Sentences with phrase «margin asset portfolio»

The RSP team built an exceptional high - margin asset portfolio consistent with our playbook — large, contiguous positions in the core of the Permian Basin.

Not exact matches

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).

«In general, products that come with higher margins tend to get promoted more,» ventures David Kletz, an analyst and associate portfolio manager with Forstrong Global Asset Management in Toronto.

A real - time Portfolio Margin platform is introduced allowing customers trading multiple asset classes to increase their leverage with greater safety.

Besides, when a portfolio's proportions are off by such a small margin, you may be able to bring them back in line by adding new money to the lagging investments over the course of the year rather than selling assets.

Alternative Asset Opportunities, asset allocation, catalyst, correlation, dividend tax treatment, Event Driven, Expected Value, fighting the Fed, Investegate, IRR, Liquidations, Margin of Safety, offer premium, portfolio allocation, QE, Recommended Cash Offer, Risk Arbitrage, risk - on risk - off, takeover offers, Takeover Panel, VIX, volatility, wind -Asset Opportunities, asset allocation, catalyst, correlation, dividend tax treatment, Event Driven, Expected Value, fighting the Fed, Investegate, IRR, Liquidations, Margin of Safety, offer premium, portfolio allocation, QE, Recommended Cash Offer, Risk Arbitrage, risk - on risk - off, takeover offers, Takeover Panel, VIX, volatility, wind -asset allocation, catalyst, correlation, dividend tax treatment, Event Driven, Expected Value, fighting the Fed, Investegate, IRR, Liquidations, Margin of Safety, offer premium, portfolio allocation, QE, Recommended Cash Offer, Risk Arbitrage, risk - on risk - off, takeover offers, Takeover Panel, VIX, volatility, wind - down

Asset Acceptance Capital, Asta Funding, distressed assets, Encore Capital, Ex-Cash Ratios, Margin of Safety, Owner - Operator, Portfolio Recovery Associates, value investing

We balance our quest for substantial returns with a fundamental tangible asset - based and deep value - style approach, seeking a «margin of safety» that cushions the biggest risk to our returns: the extensive time and effort to unlock value in our portfolio companies.

When analyzing my portfolio I look at each individual asset and ask myself; is the current price an excellent value, does it provide a margin of safety?

What happened there was that they did not understand portfolio margining, and that they could be forced to sell under tough conditions, which is a potential asset - liability mismatch.

The raw material for constructing such a portfolio is 1) a list of potential investment ideas; 2) estimates of intrinsic value; 3) a comparison of these values relative to market price (essentially determining which ideas posses the widest margin of safety); 4) an assessment of each asset's isolated risk as well as its effect on the portfolio's overall risk profile (how does a given asset correlate with other assets in the portfolio?).

I agree with you on the danger of margin, haven't pursued that in my portfolio (tho I do have margin for the option trading I do in the «alternative» slice of my asset allocation).

BitUniverse represents an innovative portfolio tracker, available on Android and iOS, which gives users access to a wide variety of features designed to make managing crypto assets easier, while also increasing profit margins and investor efficiency.

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