Sentences with phrase «overall portfolio value»

Back in March 2012, my overall portfolio value was of $ 172 835.09.

A couple of my holding dropped significantly this month, but my two purchases compensated and lifted my overall portfolio value compared to last month.

Even after 30 years, deposits account for nearly a third of the overall portfolio value.

I took a bit of a hit in January as well in my overall portfolio value, but I'm looking at it as an opportunity to improve my portfolio and grow my income stream.

If the economy tanks and stocks lose their value, your investments in bonds will not drop as much and you won't see your overall portfolio value crumble.

Transfers from one account to another within your portfolio (a.k.a. «journals») should also be excluded, as the overall portfolio value does not change.

Assuming the loans continue to perform well, I will likely incrementally increase the amount invested in these loans as my overall portfolio value increases, but I will keep the total amount invested in these loans to less than 10 percent of my overall portfolio.

No investment exceeds 3.3 % of overall portfolio value or income, and the portfolio is well - diversified across geographies, industries, transaction types and end markets.

Not exact matches

«The other thing I recommend,» he added, «is invest for the long - term — at least 10 years or more — as long - term valuations generally increase with the overall portfolio market value.»

The other thing I recommend is invest for the long - term, at least 10 years or more, as long - term valuations generally increase with the overall portfolio market value.

The debt that private - equity funds use can make the overall value of a portfolio fall dramatically when asset prices quiver.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

The Fidelity Fixed Income Analysis Tool can help you manage cash flow, understand the composition of your fixed income portfolio, and estimate how interest rate changes may affect the value of your individual positions, hypothetical positions, and your overall portfolio.

Use this tool to model the potential impact of interest rate changes on both the value of your individual bond and CD positions and your overall portfolio.

The Interest Rate Sensitivity illustrator estimates the potential impact of interest rate changes on both the value of your individual fixed income positions and your overall portfolio.

During the 2008 — 2009 bear market, many different types of investments lost value to some degree at the same time, but diversification still helped contain overall portfolio losses.

I do have a small portfolio where I buy individual stocks that I think are at a good value, but it's a very small makeup of my overall portfolio.

No matter which one you believe has a better shot at replacing government backed money in the long run as a payment method and / or as a store of value, it may be prudent to have some amount of both in your overall portfolio.

The average portfolio value in the overall sample doubles.

Imagine that markets have crashed, your portfolio's value has fallen by 50 % overall and some of your holdings have lost 90 % or more.

Strong core brand trading and the continued successful innovation drove accelerated growth across the company's soft drinks portfolio, allowing it to significantly outperforming the overall market in both volume and value terms.

Duffy lists a managed portfolio account valued between $ 250,000 and $ 500,000 that manages the overall investments itemized in the report.

CREM can be defined as the management of the real estate portfolio of a corporation by aligning the portfolio and services with the needs of the core business in order to obtain maximum added value for the business and an optimal contribution to the overall performance of the organisation.

While many investors are more concerned with fees and the overall value of the portfolio, I focus on quality of assets and the amount of income added.

But you can also expect reasonably steady capital gains and a rising share price, which is most relevant if you sell the stock or are more focused on the overall value of your portfolio.

If you want to be a successful value investor, then you'll need to keep an eye on the market and pay close attention to your portfolio's overall price - to - earnings ratio.

The managers of Dividend 15 Split Corp.'s portfolio also aim to keep most of their individual stock holdings in the range of 4 % to 8 % of the fund's overall value.

With Asset Allocator, a portfolio is actually has to be built with all the transactions, if any, not the overall value.

Compound interest — earning interest on interest — can have an enormous ballooning effect on the value of an investment over the long term, and lift the overall returns on your portfolio.

CFD is an ideal tool for hedging the falling markets, so that the overall value of your portfolio can be maintained, even when the prices of your stocks are going down.

I know the bond funds will decline in value when interest rates rise, but the CDs will significantly soften the blow on the overall fixed - income portion of my portfolio.

In the end, however, the relative amounts you invest in growth and value stocks are less important than your portfolio's diversification and overall investment quality.

The overall market value of my portfolio is far less concerning to me than how much money is being churned off in tangible cash flow.

As a quick refresher, compound interest is earning interest on interest which can have an enormous ballooning effect on the value of an investment over the long term, and lift the overall returns on your portfolio.

With an account value of $ 116,000, and an overall investment portfolio value of roughly $ 1.4 million, these loans represent a bit more than 8 percent of my overall portfolio.

In addition, accounts that make frequent withdrawals or large withdrawals relative to the overall account value, may not qualify for portfolio margin.

Unlike with other approaches, both the membership (which ETPs) and weights (proportion of value of each ETP in overall assets) in our reference portfolio can change over time.

Those dividend increases are really good indeed and nicely enhance your overall return and portfolio value!

For example, Warren Buffett's dividend portfolio has several holdings that exceed 10 % of his portfolio's overall value.

The value investing part of your portfolio can serve as the long - term growth component of your overall asset plan.

During the 2008 — 2009 bear market, many different types of investments lost value to some degree at the same time, but diversification still helped contain overall portfolio losses.

The second method uses an approximation equation that compares the total market value of all holdings at the end of the period to the total market value of all holdings at the beginning; it also adjusts for the impact of net additions or withdrawals to the overall portfolio.

But if you have a broadly diversified portfolio of stocks, mutual funds or ETFs that mostly reflects the value of the stock market overall (as you should), then the portion of your money invested in small shares is likely very small, perhaps 10 % or so.

You may want to consider swapping bonds if you're changing conditions within a specific industry or the overall market is causing issuers to offer higher coupon rates and lower prices for a similar bond (same credit rating, par value, etc.) already in your portfolio.

While Fund management attempts to buy deep value based on fundamental analysis and does not have any views as to how individual securities in the portfolio might perform in periods just ahead, TAVF is quite sensitive to how the overall portfolio performs.

In one of the earlier notes to my Premium members, I had mentioned that the correlation between Value Stock Guide portfolio and the overall market has decreased quite significantly and the portfolio now performs solely based on the underlying fundamentals of the individual stocks.

Overall, the fund added virtually no value over its reference portfolio of comparable volatility.

Within the portfolio, the portfolio manager manages the positions using a model weighting system that takes into consideration input from the analysts and the portfolio manager's own judgment of each stock's best overall value in the portfolio.

This isn't a fire - sale (the contract lasts'til a sale is completed, or Jan - 2014), and at an overall average EUR 427 per sq mtr valuation I see no reason they can't shift the portfolio out the door at book value, or better.

Sreekanth, I have been watching ICICI Pru Value Discovery and I am currently baffled to see why they have increased the stakes of Wipro to 8 + % equivalent to L&T and these 2 currently make up around 17 % of the overall portfolio.