Sentences with phrase «over your portfolio over»

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.

Not exact matches

Given their home - market bias, many Canadians have likely been surprised by just how little their portfolios have moved over the past couple of years.

Chad Morganlander, portfolio manager with Washington Crossing Advisors, recently went overweight value stocks over growth stocks.

This involves taking the estimates that clients have come up with for what they expect to spend in retirement — and then running a simulation of what would happen to their portfolio if they spent 25 % more than that over each of their first 15 years.

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

Its OpenBook platform allows you to learn from the trades and portfolios of over five million other eToro traders worldwide.

The Canadian - born Stanford computer science prof has quietly invested in nearly two dozen tech startups over the years — including Google, which is the origin of his fortune — but he appears to be taking a more active role in one of his portfolio's firms.

«We're planning to invest over $ 50 billion in the U.S. over the next five years to increase production of profitable volumes and enhance our integrated portfolio, which is supported by the improved business climate created by tax reform.»

Over the years, I have been impressed by the close collaboration and amount of time they invest in their portfolio companies and network of relationships,» Soto added.

About Marriott Vacations Worldwide Corporation Marriott Vacations Worldwide Corporation is a leading global pure - play vacation ownership company, offering a diverse portfolio of quality products, programs and management expertise with over 65 resorts.

But van Beurden has been slimming down his portfolio of oil projects with the intent of keeping only those lean enough to make good returns in a world in which oil prices average no more than $ 40 a barrel, well below the average price over the past decade.

During a career spanning over 40 years in hospitality, Peter has developed an extensive portfolio in property, hotel, wine and tourism sectors.

Much as advisers cling to the long - term view of portfolio management, there's something to be said from jumping out and in of over - and underperforming asset classes, at least with money you can afford to put at greater risk.

Over the years, the acronym has become a sort - of mantra for the famed Kleiner Perkins Caufield and Byers venture capitalist, who more recently turned it into a book (Measure What Matters; Portfolio, $ 14) he describes as «my love letter to our future.»

Tencent, which has a portfolio of over 200 games, also said it would upgrade a parental - control platform rolled out earlier this year that makes it easier for parents to monitor their children's gaming account activities.

«Transaction costs will probably be a big drain on people's portfolios over time,» says Kozun.

She held fast to that dream throughout high school, toiling over her art portfolio and racking up painting awards, all the while maintaining top grades, earning her grade 10 Royal Conservatory of Music certification for piano, and playing saxophone in seven different bands.

«Given the steady growth of the Mexican import segment in the US over the past few years, the addition of Sol represents a key addition to our portfolio,» Molson Coors CEO and President Mark Hunter said in a statement.

Ford said that over the next couple of years it will increase its SUV mix 10 percentage points and decrease its car portfolio 10 percentage points in North American.

He wrote that both Combs and Weschler, who Buffett has indicated are likely to take over managing the bulk of Berkshire's massive stock market portfolio when he leaves the company, had «handily» beaten the market, as well as Buffett's own performance, for the second year in a row.

Developmental lending as practiced by IBC involves providing financial services (primarily loans) to aboriginal people who, for a variety of cultural and / or financial reasons, are alienated by mainstream lending institutions; approving loan applications on the basis of typical financial considerations while taking into account the potential for positive social or community outcomes; and evaluating social outcomes resulting from the loan portfolio over the long term.

«It'll be exciting to see how the portfolio evolves over time.»

Lunar will take a portfolio approach, much like that of a venture - capital firm, setting return targets (30 % a year over five years for each investment).

GE said Tuesday after a review of its GE Capital insurance portfolio that it will take a $ 6.2 billion after - tax charge for the fourth quarter of 2017 and expects to contribute $ 15 billion over the next seven years to shore up the portfolio's reserves.

The «Canadian model» portfolio of the Ontario Teachers» Pension Plan has delivered some enviable returns over the past 25 years.

«To engage those often hard - to - reach consumers, Snapchat has expanded its advertising portfolio over the past year to include a wider array of video ads, and more sponsored geo - filters and sponsored lenses.»

Corporate venture - capital firms that benefit from high cash flows might be willing to spread out their investments over a few similar companies and take a back seat in terms of driving their growth, while a venture - capital firm is typically motivated to take a more focused and hands - on approach for its portfolio companies.

When asked where to invest, Fink turned the question over to BlackRock's equity team, which believes commodities will play an important part in client portfolios in the future.

Portfolio managers have no idea what's going to happen over the weekend.»

Chris Beer, a portfolio manager at RBC, says that about 80 % of their new production over the next 12 to 18 months will come from low cost and long life mines, which will increase free cash flow.

We spent countless hours over the last year designing new products and designs to our portfolio.

After building a portfolio of startups over the past decade, the Fubu founder and «Shark Tank» investor Daymond John has found that his most successful investments have a positive impact on society.

Let's not forget investing and lending, where the bank's global equity portfolio «remains well diversified with over 900 different investments.»

And now that he's taking over the trade portfolio, Champagne's perspective on Canada's position in the world economy is even more relevant.

In October, the top two stock ETFs for new flows from investors were S&P 500 funds, which is a change from recent months during which overseas stock ETFs had led over US stock portfolios in flows.

Investors including BlackRock Inc. and State Street Corp. are engaging with companies in their portfolios over firearms policies.

Along the way, Bogle shows you how simplicity and common sense invariably trump costly complexity, and how a low cost, broadly diversified portfolio is virtually assured of outperforming the vast majority of Wall Street professionals over the long - term.»

With more than 1,400 staff, GIC says it manages «well over» $ 100 billion of assets, but does not disclose the exact size of its portfolio.

GIC doesn't state its portfolio size, but on its website it said the amount was «well over $ 100 billion.»

Over the last two decades, such loans as a percentage of total bank commercial loans, have dropped to 30 percent of bank portfolios from 50 percent in 1995, according to recent research compiled by former Small Business Administration head Karen Mills and Harvard University.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

On Monday, the fund said its portfolio return was 5.1 percent per annum in U.S. dollar nominal terms over the five years to March 31, 2017, helped by the run - up in global financial assets, versus 3.7 percent a year ago.

However, rates have retreated from over 8 percent in the last several weeks, and the credit risk of high - yield bonds can offer some diversification from the interest - rate risk of a portfolio of Treasury bonds.

Now, as the Oracle of Omaha prepares to kick off this year's Berkshire shareholder convention on Saturday, the opposite is true: The vast majority of the stocks Warren Buffett owns have made money over the past year, helping his portfolio gain some $ 16 billion dollars in value.

But instead of obsessing over the gap between the U.S. and Canadian price on the back of the new Annie Proulx novel, take a look at your stock portfolio.

Michael Greenberg, a portfolio manager at Franklin Templeton Solutions in Toronto, agrees U.S. stocks have a sunny outlook over the long term, meaning seven years or more.

BOSTON, April 3 - Billionaire investor David Einhorn said on Tuesday he lost a lot of money in the first three months of 2018 and has no ready explanation for the loss, but is sure his portfolio can recover over time.

The worst performer in Buffett's portfolio was DaVita (dva), the health care dialysis company that treats patients with diabetes and whose stock has been punished by uncertainty over the Affordable Care Act, better known as Obamacare.

That's generally a reflection of how well investors think Berkshire's stock market portfolio, still over 85 % managed by Buffett and his long - time partner Charlie Munger, as well as the businesses they have bought over the years — including railroad company Burlington Northern, See's Candies, and dozens of others — are doing.

With the turmoil in Washington taking over headlines, one portfolio manager has a message for investors.