Sentences with phrase «over their portfolio through»

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.

Not exact matches

We found some good stocks, and we stuck through them through some tough times and figured out which ones were going to carry the water for us over the years,» the fund's portfolio manager, Steven Wymer, said in an interview with «Power Lunch» on Wednesday.

I personally am saving over $ 1,700 in annual portfolio fees I had no idea I was paying after running my 401 (k) through their Fee Analyzer tool!

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cPortfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio cportfolio risk and carry well within an ETF portfolio cportfolio construct.

For over 20 years, Chris has raised capital, held board positions and managed several of the portfolio companies through successful IPO's or acquisitions, including DexCom (DXCM), DivX Networks (DivX), Khimetrics (Acquired by SAP) and Overture (Acquired by Yahoo).

In this workshop, Brandywine Global, who has been managing index - agnostic global fixed income portfolios since 1992, explains how an unconstrained global fixed income strategy can generate absolute returns over market cycles by identifying opportunities through country, currency, duration, and sector management strategies.

This network continues to grow over time as each new portfolio company goes through the same process and similar growth experiences.

Through this, a substantially wider portfolio can be built over a period of time, which can mean a more secured investment on the investor's part.

For clients who desire both current income and opportunity for growth, our core portfolio focuses on the strongest companies which are committed to increasing shareholder wealth through the growth of dividends over time.

Over the past few years, Welch's has been extending its licensed portfolio into other products — ones that have a logical relationship to the brand — through selective licensing partnerships.

It specifies that the money will flow through Empire State Development — which has effectively taken over SUNY Poly's development portfolio — and be used for «ongoing projects and initiatives that create or retain jobs or support innovation.»

Substantial reductions in greenhouse gas emissions from the electricity sector are achievable over the next two to three decades through a portfolio approach involving the widespread deployment of energy efficiency technologies; renewable energy; coal, natural gas, and biomass with carbon capture and storage; and nuclear technologies.

«This effort supports Gore's mission to improve lives through advanced materials, and aligns well with a broader portfolio of step change products which we will be launching for the biotech industry over the next few years.

Through collections of student work over time, portfolios show effort, development, and achievement using multifaceted criteria, often with personal commentary or self - analysis (Stecher, 2010).

Established in 1988, Norse helps to ease the financial pressures of its 1000 + educational establishments portfolio through cost efficiency savings, typically well over 10 percent.

Track evidence and monitor the growth of student teachers over time through their online portfolio of classroom instruction videos

After adopting a few of your strategies (and some I learned elsewhere), I've managed to publish a portfolio of books through Amazon that have just begun to bring in a net profit of over $ 1,000.00 per month.

Even with Microsoft applying a licensing tax through its patent portfolio and threats of legal action and Apple weighing in to sue over patent infringements, manufacturers that adopted Android have done well out of it.

Some portfolio managers attempt to outperform the market through constant trading - which, as mentioned previously, seldom works over longer periods of time.

Over the three - year period through July 2016, the fund still failed to add a meaningful amount of value over its reference ETF portfoOver the three - year period through July 2016, the fund still failed to add a meaningful amount of value over its reference ETF portfoover its reference ETF portfolio:

Yes, I like having the past on my side, but my own portfolio is a combination of over 12,000 stocks (through index funds)-- approximately half in stocks, half in bonds, half in growth, half in value, half in large, half in small, half in international, half in U.S. half in buy and hold and half in market timing.

A similar analysis over the five - year period through July 2016 reveals that the fund cumulatively returned 18.8 % compared to 28 % for its reference ETF portfolio that had a slightly lower volatility.

For completeness, here are the statistics for lazy portfolios over a ten - year period through June 2016:

Discussion on dividend investing, that is specific and deep in nature, done mainly through the select few stocks in the sample dividend portfolio with the ultimate goal of building large portfolios of cash - flowing dividend stocks over time.

For our investors, we have done exceptionally well over this period, with only minor losses in our bond strategy through mid-June of about 1.5 % and our best case equity portfolio was up over 10 %.

Through this example, we see that the use of asset allocation to produce a diversified portfolio has improved returns over time, as well as limited the portfolio's downside.

When you put your client's portfolio through an audit, you can clearly see and explain to them how much they are paying in fees over time and how much money they can save over a 30 - year period.

