Sentences with phrase «portfolio analysis indicated»

p.s. I'm curious if Personal Capital's retirement portfolio analysis indicated that your investment allocation was too risky?

Not exact matches

Those banks who do will be adding a flourishing industry to their portfolios — the latest projections from industry analysis firm ArcView Market Research indicate that the legal cannabis industry will add $ 2.57 billion to the American economy in 2014.

The analysis indicates that the reference ETF portfolio cumulatively returned 4.8 % more than the analyzed portfolio (see chart) and produced 3.3 % of annualized discounted RealAlpha ™ (see statistics).

This indicates that in most analysis sub-periods, investors would be better off by sticking to the reference ETF portfolio rather than adjusting the positions to match the fund's returns.

Most likely, however, your analysis of your current asset allocation versus your targets indicates that your portfolio is light on stocks.

This analysis indicates that the fund had top - four equivalent positions in the PowerShares Dynamic Large Cap Value Portfolio (PWV; fixed weight of 16.7 %), iShares U.S. Insurance ETF (IAK; 13.8 %), iShares U.S. Financial Services ETF (IYG; 11.7 %), and Health Care Select Sector SPDR ® Fund (XLV; 10.5 %).

Portfolio allocation analysis (based on the seminal work of Richard and Robert Michaud) indicates that investors who hold between 2 % to 10 % of their portfolio in gold can significantly improve perPortfolio allocation analysis (based on the seminal work of Richard and Robert Michaud) indicates that investors who hold between 2 % to 10 % of their portfolio in gold can significantly improve perportfolio in gold can significantly improve performance.