Sentences with phrase «over your portfolio while»

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

Not exact matches

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.

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.

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.

While the first paper restricted itself to TARP, a second paper from Harvard Business School found that large investors tend to trade more in periods ahead of portfolio liquidation announcements, giving select clients a competitive advantage over retail investors.

While past performance is no guarantee of future results, historical returns consistently show that a well - diversified stock portfolio can be the most rewarding over the long term.

Over the past few days, we at Morpheus have been doing a bit of housekeeping in the portfolio of our swing trade newsletter by taking profits on winning swing trades, while bailing out of a few dogs.

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

While your account statement may not reflect losses, over time inflation will eat into the purchasing power and true value of your retirement portfolio.»

While the prospectus objective identifies a fund's investment goals based on the wording in the fund prospectus, the Morningstar Category identifies funds based on their actual investment styles as measured by their underlying portfolio holdings (portfolio and other statistics over the past three years).

While an aggressive type portfolio will naturally fluctuate over time and has more «volatility,» this is nothing to get scared about because you are saving this money for the long term and over a 10 + year investing horizon you are going to make more money investing in stocks than in bonds.

While I have traditionally always invested in index funds in my SEP IRA, over the past few months I have been considering using my SEP IRA to also trade stocks, with a focus on building a dividend growth portfolio, as well as testing my own individual strategies.

In our view, the current market environment begs for investors to honestly assess their tolerance for loss, to align the duration of their investment portfolio with the horizon over which they expect to spend their assets; to consider their tolerance for missing returns should even this obscenely overvalued market continue to advance for a while; to understand historical precedents; to consider whether they care about such precedents; and to decide the extent to which they truly believe this time is different.

Over the longer term, we seek to build a portfolio which we think will outperform, while being less volatile than the market.

While it may not feel like it every quarter or year, we are building what we believe is a truly conservative global portfolio of our best ideas, one company at a time, to maximize returns over a multi-year period.

While fixed income has changed over the years, investors largely have the same goals within their bond portfolios — stability, income and diversification.

While the first portfolio struggled big time and finish with a small 22 % gain over seven years, the DSR portfolio surged by 164 %.

JAB holding completed the acquisition of Keurig Green Mountain Inc. (GMCR) in Mar and as a result I got paid at $ 91.00 / share while my cost / share was close to $ 45.00; a nice capital appreciation, though, hate to let it go away, as I wanted to have some caffeine in my portfolio Due to addition of new companies over last several weeks and a reduction in one company, total number was 77 wonderful companies / etfs in my portfolio.

While Greece's troubles are far from over, Philippe Brugere - Trelat, executive vice president and portfolio manager for Franklin Mutual Series ®, says it's important not to lose sight of the fact that in much of Europe, the story is one of economic recovery — not collapse.

While this position size has become much larger over time, it seems likely that new portfolio manager Ted Weschler is responsible for the idea as it was one of his big holdings at his previous hedge fund.

Last year, we did some tax loss harvesting and reported a total loss of $ 2,043, all while having a decent annual portfolio return of over 9 %.

It has been a while since even a single transaction was made in the portfolio and as a result the cash position has now ballooned to 2.4 % over target.

While the relatively strong performance of our stock selection approach has been an important factor in the Fund's returns since inception, even a single holding in a portfolio of over 200 can exert an effect on a day - to - day basis.

While this may be true initially for projects funded by the general public or unsophisticated retail investors, the average investment and risk in these securities will be small (i.e. max $ 2,500) enough to seriously negatively impact investor well - being, and investors will become more savvy at managing their personal portfolios and investment selections over time.

Many stocks in the portfolio lost money over the years while their dividends got cut or eliminated, Hulburt noted.

While I am taking on more risk, I can still sleep well at night knowing that over the long horizon my portfolio will likely have more volatility, but it will have greater returns (which can compound into even greater returns).

«Over the next few years we will keep introducing new versions of our products while increasing the size of our portfolio of premium European - made spirits and liqueurs,» Passera says.

«As time went on, the organization was... asked to do a lot, and so while their portfolio of projects increased a lot over time, staff didn't increase in a commensurate way,» Zemsky said.

Pro-EU Housing Minister Brandon Lewis is expected to get a major Cabinet portfolio after impressing in the job and defending Mr Cameron over his family's tax affairs, while former Police Minister Nick Herbert will return to Government after leading the Conservative In campaign.

Mary Creagh takes over from Hilary Benn as Shadow Secretary of State for Environment, Food and Rural Affairs, while Ann McKechin takes the Scotland portfolio over from Jim Murphy.

While many Nigerians see the appointment as over task on Fashola, Momodu, a former presidential candidate said President Buhari has in one fell swoop shown again that he is the master of the game with the portfolios announced on Wednesday.

Fraunhofer IAO's recently developed Car2X patent index shows that while the German automotive industry currently has the largest patent portfolio in the Car2X field, it has slowed down in the face of international competition over the past two years.

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

While with RBC, Adrian was involved in the sale of over $ 4.0 B in commercial real estate assets and portfolio's, asset valuation for the formation of REIT's, debt and securitization.

The sobering fact is that the typical equity mutual fund investor's portfolio has lagged inflation from 1984 to 2003, while barely beating inflation over the last couple of decades, according to a study done by Dalbar, a Boston investment research company.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

Holding a globally diversified portfolio with 40 % bonds, for example, historically reduced risk by 41.64 % while increasing returns by 0.64 % per year over a Canadian stock - only portfolio.

(While the performance of the fund itself is less important in the context of this discussion, it can be noted that over the evaluation interval the fund added a modest amount of value on a risk - adjusted basis, and so did the hypothetical portfolio that contained it.)

His analysis of stock market data suggests that increasing precious metal equities while reducing long - term bond holdings is a superior way to risk - proof your portfolio over the long term.

This separately managed account is designed to offers investors a diversified portfolio of investment - grade taxable bonds1 that is designed to deliver income, while limiting risk to principal over the long term.

And while rising rates are bad for bonds and bond funds in the short - term, climbing yields can actually boost returns on a diversified portfolio of bonds over the long haul, as interest income and proceeds from maturing bonds are re-invested at higher rates.

The guys identify two structural advantages they have over an ETF: (1) they buy stocks superior to those in broad indexes, and (2) they manage their options portfolio moment by moment, while the ETF just sits and takes hits for 29 out of 30 days each month.

While the fund portfolio is behind the overall market year to date, it has outperformed the Vanguard Total Market benchmark over the last five years.

Over a 1 year time period, a 100 percent hedged portfolio would have resulted in a 0.8 risk / return ratio while 100 percent unhedged would have resulted in a -0.6 risk / return ratio.

While the coming rate rise cycle is likely to be gradual, you can begin to prepare your portfolios now, and continue this preparation over the coming months.

Keeping in mind that is the worst case, while the far more likely outcome of your stock portfolio in any given 5 year period will have average annual growth of over 11 %!

While stock markets do go down, sometimes dramatically in a particular year, and we do have to trim a little bit, over time we really do not feel that the distribution rate is going to make a material difference in the growth of the portfolio, even when we need to distribute during down years.

It has been a while since even a single transaction was made in the portfolio and as a result the cash position has now ballooned to 2.4 % over target.

Our Humble Opinion: While a globally diversified stock portfolio might return 6 % a year over the next decade, bond investors probably shouldn't expect to earn much above 3 % — and that assumes you lean toward corporate bonds and hence take a moderate amount of credit risk.

Since then, our innovative approach has provided the opportunity for growth, while reducing our clients» downside exposure — helping our strategy consistently outperform both the S&P 500 Index and the traditional 60/40 portfolio over full market cycles since its inception.