The IBP, however, is a DGI (Dividend Growth Investing) newcomers» portfolio that will be built over time through regular $ 1,000 purchases — similar to the concept of dollar - cost averaging.

With discipline honed over decades of managing money through various market environments, Baird Advisors consistently applies its process to control risk and add incremental value to portfolios across the duration spectrum.

As with the moderately complicated portfolio, you gain greater control over your diversification and get the opportunity to bolster returns through rebalancing, but to an even greater degree.

We believe the best way to generate consistent, excess returns over time in the fixed income market is through the construction of higher yielding portfolios to maximize total return within risk parameters, compared to targeted benchmarks.

Over the five years through July 2016, this ETP also added little value vs. its reference ETF portfolio.

While AXA Equitable has no direct authority over the management and operations of these portfolios, we provide input through an analysis and selection of each portfolio.

As you have probably noticed already in the table, over the 46 years from 1970 through 2015, this worldwide value portfolio (labeled as Portfolio 3) turned in a compound return of 12.43 %, which is 1.15 percentage points higher than the 11.28 % return of the Ultimate Equity pportfolio (labeled as Portfolio 3) turned in a compound return of 12.43 %, which is 1.15 percentage points higher than the 11.28 % return of the Ultimate Equity pPortfolio 3) turned in a compound return of 12.43 %, which is 1.15 percentage points higher than the 11.28 % return of the Ultimate Equity portfolioportfolio.

In sum, over the three - and five - year periods through July 2016, the Conestoga Small Cap Fund subtracted a substantial amount of value compared to its respective reference ETF portfolios.

The OCM Gold Fund is managed by its long - time portfolio manager, Greg Orrell, who brings over three decades of investment experience in the precious metals sector to allocating the Fund's capital through an active disciplined investment approach.

Portfolio rebalancing is done through reducing the percentage of over weighted assets and increasing the percentage of under weighted assets.

The way to prevent that is through periodic portfolio rebalancing to control portfolio risk, which in turn ensures a steady growth of wealth over time.

From 2000 through 2015, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500.

Tenants and Developers partner with Realty Income, an S&P 500 corporation with over 5,000 properties located in 49 states and Puerto Rico, to optimize space, to maximize stakeholder value and to unearth exclusive off - market opportunities available through our extensive, diversified portfolio.

The company has grown its RV portfolio over the years through numerous acquisitions.

Since 1996, over 9 million * people have received access to our investment advice and portfolio management services through their employers, which include some of America's biggest organizations.

Dukes Dubai is the latest addition to Preferred Hotels & Resorts» burgeoning Middle East portfolio, which has grown through a variety of new partnerships with top - end luxury properties over the past several months, including hotels under the Katara Hospitality umbrella.

Rotana currently manages a portfolio of over 70 properties in the Middle East and Africa and offers a wide range of services and products through its 4 sub brands: Rotana Hotels & Resorts for the 4 and 5 star properties, Arjaan Hotel Apartments for the long terms stays, Rayhaan Hotels & Resorts, Rotana's alcohol free 4 and 5 star properties and Centro Hotels, a 3 star plus concept for the budget traveler.

Disney Infinity has created an incredible community that has bonded over the amazing stories and adventures the team at Avalanche have told, through the use of the intellectual properties Disney has under its portfolio.

Columbus Nova is a multi-strategy investment firm managing over $ 15 billion of assets through its own funds and affiliated portfolio companies.

By providing the public with immediate access to view the portfolios and credentials of over 250 artists and designers via the internet; through meaningful partnerships with other cultural organizations; through community - based activities and exhibitions; and through an extensive online body of timely art information, InLiquid brings to light the richness of our region's art activity, broadens audiences, and heightens appreciation for all forms of visual culture.

Through its climate change portfolio of over 300 projects worldwide, FAO is supporting countries to both mitigate and adapt to the effects of climate change as an integral part of the 2030 agenda and the Sustainable Development Goals.

As outlined over the past decade in articles at Science and Nature, and in reports such as the Hartwell paper and Climate Pragmatism, various experts have argued that political success will only come by pursuing a diverse portfolio of policy solutions and technologies, implemented across levels of government and through the private and nonprofit sectors.

While AXA Equitable has no direct authority over the management and operations of these portfolios, we provide input through an analysis and selection of each portfolio.