Sentences with phrase «portfolio based»

Choose to compare a single property or get an entire market portfolio based on a specific area.

@George Gammon How are you positioning your portfolio based on your assessment of markets and economic conditions?

As a result of the acquisition, medical office buildings will account for 37 % of the company's portfolio based on rents compared with 25 % previously.

Recommendation Engine Customizes Your Properties «To help our users, we developed a recommendation engine that determines the best investment portfolio based on their customized preferences.

Consistently monitor the credit risk position of the derivatives portfolio based upon the month end mark - to - market positions and interest payments.

The goal is to be a kind of portfolio based on ideas in which you can brainstorm your sustainability creativity.

Each contest consists of users creating the best investment portfolio based on a handful of asset classes.

This type of simulators permits users to create their portfolio based on real stock entries to train them while using virtual money.

(0511), Single Premium Deferred Income Annuity (Portfolio Based) ~ ICC15.NN.PDIA.

(1115), Single Premium Immediate Income Annuity (Portfolio Based) ~ ICC15.NN.PSPIA.

It is better to design our own portfolio based on the time - frame & resources to accumulate retirement corpus.

We specialize in helping our clients move to new heights through a combination of sound business advice and building an intellectual property portfolio based specifically on the needs of each individual business.

Broadside Print Projects, an organization that supports projects involving artists and poets and writers, has brought together artist Nola Zirin and former U.S. poet laureate Robert Pinsky to create a special portfolio based on Zirin's paintings and a poem by Pinsky.

Personal history is primary in works such as Radcliffe Bailey's Tricky 3 (2011), a multilayered piece that employs collage and explores both African American history and influences on the artist, and Trenton Doyle Hancock's 548 First Street N.E. (2012), an autobiographical portfolio based on the artist's childhood memories of his grandmother's house.

First, we create a portfolio based on your needs and goals.

Betterment allocates your investment portfolio based on your needs, goals, and market conditions.

SigFig — Creates a portfolio based on your goals and keeps it balanced and diversified.

With TD Low Volatility Funds, you can potentially benefit from a reduced level of volatility in your overall portfolio, a more predictable return outcome when compared to traditional equity mutual funds, and with the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment goals.

To be honest, it might be better to work with a robo - advisor such as Wealthsimple, Wealthbar, or JustWealth since they can create a custom portfolio based on your profile with a low MER.

Use this calculator to estimate the lifespan of your retirement portfolio based on your expected return and rate of inflation.

It would be fun to compare the progress of each portfolio based on the number of companies.

Typically, this means a target - date fund, a type of all - in - one portfolio based on your age and retirement goals.

Apply the Black - Litterman model to find the optimal portfolio based on market views.

Once you open and fund an account, Wealthfront builds a diversified long - term investment portfolio based on your level of risk and time horizon, then automates the rest.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

Run Monte Carlo simulations for the specified portfolio based on historical or forecasted returns to test long term expected portfolio growth and survival, and the capability to meet financial goals.

However, active managers may tilt the direction of your portfolio based on market analysis.

So if you're building a portfolio based on the idea that interest rates are certainly going to rise, you're making a critical decision based on guesswork.

If you have a high risk tolerance, you may want to build a portfolio based largely on stocks.

Michael James calls value averaging — an investment strategy that involves adding or withdrawing money from a portfolio based on a pre-determined rate of return — «non sense».

The particular clone I ran purchases the top 5 most popular stocks among these 10 managers as determined by how many managers hold a stock in their top 20 holdings (AlphaClone allows you to run a variety of strategies based on any number of clones) and the stocks are weighted within the portfolio based on popularity; in other words, the more funds hold the stock, the higher the weighting within the portfolio.

It is an apt metaphor because constructing an «optimal» portfolio based on * past * return, SD, correlation data tells us very little about the future.

This online portfolio backtesting tool allows you to construct a portfolio based on the selected asset class allocation to analyze and backtest portfolio returns, risk characteristics (Sharpe ratio, Sortino ratio), standard deviation, annual returns and rolling returns.

You can also use the portfolio backtesting tool to build a portfolio based on specific mutual funds, ETFs and stocks.

Put another way, if you chose a 50/50 stock / bond portfolio based on an analysis of one of these periods and then held that portfolio from 1960 to 2004, during most of those decades you could reasonably conclude you had the wrong mix of stocks and bonds resulting in additional risk without much additional return.

Tell us about your approach to investing and get a recommended portfolio based on your timeline and attitude towards risk

May 19 — In today's edition of the Big Picture, Financial Sense Newshour's Jim Puplava explains why it's time to start hedging your portfolio based on, as Don Coxe said earlier this week on FS Insider, a «convergence of storm fronts,» including...

Then you will need to log into your account, calculate the amount to be allocated to each fund in the chosen portfolio based on the allocation amounts suggested, and place individual trades for each fund.

The Dividend Ninja is looking to build a portfolio based on passive indexes and passive dividend stocks.

Collaborate with your dedicated Financial Consultant to tailor a bond portfolio based on your specific needs, risk tolerance, and timeline.

Scaling is your ability to add different types of investments to your portfolio based on the size of your wealth.

Personally, I've created a real - money portfolio based entirely on dividend growth stocks like Johnson & Johnson (JNJ), McDonald's (MCD) and Chevron (CVX).

Can you please help me further to advise on my income allocation and investment portfolio based on my current position?

Select a laddered or actively managed portfolio based on your preferences for income generation and / or total return

I'd like to build a portfolio based upon modern portfolio theory and I'd like to find a tool I can use to calculate the proper mix of asset classes.

It will then create and maintain a portfolio based on what your needs are from that questionnaire.

Of course, meeting 5 % of investment return after inflation seems not that easy, it means 7 - 8 % return, with a risk, and since your table is based on that number as a performance, that means you have to risk ALL of your savings into that kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly known.

Annual returns for the portfolio based on percent accruals wins in 15 of 19 years.

Of course, stresses DeGoey, any strategy could be suitable or sensible since no one knows what the future holds for sure, «but it is likely prudent to build a more flexible portfolio based on multiple alternative possible outcomes rather than betting the farm on a single strategy / worldview.

You can rebalance your portfolio based either on the calendar or on your investments.