Sentences with phrase «invested in portfolio»

I look for property types that I don't have already invested in the portfolio.

Customers are advised to choose the lumpsum benefit option rather than the regular income option), as this money could be invested in a portfolio of instruments that could potentially generate higher returns than the regular income option would provide.

The model is invested in a portfolio asset when the adjusted close price is greater than the moving average and the allocation is moved to cash when the adjusted close price is less than the moving average.

However, if you invested in a portfolio of stocks with the highest 30 % of dividend yields, as shown by the line in orange, you would have soundly trounced the market with average annual gains of 13.0 %.

A total of $ 19,000 has been invested in the portfolio so far and as of June 4, 2012, here's how it looks:

A total of $ 18,000 has been invested in the portfolio so far and as of March 13, 2012, here's how it looks:

1 The amount must be invested in the portfolio of your choice.

Specific securities and amounts invested in your portfolio are NEVER disclosed.

Technically, 100K invested in this portfolio will then generate over $ 8,000 per year.

Let's say you're 65 and are okay with funding your retirement income from savings invested in a portfolio of stocks and bonds for now.

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.

For every $ 1,000 invested in this portfolio you can expect $ 35 per year in cash dividends, if you reinvest this income you can let time do the rest.

The portfolio managers meet periodically to determine the percentage of Fund assets to be invested in each portfolio, based on market and other factors.

A fund is simply a pool of money invested in a portfolio of stocks, bonds, money market instruments and / or other assets, managed by one or more professionals who follow a stated investment objective.

So, for this example $ 50,000 is withdrawn and the remainder ($ 950,000) is invested in the portfolio.

The food industry is not a small one, and many private equity firms and other capital providers have a great deal of capital invested in portfolio companies in this industry.

Investors would get a (then) 35 % tax credit on money invested in a portfolio of startups managed by his firm, GrowthWorks Capital (now part of Matrix, a public holding company he created to bring together different divisions of his empire, including venture capital and mutual funds).

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.

She founded a VC fund that's investing in portfolio companies led by women, and is creating a platform to empower and better equip female entrepreneurs.

Mr. Chiappinelli said investing in a portfolio that is increasing its duration when interest rates «were at historic lows is the exact opposite of prudence.»

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

When you invest in a mutual fund, you join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities.

In my experience, a dividend growth portfolio strategy seems to be performing better as an investment than owning a home, in my honest opinion, I would rather rent in a great area than own a home in that area, jeez if I were able to get a lease agreement for 10 years indexed at inflation or at 2.5 % increase annually I would take it and take my down payment and invest it in my portfolio, and continue to contribute the max in my 401K, HSA, and Roth IRA, while enjoying living in a low tax bracket because of my contributions.

Credit Strategies (ACP) is a closed end fund that seeks a high level of current income with capital appreciation through investing in a portfolio of senior loans.

It's crucial you invest in a portfolio of diversified stocks and bonds for retirement.

Aberdeen Income Credit Strategies (ACP) is a closed end fund that seeks a high level of current income with capital appreciation through investing in a portfolio of senior loans.

Investing in a portfolio of assets that behave in different ways can help to reduce the risk investors face.

A variable annuity generally invests in portfolios of mutual funds.

The fund pursues its objective by investing in a portfolio of high - yielding convertible and nonconvertible bonds.

Seeks to provide long - term capital appreciation by investing in a portfolio of small and mid capitalization equity securities.

Seeks to provide long - term capital appreciation by investing in a portfolio of primarily small but also can invest in mid capitalization equity securities.

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

It's my largest holding and, hands down, the first place I would invest in any portfolio.

The Franklin U.S. Government Money 529 Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency and it is possible to lose money by investing in the portfolio.

Seeks to provide long - term capital appreciation by investing in a portfolio of small and mid cap stocks.

For example, Founders Club allows investing in a portfolio of vetted Silicon Valley startups through an easy - to - use online platform.

The Fund seeks long - term total return by investing in a portfolio of equity, fixed income and short - term securities.

If you buy the 2017 fund, for example, then you will be investing in a portfolio of bonds which all mature within months of July 1st, 2017.

Then, while digging into the investing research, I found out that individual stock pickers rarely beat investing in a portfolio of diversified index funds.

The Fund intends to invest in a portfolio of «out of the money» put options purchased on the U.S. stock market.

But you can also invest in real estate partnerships and in real estate investment trusts (REITs) that will enable you to invest in a portfolio of similar properties.

NWQ began managing money in 2010 and invests in a portfolio of Australian equity hedge funds — about eight to 12 managers from a selected list of 20 that changes over time.

Last year, Andrews showed that they are not afraid to invest in our portfolio, and the results for both parties have been tremendous.»

It is in your sole discretion as a self - directed investor, to choose to invest in a portfolio from a single fund family or a mix of fund families and to understand the risks associated with that investment.

Clients should consult with their tax professional regarding the tax consequences of investing with ML Wealth and engaging in investing in the portfolio selected by ML Wealth.

The strategy uses a value - driven approach and seeks to maximize after - tax total return by investing in a portfolio of investment grade, fixed income securities.

The Fund seeks to provide current income, exempt from federal income tax, and capital preservation by primarily investing in a portfolio of high - quality municipal bonds.

In an effort to minimize risks, they invested in portfolios diversified across asset classes and styles.

I recommend investing in a portfolio thatâ $ ™ s at least 60 % stocks, because stocks have beat every other type of investment over the long run.

(Whether you decide to invest in the portfolio they recommend is completely up to you.