Sentences with phrase «in the portfolio with»

In 2014, the fund okayed pay packages at nearly 80 % of the companies in its portfolio with excessively compensated CEOs, the study says.

Betterment recommends its clients put their emergency funds in a portfolio with between 30 percent and 40 percent in stocks and the rest in a diversified allocation of bonds because interest rates are so low, Holeman said.

The report compares the weightings of securities in a portfolio with those of its benchmark and can be used to assess the degree of a portfolio's active management.

«Investing in a portfolio with a diverse mix of stocks should help you get through the hard times and mitigate losses.»

We do large numbers of buildings in our portfolio with large numbers of tenants.

Also good are T. Rowe Price's and BlackRock's vague non-denials that they issue R.F.A.'s, and a proxy solicitor's statement that «Institutional investors want to share the sick children in their portfolio with someone who can help make them better.»

Despite its slight change in mix in the portfolio with the consumer loans growing faster.

But bonds can still play a role in your portfolio with the correct perspective, plan and expectations.

Three stocks remain in the portfolio with market caps below $ 100 million but no new stocks will be added with market caps below $ 100 million.

I would love to add a new position in my portfolio with them as they have been on my watch list for a while.

«This new service will allow our clients to identify at a glance those companies in a portfolio with a pending meeting that might pose above - normal ESG risk,» said Katherine Rabin, Chief Executive Officer of Glass Lewis.

Smart investors always seek to balance the volatility of the stocks in their portfolio with a few well chosen bonds.

The net philanthropic need for all schools managed by CMOs in the NewSchools portfolio is effectively zero, but since the schools that operate with surpluses generally do not cross-subsidize those with deficits (sometimes even within the same CMO), the actual school - level philanthropic need across the 71 schools in the portfolio with operating deficits was more than $ 25 million in the 2010 school year, or just under $ 360,000 per school.

Conversely, during periods of relatively low market risks, our model carries out a risk - enhancing reallocation to realign the risk in the portfolio with the agreed loss level.

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

They illustrate how our systematic model would have historically adjusted the weights of each ETF (Exchange - Traded Fund) in portfolios with different risk categories.

Quoting from this article, Sharpe said: ``... the big problem with the 4 % rule is its insistence on fixed spending coupled with investing in a portfolio with variable returns.

What's important is their correlation with each other: the goal is to combine stocks in a way that results in a portfolio with the lowest possible volatility.

I also don't mind seeing extreme volatility in my portfolio with market swings, and have been successful by buying during dips in the markets.

I asked DeVaul to identify companies in his portfolio with no activists but the kinds of qualities that are likely to get them on board.

And in fact, research shows that 401 (k) participants who own target funds are less likely to end up in portfolios with «extreme» allocations for their age — that is, young savers with little or no equity exposure and older investors with all or nearly all of their money invested in stocks.

Three stocks remain in the portfolio with market caps below $ 100 million but no new stocks will be added with market caps below $ 100 million.

Any stock in your portfolio that doesn't fit these sell rules can continue to be held in your portfolio with confidence.

This provides you with an incentive to focus on Vanguard offerings in your portfolio with the company.

For example, if you had $ 10,000 invested in a portfolio with an expense ratio of 0.20 %, you'd pay about $ 20 a year out of your investment returns.

We invest your money in a portfolio with smart technology that does the day - to - day work of keeping your portfolio allocation close to your optimal target — with adjustments over time as you approach your target date.

And looking at each fund's return in the portfolio with monthly purchases, all but one had double - digit returns from August 2008 to September 2009 (the Portfolio Return column in the above table).

The table below (Panel B of Table 1) extracted from the paper presents the one - year and two - year buy - and - hold returns for the complete portfolio of high BM firms, along with the percentage of firms in the portfolio with positive raw and market - adjusted returns over the respective investment period.

Q: When calculating your asset mix can you include a pension as part of your bond / cash holdings in a portfolio with a 60 % equity, 20 % bond and 20 % cash mix?

By selecting factors based on implementation characteristics rather than historical returns, we believe these definitions should mitigate (although not eliminate) the backtesting bias discussed by Harvey, Liu, and Zhu (2016) and McLean and Pontiff (forthcoming), as well as result in portfolios with greater liquidity and lower trading costs, leading to higher net returns flowing through to investors.

Personally I hold 55 % equity in my portfolio with 10 % of my total allocation to Small Cap Value ETF.

My rule of thumb is to own about 12 stocks in a portfolio with $ 100k invested and about 30 to 40 stocks in a portfolio with $ 1 million or more invested.

Harvest to reduce risk — If you will eventually need the proceeds from the security to fund your living expenses, selling other securities in your portfolio with unrealized losses can be one way to offset some gains realized over time as you trim down the position.

As I stated on CNBC, you should be in a portfolio with a suitable asset allocation.

Put more cash in your pocket and protection in your portfolio with these solid funds that pay good dividends and high interest.

Once a year, we replaced all the stocks in the portfolio with the highest ranked stocks based on the above two parameters.

He was one of the first people to point out that a mixture of volatile non-correlated securities could result in a portfolio with lower volatility and possibly higher return.

Creating a ladder strategy begins by combining similar or differing bonds in a portfolio with differing maturities in semi-annual or annual increments.

It helps reduce the volatility in my portfolio with lots of income to reinvest.

Take better control over risks and opportunities in your portfolio with Hartford Funds Multifactor ETFs.

Guard the top dividend - paying blue chip stocks in your portfolio with these investment strategies.

I bought those three companies for my portfolio, and funded it by selling the four stocks in my portfolio with the lowest expected returns.

Below are the fund choices you're most likely to see in your portfolios with us:

And if I had many such stocks in the portfolio with a long - term value, and the upside returns were very attractive, but in the short term, because people were afraid and people were thinking about the worst case scenarios and pricing it in, they were selling off the stocks, we were actually dollar cost averaging down.

Prior to joining Wynn Resorts, Kelly was the vice president of hotel operations at MGM Grand in Las Vegas, Nevada, where he managed all brands in the portfolio with 6,760 rooms consisting of MGM Grand, West Wing, Skylofts, Mansion, and The Signature Residences.

Now, beginning with Voya (formerly ING Reliastar) and now Genworth Life and Annuity, they are phasing out their no lapse guarantee universal life insurance and replacing it in their portfolio with a much higher priced and much more volatile and much more likely to lapse indexed universal life.

But regardless, artists should definitely focus on personal branding and they can throw that «ol infographic resume in their portfolio with their other artistic creations.

Bring a extra copies of your resume in portfolio with note pad, reliable pen for taking notes.

Pursuant to the agreements, the portfolio will be sold for approximately $ 233 million: $ 201 million in cash, a $ 10 million mortgage secured by One Plymouth Meeting, and subordinated interests in the portfolio with capital accounts aggregating $ 22 million.

We are funding some new development as well as redevelopment in our portfolio with excellent operators in barrier to entry markets where we believe the risk adjusted returns are attractive.