Sentences with phrase «investments as a portfolio»

If you think of and plan your investments as a portfolio, your results will become more consistent, less time consuming, and more satisfying than ever before.

If you think of and plan your investments as a portfolio, your investment results will become more consistent, less time - consuming, and more satisfying than ever before.

At the same time, if you think of and plan your investments as a portfolio, your investment results will become more consistent, less time - consuming, and more satisfying than ever before.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

«There are few early - stage funds such as ours that dedicate the majority of their investment to New York, so we felt that was a very good way to build a portfolio.»

It's not always — sometimes you have a fund with safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.

It's been 60 years since he started his investment - counselling firm, which now manages more than $ 36 billion in pensions and endowment funds, as well as corporate and private portfolios.

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

If companies trading in that market were to be listed on MSCI's index, that would attract more foreign investment to the Chinese firms as fund managers rebalance their portfolios.

Investors in the U.K. bond market could see losses on their bond portfolios as the Bank of England continues to be behind the inflation curve, an investment officer told CNBC on Monday.

While he spent his entire career telling others to diversify their investments as a way to minimize risk, he kept most of his portfolio in Scotiabank shares.

The second tactic, Thakor's favorite, is shifting your portfolio investment strategy to an index - based or, as she terms it, «evidence - based» approach.

The portfolio managers constantly butted heads with O'Brien, who also served as chief investment officer.

The allure of commodities as an investment is enhanced by the portfolio protection they have historically offered against inflation.

First, a sudden change in the investment paradigm — such as that that triggered the May - June 2013 Taper Tantrum or this January's Swiss National Bank decision to alter its currency policy — creates widespread investor demand for portfolio adjustments.

Updegrave adds, «As for choosing investments for your portfolio, I recommend you focus mostly, if not exclusively, on broadly diversified low - cost index funds or ETFs, many of which charge just.2 percent of assets or less in annual expenses.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.

As a result, more entrepreneurs and businesses have access to outside capital than ever before and for the first time, investors can efficiently build diversified portfolios of private equity and debt investments.

Garnering less enthusiasm were considerations such as asset allocation strategy (balancing an investment portfolio to take into account goals, risk tolerance and length of time), with a mean of 4.7, and understanding price - earning ratios for traded stock, which saw a mean of 4.3.

«In soliciting investments in the Fake Funds, CASPERSEN made the following false representations to investors, among others: in recognition for his prior work with Park Hill Group, CASPERSEN had been offered a «friends and family» investment allocation in a security that was allegedly offered by a private equity firm; CASPERSEN was personally investing in the security, and offering it to his family and a limited number of friends; the investment was a credit facility secured by a portfolio of assets owned by one of the Legitimate Funds; the investor would receive quarterly interest payments, ranging from 15 to 20 percent; the investment was practically risk - free, as the loaned funds would remain in a bank account; the investor could withdraw the principal at any time with 90 days» notice; and investor funds should be wired to one of the Fake Fund Accounts.

Actively managed ETFs in Canada are becoming more popular as investors continue to seek ways to build in more flexibility and diversity in their investment portfolios, for example, through alternative strategies, preferred shares or senior loans.

Private - equity acquisitions of retailers have become increasingly rare, as the investment firms worry about increasing headwinds facing the industry and their portfolio companies struggle with the debt burden left behind from leveraged buyouts.

Singapore is firming as a significant source of capital for Perth - based property players, as developers and private equity fund managers from the South - East Asian country increasingly look for Western Australian assets to add to their investment portfolios.

Ian Ainsworth, a senior vice-president and portfolio manager with Mackenzie Investments, is particularly bullish on Flash technology, a kind of memory chip that stores information in portable devices such as phones, tablets and USB drives.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

With only a high school diploma, Chou obtained his Certified Financial Analyst designation in 1985 and registered as a portfolio manager and investment counsel.

As an investor in start - ups, I have heard the accepted wisdom that out of 10 portfolio companies, only one is likely to be a big success, the rest will either fail or barely return the investment — «only» half of my investments failed.

As a registered investment adviser, or RIA, the company can now offer portfolio recommendations and other investment advice — and charge for them.

«Don't look at it as an investment,» said Altfest, who excludes collectibles from clients» investment portfolios.

A portfolio manager at a top 20 BASF shareholder, who declined to be named as they are not authorized to comment publicly on the investment, also saw the merits of a break - up.

Investors in far away Canada seem to be treating Ivernia West, which started life as an Irish zinc miner, with the same level of caution that Australian investors treat our local boys who go to Botswana or Uzbekistan — out of sight, out of mind and out of the investment portfolio.

You should guard your personal investment portfolio with as much determination as you protect your investment in your company.

As your family matures, your investment portfolio grows, and your company becomes more valuable, your insurance coverage should reflect those changes.

As lifecycle investment partners, they have become weighted down with portfolios still recovering from the economic downturn.

A SoftBank buyout would stand as a notable endorsement for the newspaper industry, adding a media company to the Japanese investment machine's impressive portfolio.

That has been part of the appeal of the so - called «4 percent rule» — an investment - income strategy that says as long as you withdraw no more than 4 percent of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

Veteran U.S. investor Jim Rogers is looking at possible investments into Russian oil firm Bashneft and diamond miner Alrosa as he aims to add more Russian assets to his portfolio, he told Reuters.

Our ability to compare and contrast compensation practices as well as focus on trends across sectors is the top resource for the investment community and their portfolio companies,» said Jody Thelander, President & CEO, J.Thelander Consulting.

Investment and consumer demand for the yellow metal results in a lower correlation to other mainstream financial assets, such as stocks, making it an effective portfolio diversifier.

I think Personal Capital makes sense as an aggregator when investments are spread across various institutions, but i have close to 250K in various investment accounts that are all with Vanguard, and they have portfolio analytic tools that provide data like fee analysis and risk exposure.

How much risk you can afford to take with your investment portfolio during retirement, or when approaching it, depends on your cash flow from available income streams — such as pensions, Social Security benefits or annuities — and doing a thorough cash - flow analysis is paramount.

«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients about ESG is whether an ESG - based approach will negatively impact investment performance,» said Andrew Sweeney, Institutional Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity about responsible investing, including areas of significant uncertainty.

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

Mr. Watsa holds a BA from Hillsdale College and a Chartered Investment Manager designation and is registered with the Ontario Securities Commission as a Portfolio Manager.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)