Sentences with phrase «in portfolio by»

This 2,000 limit is exclusive of loans held in portfolio by both the creditor and its affiliates.

Criimi has never had any losses on its CMBS holdings and mitigates the risk in its portfolio by actively monitoring the loans that back its securities, says Andrew Blocher, Criimi Mae's director of capital markets.

These days, very few mortgages are kept in portfolio by the originating lender.

Overall, he reduced the Workplace budget by 15 percent in one year and reduced rentable square feet in the portfolio by 15 percent.

It will still offer a discount off of the list price, increasing the price of every current Prime Exclusive Phone in the portfolio by $ 20.

While we will still offer a discount off of the list price, we will increase the price of every current Prime Exclusive Phone in the portfolio by $ 20,» Amazon said in a statement sent to Android Authority.

Dynamic Fund Allocation balances equity and debt exposure in the portfolio by automatic allocation of fund value as per predetermined percentages — higher allocation to equities in the initial policy years for generating potentially higher returns, and later, higher allocation to debt as the policy nears maturity to protect the maturity value.

• Close all existing coal fired plants in its portfolio by 2050 at the latest.

By selling the covered call, you will generate income in your portfolio by collecting premiums for your willingness to be obligated to sell your stock at a higher price.

The table below illustrates the distribution of the 75 lives in the portfolio by death benefit as at 31 December 2014.

Dollar cost averaging is an investment strategy designed to reduce volatility in a portfolio by purchasing an investment in fixed increments, rather than all at once.

This seminar presented by Neso Marjanac of TD Direct Investing, helps attendees understand how to generate cash flow from stocks in a portfolio by selling covered call options.

Corporate actions are typically automated in your portfolio by Sharesight.

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Clients investing in this portfolio may view the actual performance of their investment in this portfolio by logging into their IB Asset Management account and reviewing their customized dashboard.

Diversification means balancing risks in your portfolio by combining investments that differ from one another.

Sara Shores explores where smart beta may make sense in a portfolio by looking at various sources of portfolio return and how this strategy can be used to complement index and active strategies.

Find the best Canadian blue chip stocks to hold in your portfolio by following TSI Network and using our three - part Successful Investor strategy:

If I maintain this level of monthly contribution, which I think I will unless somethings extraordinary happens, and my goal is to have, for example, half a million dollars in this portfolio by the time I retire, can I reach my goal if I keep the allocation intact, which overwhelmingly favors stocks over bonds (43 % in foreign stock, 42 % in domestic stock, 9 % in cash and 6 % in bond)?

Investors could have «bought insurance» or hedged a certain amount of exposure in their portfolio by going long on short ETFs like DOG or SDS, although that is almost like option (a).

The idea behind asset allocation is that because not all investments are alike, you can balance risk and return in your portfolio by spreading your investment dollars among different types of assets, such as stocks, bonds, and cash alternatives.

Lowering the amount of risk in your portfolio by increasing the safer investments (ie more bonds, less stocks) will help you sleep better at night if that is a problem.

You have reduced the risk in your portfolio by selling down some of your equity holdings, and you are now looking to build out a bond ladder for future income needs.

The company is on track to have about 50 Bagger Dave's and 48 Buffalo Wild Wings restaurants in its portfolio by 2017.

Dollar cost averaging is an investment strategy designed to reduce volatility in a portfolio by purchasing an investment in fixed increments, rather than all at once.

Loans held in portfolio by the creditor and its affiliates would also be excluded from the amount.

In October, Fidelity reduced the value of the Zenefits shares it holds in its portfolio by 48 percent.

While all this doom and gloom can seem daunting, we believe investors can best seek to reduce volatility and capture opportunities in their portfolios by keeping it simple and focusing on two key things:

In addition to IB Asset Management's management fees, clients will be charged commissions for the trades in these portfolios by Interactive Brokers LLC, IB Asset Management's affiliated broker - dealer, which is a conflict of interest.

We have reduced the duration (sensitivity to interest rate changes) in our portfolios by moving out of our inflation - protected Treasury position.

Not exact matches

In one month, the stock has grown from $ 3,381 to its current value and, in one year, its portfolio value has increased by more than 40 percenIn one month, the stock has grown from $ 3,381 to its current value and, in one year, its portfolio value has increased by more than 40 percenin one year, its portfolio value has increased by more than 40 percent.

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.

Portfolio managers increased their net long position in Brent by 17 million barrels in the week to April 10 and have raised net length by a total of 48 million barrels since Jan. 23.

«We're planning to invest over $ 50 billion in the U.S. over the next five years to increase production of profitable volumes and enhance our integrated portfolio, which is supported by the improved business climate created by tax reform.»

Today's high valuations in a time of tepid economic growth are particularly vexing for professional investors constrained by certain rules, says James Harper, a portfolio manager for the Templeton Global Balanced Fund.

Facebook's CEO highlighted 23 books in his recent «A Year of Books» reading list, which featured «Portfolios of the Poor: How the World's Poor Live on $ 2 a Day» by Daryl Collins, Jonathan Morduch, Stuart Rutherford, and Orlanda Ruthven.

Even if it doesn't appreciate in value by that much in the short - term, that hefty dividend will give your portfolio a boost.

Over the years, I have been impressed by the close collaboration and amount of time they invest in their portfolio companies and network of relationships,» Soto added.

Formerly TradeKing, which was acquired by Ally Bank in 2016, Ally Invest offers two types of approaches, Self - Directed Trading and Managed Portfolios.

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.

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.

For one, investors are going to have to get comfortable taking on more risk in their equity portfolios by buying stocks at higher valuations.

Mathers previously served as CEO of CoLucid Pharmaceuticals (NASDAQ: CLCD), a Pappas Capital portfolio company that was acquired in early 2017 by Eli Lilly & Company for nearly $ 1 billion.

By all accounts, the new coastal defense systems represent a significant addition to Beijing's military portfolio in one of the most contested regions in the world.

A privatization by the founding Phelan family left Cara saddled with debt and unable to invest adequately in its restaurant portfolio.

By comparison, a stress test on America's largest banks in 2009 found that in a worst - case scenario, losses at the 19 banks would hit 9.1 % of their loan portfolio, although, admittedly, many believe in reality it was far higher.

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc..By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc..by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

By 2020, almost 90 percent of its portfolio in the region will be pickups, SUVs and commercial vehicles, the company said.

It was also then that some of the biggest marketers succeeded with a business model that may still hold about an 80 percent share of the DRTV market: Find products created by a would - be Edison somewhere in America, market them on DRTV, give a small royalty cut to the inventor, and share the risk of a capricious DRTV audience across your product portfolio.

I experienced this from the other side during the two years I spent at Conde Nast Portfolio, when the great Graydon Carter made it his mission to render Vanity Fair's new sister title irrelevant by publishing the best longform business journalism in town, even if that meant hiring away Portfolio's writers, like Michael Lewis.