Sentences with phrase «of my stock portfolio consist»

Not exact matches

She relies on a database of 1,000 simulations of future returns to conclude that, 75 years from now, a Social Security trust fund portfolio that includes stocks will produce a healthy ratio of assets to benefits, while a trust fund consisting of only bonds will be completely exhausted.

Consisting of just two exchange - traded funds (ETFs), one tracking stocks and the other tracking bonds, the portfolio requires little time or effort.

If you believe you have more than 15 years remaining on this Earth, your portfolio should consist of at least 50 % stocks, with the remaining balance in bonds and cash.

When you retire, your portfolio should consist of your four year cash reserve plus stock mutual funds allocated appropriately.

The end result of this is that portfolios consisting of more cash - generating dividend stocks tend to have far less volatility and suffer gentler falls than their counterparts.

For instance, an aggressive investor who favored smaller stocks over foreign stocks may have a stock portfolio that consists of 50 % large - firm stocks, 40 % small - firm stocks and 10 % foreign stocks.

A non-Berkshire stock portfolio of $ 533 million was calculated for 2010, consisting of $ 61 million in Wells Fargo stock he held directly at that time based on SEC filings and $ 472 million in cash representing undisclosed share holdings.

My ideal portfolio consists of 12 to 15 high quality blue chip stocks with a bond index, 5 to 10 % money market portion, and the rest in an S&P 500 Index ETF.

His low - volatility portfolios consist of the 30 % of stocks with the lowest standard deviations of monthly total returns during the preceding 36 months, reformed monthly.

Your portfolio will consist of both stocks and bonds, but the exact mix will correlate to your goals and wishes.

There are a few: Norbert Lou (who fittingly runs a fund named Punch Card) has built an outstanding track record of beating the market handily while making very few investments (his current portfolio consists of just three stocks and he makes very few new investments).

A balanced portfolio (two asset classes) consisting of 60 % Canadian stocks and 40 % Canadian bonds provided a substantial reduction in risk.

The hypothetical portfolios consist of: 1) 100 % stocks represented by the S&P 500 Total Return Index.

The portfolio is quarterly rebalanced and reconstituted, and consists of six large - cap stocks with Capital Strength type characteristics from the Russell 1000 Index, typically held for at least one year.

It may consist of a portfolio of stocks, bonds, short - term money instruments and other types of securities.

Most mutual funds stay with one focus, so when you sell mutual funds, you should know what your portfolio consists of; you should know the type of stocks, bonds, and / or securities you have for sale.

For example, a 30 year old is expected to own a portfolio consisting of 70 % stock (100 minus 30) and 30 % cash and bonds.

After all, if portfolios consisting of low - volatility stocks perform so well over the long term, doesn't this mean that the low - volatility stocks must themselves generally perform well?

In early 2008, many investors» portfolio investing strategy consisted of loading up on oil and gas stocks.

The Moderately Conservative portfolio still consists mostly of bonds, but incorporates more stocks into its allocation.

The conservative portfolio is the «safest» portfolio, consisting mostly of bonds, while the aggressive portfolio is the «riskiest,» consisting entirely of stocks.

One example, the so - called «Graham and Buffett Portfolio» comprises stocks whose ticker symbols consist only of the letters found in the names «Benjamin Graham» and «Warren Buffett.»

That's the benefit of having a balanced portfolio that consists of debt (bond) funds and equity (stock) funds.

Of course, this isn't to say that your entire portfolio should consist of stocks as you inch closer to retiremenOf course, this isn't to say that your entire portfolio should consist of stocks as you inch closer to retiremenof stocks as you inch closer to retirement.

Most personal financial advisors recommend that investors maintain a diversified investment portfolio consisting of bonds, stocks and cash in varying percentages, depending upon individual circumstances and objectives.

The portfolio consists primarily of short options positions (naked puts) and long stocks and covered options positions.

As the bulk of my investment portfolio consists of Swiss stocks (such as Nestlé, Novartis, Roche, Swiss Re, Zurich Insurance, ABB, UBS etc.), my dividend income is heavily concentrated on the second quarter of each year as these companies usually pay their dividends in April, May or June.

The resultant diversified portfolio can consist of up to six stock ETFs and six bond ETFs.

You could create a «portfolio» consisting of the stocks you care about and then visit it once per day (or write a script to do so).

Folio's Conservative portfolio consists of 30 large - company stocks with below - average volatility.

Although the 60/40 is often used as shorthand for a balanced portfolio, few investors have portfolios consisting of just large cap U.S. stocks and investment - grade bonds.

Portfolios HSWR80 consists of 80 % stocks (S&P 500 index) and 20 % commercial paper.

The Value portfolio consists of 80 % Large Capitalization Value Stocks and 20 % T - Bills, rebalanced annually.

The Growth portfolio consists of 80 % Large Capitalization Growth Stocks and 20 % T - Bills, rebalanced annually.

The Fund seeks total return by investing in a portfolio consisting primarily of large - cap stocks that management believes are reasonably priced, and have the potential to provide dividend income and grow in value over time.

A balanced portfolio consisting of GICs, stocks, bonds and mutual funds reduces the degree of potential highs and lows and helps produce steadier returns over time.

The resulting portfolio features exposure to both domestic and non-U.S. developed market equities; the portfolio primarily consists of large capitalization growth stocks.

His low - volatility portfolios consist of the 30 % of stocks with the lowest standard deviations of monthly total returns during the preceding 36 months, reformed monthly.

The Fund invests primarily in equity securities, consisting of a portfolio of between 50 - 70 domestic common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the Fund, have market capitalizations of $ 1.5 billion or less.

The large stock portfolio consists of the top 90 % of the market by market capitalization, and the small stock portfolio consists of the bottom 10 % of the market.

The Hennessy Equity and Income Fund's portfolio consists of 60 % large - cap, value - oriented stocks and 40 % high - quality fixed - income securities.

For example, at age 40, 60 percent of your portfolio should be in stocks and by age 70, only 30 % of your portfolio would consist of stocks.

In a sense, an index fund is diversified because the portfolio of securities it represents consists of numerous stocks or bonds.

The portfolios consist of 20 % stocks, 50 % stocks and 80 % stocks, respectively.

Let's assume your portfolio consists of 100 different stocks.

My first steps in the stock market go back to 1999, somewhere near the peak of the «Dot - Com Bubble» which left my investment portfolio consisting of two high tech stocks with a hefty book loss of over 50 % when the bubble eventually burst in spring 2001.

A balanced portfolio (two asset classes) consisting of 60 % Canadian stocks and 40 % Canadian bonds provided a substantial reduction in risk.

As a result, they aren't as good for diversifying a portfolio that otherwise consists of stocks.

Each pair consists of a 20 % TIPS / 80 % stock portfolio and an 80 % TIPS / 20 % stock portfolio.

As we ride the ups and down of the stock market roller coaster, it's nice to know a portion of your portfolio consists of a tangible investment that's largely uncorrelated to the equity market.