Sentences with phrase «investing in an asset over»

By purchasing a home, you're investing in an asset over time — an asset you have a stake in.

By purchasing a home, you're investing in an asset over time — an asset you have a stake in.

Not exact matches

The finance minister of Saudi Arabia has sought to reassure investors that the kingdom is a secure place to invest following a crackdown on corruption in the country that saw individuals imprisoned and assets handed over to the government.

By contrast, Japanese households during the same period invested just under 10 % of their assets in equities and kept over 50 percent in cash and deposits, according to Bank of Japan data.

Takeover specialists and their investment bankers pore over balance sheets to find undervalued real estate and other assets, and to see how much cash flow is being invested in long - term research and development, depreciation and modernization that can be diverted to pay out as tax - deductible interest.

Valero's investing heavily in ethanol to complement its high - quality oil refineries, while ConocoPhillips has been selling off assets and trimming its debt over the past year or two.

By investing in a diverse pool of assets, it should collectively lower your risk yet stabilize your returns over the long term.

According to the GAO, there are over 485,000 IRAs, worth approximately $ 49.7 billion, invested in unconventional assets, such as energy investments, equipment leasing, foreign - based assets, farming interests, precious metals, private equity, promissory notes (both secured and unsecured), real estate, and tax liens, as well as virtual currency.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

This scenario also assumes that Southwest's spending on working capital and fixed assets will be 4 % of revenue, which is the average change in invested capital over the past decade.

If you are providing evidence of your accreditation on the basis of having over $ 1 million in net assets, the company you are investing in is required to verify your debts in order to confirm that your net assets are greater than $ 1M.

«Equities are the «five - years - plus» part of your portfolio,» he added, meaning that funds in your 401 (k) plan, IRA and other retirement accounts that you don't need for five years or more should be invested in stocks, since research has shown that over a period of five years or longer, stocks generally perform better over other assets.

Even in the U.S., the Securities and Exchange Commission (SEC) generally enforces regulation that assures that only accredited investors (i.e. people who own over $ 1M in total assets or have made more than $ 200K annually and will continue to do so) invest in private companies.

We'll continue to invest according to our asset allocation and any investments over our Freedom Fund goal will be used for buying a house in the future.

Over the past couple of years, speculators have also used short sales of gold to obtain low cost funds to invest in other assets — for example, by shorting gold (borrowing it and selling it in the spot market), market participants have been able to obtain US dollars at between 1 and 2 per cent, well below the rate of return available on US assets.

a) investing their own money alongside you, so your interests are aligned b) a stake in the company they work at i.e. it is a partnership or employee - owned c) a proven ability to outperform an index over the long - term (at least 10 years) d) reasonable charges — preferably no more than a 1 % management fee and no performance fee e) a concentrated, high conviction portfolio i.e. they do not just hug their benchmark f) a low - asset - turnover ratio i.e. they have a long - term investment horizon and rarely sell investments g) a proven ability to preserve capital during the bad times h) a stable team who have worked together for a number of years.

Steve Gorelik is a Portfolio Manager with Firebird Management, a value oriented asset management firm with over 20 years of experience investing in Eastern European and North American markets.

Bulls Market - A Bulls Market, is essentially reflect of a particular asset or stick rising over a period of time, typically reflective of buyers being in control of said asset and market, thereby eliminating the majority of doubt or lack of easement over whether or not to invest into such a stock.

OrbiMed has over $ 6 billion in assets under management and is now investing out of its most recent fund Caduceus Private Investments IV.

This is likely just the beginning of what promises to be a burgeoning asset class, as governments and other entities will need to invest an estimated $ 90 trillion in infrastructure over the next 15 years to achieve goals outlined by the Global Commission on Economy and Climate.

He says he wants to invest in companies that have «great assets with great people you want to back over the long - term» but is also conscious of the following he has developed among small and micro cap mining investors.

Historically, over long periods of time, money invested in riskier assets such as stocks has generally rewarded investors with higher returns than funds invested in ultra safe and liquid assets.

Each year we voluntarily disclose the total assets that the firm's employees, our families and the Funds» trustees have invested in the Oakmark Funds; as of December 31, 2016, that number is over $ 400 million, reflecting significant share purchases during the past year.

