Sentences with phrase «not focus their portfolio»

At the Ensemble Fund, we believe that our focused approach is one our core sources of competitive advantage and we struggle to see how active funds that do not focus their portfolio have much chance of outperforming over the long term.

Not exact matches

The company arguably hasn't introduced a pioneering new product since the iPad in 2010, instead focusing on refining its existing portfolio.

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.

Many people prefer a widely dispersed portfolio because it will not experience the ups and downs of a narrowly focused one.

Think I'll just share my stock portfolio though, as that's the real focus for me — and don't want to share everything with friends, co-workers and other acquaintances who might stumble across my site!

Sam, great input (as always), posts like this keep me out of thinking about getting residential real estate into my investment portfolio, instead I focus on retail / industrial properties, however I think I could manage few residential units «on the side», because of lack of diversification I am thinking about buying a triplex at the moment, and I'm convinced that should be the last move and I would not touch the size of my real estate portfolio afterwards, remaining assets are going straight to stocks.

M, I wouldn't worry about February being a slow month, I'd focus on celebrating the fact that you're up significantly from last year, which shows the growth and improvement in your overall portfolio.

Brian is not the named portfolio manager, James Dondero, but we think you will see from the interview that Brian is well aware of the Fund's focus and involved in the investment process in a deep and meaningful way.

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.

The High Yield Dividend Newsletter portfolio focuses on higher - yielding ideas relative to the Dividend Growth Newsletter portfolio, but perhaps ideas that may not have as strong of dividend growth qualities, mostly because they may already be paying out a rather hefty dividend yield.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Also, it spreads the odds of making a discovery to a portfolio of multiple properties and commodities, rather than just focusing on one which may or may not work out.

Similar to last year, our portfolio continues to be significantly tilted towards economically sensitive stocks — notwithstanding the fact that the Ensemble Fund does not have a mandate to focus on economically sensitive sectors of the stock market.

The research focuses on portfolio returns versus benchmarks but does not provide similar focus on investor outcomes.

L&L Holding has focused on office space in Manhattan, not mixed - use projects, Forest City's specialty, so Gilmartin's team brings both Brooklyn expertise and a potentially broader portfolio.

Up until now the organization did not have a fund in its portfolio focused solely on early stage mobile technology ventures, which represents a significant segment of Alberta's growing technology sector.

As practitioners, not theorists, we work shoulder - to - shoulder with portfolio company CFOs and their teams — always focusing on flawless execution.

The website started around the Stock Portfolio Strategy, pivoted to focus on ETF Model Portfolios, and n

An interested Fellow, even one who does not initially appear to be a clear match for the office or prospective portfolio, may be the most keen on issues your office is focusing on.

«If you are diversified, it's just a matter of focusing on fisheries that are more abundant or more valuable, and if you're not diversified, that means adapting your portfolio by selling what you had and buying something new.»

He also found that the focus of the portfolio review was not so much on what he was doing wrong, but what he could do better.»

Although dividends are not the main focus of my portfolio, they are still an important part.

For that reason I do not focus solely on the stocks in my buy and hold forever portfolios.

So rather than trying to predict an unpredictable market, focus on controlling what you can: Stock pickers should review their portfolios for neglected stocks that don't fit their approach.

From that perspective, I again say that if you as an investor can't sleep at night with funds off the beaten path or if you don't want to do the work to monitor funds off the beaten path, then focus your attention on asset - allocation, risk and time horizon, and construct a portfolio of low - cost index funds.

As such, CMBS focuses on types of bonds that are not necessarily included in broad - based bond funds such as AGG or BND, so this fund might not be all that useful for those building a long - term portfolio (since it is a bit targeted).

Adding more than 20 stocks does not dramatically improve your portfolio's diversification or lower risk, but what it most likely will cause is lack of focus and insufficient planning.

The most striking characteristic of our conversation was her insistence on maintaining an emotional distance from her portfolio («we don't «love» any of it») and focusing on what might yet go wrong.

However, unlike other crowdfunding real estate programs, you are not forced to focus solely on large commercial properties or big investments, which allows you to diversify your portfolio while managing risk and keeping it at a minimum.

The point of building a portfolio is to diversify away these factor bets, which we can not control or forecast, and focus our returns on the performance of individual companies.

Of course, these portfolios are sector - based, not dividend - focused, and some of the stocks don't pay a dividend.

Our approach doesn't focus on nominal returns because we view your portfolio as a «savings portfolio».

Our focus is not on building the best performing portfolios, but the most appropriate personalized portfolios.

However, I'm not sure if I should focus or expand my portfolio with the bonus I will receive from work.

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 0.20 % of assets or less in annual expenses.

Here are some highlights: Cost and performance: While Ritholtz believes investors should allocate a «big chunk» of their portfolios to index investing because of lower costs and better performance, Kaissar argues that active (primarily for those focusing on value, quality and momentum) isn't necessarily more expensive than passive.

He should take an approach he is comfortable with and focus on the fact he has 30 years to grow his portfolio and not on short - term trends in making his decision.

Their focus is usually an emotional response to what has or hasn't worked most recently in their portfolios.

But judging by One51's opening share price, investors didn't much care — they were too focused on their prospective gains, and the touted «integration and synergies» to be extracted from the company's sprawling portfolio.

And the individual indices don't bode well for my own portfolio, since it's particularly focused on the UK.

Some focus on your negative investing biases, others promote positive biases, while all are holistically focused on properly weighing up the stocks you own vs. the stocks you buy vs. the stocks you don't buy — i.e. they're all focused on achieving true diversification & improved risk / reward in your portfolio.

A lot of people don't focus on this, but I think it's important for every investor to have a deliberate & diversified currency allocation within their portfolio.

Many people prefer a widely dispersed portfolio because it will not experience the ups and downs of a narrowly focused one.

Although the Income Fund normally holds a focused portfolio of securities, the Income Fund is not required to be fully invested in such securities and may maintain a significant portion of its total assets in cash and securities generally considered to be cash equivalents.

But taken to its logical extreme, shouldn't a bottom - up value investor's portfolio (for example) actually be focused solely on a mere handful of the cheapest stocks, in the cheapest sectors, in the cheapest countries?!

It also comes as a bit of a surprise, as I've primarily focused on the monetary value of my portfolio this year (not percentage gains).

But presuming you're not a total sucker for punishment, here's a more recent series (Parts I to IV)(my mid-2015 portfolio allocation wraps it up), which specifically focuses on the market bubble / new global Nifty Fifty thesis * that continues to guide my portfolio & stock selection today (and really came together / paid off in spades in H1 - 2017!).

Focus on building a portfolio, not picking funds.

This Nobel Prize - winning paper introduced the now widely accepted notion that when putting together a portfolio, it is not sufficient to focus on returns alone.

As a core building block of a portfolio, we focus on well - established marketplaces, not sector funds (such as technology) or indexes based upon a fashionable, «flavor - of - the - month» thinking, such as a quant method of reweighting stocks.