Sentences with phrase «increased equity holdings»

There are some things an investor can do including ramping up the risk of their portfolio through increased equity holdings to try and generate higher returns.

Not exact matches

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

The ECB argued that cross-border interbank trading in the 19 - member currency bloc remains relatively low, cross-border equity or bond holdings are not increasing, and retail banking integration is limited.

In determining the size of the requested increase in the authorized share pool, we considered the level of overhang and took into account the fact that a substantial portion of the current outstanding equity awards are held by our CEO and had been granted to him prior to our initial public offering in 2006 (the «IPO»).

On the same day, the Government Pension Investment Fund (GPIF) announced a rise in domestic equity weights and an increase in foreign asset holdings for its portfolio.

Our previous letter outlined our reasons for increasing our portfolio holdings of Japanese equities.

In the 12 - month period ended Dec. 31, 2017, Canadian ETF assets under management (AUM) held in U.S., international, global and emerging - market equities increased by a healthy 46 % to $ 46.2 billion from $ 31.6 billion a year earlier, according to figures from the Canadian Exchange - Traded Funds Association.

Household sector financial assets increased by 1.7 per cent in the March quarter, a somewhat slower rate than in previous quarters, as a reduction in the value of direct equity holdings partially offset strong gains in the value of funds held in superannuation.

(I only have cash and equities) I want an easy option and am on the point of increasing my bond holdings by settling on say, one of Vanguards» Lifestrategy funds when... «the more I read the more confused I get!»

Re: More generally, I do talk extensively about holding substantial equities in retirement... and for more on holding an * increasing * amount of equities, follow the «have a read» link.

As households have simultaneously increased their debt levels and equity holdings, they are now much more exposed to changes in interest rates and equity prices than has been the case in previous cycles.

The increase in the NID in the second half of 2004 was driven by an increase in income accruing to foreigners on their debt and equity investments in Australia, while returns received on Australian holdings of foreign assets remained broadly unchanged (Graph C2).

«Strong equity gains domestically and a weaker Canadian dollar helped boost foreign holdings, but lower long - term bond yields will have increased most plan liabilities,» said Scott MacDonald, managing director, Pensions for RBC Investor & Treasury Services.

She predicted ESSA will strengthen public education «by increasing equity for disadvantaged children, providing more state and local control, and holding charters more accountable.»

Holding a 100 % equity portfolio right up until, or even throughout, retirement has historically increased your total returns and greatly extended the longevity of a portfolio.

For example, if you have a very high tolerance for risk — perhaps you have a spouse with a full pension so you're less concerned about stock market volatility — you might increase the level of equity you hold in your retirement savings.

With that diminished reward - to - risk ratio, the fund should sell these equity holdings and increase its cash position even further.

His analysis of stock market data suggests that increasing precious metal equities while reducing long - term bond holdings is a superior way to risk - proof your portfolio over the long term.

I'll update this information every quarter, which will provide relevant and important information on dividend raises announced by the companies I hold equity in, the size of those dividend increases, and how that affects -LSB-...]

Those who currently hold a mortgage could benefit from getting their finances in order now as you may find in a declining market that you do not have enough equity to do it if your mortgage rate increases or the value of your property depreciates.

According to numerous sources listed below, a one standard deviation increase in private equity holdings, such as those available on Fundrise, is associated with approximately 4.1 % greater returns per year.

Equity investments usually refers to buying and holding of shares of stock on a stock market by individuals and / or firms in anticipation of income from and dividends and capital gains as well as stock increases.

Of course it is, because with increased trading capital your trading account equity is raised, thereby allowing you to hold your positions open with a higher margin level.

While not determinative of security prices in itself, these steady increases in NAV ought to put the odds in favor of the buy and hold OPMI who bought in to equities at substantial discounts from NAVs.

Therefore when you start young time is on your side because you can buy and hold onto your property while it increases in value and builds you equity.

Property values have increased in most parts of the country, boosting the amount of equity homeowners hold.

Here's an example from American Capital Agency's (NASDAQ: AGNC) 2013 annual filings:» [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

'' [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

At age 7, the allocation to the equity funds begins to decrease, while holdings in fixed - income funds and FDIC - insured accounts increase.