At his departure in June 2015, total assets invested between the two divisions was over $ 2.5 B. Prior to Lending Club, Mike held various sales management roles at Fisher Investments.

It has earmarked $ 500 million to invest in Australian agricultural assets over the next decade.

Isn't greater home - ownership the best opportunity for people to escape state dependency and invest in a simple, low - risk asset over a life - time that will allow people who started with nothing to achieve their goal of total financial independence?

One idea that played a part in Liberal debates in the 1960s — though it was never formally adopted as party policy — was to use labour's profit share to invest in firms» assets so that, over time, workers would build up their own share in firms» wealth.

On average, data - based capital contributed just 0.015 per cent to UK GDP each year over the period studied by the team, even though investment in data - based assets in the UK reached US$ 7 billion in 2013 — which equates to around 40 per cent of the amount invested in R&D.

The District is responsible for funding the plans, and if plan assets decrease (e.g. because of a year of negative returns on assets invested in the stock market), the District must make up the loss, generally smoothed over several years.

Scalable Capital invests globally in fourteen different asset classes that represent over 8,000 individual stocks from up to 90 countries.

That is, instead of investing in an equal mix of the four asset classes, the Hot Potato plunges into the single asset class that fared the best over the prior year.

«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management.

That means sticking with a sound financial strategy that lines up with the goals you're trying to achieve over the time frame you're investing for, says Dan Hallett, director of asset management for HighView Financial Group in Oakville, Ont.

The whole purpose of having most of the assets invested in equity, domestic plus international, is to catch the growth of equity at the early stage of the portfolio because over the long - term, equities have been proven to provide higher returns than fixed - income securities.

We do not expect history to repeat itself but the basic concept still holds; investing in different asset classes around the world and benefiting from the non-correlation of the markets over the long - term.

Q: I have been gifted a largish sum of money and I am trying to determine whether to put it all in the market per my target asset allocation or spread it out by investing over 6 - 12 months.

In 2009, he began investing in alternative assets and acquired over 100 income - producing assets in less than 48 monthIn 2009, he began investing in alternative assets and acquired over 100 income - producing assets in less than 48 monthin alternative assets and acquired over 100 income - producing assets in less than 48 monthin less than 48 months!

Tax - deferred * investing strategies may significantly increase the value of your assets over time, and in some cases can limit your overall tax burden.

(Pro tip: It's actually quite easy to outdo the market at large over the short term just by getting lucky or investing in risky assets in a good year.

Today, Wealthsimple manages over $ 750 million in invested assets.

We are able to manage client portfolios in this way as our sophisticated algorithms analyse the historical behaviour of all the asset classes you're invested in and use this data to reliably forecast the risk in your portfolio over the course of the next year.

A large portion of your premiums payments will be invested in the insurance company's investment fund in whatever asset class you prefer (stocks, bonds, mutual funds, money market funds, etc.) Over time, this has the chance to generate a much larger cash value in your insurance account than a traditional whole life policy does.

Because future asset class performance is unpredictable, it makes sense to invest in all of them that have favorable characteristics over the very long term.

It will be broadly diversified across global asset classes, and will generally seek to maintain an asset allocation of approximately 40 % in underlying funds that invest in equity and 60 % in underlying funds that invest in fixed income, although the allocation may shift over time depending on market conditions.

We Invest to Win — I've already gone over this in fairly good detail, but we are fully invested in equities since we are long term investors and this has consistently been the best asset for long term growth.

Americans have over $ 4.2 trillion invested in Individual Retirement Accounts — almost half of all retirement assets.

Historically, over long periods of time, money invested in riskier assets such as stocks has generally rewarded investors with higher returns than funds invested in ultra safe and liquid assets.

This pioneer of value investing recommended investing in businesses with healthy assets relative to liabilities and positive earnings over the trailing 5 years, along with a minimum of 3 % annual growth rate in the last 10 years.

This means invest your money in assets that will actually grow over time.

At year - end 2017, Indian ETF assets stood at INR 78,000 crores (USD 12 billion), with an annualized growth rate of 76.6 % over the past four years.1 For India, the passive investing space gained popularity, with a good deal of interest in gold ETFs, but in the past few years, interest has shifted to equity ETFs, which have gained prominence.