worst case scenario the 7 year bond only declines by a total amount of 9.6 % at its low point.4 Over the course of our entire 14 years that constant maturity bond portfolio actually generated 2.85 % per year.

An Open - ended income scheme with the objective to generate optimal returns with high liquidity through active management of the portfolio by investing in high quality debt and money market instruments.

By using a Countercyclical Indexing approach we can create a portfolio that is more in - line with our savings by establishing an asset allocation that generates purchasing power protection, but does not do so in such an unbalanced manner as a traditional indexing portfoliBy using a Countercyclical Indexing approach we can create a portfolio that is more in - line with our savings by establishing an asset allocation that generates purchasing power protection, but does not do so in such an unbalanced manner as a traditional indexing portfoliby establishing an asset allocation that generates purchasing power protection, but does not do so in such an unbalanced manner as a traditional indexing portfolio.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities and 50 % to 85 % of assets in fixed income and cash.

It's just amazing how that passive income climbs year by year when following such a systematic approach: in 2012 my stock portfolio generated around USD 1» 700 in dividends and with regard to 2018, we are already talking about CHF 5» 500.

They are supported by the wider First State Stewart Asia team of analysts who help to generate investment ideas for the portfolio.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities...

This category is also home to portfolios that attempt to minimize volatility by maintaining short or ultra-short duration portfolios, but explicitly court significant credit and foreign bond market risk in order to generate high returns.

Further, the Bekaert and Wang study attempted to devise ideal inflation hedging portfolios by combining various sets of assets, but they couldn't generate any portfolios that delivered a positive correlation with inflation.