Sentences with phrase «investment assets equal»

Not exact matches

But financially speaking, your net worth equals your assets — cash, property (like your home, car and furniture), your checking and savings account balances and any investments — minus your liabilities, which are your debts and other financial obligations.

The problem is that every investment asset class obeys Newton's Law: «For every action, there is an equal and opposite reaction.»

Your goal is to diversify your net worth by making public equity investments equal to no more than 50 % of your net worth because you realize the value of various asset classes.

Data published by US SIF showed investment funds incorporating the consideration of one factor, diversity and equal employment opportunity (EEO), nearly tripled, in number and assets, between 2005 and 2014.

BOSTON (March 12, 2018)-- MFS Investment Grade Municipal Trust (the «fund»)(NYSE: CXH) announced today that it will conduct a cash tender offer to purchase up to 7.5 percent of the fund's outstanding common shares (the «shares») at a price per share equal to 98 percent of the fund's net asset value (NAV) per share as of the close of regular trading on the New York Stock Exchange (NYSE) on the date the tender offer expires.

McClung make the case for a portfolio with equal investments in each asset class rather than in proportion to market cap.

As an intern, you will have the opportunity to work on a wide variety of matters such as: appropriations, fiscal law and financial management; acquisitions, financial assistance and public private partnerships; innovative financing; real property and asset management; information technology investment and capital planning; employee ethical conduct, conflicts of interest and political activities; equal employment opportunity and other civil rights matters; Federal personnel and employment; and alternative dispute resolution.

Since there is an opportunity cost when choosing one investment over another, the steady returns of cash flowing assets must win in cases where all else is equal over those investments which produce no income.

As noted in the table (which identifies it as Portfolio 2), this is made up of equal parts of 10 important asset classes: the S&P 500, U.S. large - cap value, U.S. small - cap blend, U.S. small - cap value, U.S. real estate investment trusts, international large - cap blend, international large - cap value, international small - cap blend, international small - cap value and emerging markets stocks.

There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options or futures); therefore, you should not invest or risk money that you can not afford to lose.

The best * Richmond Family Lawyers are adept at arguing for both equal and unequal of family property including real estate, bank accounts, investments, pensions, CPP, businesses, partnerships, professional practices and capably handling international asset claims and jurisdictional disputes.

There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options or futures); therefore, you should not invest or risk money that you can not afford to lose.