Sentences with phrase «out of your portfolio initially»

Usually you'll take a bigger bite out of your portfolio initially, and then much less later on when you eventually start government benefits.

Not exact matches

Second, he directly relates turnover and volatility reduction for an equally weighted portfolio that: (1) initially selects the 500 of 3,000 liquid global stocks with the lowest weekly volatility over the prior three years; and, (2) each subsequent month rebalances stocks that have at least doubled their baseline portfolio weight and sells stocks when they fall out of the top X % of the volatility ranking, with X varying from 20 % (baseline) to 90 %.

You'd effectively milk out all of your initial investment amount within fifteen years and build a standalone diversified portfolio of stocks in case some sort of worst - case scenario plays out that is different from what you had initially planned.

«As an advisor, you just can't assume anything — you've got to throw out any old rules of thumb when initially reviewing a client's portfolio and do a deeper dive,» Bray says.

I initially purchased UVV (Universal Corp) in the Value Stock Guide portfolio on Oct 13, 2011 at an average cost of $ 41.03 / share and sold out of the entire position on May 10, 2012 at $ 45.72 / share.

The rates were initially only available across the US before they were eventually rolled out across the rest of the Hilton portfolio world - wide so it will be interesting to see if Marriott follows the same model.

However, she initially dreamed of creating pieces of fine art, which might come as a surprise when you know how her portfolio turned out to be — adjusting to the tune of her personality, Walker's ambitions and artistic goals changed as she was growing older.