Sentences with phrase «market valued portfolio»

This lesson is worth a lot for youngsters like me who don't have a very high market valued portfolio.

This lesson is worth a lot for youngsters like me who don't have a very high market valued portfolio.

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

Supermarkets giant Woolworths has placed two supermarket sites in Western Australia on the market, part of a national portfolio of neighbourhood shopping centres collectively valued at $ 180 million.

«The other thing I recommend,» he added, «is invest for the long - term — at least 10 years or more — as long - term valuations generally increase with the overall portfolio market value.»

While the value of your investment portfolio fluctuates wildly amid unstable capital markets, one area where you can create some semblance of security is in our own household finances.

The other thing I recommend is invest for the long - term, at least 10 years or more, as long - term valuations generally increase with the overall portfolio market value.

While the value of underlying subaccounts of variable annuities fell through the floor like everything else in the market in 2008, the guaranteed income withdrawal rate (not to be confused with the rate of return of the investment portfolio) did not.

We also offer an extensive portfolio of value - added solutions for customers, including investment banking, personal and corporate trust, global custody, transaction banking, capital markets, and other services.

Value investor Jim Lebenthal is taking advantage of market volatility and adding to his portfolio.

Second, angel investors have seen their stock market portfolios drop in value, making them hesitant to sell stock in order to invest.

However, the patent market has cooled since those deals were made and industry experts say that fair value of patents in large portfolios is $ 100,000 to $ 200,000, pricing Nokia's portfolio at up to 0.50 euros per share.

The conventional wisdom is to withdraw 4 % of the value of your retirement portfolio every year, no matter the market situation.

ixed income investors are going to begin to see their long - term bond prices plummet and need to be emotionally prepared for their portfolios to lose market value.»

CEO Kotick said in a statement, «We should emerge even stronger — an independent company with a best - in - class franchise portfolio and the focus and flexibility to drive long - term shareholder value and expand our leadership position as one of the world's most important entertainment companies... The transactions announced today will allow us to take advantage of attractive financing markets while still retaining more than US$ 3 billion cash on hand to preserve financial stability.»

Crockett, who is bullish on SeaWorld, notes that even if things get much worse, the company has a portfolio of properties that, in its IPO filings, was valued at $ 5 billion; that's more than two times the current value of its market cap and debt.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demand.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

Much as we love boom markets and the positive impact they have on our portfolios, we've had to bear witness to the erosion of some core principles that are at the essence of the value creation process.

I want to share the current state of my dividend portfolio, related to market value, forward - looking dividends, yield and yield on cost.

If you think stocks that are generally cheaper than the market do better — that's traditional value investing — then you want to have more of those in your portfolio than what the broad market has in an effort to potentially outperform over long periods of time.

In Strategic Growth, the Fund remains largely hedged, with an exposure to market fluctuations ranging from between 5 - 15 % of portfolio value, depending on day - to - day market conditions.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

The amount of value added needs to be greater than the corporations investors could have achieved investing in the market portfolio, adjusted for the leverage, beta coefficient, of the firm relative to the market.

During the 2008 — 2009 bear market, many different types of investments lost value to some degree at the same time, but diversification still helped contain overall portfolio losses.

As a result there was actually a relatively low rate of client redemptions, especially relative to the tech bubble of 2000, and importantly, clients participated in the subsequent increase in the value of their investment portfolios by staying invested as markets recovered.

Investing in a volatile and uncertain commodities market may cause a portfolio to rapidly increase or decrease in value, which may result in greater share - price volatility.

Before founding K2, he was with American Capital Ltd., a publicly - traded buyout and mezzanine fund (NASDAQ: ACAS), where he created the American Capital Energy Group, building a peak portfolio of nearly a billion dollars of market value of energy - related equity and debt investments across oil and gas production, oilfield services, utility services and alternative energy.

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).

Information regarding the intraday value of shares of the Fund, also known as the «indicative optimized portfolio value» («IOPV»), is disseminated every 15 seconds throughout the trading day by the national securities exchange on which the Fund's shares are listed or by market data vendors or other information providers.

Banks are unable to cover their deposit liabilities as the market value of their loan portfolios falls.

BlackRock Financial Management, Inc. will manage the portfolio under guidelines established by the New York Fed designed to minimize disruption to financial markets and maximize recovery value.

The weighted harmonic average of closing market price divided by the most recent reported book value for each security in the fund's portfolio as calculated for the last twelve months.

As value investors, we tend to include companies in the portfolio when they are viewed as «out of favour» by the market and have declined in price.

The market values of securities held in the portfolio will go up or down, sometimes rapidly or unpredictably.

Consider these risks before investing: The value of securities in the fund's portfolio may fall or fail to rise over extended periods of time for a variety of reasons, including general financial market conditions, changing market perceptions, changes in government intervention in the financial markets, and factors related to a specific issuer, industry, or sector and, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates.

If the market falls by 20 %, the value of the equity holdings will be reduced to $ 180,000 ($ 225,000 * 0.8), while the worth of the fixed income holdings remain at $ 75,000 to produce a total portfolio value of $ 255,000.

Tilting toward value can create a portfolio of high yielding securities relative to the broad market.

The PowerShares Senior Loan Portfolio tracks a market - value - weighted index of senior loans issued by banks to corporations.

Even in the current market I have been able to generate several hundred thousand in net loss carry forward from the stock portfolio, while the value of the portfolio has gone up by several million dollars.

But as the markets go up or down, the value of your investments change and pretty soon your portfolio doesn't meet the allocation we designed for you.

If we assume the market returns to appreciation matching inflation at 3 %, our portfolio is appreciating in value by about that same amount, $ 5,555 a month.

The stock market bombed over the last couple of weeks, thanks to the Republicans in the House of Representatives, and I have lost about $ 1,000 from my peak portfolio value.

If you're open to more risk, your portfolio will have stock ETFs include emerging market, international developed, U.S. mid-cap value stocks and more.

In exchange, you will sell him your entire portfolio at its current market value.

The market value of his portfolio was equal to his contributions.

Just like a value manager may not include every single undervalued company in the market in his / her portfolio, not all highly - rated companies on the Valuentum Buying Index are included in the portfolio.

Since I believe this rotation could continue into the middle of 2018, it makes sense to diversify your portfolio and add some of the small - caps, financials and value plays that may be among the next market leaders.

If you shift to buying value stocks late in the bull market, by the time a bear market comes, your portfolio will have a larger weight in relatively safe, value names.

Then the market declined, taking my portfolio value with it.