Sentences with phrase «portfolio as of»

(That's just 13 million square feet less than Indianapolis - based Simon Property Group, the nation's largest owner of retail space, had in its entire portfolio as of Dec. 31, 2006.)

It illustrates the target strategic mix for each age - based portfolio as of December 29, 2017.

Based on the asset portfolio as of December 31, 2007, the maximum collateral posting requirement at a single - A financial strength rating would be $ 12.4 billion and free collateral at a triple - B financial strength rating would be $ 9.4 billion.

** This figure encompasses the annual dividend growth of all positions held in the Dividend Strategy portfolio as of 12/31/13.

There has been a lot of changes in my portfolio as of late and because of this there has been a shift in my portfolio allocation.

Take your portfolio as of your retirement date, and using market data, produce monthly valuations for the past year.

One issue with the 4 % rule, and variants that use a different percentage, is that the retirement payout is specified as a percentage of the value of the portfolio as of the retirement date.

And, I think I have enough ENB stocks (250 shares), and it is one of the biggest holding in my Canadian portfolio as of Today (Oct 18, 2016).

The current portfolio as of today's close.

Utilities are only 14 % of the portfolio as of early March, which I consider a positive.

Below is a breakdown of our portfolio as of November 2017.

The chart below provides an overview of the portfolio as of May 2014.

Platinum Members and higher can access June's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, June 15.

Platinum Members and higher can access January's Dividend Growth Stocks Model Portfolio as of Friday, January 26.

Platinum Members and higher can access November's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, November 15.

Platinum Members and higher can access February's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, February 15.

Platinum Members and higher can access August's Executive Compensation Aligned With ROIC Model Portfolio as of Wednesday, August 16.

Platinum Members and higher can access March's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, March 15.

Platinum Members and higher can access October's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, October 13.

Platinum Members and higher can access December's Executive Compensation Aligned With ROIC Model Portfolio as of Thursday, December 15.

Platinum Members and higher can access April's Executive Compensation Aligned With ROIC Model Portfolio as of Friday, April 13.

Platinum Members and higher can access June's Safest Dividend Yields Model Portfolio as of Thursday, June 22.

Platinum Members and higher can access July's Safest Dividend Yields Model Portfolio as of Friday, July 21.

Platinum Members and higher can access September's Safest Dividend Yields Model Portfolio as of Friday, September 22.

Platinum Members and higher can access December's Safest Dividend Yields Model Portfolio as of Thursday, December 21.

Platinum Members and higher can access October's Safest Dividend Yields Model Portfolio as of Friday, October 20.

Platinum Members and higher can access August's Safest Dividend Yields Model Portfolio as of Thursday, August 24.

Platinum Members and higher can access November's Safest Dividend Yields Model Portfolio as of Wednesday, November 22.

Platinum Members and higher can access March's Safest Dividend Yields Model Portfolio as of Wednesday, March 21.

Platinum Members and higher can access February's Safest Dividend Yields Model Portfolio as of Thursday, February 22.

The value of our investor's portfolio as of January 4, 2016, is $ 7,066.62.

The expense ratio for underlying holdings was estimated using a weighted average of the ratios for the ETF's utilized in the SoFi Wealth model portfolios as of the date shown above.

It is based on the total size of the companies» U.S. portfolios as of Dec. 31, 2015.

Not exact matches

Investors should have some of the portfolio hedged — a hedge on half could make sense, as that would essentially be a neutral call on currency, he says — but whether an entire basket of bonds is hedged is up to the manager.

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

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.

«There are few early - stage funds such as ours that dedicate the majority of their investment to New York, so we felt that was a very good way to build a portfolio.»

Others foresee Trump's tenure to be not so much unsuccessful as tangential to the performance of their clients» portfolios.

As a busy demand marketing agency, having a growing portfolio of clients is, of course, part of our strategic plan at Onboardly.

The Rosenthals say that core ethos won't change as the Sunset Marquis enters its second half - century in business, but they're already exploring the next evolution of other assets in the Raleigh portfolio.

Michael Khouw is a 20 year veteran of the financial services industry with broad experience as a strategist, analyst, portfolio manager and proprietary trader of equities, commodities and equity and index derivatives for both buy - side and sell - side firms.

Perhaps the search giant is actually tempted to follow the example of older companies like Microsoft and Qualcomm which, as their capacity for product innovation fades, have turned to their patent portfolios as a new revenue stream.

«However, a million - dollar portfolio in 2018 isn't as valuable as a million - dollar portfolio in 1998 because of inflation.»

So that means investors who use a target - date fund as the basis of their 401 (k) portfolio could end up with 5 percent or 10 percent of their 401 (k) holdings in private equity.

Just as one bad apple can ruin a basket of fruit, one lousy stock can sour a portfolio.

With Blue Ant, MacMillan appears to be tacking against the torrents of broadcast television dreck at the bottom of the dial by targeting two coveted demographics, the first of which is thinking, affluent baby boomers: its portfolio includes content about the cottage lifestyle, travel, and PBS - style documentary programming through the Canadian version of the Smithsonian Channel, as well as a nature channel called Oasis.

Luis wants Coach to become the first U.S. luxury accessories conglomerate, a smaller, stateside version of an LVMH or Kering or Richemont, whose portfolio will include shoes and high - end apparel as well as leather goods.

And as the value of unicorns has grown, so too has their weight in many mutual fund portfolios.

Lisa Kramer, an associate professor of finance at the University of Toronto, worries that if people think of investing as a game, rather than as a way to save for retirement, then portfolio construction could become just another table to play.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.