Sentences with phrase «initial portfolio size»

Not exact matches

Typical initial position sizes for long positions range from 5 % to 15 % of the portfolio.

For example, if you have a portfolio of 10 stocks and each stock weights 10 %, every time a stock increases to a size of 20 % or 25 % of your portfolio, you may want to sell a portion of that and rebalance it so that the initial structure, 10 % for each stock, gets reinstated.

The size of initial withdrawal rates depends on a retiree's willingness to accept both portfolio volatility and variability in his annual spending rates.

We represent private equity and leveraged buyout firms of all sizes in connection with acquisitions, divestitures and restructurings of their portfolio investments, including structuring the transaction and preparation and negotiation of documentation, exit transactions, including initial and follow - on public offerings, going private transactions and other mergers and acquisitions transactions.