Sentences with phrase «on portfolio size»

It's going to greatly vary for each person, depending on portfolio size, quality, location, tolerance for risk, etc..

Note: Our fees are in the neighbourhood of other F - series funds — our average fee for a household is 1 % all - in (after reductions based on portfolio size and loyalty).

Advisory fees are subject to change dependent on portfolio size and as described in the VIAS advisory brochure.

We met once in September for an hour (where I pointed out that his fee was supposed to be 1 % not 1.25 % based on my portfolio size) and I emailed him a couple questions over the year — did he spend 58 other hours on my account?

There is additional fee based on your portfolio size that you have to pay on top of the standard MERs, however the more you have invested, the less of a percentage in fees you pay.

Personal Capital is free, but if you choose to hire your advisor to manage your investments for you, there is a fee based on your portfolio size.

You should have a fair amount of leverage depending on your portfolio size.

Depending on portfolio size or frequency of securities transactions, you should evaluate whether this service is suitable.

And that's unfortunate because, depending on their portfolio size, they may be missing out on hundreds or even thousands of dollars a month.

There is no one size fits all portfolio size, so the number of positions an investor can or should hold will depend on portfolio size.

Next we decide how many stocks we want to own, which depends on our portfolio size and comfort level.

That depends on your portfolio size and tax rates, but smart asset location decisions can easily save you tens of thousands of dollars over an investing lifetime.

With this in mind, here are six Horizons ETFs model portfolios selected based on a portfolio size of $ 100,000.

Depending on portfolio size and research time constraints, owning 20 to 60 stocks seems reasonable for most investors

Most of our clients pay between.5 % and 1.5 % annually depending on portfolio size and the type of investments held.

Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Strategic Asset Management are suitable.

Personal Capital is free, but if you choose to hire your advisor to manage your investments for you, there is a fee based on your portfolio size.

Not exact matches

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.

GIC doesn't state its portfolio size, but on its website it said the amount was «well over $ 100 billion.»

Depending on the size of your portfolio, these fees could eat into your return.

Kushner, who had a broad portfolio in the White House, including leading Middle East peace negotiations and an effort to modernize and reduce the size of some government programs, lost his interim top - secret security clearance, two U.S. officials familiar with the matter said on Tuesday.

Warren also zeroed in on a popular industry proposal discussed by Blanton and others that would allow banks to count all loans held in portfolio as QM loans, noting that it would help financial institutions of all sizes.

The transaction leaves the size of the SOMA securities portfolio unchanged but shifts some of the liabilities on the Fed's balance sheet from bank reserves to reverse repos while the trade is outstanding.

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.

[1] The second piece of information was simply the confirmation that the reinvestment operations are proceeding on course, but there was no information provided on what changes have taken place in either the size of the portfolio or its composition.

Disclosure: If you join Personal Capital, I may receive a referral fee depending on the size of your portfolio.

Each month, Palhares and Richardson sorted corporate bonds into quintiles based on each liquidity measure and computed the return of a long / short portfolio that buys the least liquid bonds (i.e., smaller issue sizes, higher bid / ask spreads, lower trading volume, higher price impact or higher frequency of zero - trading days) and sells the most liquid bonds (i.e., larger issue sizes, smaller bid / ask spreads, higher trading volume, lower price impact or lower frequency of zero - trading days).

The Investment Checkup tool analyzes your portfolio's holdings based on size, style, and sector.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Put together with the North Sea assets acquired from Shell last year in a $ US3 billion deal, Santos» portfolio would catapult Harbour — managed by private equity giant EIG Global Energy Partners — to a size roughly on a par with Woodside Petroleum or British - listed Dana Gas.

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.

Ten million randomly picked portfolios performed better over four decades, once the risk taken was considered, than an index based on the size of the companies included on it, which is how tracker funds select shares.»

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.

Diversification goes hand on hand with your portfolio size, If you have $ 5,000 portfolio, maybe hold 2 to 5 stocks, if you have a $ 50,000 portfolio maybe hold 10 stocks, if you have over a $ 100,000 portfolio (congratulations!)

GM is one laggard worth touching on, given its size in the portfolio.

Depending on the minimum investment size of the Offers that Investors are assessing, Investors can potentially spread their Investments across multiple Investment opportunities hence diversifying their portfolio.

A more plausible stop might be five points or 10, in which case, depending on what percentage of your total portfolio you want to risk, you would need an account size between $ 15,000 and $ 50,000.

We will then run a full competitive analysis on your top competitors in order to better understand your market space and determine how your site measures up to the competition in terms of online brand presence, link portfolio size and strength, search engine «trust factor» and more.

Thus, simply based on size... the gold market can provide significant depth and liquidity for large reserve portfolios, as it is only surpassed in size by two sovereign debt markets (US and Japan).»

With some larger global companies, and a focus on small to medium sized businesses, this fund offers you access to a unique portfolio of global shares.

A profit or loss depends on the diversification of the portfolio, the amount of capital invested in the security and the size of the account.

On average, the sampled investors give little attention to size, value (book - to - market) or momentum factors in forming portfolios.

