Sentences with phrase «in value of my portfolio»

Over time, those fees can make a huge difference in the value of your portfolio.»

Collateral Maintenance - A fall in the value of your portfolio may result in a situation where the value of your collateral no longer covers the outstanding loan.

According to a 2015 report on district - charter collaboration from the Fordham Institute, DPS has «engaged charters more deeply than any of the other cities we studied, due in no small part to a decade of district leadership with a strong belief in the value of a portfolio strategy, a significant number of third - party stakeholders who have encouraged engagement, and an education landscape that gives the district a stake in charter success.»

The high degree of balance sheet leverage for certain bond insurers means that small changes in the values of these portfolios have a large impact on the bond insurers» capital base.

All my dividends and interest are used to purchase additional shares thus showing an increase in value of my portfolio.

Not including any other fees, my income for managing this $ 200 million portfolio would be $ 2 million per year (not counting any growth in the value of the portfolio).

Return is the (geometric) average percentage increase in the value of a portfolio experienced each year over the time period analyzed.

Higher standard deviation means more extreme ups and downs in the value of a portfolio over time.

Some readers looked at the performance and expressed impatience at the slow growth in the value of the portfolio.

The internal rate of return is highly sensitive to current movements in the value of the portfolio.

I played around some more and it seems the longer the period of time the less impact day to day changes in the value of the portfolio have on the IRR.

That's probably appropriate if you're investing for a long - term goal like retirement and you're capable of handling some significant dips in the value of your portfolio en route to your goal.

Every 1 to 3 percent change in the value of your portfolio does not imply that you should rebalance it.

Default in the payment of interest or principal on a Senior Loan will result in a reduction in the value of the Senior Loan and consequently a reduction in the value of the Portfolio's investments and a potential decrease in the net asset value («NAV») of the Portfolio.

Analysis is provided to the Board, on a monthly basis, of the change in value of the portfolio over this period.

These bonuses usually can not be taken away, even with a subsequent dip in the value of the portfolio.

Consequently, NRF is required to pay NSAM significant base management fees in a particular quarter despite experiencing a net loss or a decline in the value of its portfolio during that quarter.

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

And as the value of unicorns has grown, so too has their weight in many mutual fund portfolios.

Supermarkets giant Woolworths has placed two supermarket sites in Western Australia on the market, part of a national portfolio of neighbourhood shopping centres collectively valued at $ 180 million.

MetaStable's portfolio more than doubled in value in May alone, according to a source close to the fund; on June 23, after a Bitcoin and Ethereum price crash, the hedge fund reported total assets of $ 69 million in a regulatory filing.

BCG singled out Romney's old firm Bain Capital, as well as Advent International and EQT, as being ahead of their rivals in helping portfolio firms map out a «detailed value plans.»

When you sign in to our site or app, you see how much money you put in, how much you've made, what you've paid in fees and the total value of your portfolio.

While the value of your investment portfolio fluctuates wildly amid unstable capital markets, one area where you can create some semblance of security is in our own household finances.

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

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

While the value of underlying subaccounts of variable annuities fell through the floor like everything else in the market in 2008, the guaranteed income withdrawal rate (not to be confused with the rate of return of the investment portfolio) did not.

A good track record in selling businesses and having a number of business in their portfolio that are getting good exposure is a good indication of whether a real estate agent is the right person to help you value your business.

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

Now, as the Oracle of Omaha prepares to kick off this year's Berkshire shareholder convention on Saturday, the opposite is true: The vast majority of the stocks Warren Buffett owns have made money over the past year, helping his portfolio gain some $ 16 billion dollars in value.

While T. Rowe Price doesn't build a stock portfolio based on potential takeover candidates, Umbarger says, that possibility has lately become a bigger part of the investment discussion at the firm, in terms of «How could you value it in the eyes of other beholders?»

Bill Smead, portfolio manager of the $ 1.1 billion Smead Value Fund, says he recently took a stake in Gilead largely because it stayed out of the takeover fray.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

Its team brings a rich and diverse experience in venture capital, technology, entrepreneurship and finance, triggering value creation across all the business and operational functions of portfolio companies.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

However, the patent market has cooled since those deals were made and industry experts say that fair value of patents in large portfolios is $ 100,000 to $ 200,000, pricing Nokia's portfolio at up to 0.50 euros per share.

CEO Kotick said in a statement, «We should emerge even stronger — an independent company with a best - in - class franchise portfolio and the focus and flexibility to drive long - term shareholder value and expand our leadership position as one of the world's most important entertainment companies... The transactions announced today will allow us to take advantage of attractive financing markets while still retaining more than US$ 3 billion cash on hand to preserve financial stability.»

Crockett, who is bullish on SeaWorld, notes that even if things get much worse, the company has a portfolio of properties that, in its IPO filings, was valued at $ 5 billion; that's more than two times the current value of its market cap and debt.

Personally, I'm more of a value investor and absolute return investor and will buy stocks that seem more likely than not to have a place in the portfolio.

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of your portfolio value.

When companies scored a second or third time with a qualifying value, that is, above 175 in health and wellness and 350 in safety, the portfolio doubled or tripled its investment in them and maintained that «over-weighting» for the remainder of the study.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanIn addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanin market value that may result from investor demand.

At Fiji, Robbins offered some insight into what Jones» daily email updates look like, saying, «he sends me a checklist of what we measure, everything from his NAV [net asset value] to his [portfolio] weights, what's happening in his body, to his focus, to ratios of risk - reward that we're measuring, and then he does a narrative for me.»

«I am proud to be part of the nVent team and am confident in the strategy and portfolio we have in place to deliver long - term shareholder value.»

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of the value of your portfolio.

If you own the bond fund that fell in value, you can sell it right after the fall and still buy the portfolio of individual bonds some say you should have owned to begin with (which, again, also fell in value!).

Under Mr. Millstein's leadership, Cerberus became one of the world's foremost investors in European non-performing loans backed by commercial and residential real estate, purchasing portfolios with a total transaction value of nearly $ 40 billion.

So, again, I think it's a good opportunity to do an apples - to - apples comparison of what does it look like, where are you at in the tax bracket, where do you fall in the new marginal tax bracket, and then do an apples - to - apples comparison to see do municipal bonds provide a greater after - tax value for you or does being in a taxable bond portfolio provide that greater value?