Sentences with phrase «of running your portfolio»

Greenblatt explains the challenges of running portfolios intended to outperform the benchmark S&P 500.

The historical sequence method consists of running a portfolio against actual historical sequences of investment returns.

Structural risk protection comes in the form of running portfolios that are diversified by and within asset class in addition to purchasing diversified baskets of securities rather than individual issues.

These may be trivial concerns to some, but if you are thinking of running a portfolio that might be shorting KIE against other insurance longs, it makes a considerable difference.

A side benefit of running your portfolio through this worksheet is that it forces you to categorize your investments, and it forces you to evaluate whether your portfolio is redundant, has gaps, is concentrated, diversified, rational versus your goals, or just a big cumulative, historical mess.

Not exact matches

This involves taking the estimates that clients have come up with for what they expect to spend in retirement — and then running a simulation of what would happen to their portfolio if they spent 25 % more than that over each of their first 15 years.

The billionaire financier — whose holdings include a portfolio of energy companies and the NHL's Calgary Flames — left his longtime Calgary home last year to run his empire from the U.K..

Do your homework and pick the stocks of companies that are doing well and could be doing better in a stronger environment, and your portfolio could benefit in the long run, Cramer said.

The Gotham Gal runs this part of our investment portfolio with some involvement by me.

While Acceleprise has been running its accelerator program in San Francisco since 2014, many of its portfolio companies have set up shop and found success beyond the Bay Area.

John Rogers, who runs the Ariel Funds in Chicago and was in Omaha for the Berkshire meeting, said he has 15 % of his portfolio in cash, up from a typical 5 %.

There are also IP research firms that run investment portfolios based on algorithmic analysis of patent portfolios at publicly traded companies, including CNBC's partner on the IQ 100 Index, MCAM - International.

«At a time when we are moving forward as a company, a charge of this magnitude from a legacy insurance portfolio in run - off for more than a decade is deeply disappointing,» GE CEO John Flannery said in a release Tuesday.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

«The thesis that shorting the FAANG stocks would act like a turbo - charged portfolio hedge because of their out - sized run - up in the bull market was a good call,» Ihor Dusaniwsky, managing director of predictive analytics at S3, told Business Insider.

Efforts to reduce the balance sheet will entail allowing a capped level of proceeds from the bond portfolio to run off each month.

Sullivan runs USA Mutuals» Vice Fund, a portfolio made up of cigarette, alcohol, gaming and defence stocks.

There is an emerging class of services from tech - savvy investment managers that provide dynamic withdrawal rates using algorithms that look at market performance, balance and term of portfolio, all of which work together to ensure you won't run out of money.

That has been part of the appeal of the so - called «4 percent rule» — an investment - income strategy that says as long as you withdraw no more than 4 percent of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.

If you're depending on your portfolio to throw off a certain amount of cash and you take too much risk by choosing investments that are too volatile, you could come up short regarding your living expenses and be forced to accelerate withdrawals, increasing the chances that you'll run out of money or shortchange your estate.

Running this portfolio would have all of the excitement of filling out insurance forms.

Taking on that kind of debt would be a risk the company can ill afford amid headwinds in Canada as consumers carry record debt, said Stephen Groff, who helps run $ 6 billion as a portfolio manager at Cambridge Global Asset Management, a unit of CI Investments Inc..

Our portfolio of platforms, products and services help our clients around the world design, build and run innovative digital propositions safely and securely.

When one of InvestmentZen's contributors ran Personal Capital's fee analysis tool on his 401k portfolio, he nearly fell out of his chair.

Over the long run, it's generally more profitable to build a diversified portfolio of stocks and bonds that's designed to weather market movements.

Therefore, if I ever run into the bad luck of investing new money right before a market crash, I make sure that I will get well paid to wait until my portfolio recovers.

For a high - value investor with a long time horizon and income to satisfy living expenses, the latter long - run risk of portfolio erosion is almost certainly the more important one to consider.

The Princeton professor thus concludes: «The only hope — both for individuals and for institutions running retirement portfolios — is to increase, not decrease, the share of the portfolio devoted to equities.»

The first is associated with a wide dispersion of short - run outcomes, or volatility, in a portfolio's value.

The second is the risk of slow, long - run erosion in real value (or failure to gain real value) in the portfolio due to overweighting low - return holdings.

If your portfolio merely kept up with inflation over time, you would run out of money after 25 years.

Description: Northbrook Carolina Hydro is a portfolio of four run - of - the - river hydroelectric assets in North and South Carolina totaling 12.9 megawatts of nameplate capacity.

When InvestmentZen contributor Mr. 1500 ran Personal Capital's fee analysis tool on his 401k portfolio, he nearly fell out of his chair.

Cohen, who typically manages $ 2 billion to $ 3 billion in what is known as the Cohen Account, has cut his trading to the lower end of that range and has given more money to deputies who help him run the portfolio, three of the people said.

Let's suppose he's been running a portfolio of 25 % US stocks, 25 % international stocks and 50 % fixed income (I can't tell you how many portfolios have looked like this in real life for the last few years).

First, my usual disclosure: I run an asset - allocation portfolio that is low cost, global and made up of mostly passive indexes and other strategies; I also run a tactical portfolio that serves behavioral purposes.

No matter when you retire, you are safe to pull 4 % from your stock portfolio and run very little risk of ever running out of money.

Likewise, if you run your own business and focus on keeping costs low, margins sufficiently high, and reduce spending in - line, you're probably going to come out ahead of the game by using these downturns to dollar cost average into your portfolio.

Mr. Roth ran a «Monte Carlo» simulation comparing the results of two sets of portfolios, one that included index funds incurring total expenses equal to 0.25 % of assets each year and the other consisting of actively managed funds that cost 2 % annually.

A new owner would be taking over a very easy - to - run operation, with all of the content required being user generated and only 1 hour of work per week to manage all four sites in the portfolio.

At a time when we are moving forward as a company, a charge of this magnitude from a legacy insurance portfolio in run - off for more than a decade is deeply disappointing.»

BOSTON — January 16, 2018 — GE (NYSE: GE) announced today that the comprehensive review and reserve testing for GE Capital's run - off insurance portfolio, North American Life & Health (NALH), will result in an after - tax GAAP charge of $ 6.2 billion for the fourth quarter of 2017, and GE Capital expects to make statutory reserve contributions of ~ $ 15 billion over seven years.

You may have more of your portfolio weighted toward stocks that you realize after the market's big run - up.

In the long run, a portfolio of poorly chosen stocks won't outperform the money left under the mattress.»

No matter which one you believe has a better shot at replacing government backed money in the long run as a payment method and / or as a store of value, it may be prudent to have some amount of both in your overall portfolio.

«What we do is run a long - time - horizon portfolio comprised of ten to fifteen stocks.

They expect companies in their portfolio to run for the benefit of shareholders.

Investors who have experienced the price run - up in the bond market but who have not marked down their forward expected portfolio rate of return are making, in our view, a possibly fatal mistake.»

They employ three distinct methods to measure long - run abnormal returns: (1) calendar - time three - factor (market, size, book - to - market ratio) portfolio alpha; (2) three - factor alpha in event time; and, (3) returns in excess of those for control stocks matched on size, book - to - market ratio and six - month past return.

As I then thought what is stopping me from running a random Monkey portfolio in real life and beating the index, a near guarantee according to this study, but I am guessing that trading costs will kill me very quickly due to the amount of buys / sells to the size of my funds!