Sentences with phrase «own model portfolios»

Trader Jim Lebenthal, whose «Halftime Report» model portfolio is up more than 30 percent this year, removed General Motors as one of this top holdings for the competition.

Trader Jim Lebenthal liquidated his position in General Motors for CNBC PRO's model portfolio competition.

CNBC «Halftime Report» trader Jim Lebenthal bought a hedge Thursday for his model portfolio, which is up 9 percent year to date.

Trader Jim Lebenthal added Pfizer as one of this top holdings for CNBC PRO's model portfolio competition.

Jim Lebenthal, who's up 27 percent this year in his CNBC PRO model portfolio, added to his top holdings.

«Halftime Report» trader Jon Najarian bought shares of Hain Celestial for his model portfolio on the belief the company is a buyout target.

CNBC «Halftime Report» trader Jim Lebenthal bought shares of Apple on Friday for his model portfolio.

Jim Lebenthal, who's up 28 percent this year in his CNBC PRO model portfolio, has added to his General Motors position.

CNBC «Halftime Report» traders made a flurry of moves in their trading contest model portfolios Wednesday.

In response, all of his model portfolios come in two versions: traditional passive funds and sustainably tilted passive funds.

The CEO of Lebenthal Asset Management is up 8 percent this year in his CNBC Pro trading contest model portfolio.

Each manager has a model portfolio, but he or she can adjust things based on your needs and wants.

«Halftime Report» trader Jim Lebenthal is getting nervous about the stock market right now so he purchased an exchange - traded fund to protect the 9 percent year - to - date gain in his CNBC Pro model portfolio.

Now that you've got a basic idea of Modern Portfolio Theory, let's look at some sample Wealthfront model portfolios based off some specific answers given during the sign up process.

Of course, it's up to the individual to adjust the model portfolio outcome and agree before starting.

But the service has since fixed this with a new model portfolio, which was a much - needed improvement.

This is a managed account designed to help you meet your long - term investing goals through a model portfolio of mutual funds and ETFs.

It's definitely more of a tactical market, but our investment style in the fixed - income group is such that we're not going to be incredibly active in jerking our positions around — that is, we aren't much for making daily or weekly shifts in our model portfolio positions.

The sign up process only takes several minutes because it's free, and there are only 5 - 10 multiple questions to answer to access your recommended model portfolio.

To see how a passive income asset allocation model portfolio might look in the real world, read this article, which provides a break down of different asset classes and percentages that might be appropriate for someone wanting to live off the dividends, interest, and rents of his or her capital.

Wealthfront and Betterment don't know this, which means they might not have an accurate risk adjusted model portfolio for me since they will think 100 % of my net worth is with them.

Further, signing up to see their model portfolios is completely free.

HAS» use of ROIC to measure performance ensures executives» interests are aligned with shareholders» interests and earns it a spot on May's Exec Comp Aligned with ROIC Model Portfolio.

JBSS» use of economic earnings to measure performance also earns it a spot on October's Exec Comp Aligned with ROIC Model Portfolio.

This is supported by the fact that both the short and long ETF positions in our model portfolio are acting well and showing unrealized gains.

On a different note, all 7 open positions in our model portfolio of The Wagner Daily (3 ETFs and 4 stocks) are presently showing unrealized gains, and are technically well positioned to climb higher in the coming days.

Here is an example of what a growth asset allocation model portfolio might look like.

New subscribers to The Daily Dirtnap are usually surprised to find that there is no explicit model portfolio and no performance tracking.

The great thing about Wealthfront's investment portfolios is that you can can manually change your risk tolerance number to see how the model portfolio changes.

Add in a cheap valuation, and this stock not only finds itself on October's Exec Comp Aligned with ROIC Model Portfolio but John B. Sanfilippo & Son (JBSS: $ 59 / share) is also this week's Long Idea.

It's worth signing up to at least see what their sophisticated algorithms will suggest as an ideal model portfolio.

We exclude stocks with suspended ratings from consideration for our Model Portfolios.

Moderate income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

Strategic Advisers, Inc. is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC.

We've created a model portfolio that helps investors find high quality dividend stocks: 10 Large / Mid Cap & 10 Small Cap stocks that earn our Attractive or Very Attractive rating and offer high quality dividend yields.

Based on Personal Capital's model portfolio recommendation for someone my age (37), with my moderate risk tolerance and objective of a 6 - 9 % annual return, here is the recommended asset allocation.

Strategic Advisers, a Fidelity Investments company, will actively manage the model portfolio using its disciplined, research - driven approach.

To receive immediate notification of any new «official» swing trade entries in our model portfolio, including exact, entry, and stop prices, sign up for your 30 - day risk - free membership to our stock and ETF trading service by clicking here.

The Clorox Company (CLX), consumer products giant, is the featured stock in January's Exec Comp Aligned with ROIC Model Portfolio.

Strategic Advisers LLC is the investment manager for client accounts and implements trades for the accounts based on the model portfolio of investments it receives from BlackRock Investment Management, LLC.

We've created a new Model Portfolio, one that only includes those companies that not only receive our Very Attractive rating, but also tie executive compensation to return on invested capital (ROIC).

We will post an update on the blog each month when the newest version of the model portfolio comes out, and that blog post will have a link to the PDF of the report.

Our Exec Comp Aligned with ROIC Model Portfolio (+3.8 %) outperformed the S&P 500 (+3.6 %) last month.

Disclosure: Erin Gibbs does not hold Acuity Brands in any personal or model portfolio positions.

CLX was also recently added to our Dividend Growth Stocks: August 2017 and Exec Comp Aligned with ROIC: September 2017 Model Portfolios.

Scanning for reliable chart patterns is obviously one of the most important factors that determines which stocks and ETFs we buy in the model portfolio of The Wagner Daily newsletter.

This Model Portfolio only includes stocks that earn an Attractive or Very Attractive rating and align executive compensation with improving ROIC.

Clorox's history of dividend growth and strong fundamentals earn it a spot in our most recent Dividend Growth and Focus List — Long Model Portfolios as well.

Assets Under Advisement represent advisory - only assets where the firm provides a model portfolio and does not have trading authority over the assets.