Sentences with phrase «one's own portfolio»

A variable annuity generally invests in portfolios of mutual funds.

They will be graded on a scale of one through five depending on how well students perform in portfolios of work.

The focus of portfolio managers is on company fundamentals, earnings projections, and management teams.

An index fund can be an integral part of a diversified investment portfolio for individual investors planning for the future.

In other words, we compare the returns of portfolios with very similar standard deviations.

This will affect closely - held corporations with family shareholders, as well as investment portfolios in such corporations.

Small investors with long - term goals typically build diversified portfolios with stocks, investment - grade bonds, and other assets using mutual funds or exchange - traded funds (ETFs).

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

As you may have guessed, cash will also have some impact on the volatility of stock portfolios as well, which gets to our next question.

You'll sometimes hear a stock portfolio manager or various investors say that you shouldn't fall in love with your stocks.

Responsible and accountable for portfolio management of 100 + clients, requiring strong analytical and problem - solving skills.

The food industry is not a small one, and many private equity firms and other capital providers have a great deal of capital invested in portfolio companies in this industry.

Spending less than you earn is the pathway to becoming wealthy and is vital if you want to have any sort of investment portfolio at all.

Clients with portfolios including design patents should monitor the developing law in this area and assess their current strategies.

The plan is to create a risk - managed portfolio by using a sector - neutral, relative - value, equal - weight discipline.

He's also been managing portfolios for more than two decades, and as such, knows a thing or two about how to make the most out of your money.

Our seasoned investment teams, each providing differentiated style and perspective, build portfolios based on proprietary methodologies that have stood the test of time.

Last year, when I discussed the idea of building model portfolios with ETFs, there weren't a lot of choices in some asset classes, especially in the fixed income area.

This accounted for the much larger increase in portfolio value from the 2009 - 2015 period.

For example, I'm a huge fan of building a diversified bond portfolio if you're going to invest in bonds.

He is excellent at keeping a diversified balanced portfolio with allocations based on market conditions.

By requiring line of sight into portfolio holdings of its strategy managers, K2 has set new standards for transparency, liquidity, and control in the hedge fund industry.

These funds gradually shift the allocation of retirement portfolios into more bonds than equity as an investor age.

All dividend investors want to see their dividend portfolio grow and make a profit.

I looked at portfolio returns at years 10, 20 and 30 starting from 1923 - 1980.

Expanded product portfolio by defining and building business cases for next generation devices through market research, customer's, design's, and application's input.

In the real world though, there are ways for fixed Income ETF portfolio managers to reduce turnover and transaction costs relative to the index.

After an exhaustive search of the dividend growth stock universe I identified 20 dividend growth stocks that I felt were currently worthy of consideration for retirement portfolios based on valuation.

Our growing portfolio includes over 3,000 professionally inspected properties throughout 90 destinations.

As warning signals of a global economic downturn become increasingly convincing, private equity portfolio companies are likely to come under pressure.

You can add real estate to your own portfolio as well.

Along the same lines, a good professional advisor will look at your overall portfolio allocation when making investment decisions.

Her experiences reach from hedge fund portfolio management to private asset capital management and institutional equity sales.

The client had a minimum level of implied guaranteed return to meet but its existing fixed income portfolio did not provide sufficient yield and it considered equities too risky.

The financial industry is looking at reducing real estate portfolio risk with rational decision making tools that rely on data from various sources to provide direction.

Generally speaking, when rebalancing portfolios, what should be done here?

My dividend growth portfolio consists still of just 4 companies.

Cash out a rental property: Grow your real estate portfolio using equity from your existing investment property.

We are happy to transfer domain registrations as well, so you can manage your entire online portfolio in one convenient place!

Choose to compare a single property or get an entire market portfolio based on a specific area.

Many investors successfully build large portfolios over the years while enjoying the stability of their full - time job.

If you've got significant assets in your work 401k or an outside account, you'll need an overall portfolio balancing strategy.

We have a proprietary model portfolio strategy which is actively managed and invests in global shares on a daily basis.

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?

Our long - term value portfolio invests in the firms that have the competitive advantage in their market segments with the potential to grow for the long term.

I have built rebalancing spreadsheets for global portfolios using index funds and exchange traded funds (ETFs).

I currently have a 5.1 % stake, my 3rd largest portfolio holding now.

He advised property investors and developers on investment property portfolio growth, management and development.