Sentences with phrase «of years my portfolios»

An end of the year portfolio review gives you a chance to make changes, rebalance, and lower your taxes at the same time.

By the end of the year your portfolio is only 5.28 % underwater, and the imbalance is less pronounced at 57/43.

An erupting Icelandic volcano shot against the Northern Lights took five days for last year's Travel Photo of the Year portfolio winner to capture.

Along with the flagship Huawei Honor 6 Plus, the company is also taking the wraps off the Huawei Honor 4X, another new addition to their end of the year portfolio.

Not exact matches

Given their home - market bias, many Canadians have likely been surprised by just how little their portfolios have moved over the past couple of years.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Trader Jim Lebenthal, whose «Halftime Report» model portfolio is up more than 30 percent this year, removed General Motors as one of this top holdings for the competition.

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.

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

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..

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

The Canadian - born Stanford computer science prof has quietly invested in nearly two dozen tech startups over the years — including Google, which is the origin of his fortune — but he appears to be taking a more active role in one of his portfolio's firms.

The firm's mortgage investment corporation has about 2,400 such loans in its portfolio, with an average size of $ 85,000, and says it maintained a $ 4.3 - million loan loss provision on a $ 214 - million portfolio last year.

«We're planning to invest over $ 50 billion in the U.S. over the next five years to increase production of profitable volumes and enhance our integrated portfolio, which is supported by the improved business climate created by tax reform.»

Facebook's CEO highlighted 23 books in his recent «A Year of Books» reading list, which featured «Portfolios of the Poor: How the World's Poor Live on $ 2 a Day» by Daryl Collins, Jonathan Morduch, Stuart Rutherford, and Orlanda Ruthven.

That means rebalancing your portfolio at least once a year, by selling some of the assets that have done best — and exceeded their model allocation — and buying more of your laggards.

Over the years, I have been impressed by the close collaboration and amount of time they invest in their portfolio companies and network of relationships,» Soto added.

James Cole, senior vice-president and portfolio manager with Portland Investment Counsel, would rather see a company that has a long track record of steady growth than one that's been soaring for a year or two.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

Naturally, his forecasts were derailed by a combination of a deluge in mortgage costs from the disastrous acquisition of Countrywide Financial, and years of extremely low rates that shrank the margins the bank earns on its giant loan portfolios.

But the real issue on pricing is the year - on - year rises on old drugs — the deflection is to talk about new drug prices, but the sleight of hand is on the double digit rises taken every year on the portfolio staples.

Over the years, the acronym has become a sort - of mantra for the famed Kleiner Perkins Caufield and Byers venture capitalist, who more recently turned it into a book (Measure What Matters; Portfolio, $ 14) he describes as «my love letter to our future.»

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Tencent, which has a portfolio of over 200 games, also said it would upgrade a parental - control platform rolled out earlier this year that makes it easier for parents to monitor their children's gaming account activities.

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

Sales in central London have tanked 41 percent in the first quarter of this year to just 3406 sales compared with the previous year, data from real estate investment adviser London Central Portfolio showed Monday.

«Given the steady growth of the Mexican import segment in the US over the past few years, the addition of Sol represents a key addition to our portfolio,» Molson Coors CEO and President Mark Hunter said in a statement.

Ford said that over the next couple of years it will increase its SUV mix 10 percentage points and decrease its car portfolio 10 percentage points in North American.

Through the second quarter of last year, his portfolio was up 116 % since joining Berkshire.

Admittedly, after years of acquisitions, Berkshire's bottom line has more to do with the performance of the increasingly large companies it owns — including, for instance, railroad giant BNSF and Heinz — and less to do with the returns of its stock market portfolio.

He wrote that both Combs and Weschler, who Buffett has indicated are likely to take over managing the bulk of Berkshire's massive stock market portfolio when he leaves the company, had «handily» beaten the market, as well as Buffett's own performance, for the second year in a row.

During the 2000s, CMHC's portfolio grew by an average of more than $ 30 billion a year.

Speaking to CNBC about the results, Ermotti said the highlight of the year was more clarity on international banking regulation, and the fact that the bank reduced its litigation portfolio further.

Lunar will take a portfolio approach, much like that of a venture - capital firm, setting return targets (30 % a year over five years for each investment).

GE said Tuesday after a review of its GE Capital insurance portfolio that it will take a $ 6.2 billion after - tax charge for the fourth quarter of 2017 and expects to contribute $ 15 billion over the next seven years to shore up the portfolio's reserves.

The «Canadian model» portfolio of the Ontario Teachers» Pension Plan has delivered some enviable returns over the past 25 years.

«To engage those often hard - to - reach consumers, Snapchat has expanded its advertising portfolio over the past year to include a wider array of video ads, and more sponsored geo - filters and sponsored lenses.»

Conrad dedicated nearly six years to building Wikinvest, with projects including a portfolio tracker synchronized with users» brokerages; an interactive, freely embeddable stock chart; and Hurricane, a tool enabling real - time extraction of structured data, like earnings results culled from press releases.

The good news is that by doing a few simple things, such as planning to withdraw no more than 4 % of your portfolio each year, you can lower your risk significantly.

As the traders battle for the best portfolio of the year, FMHR trader Jim Lebenthal takes risk off the table, and Stephanie Link, TIAA Global Asset Management, is focusing on quality.

By switching to a similar portfolio made up of low - cost index funds, they could save $ 14,000 a year.

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.

Take out $ 40,000 a year or more, Pfau argues, and statistical models suggest that you are starting to stress the long - term viability of your portfolio.

The CEO of Lebenthal Asset Management is up 8 percent this year in his CNBC Pro trading contest model portfolio.

Using a past portfolio of innovations from Apple, and a nod forward to the new building, where Apple will host its annual meeting next year, Cook deftly paints a picture of a promising future.

An ESG investment is an investment in a portfolio of companies that have been screened for certain criteria, such as a fossil free portfolio, or an index of companies that seek to improve their environmental and social performance year after year by embracing ESG as a business strategy.

Oil majors and large independent drillers need to shore up their asset portfolios after several years of underinvestment during a price slump, analysts say.

«For the supermajors, the U.S. shales may be just the portfolio medicine needed to repair short -, mid - or long - term portfolio damage as a result of the last several years of severe exploration cutbacks,» Brian Lidsky, managing director at PLS, said in a briefing on 2017 dealmaking.

Ackman bailed out of the stock in March, but not before it played a big role in two years of double - digit portfolio losses for his $ 11 billion hedge fund firm Pershing Square Capital Management.