Sentences with phrase «over one's portfolio»

Better reporting provides the information you require to maintain command and control over your portfolio.

However, when that's not possible, I look over the portfolio and decide if there are any adjustments I'd like to make.

Investment Objective: - To enhance returns over a portfolio of debt instruments with a moderate exposure in equity and equity related instruments.

The active funds further turn over their portfolios at a very high rate and that's costly.

These automated systems can also reduce your direct involvement in the markets so that you have «someone» watching over your portfolio in your absence.

If you are turning over your portfolio at faster than a 50 % rate, you are not giving your companies adequate time to grow, turn around, etc..

Assure your boss that you will attempt to complete any projects on hand before handing over your portfolio to the next person taking over your responsibilities.

Then tomorrow, the flavor of the day changes and the red ink is all over your portfolio.

As rates rise, the fund should have a much easier time rolling over its portfolios into higher yielding issues.

I tend to turn over my portfolio once every three years.

I brought over a portfolio of designs — and the next week, she had a wonderful treatment on her wood floors.

For the self - directed investor seeking diversification and control over their portfolio, ETFs can be a simplified way to gain exposure to broad markets or specific market sectors.

Look over the portfolio that aligns with your goal and risk tolerance.

By spreading your total investment out over a portfolio of ETF asset classes, your savings are even safer.

They want someone to talk with about their investing, in addition to watching over their portfolios.

I turn over the portfolio at a ~ 30 % rate.

In the spirit of «what's good for the goose is good for the gander,» I've already suggested you look over your portfolio for possible improvements.

Wise financial stewards maintain command and control over their portfolio through better reporting which should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

9.30 am: I am working on a complex legal charge over a portfolio of properties (both commercial and residential) with Ben Wheeler, an associate in our real estate team.

Diversification will not ensure against loss, but will help even out returns over your portfolio as a whole by reducing overall volatility.

It should be easier for me to not obsess over this portfolio too since I can look at my vanguard index funds to distract and am currently waist deep studying for the CFA Level 1 exam.

You don't have the same control over your portfolio as you do at competitors like Betterment.

But the feature itself is not enough to persuade the majority of fee - based advisers to hand over portfolio management to a third party, «particularly as more firms avow their commitment to building unified managed account (UMA) platforms that give the advisor the ability to build more sophisticated portfolios to meet a clients ever - changing needs,» Cerulli says.

Diversified strategies employing mathematical, algorithmic and technical models, with little or no influence of individuals over the portfolio positioning.

The moves are designed to sideline critics, boost the number of women in senior jobs and shift shadow cabinet members who fundamentally disagree with the leader over their portfolios.

«I'll show you why, because actually, accepted applicants, the number who are being accepted with quite significant discounts on their offers and their predicted grades, has grown quite a lot - 52 per cent of A-level acceptants have missed their grades by two or more grades over the portfolio of three [A-levels].»

December 2010 was a pivotal moment in the course of school restructuring, with a vote by BESE to renew the RSD's authority over its portfolio of New Orleans schools.

It is far better that you pick over your portfolios, and ask what risks they are subject to, than to look at standardized risk measurements that describe the past or present.

Anyone who is turning over their portfolio holdings every few months or even after a year or three is not going to see any real compounding taking place.

A custody account at First Bank & Trust permits you to maintain control over your portfolio while eliminating the administrative work involved.

This gives you the ability to focus on what you're an expert in so you can rest easy knowing an expert is watching over your portfolio over the course of the changes in the business cycle.

We do the heavy lifting and obsessing over your portfolio so you don't have to.

You don't need to hover over your portfolio like a helicopter mom.

AQR uses many more signals, owns many more stocks, and turns over its portfolio much more aggressively (AQR Large Cap Multi-Style's turnover is 60 %; AQR Equity Market Neutral's is 383 %).

MarketRiders might be a good service if you do not have the time or do not want the stress of watching over your portfolio on a daily basis.

One study found active investors turn over their portfolios excessively (258 % annually) but made less than 12 % on their money.

Annuities can help give you control over your portfolio by providing guaranteed income during retirement.

Fortunately, for those retirees who don't want to spend the rest of their lives poring over their portfolios, exchange - traded funds can offer a simple but reliable answer.

Diversification - This is when you may have say $ 100,000 to invest and spread your investments over a portfolio of shares, some units in a property fund and some bonds.

Partly to give myself more confidence at interviews, and partly to get rid of a distraction, I went over my portfolio to tune it up.

Gemini was a single loan CMBS transaction secured over a portfolio of UK retail properties that closed in November 2006.

Advising major corporate clients on a programme of mitigation and board level strategy to avoid claims over portfolios of historic operating sites.

But Peter MacKay, who only took over the portfolio earlier this month, wouldn't say exactly what is being pondered as he headed into a meeting with crime victims in Edmonton.

When scoping out hospitality assets, regardless of size and stature, HNW investors typically prefer one - off deals over portfolios, Docks says.

«You're going to see a lot of consolidation at many levels in terms of who is syndicating new equity, who remains in business, and who is still maintaining the asset management function over the portfolio of assets they currently have,» says Jeff Hanson, president and chief investment officer of Grubb & Ellis Realty Investors in Santa Ana, Calif..

I spent some time on the Personal Capital site looking over my portfolio.

Wise financial stewards maintain command and control over their portfolio through better reporting which should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

Hartzog took over her portfolio two months ago after her predecessor Dean Fuleihan was appointed first deputy mayor by de Blasio.