Sentences with phrase «growth of their stock portfolios»

Individuals should pray for the growth of their stock portfolios and businesses (pp. 31, 46).

Not exact matches

Financial planners think the need for growth is just as important for retirees as younger investors, with 76 percent of respondents recommending that an allocation of between 51 percent and 75 percent of a retiree's portfolio be in stocks.

The stock's underperformance was a «headscratcher» for Jim Tierney, the chief investment officer of the $ 4 billion U.S. concentrated growth portfolio at AB (formerly AllianceBernstein), which owns Zoetis shares.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

The stock portion of your portfolio can be made up of either dividend - payers or growth stocks.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

Most importantly, the portfolio of stocks held in the Strategic Growth Fund is now fully hedged with put options.

Second, the broad market, including much of the portfolio held by Strategic Growth, has had a harder time since April 5th than very large cap stocks have experienced.

The Hussman Strategic Growth Fund holds a well diversified portfolio of stocks, custodied at Firstar Bank in Cincinnati, one of the largest mutual fund custodian banks in the nation.

With a track record of profit growth, and a cheap valuation, this week's Long Idea is also new to December's Most Attractive Stocks Model Portfolio.

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

Even if you're near retirement or are recently retired, financial advisors say most investors in their 50s and 60s will need to have a significant portion of their retirement portfolio in stocks for long - term growth.

I do believe that stocks are the best way to participate in the growth of the global economy and my 100 % core stock portfolio reflects that.

This account I started this year after reading about it from several different authors on Seeking Alpha (side note: if you are interested in Dividend Growth Investing and managing your retirement portfolio you HAVE to check out this site, it's one of my main sources for stock research).

With a long history of dividend growth, a vertically integrated business model providing competitive advantages, and undervalued stock price, this firm earns a spot on this month's Dividend Growth Stocks Model Portfolio and is this week's Longgrowth, a vertically integrated business model providing competitive advantages, and undervalued stock price, this firm earns a spot on this month's Dividend Growth Stocks Model Portfolio and is this week's LongGrowth Stocks Model Portfolio and is this week's Long Idea.

Here is a good example of real «divididend» growth investing: From January 2008 to now a portfolio of these stocks (MA, TROW, SBUX, GWW, UNP, & DIS) had a total return (with dividends reinvested) of close to 160 % trouncing the S&P 500 total return (with dividends reinvested) of 27 %....

Monetta also manages the Monetta Fund, an actively managed concentrated portfolio of large - cap growth stocks.

I think dividend stocks and growth stocks have a place in everyone's portfolio, how much of each just depends on a persons individual goals.

We start with the Standard & Poor's 500 Index SPX, -0.23 % a mixture of growth stocks and value stocks that's the bedrock of most people's portfolios.

What would be your advice on how I can strategically balance the composition of my portfolio to acquire more growth - oriented stocks and in today's volatile markets?

A word of advice — if you are under the age of 35 and are starting to invest in a 401K it the best idea invest in an aggressive growth portfolio, which is heavily weighted in stocks.

With better - than - reported fundamentals, a long history of dividend growth, and undervalued stock price, this firm earns a spot on this month's Dividend Growth Stocks Model Portfolio and is this week's Longgrowth, and undervalued stock price, this firm earns a spot on this month's Dividend Growth Stocks Model Portfolio and is this week's LongGrowth Stocks Model Portfolio and is this week's Long Idea.

Generally, investors looking for growth of capital will seek out a stock - heavy portfolio.

In each regime, they test the ability of a lagged multi-indicator sentiment index to forecast equally weighted hedge portfolio returns, focusing on stocks most likely susceptible to mispricing (small - capitalization stocks, stocks without positive earnings, growth stocks and stocks that pay no dividend).

The Strategic Growth Fund remains fully invested in a widely diversified portfolio of stocks, with about half of that portfolio hedged against the impact of market fluctuations.

More specifically, I'm speaking about collecting dividends from a broad portfolio of high - quality dividend growth stocks.

Platinum Members and higher can access January's Dividend Growth Stocks Model Portfolio as of Friday, January 26.

When an investor wants to increase the stability and long - term steady growth of a portfolio, investing in blue chip stocks is common.

The Strategic Growth Fund remains fully invested in a broadly diversified portfolio of stocks, with an offsetting hedge intended to remove the impact of overall market fluctuations from that portfolio.

