Sentences with phrase «larger portfolio sizes»

Not exact matches

He said the asset class would likely make up between 5 percent and 10 percent of a «modest or large size» retail portfolio.

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

Each month, Palhares and Richardson sorted corporate bonds into quintiles based on each liquidity measure and computed the return of a long / short portfolio that buys the least liquid bonds (i.e., smaller issue sizes, higher bid / ask spreads, lower trading volume, higher price impact or higher frequency of zero - trading days) and sells the most liquid bonds (i.e., larger issue sizes, smaller bid / ask spreads, higher trading volume, lower price impact or lower frequency of zero - trading days).

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

GSAM will look to develop a diversified portfolio of positions in large and medium - sized PE firms active both here and abroad, according to a Bloomberg article citing an unidentified source familiar with the plans.

The large - cap managers stated that they may consider well - diversified, large - cap, mining stocks like BHP Billiton for inclusion in their portfolio, but that they couldn't consider other mining companies solely focused on gold or silver production because their smaller - cap size and share prices didn't meet their fiduciary mandate.

That's why medium - sized funds like the one my friend runs in Texas are basically assembling large portfolios with the sole purpose of flipping everything to the mega-funds.

But sectors are also just one consideration in a well - diversified portfolio, which can have a mix of domestic, foreign, small -, mid - and large - sized company stocks as well as investment - grade corporate and government bonds.

Thus, simply based on size... the gold market can provide significant depth and liquidity for large reserve portfolios, as it is only surpassed in size by two sovereign debt markets (US and Japan).»

Please note that Saxo Bank reserves the right to increase margin requirements for large position sizes, including client portfolios considered to be of very high risk.

With some larger global companies, and a focus on small to medium sized businesses, this fund offers you access to a unique portfolio of global shares.

While this position size has become much larger over time, it seems likely that new portfolio manager Ted Weschler is responsible for the idea as it was one of his big holdings at his previous hedge fund.

Although he anticipates canning more offerings from the Wicked Weed and Elysian portfolios, those brands won't be offered in larger pack sizes due to «sitting on the higher price point and the super premium bucket,» he said.

They roughly correspond to size — most small districts are enterprise, most medium districts are some version of shared and most large districts are portfolio.

The larger sizes are used for books that showcase portfolios such as photography and general coffee table books.

Since 2013 they have experimented with larger sized screens and the recently released Aura One is the best device in their portfolio.

Over the same analysis period, SIZE outperformed THRK, the dominant position in its reference portfolio, in terms of a slightly larger annualized return, as well as higher Sharpe and Sortino ratios:

Is it ok if i have large size funds in my portfolio?

For example, in the shares segment of your portfolio, how much should be held in large companies, medium - sized companies, or smaller companies?

A diversified portfolio made up of 300 large and mid sized US companies with attractive valuation ratios.

A diversified portfolio made up of 300 large and mid sized US companies with attractive earnings growth.

A diversified portfolio made up of 300 large and mid sized US companies with attractive quality ratios that are typically indicative of strong management teams.

A diversified portfolio made up of 300 large and mid sized US companies.

A broadly diversified portfolio made up of 1000 large and mid sized US companies.

The median market cap of $ 3,390 million for the stocks passing the Weiss screen is consistent with a portfolio of mid - to large - sized companies.

You can get an idea of how your portfolio's makeup compares with that of the market in various industries, sectors and market - cap size (large, midcap, small) by plugging your investments into Morningstar's Instant X-Ray tool.

Because life companies hold the largest amount of industry invested cash and assets, we analyzed the investment portfolios» asset type breakdown by life company size using the most recent data available (July 2011).

Is your portfolio large enough to have a meaningful position size in each?

The only problem is this technique stops working when your portfolio becomes large relative to the size of your contributions.

Tilting toward the size factor by investing in small cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

No matter whether you prefer no dividends, some dividends, or large dividends, as long as you presume the dividend growth rate equals the stock price's growth (by extension the growth in earnings), you always end up with a portfolio of equal size.

The combination of an equal - sized long and a short portfolio should reduce or remove exposure to the market's direction, including large swings, which explains why such a fund is called a Market Neutral Fund.

Each month, Palhares and Richardson sorted corporate bonds into quintiles based on each liquidity measure and computed the return of a long / short portfolio that buys the least liquid bonds (i.e., smaller issue sizes, higher bid / ask spreads, lower trading volume, higher price impact or higher frequency of zero - trading days) and sells the most liquid bonds (i.e., larger issue sizes, smaller bid / ask spreads, higher trading volume, lower price impact or lower frequency of zero - trading days).

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Fewer than 10 stocks with large position sizes routinely comprising 20 - 25 % of portfolio assets and larger.

Tilting toward the size factor by investing in small - cap stocks can provide diversification away from large caps, but often comes with higher portfolio volatility, potentially lower liquidity, and higher transaction costs.

This was the largest blunder in terms of percentage loss last year but, because of size, it had no real impact on the overall portfolio return.

For the purpose of this strategy and portfolio, I do not believe there is a large benefit to expanding beyond 10 positions but I certainly encourage investors to find a portfolio size which matches their own criteria.

The median market cap of $ 5,738 million for the stocks passing the ADR screen is consistent with a portfolio of mid - to large - sized companies.

In general, PWL builds broad - based portfolios, holding thousands of securities from all sectors and in all major global markets and in companies of all sizes (not only large ones).

At this point, given BRK's size, Warren's age and longevity, should BRK really be the highest conviction and largest weight in a value investors portfolio?

Ditto for a portfolio of country index ETFs, but size your trading band relative to volatility, and limit your assets to developed and the largest emerging market countries.

Appendix C: Smart Beta Strategy Construction Methodology The factor - based smart beta portfolios, except the size strategy, are constructed from the large - cap universes only.

They are: (1) a market factor, as measured by the excess return of a broad equity market portfolio relative to a risk - free rate; (2) a size factor, as measured by the difference between the returns of a portfolio of small stocks and the returns of a portfolio of large stocks; and (3) a value factor, as measured by the difference between the returns of a portfolio of high book - to - market (or value) stocks and the returns of a portfolio of low book - to - market (or growth) stocks.

For example, the value factor portfolio is long cheap stocks and short expensive stocks, and the size factor portfolio is long small stocks and short large stocks.

One problem that has always bothered me with short trading is that as the position goes against you, it becomes a larger size of your portfolio which magnifies your losses.

Most of us don't have the experience or skill set to manage a large portfolio of bonds or the portfolio size to get a properly diversified portfolio of bonds as many trade at a price of $ 1,000 or more.

As I was looking over my portfolio I realized that there is a large degree of inconsistency in the size of individual holdings.

Continued / further clarity re strategy is crucial here, but the size of Conwert's balance sheet & market cap, its reasonable leverage, a continued re-orientation of its portfolio, and a strong awareness of its large NAV discount, all seem to suggest significant upside potential for the share price.

Keep in mind that the large investment portfolio size issues and the market impact issues discussed in this article are much more significant concerns for actively managed mutual funds.