Although he anticipates canning more offerings from the Wicked Weed and Elysian portfolios, those brands won't be offered in larger pack sizes due to «sitting on the higher price point and the super premium bucket,» he said.

It can be integrated to be used on containers of various sizes, shapes or materials, creating a portfolio of products that work together for hot and cold meals.

The deal will nearly double the size of Danone's North America footprint, increasing it from 12 to 22 percent of the company's total portfolio and align it with several fast - growing brands focused on healthy and sustainable lifestyles.

Additional 2019 updates across Malibu's lineup include: A new, standard 8 - inch diagonal color touchscreen radio running Chevrolet Infotainment 3 New 8 - inch diagonal reconfigurable driver information center display on the Premier model Rear Vision Camera1 system is now standard on the Malibu L model The up - level Malibu Premier features standard heated outboard rear seats New available interior and exterior colors New wheel designs available in multiple sizes, including 16 -, 17 - and 18 - inch The restyled Malibu joins the 2019 Cruze and Spark as part of Chevrolet's freshened car portfolio.

Rear Spoiler - Roofline, Door Handle Color - Body - Color, Front Bumper Color - Body - Color, Grille Color - Black With Chrome Accents, Mirror Color - Body - Color, Rear Bumper Color - Body - Color, Rear Spoiler Color - Body - Color, Window Trim - Chrome, Carpeted Floor Mats And Portfolio, Steering Ratio - 14.6, Turns Lock - To - Lock - 2.90, Air Filtration, Armrests - Rear Folding, Floor Mat Material - Carpet, Floor Material - Carpet, Floor Mats - Front, Floor Mats - Rear, Front Air Conditioning - Automatic Climate Control, Front Air Conditioning Zones - Single, Interior Accents - Metallic - Tone, Rear Vents - Second Row, Shift Knob Trim - Urethane, Steering Wheel Trim - Urethane, Additional Key - Removable Valet, Assist Handle - Front, Assist Handle - Rear, Cargo Area Light, Center Console - Front Console With Armrest And Storage, Cruise Control, Cupholders - Front, Cupholders - Illuminated, Cupholders - Rear, Dimming Rearview Mirror - Manual Day / Night, Multi-Function Remote - Keyless Entry, Multi-Function Remote - Panic Alarm, One - Touch Windows - 1, Power Outlet (S)- 12v Front And Rear, Power Steering, Power Windows - Lockout Button, Reading Lights - Front, Retained Accessory Power, Steering Wheel - Tilt And Telescopic, Steering Wheel Mounted Controls - Audio, Steering Wheel Mounted Controls - Cruise Control, Steering Wheel Mounted Controls - Multi-Function, Steering Wheel Mounted Controls - Phone, Storage - Accessory Hook, Storage - Cargo Tie - Down Anchors And Hooks, Storage - Door Pockets, Storage - Front Seatback, Storage - In Dash, Vanity Mirrors - Dual, Axle Ratio - 6.39, Front Brake Type - Ventilated Disc, Front Shock Type - Gas, Front Spring Type - Coil, Front Struts - Macpherson, Front Suspension Type - Lower Control Arms, Hill Holder Control, Rear Brake Type - Disc, Rear Shock Type - Gas, Rear Spring Type - Coil, 4wd Type - On Demand, Abs - 4 - Wheel, Braking Assist, Center Differential - Viscous, Drive Mode Selector, Electronic Brakeforce Distribution, Front Brake Diameter - 11.6, Front Suspension Classification - Independent, Power Brakes, Rear Brake Diameter - 11.9, Rear Stabilizer Bar, Rear Suspension Classification - Independent, Rear Suspension Type - Multi-Link, Stability Control, Traction Control, Alternator - 130 Amps, Electronic Messaging Assistance - Voice Operated, Gauge - Tachometer, Infotainment - Fuse, Total Speakers - 4, Warnings And Reminders - Tire Fill Alert, Wireless Data Link - Bluetooth, Antenna Type - Mast, Auxiliary Audio Input - Bluetooth, Auxiliary Audio Input - Usb, Clock, Digital Odometer, Electronic Messaging Assistance - With Read Function, External Temperature Display, Fuel Economy Display - Mpg, Fuel Economy Display - Range, Multi-Function Display, Phone - Hands Free, Radio - Am / Fm, Radio - Hd Radio, Radio - Touch Screen Display, Speed Sensitive Volume Control, Trip Computer, Trip Odometer - 2, Warnings And Reminders - Lamp Failure, Low Fuel, Engine Oil, Coolant, Warnings And Reminders - Maintenance Reminder, Daytime Running Lights - Led, Front Fog Lights, Headlights - Halogen, Liftgate Window - Fixed, Rear Door Type - Liftgate, Taillights - Led, Spare Tire Mount Location - Inside, Spare Tire Size - Temporary, Spare Wheel Type - Steel, Tire Type - All Season

These decisions are based on when the money will be needed for withdrawal time and the size of the portfolio (wealth).

The size of the premium varies depending on the level of risk in a particular portfolio and also changes over time as market risk fluctuates.

The newly launched ETF portfolios are constructed based on the following four drivers of return: value, quality, momentum and low size