My investing strategy is divided into two segments: the core portfolio built with strong & stable stocks meeting all our requirements, and the second part called the «dividend growth stock addition» where I may ignore one of the metrics mentioned in principles # 1 to # 5 for a greater upside potential (e.g. riskier pick as well).

You will rarely see a utility stock being part of a growth portfolio, right?

By diversifying the stock portion of your portfolio with U.S., developed, and emerging market funds, you'll ensure that you profit from the growth and development of the entire world markets.

Dominion is a member of the Dividends Diversify model portfolio: Model Portfolio What's your take on Dominion as a dividend growportfolio: Model Portfolio What's your take on Dominion as a dividend growPortfolio What's your take on Dominion as a dividend growth stock?

And when the fundamentals of economic and earnings growth are solid, pullbacks can offer opportunities to buy stocks at lower prices, helping improve your portfolio's long - term prospects.

-LSB-...] portfolio of dividend growth stocks is more than the sum total of its contents.

Welcome to our exclusive Dividend Growth Stock of the Month series, where we will take a look at solid dividend growth companies that you might want to consider for your own portGrowth Stock of the Month series, where we will take a look at solid dividend growth companies that you might want to consider for your own portgrowth companies that you might want to consider for your own portfolio.

Diversifying your portfolio to include a mix of stocks and mutual funds means you're going out a little further on the limb but you also have a better chance of seeing significant financial growth.

For the most part, up to one hundred percent of a growth modeled portfolio can be invested in common stocks, a substantial portion of which may not pay dividends and are relatively young.

Hasbro has been one of the most successful stocks in my Dividend Growth Portfolio.

This procedure ensures that the value and growth portfolios, which each hold 150 stocks, contain stocks of similar average quality.

The following stock valuation is about Procter & Gamble, one of the first stocks in my portfolio and probably a core holding in every dividend growth Pportfolio and probably a core holding in every dividend growth PortfolioPortfolio.

The SPDR Portfolio S&P 500 Growth ETF tracks an index of primarily large - cap growth sGrowth ETF tracks an index of primarily large - cap growth sgrowth stocks.

They have been on my watch list for a long, long time and I thought they could complement my portfolio which is already loaded with a lot of solid, boring, more traditional dividend growth stocks.

The stocks for the Dividend Growth Portfolio are picked for their ability to generate a steady stream of growing dividends.

Momentum and growth stocks were in favor this year, and that helped the Validea Momentum and Small - Cap growth investor portfolios lead the pack in terms of relative performance.

If your portfolio was $ 1,000 at the end of 2017 and grows to $ 1,100 in one year without adding or selling shares, it's obvious that your stocks had a growth of 10 %.

For now, about 70 % of the stock portfolio of the Strategic Growth Fund is hedged against the impact of market fluctuations, with the remaining 30 % hedged with put options only.

I could move my huge non-dividend technology allocation of my portfolio to dividend paying stocks, but I think long - term capital growth is more important at this stage, and I expect that the total return will be better in these non-dividend stocks.

8:00 a.m. - 9:30 a.m. Bill Child Chairman, R.C. Willey Home Furnishings (a wholly owned subsidiary of Berkshire Hathaway) Topic: «How to Build a Business Warren Buffett Would Buy: The R.C. Willey Story» 9:40 a.m. - 10:40 a.m. Robert Hagstrom Author and Portfolio Mgr, Legg Mason Growth Trust Topic: «Go Big: The Investment Case for US Multinationals» 10:50 a.m. — 11:50 p.m. Chuck Akre Managing Member and CEO Akre Capital Topic: «Finding Outstanding Investments» 11:50 a.m. - 12:50 p.m. Networking Lunch - Executive Deli Sandwiches in the atrium Sponsored by Morningstar 12:50 p.m. - 1:50 p.m. Pat Dorsey Author, Director of Research - Sanibel Captiva Trust Topic: «10 Years, 100 Analysts and 2,000 Stocks: Learning From Experience» 2:00 p.m. - 3:00 p.m. Tom Russo Partner, Gardner Russo & Gardner Topic: «Global Value Equity Investing»

I doubt that anyone has ever told you this before, but the «average» return for a category of funds — whether a large subset like diversified stock funds or a narrower one like small - company growth — tracks only the performance of the portfolios that survived all the way from the beginning of the measurement period to the end.