Sentences with phrase «on the portfolio»

A typical 401 (k) plan returns from 5 % to 8 % based on a portfolio of 60 % stocks and 40 % bonds and other conservative investments.

The average rate of return on this portfolio since 1972 has been 7.5 %.

A typical 401 (k) plan returns from 5 % to 8 % based on a portfolio of 60 % stocks and 40 % bonds and other conservative investments.

This backdrop of falling yields had a profound impact on portfolio management.

So the rising rate environment didn't have much of an effect on portfolio volatility.

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

Art was always a subject I really enjoyed at school — in fact I used to skip a couple of other subjects to work on my portfolio in the art department.

These taxes add to the cost of foreign investments and act as a drag on a portfolio return.

I think that depends on your portfolio management style.

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

This could have a huge impact on your portfolio in 20 - 30 years from now.

The more you rely on your portfolio for income, the greater the impact market declines could have on your strategy, regardless of your withdrawal rate.

It is the practice of most mutual fund consultants to offer a monthly or quarterly report on portfolio performance.

You can view a list of all of your investments on your portfolio page as well as access your final investment documents on this page.

You can see the first - quarter performance report on that portfolio by clicking here.

Our average dividend yield on our portfolio is currently 3.6 %.

The volatility measurement for a motif represents the annualized standard deviation of daily returns on a portfolio holding the same share weights as the motif.

For those who rely on their portfolio for at least some of their income, they have to play it safer.

Update your estimate with new information on portfolio performance, plus any changes to the areas discussed above.

The lightweight app is designed to give you real - time updates on your portfolio and balance.

He also focuses on portfolio construction and risk management, and is a member of the sector and high yield strategy groups.

Trading fees can be a significant drag on your portfolio as well.

We need trailing stops... we need risk per trade and total risk on the portfolio....

Follow your investments and focus more on your portfolio through the software.

The image below shows the fantastic effects of compounding on a portfolio with a 3 % dividend yield and a 7 % dividend growth rate.

The following graph clearly shows the impact of fees on your portfolio over the long - term.

The investment strategy is based on the portfolio manager's expertise and is described in the prospectus for the ETF.

I'll keep checking in on the portfolio value every 6 months, but won't cry if I don't maintain a 31 % yearly return.

With tax loss harvesting, we report losses on our portfolio, but we don't really lose the money, as we invest it into a similar asset.

Build on this portfolio by taking advantage of intermediate - term timing.

You can sometimes improve the taxable or tax - exempt returns on your portfolio by employing a number of different bond - swapping strategies.

Another argument against transferring your stocks elsewhere might be that you aren't getting consolidated advice on your portfolio from your investment adviser.

In 2009 he took on portfolio management duties in addition to his analyst role.

I would rather that I lived in a less contentious era where I could spend more time on portfolio management issues.

But, of course, most active investors would research stocks and keep an eye on their portfolios for free.

Click on your portfolio's name from the dashboard.

Depending on the portfolio strategy chosen, the policyholder has a choice of either two or five different funds in which to allocate their investments.

Are you making separate student loan payments each month on your portfolio 2 to 10 student loans?

The yield of any investment is income expressed as the interest or dividend income earned on the portfolio over a specific period of time, usually a 12 - month period or longer.

That day I was in the economics and statistics section when my eye caught a book on the portfolio theory of financial investment.

They can be used to buy insurance on a portfolio of stocks.

I decided to run the numbers on this portfolio and compare it to the simple 60/40 stock / bond portfolio.

And if you are drawing on your portfolio regularly for income, those dividend credits coming into your account are nice to see.

This can have a particularly devastating impact on your portfolio if a big market downturn strikes in the first few years of retirement.

If you don't understand this please read my post on portfolio volatility.

You can see more of his work on his portfolio site.