Siegel states that: «The recommended equity allocation increases dramatically as the holding period lengthens.

This is especially true as you decrease your equity holdings and increase fixed income as you age.

And as our fund aid we sell fully valued holdings, further increasing our concentration and exchange some of the remaining debt holdings into equity and restructuring.

If you were hesitating to hold at least 50 % of your equity allocation in non-US stock mutual funds, as would be suggested by the fact that well over half the world's total stock capitalization value is now in countries outside the US, then this might provide even more support for increasing your international stock allocation.

If you consider yourself to be more risk adverse, you can lower the equity percentage and increase holdings in bonds, or even include a money market fund.

Though professional investors did increase their positions from 50 percent in 1994 to 65 percent in 1999, in the four years that followed the pros held their equity positions steady at about 60 percent.

These funds gradually decrease their equity holdings and increase fixed income holdings as the target date approaches and beyond, becoming more conservative over time.

The Copenhagen Accord, with which over 140 countries have engaged (including the United States), representing more than 87 percent of global emissions, says that the countries of the world should «hold the increase in global temperature below 2 °C, and take action to meet this objective consistent with science and on the basis of equity.»

Avant Energy S. de R.L. de C.V. («Avant Energy» or «the Company») a newly - established Mexican energy company, announced that Riverstone Holdings, an energy and power - focused private investment firm, has agreed to an initial line - of - equity investment of $ 150 million in the Company, which can be increased to $ 300 million once this initial capital has been invested.

Retail banking operations would be required to increase the amount of equity they hold to at least ten per cent of risk - weighted assets — by comparison, Basel III requires banks to hold seven per cent equity — and to have an additional seven to ten per cent of capital to cushion any losses.

As a result, insurers could decide to rebalance their portfolios, to better match assets and liabilities, and purchase more bonds at the expense of equity, if they determine that the potential increased investment return on equities does not offset the cost of holding more capital.

As you can see in this picture, holding all else constant, and raising long term interest rates, will increase the discount rate (cost of equity and capital), and reduce value.

Comprehensively analyzed portfolios comprised of equity, fixed income, and alternative investment holdings to generate increased efficiency through mean - variance optimization and style diversification.

The current Australian Indigenous health policy environment has developed in parallel with increasing recognition of broader concepts of health that involve social determinants — including peace, education and social justice, and equity — as enunciated in documents such as the Ottawa Charter11 and repeated in Australian strategic documents such as the Ways forward blueprint for Aboriginal and Torres Strait Islander mental health.12 Unfortunately, the implementation of such strategies appears to be held back by a lack of coordination between federal and state governments and departments in terms of effective administrative responsibility for Aboriginal and Torres Strait Islander health and social determinants.

To attempt to curtail this type of practice, the Law Society has held that real estate lawyers should know or «ought to have known» that these property flips were dishonest because of the sharp increase in the price of the property when it was resold, and the fact that the mortgage is significantly larger than the equity available in the original purchase.

ARCP has modified its offer to incorporate the acquisition of Cole Holdings and increased value for CCPT III, now offerings not less than $ 13.59 per share, implying a minimum equity value for CCPT II and Cole Holdings of approximately $ 6.7 billion.

He has assisted clients to facilitate 1031 tax - deferred exchange transactions, execute IRR and leverage analysis for short or long term holding periods and scrutinize cash on cash as well as return on equity functions to see feasibility of an increased investment base.

The biggest holiday gift this year for millions of Americans does not fit under a tree and can be a little hard to grasp, but it may be of exceptional value: If you own a home, the odds are good that your equity holdings increased by thousands of dollars over the past year.

The third - quarter Personal Financial Pleasure Index, a component of the overall PFSi, held the previous quarter's level due to a 5 - point increase in job openings and 2 - point increase in home equity nationwide.

The deal underscores the increasing cachet of restaurants within the net lease world and Trustreet becomes the latest publicly held REIT to be taken over by a private equity entity.

Equity Residential said Friday it will buy New York - based Wellsford Residential Property Trust for $ 996 million in stock and debt, which will increase its apartment holdings by 26 percent to 317 complexes with 90,873 units.