Sentences with phrase «much as the portfolio»

When selecting a branding agency or freelance consultant, personal fit matters as much as the portfolio.

As a result, portfolios that held international stocks without hedging away the currency risk did not lose as much as portfolios that employed currency hedging.

Not exact matches

Others foresee Trump's tenure to be not so much unsuccessful as tangential to the performance of their clients» portfolios.

On the surface, the deal doesn't diversify Coach's product portfolio as much as, say, Burberry might have, since Kate Spade, too, is best known for handbags.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

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 much as I hate them and I think they are useless and a pox on your portfolio, they are totally and completely and utterly in charge, and do not let anyone else tell you otherwise.&raquAs much as I hate them and I think they are useless and a pox on your portfolio, they are totally and completely and utterly in charge, and do not let anyone else tell you otherwise.&raquas I hate them and I think they are useless and a pox on your portfolio, they are totally and completely and utterly in charge, and do not let anyone else tell you otherwise.»

While people shouldn't expose their portfolio to too much of the semiconductor market, it can serve as a cheaper proxy for the brand names.

If he ends up making the wrong choice, then a failure won't affect his portfolio as much as it would someone who bought the stock at fair value.

Without rebalancing, you can end up taking on much more risk as more volatile holdings (stocks) make up a greater percentage of your portfolio after a surge.

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

Long - term portfolio allocation science dictates only a small percentage of assets in cash, so as much as 90 percent to 95 percent of most portfolios are subject to huge short - term losses.

Another major faux pas: having too much risk in your portfolio the closer you get to retirement, or investing for wealth, as opposed to income.

As much as two - thirds of online lending portfolios that have been sold to the market in recent months contain consolidation loans, Pratt says, which essentially are loans desperate borrowers take out to get out of other loan obligationAs much as two - thirds of online lending portfolios that have been sold to the market in recent months contain consolidation loans, Pratt says, which essentially are loans desperate borrowers take out to get out of other loan obligationas two - thirds of online lending portfolios that have been sold to the market in recent months contain consolidation loans, Pratt says, which essentially are loans desperate borrowers take out to get out of other loan obligations.

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.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

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.

The start of every month is exciting for all dividend income investors as we look back at the previous month and see how much passive dividend income our portfolios generated.

This way, even if a portion of your portfolio is declining, the rest of your portfolio is more likely to be growing, or at least not declining as much.

It stems from the fact that PAF allocates much of its portfolio to South Korea — a country our MSCI benchmark doesn't classify as developed, but which is classified as such by some other indexes and the IMF.

China's huge portfolio of NPLs at the end of the 1990s (perhaps as much as 40 % of total loans) was resolved by a decade of severe financial repression, so that lending rates of around 7 % — in an economy in which GDP grew nominally by 18 - 20 % and the GDP deflator usually exceed 8 % — implied substantial debt forgiveness.

Of course, looking back I too wish I had invested in BRK but today I would not consider it for my portfolio as I am looking for monthly passive income to be generated and not capital gains as much.

CPPI rebalancing must be used in tandem with rebalancing and portfolio optimization strategies as it fails to provide details on the frequency of rebalancing, and only indicates how much equity should be held within a portfolio rather than providing a holding breakdown of asset classes along with their ideal corridors.

So you're free to diversify your portfolio and minimize costs as much as possible.

When we were in the midst of the 2008 recession, our portfolio didn't suffer as much as expected — in fact it actually grew in value.

Although a total of $ 800,000 in real estate crowdfunding sounds like a lot, I view it as buying a $ 800,000 portfolio of 12 + different properties across the country at much lower valuations and much higher net rental yields compared to having $ 2,740,000 in one very expensive rental property in San Francisco that is now at risk of depreciating due to declining rents and new tax legislation that limits mortgage interest deduction and SALT deduction.

Rebalancing a portfolio on your own is about as much fun as trying to assemble an Ikea Fjälkinge shelving system with nary a # 10001 Allen wrench.

If you are the kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your portfolio.

It is hard to believe, for example, that Canada could not in the end find common ground with the US on some extension of patent protection for pharmaceuticals, since it was able to do so in the just - completed negotiations with the EU, or that an extension of the term of copyright protection from 50 to 70 years from the agreed baseline would have much if any real practical impact on Canada although it would be seen as a gain by the US given the heavy copyright portfolios of US entertainment companies, allowing them an additional period of time to exploit their copyrighted content.

But VCs vary tremendously — both as firms and as individuals — in how much effort they put into advising and assisting portfolio companies.

Our paycheck contributions no longer move the dial as much as when we started investing, since they represent a smaller portion of the total portfolio, but they do help to shift our allocation in the right direction.

I use a three - fund portfolio, which I love as much for its simplicity as its effectiveness:

Generally speaking there is not much change in his portfolio on a month to month basis as fresh capital is not always available to make trades for him every month.

Dave Nadig, CEO of ETF.com and a well - known ETF expert, recently suggested as much, noting that «Duration hedging hasn't yet had its «hedge the yen» moment when investors discovered the power of currency hedging en masse, but like currency - hedged ETFs, duration - hedged ETFs may start finding a place not necessarily as core holdings, but as finely honed tools for tweaking duration exposure in a broader bond - portfolio context.»

(I think it's useful for UK investors to be aware of the US perspective, because passive investors are likely to have as much as 50 % of their equity portfolio invested in American companies.)

«Passive investing is, however, the best way to rid a portfolio of as much uncompensated risk as possible (and the only way of eliminating the risk of underperforming a given financial market.)»

The crook consisted of its decision to «sterilize» those emergency loans, yanking - back as many reserves as its emergency loans created by emptying its portfolio of Treasury securities worth as much as the loans it made.

Many advisors now suggest that emerging markets should comprise as much as 20 percent of a diversified portfolio, depending on your risk tolerance.

And yet, taken as a group, it is priced to do much better than the millennial portfolio.

By contrast, high - quality bonds such as those found in investment - grade corporate funds like the iShares 1 - 3 Year Credit Bond ETF (CSJ A-89) and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD A-66), etc.), or in Treasury portfolios such as the iShares 1 - 3 Year Treasury Bond ETF (SHY A-97) or the iShares 10 - 20 Year Treasury Bond ETF (TLH B - 65), etc.) tend to buffer portfolio volatility to a much greater degree.

For the quarter, the average energy stock increased two to three times as much as the S&P did, and our portfolio wasn't as heavily weighted in those stocks.

A sideways - or downward - biased market is much easier to absorb as an investor if you are earning yield on a low - beta portfolio, exactly what XLU represents.

I agree but find it much more complicated now I have so many funds and I don't have the confidence or knowledge to slim down the portfolio to less funds as it was originally built by an advisor

When that money disappears from our portfolios, we can not afford to spend as much.

This is why the typical advice is to park bond funds in tax - sheltered part of the portfolio as much as possible.

Part two: Poor returns later: In most scenarios the portfolio swelled so much in the golden years that it's still able to sustain your life style as your clock runs down, even if (/ when) the market eventually turns lower.

As the table below suggests, strong balanced portfolio returns have historically followed characteristics much different than today.

Longer term, the issue that investors must grapple with in 2017 and beyond is quantifying how much hidden credit risk is embedded in the portfolio of all US banks as a result of the Fed's aggressive manipulation of the credit markets over the past five years.

Portfolios are rebalanced each year across multiple account types to maintain overall asset allocation close to 60 % equities and 40 % fixed income as much as possible after yearly spending amount being withdrawn.

The individual components will fluctuate much more wildly than the portfolio as a whole, to boot.