Sentences with phrase «portfolio comprised»

In my opinion, I think a portfolio comprised of both is the best strategy!

NIC: HCP has a portfolio comprised of seniors housing (36 %) and post - acute / skilled nursing care (29 %).

Many continue to wonder, can cryptocurrency work as a part of a broader portfolio comprised of more than just crypto?

Topiary, a portfolio comprised of nine large - scale copper plate etchings originally commissioned to benefit the Whitney Museum of American Art, graces the collections of the Tate Modern, London and the Museum of Modern Art, New York.

First Asset European Bank ETF's (the «Fund») investment objective is to seek long - term total returns consisting of long - term capital appreciation from an actively managed portfolio comprised primarily of equity securities of European banks.

But let's set that aside for the moment to focus on another problem: A portfolio comprised of a handful of individual stocks will generally have far more risk than a broadly diversified total market stock portfolio.

Note the comparison to Figure 8 - 3, which shows a lower - risk index portfolio comprised of 90 % fixed - income funds and 10 % stock funds with a narrow range of outcomes.

Holding an diversified investment portfolio comprised of asset classes with healthy correlations to each other is just about the only way to reduce risk and volatility, while still realizing the returns that have any chance of outperforming the markets, enough of the time.

Compare an Optimized Investment Portfolio Comprised of All American Mutual Funds, with Similar Portfolios Made from Other Mutual Funds, ETFs, Index Funds, and Benchmark Indices

The purpose is to show how well an investment portfolio comprised of only American Funds is performing compared to generic portfolios with similar stock, bond, and cash holdings.

The Company invests in a portfolio comprised of mortgage - backed securities which operates as its single business segment.

Many Discount Brokerage firms charging between $ 5.00 & $ 10.00 per trade, if an investor has a $ 100,000 portfolio comprised of 20 stocks with an average value of $ 5,000 / stock selling one stock from the AAII Model Shadow Stock Portfolio, with a commission range between $ 5.00 - $ 10 per trade works out to a rate of.1 % to.2 % which is very reasonable.

It should be obvious (to professional advisors) that comparing a portfolio comprised of different asset classes to just the S&P 500 is incorrect.

One uses custom benchmark portfolios to compare the performance of actual (client) portfolios to an identical portfolio comprised of benchmark indices.

The investment objective of Hamilton Capital Global Bank ETF («HBG») is to seek long - term total returns consisting of long - term capital appreciation and regular dividend income from an actively managed portfolio comprised primarily of equity securities of banks and other deposit - taking institutions located anywhere around the globe.

The Company's $ 130.6 billion CDO portfolio comprised 19.2 % of the Company's total insured net par of $ 678.7 billion as of December 31, 2007.

A student housing portfolio comprised of eight properties and 3,870 beds, WestPac Campus Communities has decreased rental delinquencies with a smart solution.

What we do is run a long - time - horizon portfolio comprised of ten to fifteen stocks.

Using a fixed asset allocation with a portfolio comprised of index funds would be examples of passive management.

Therefore, over the longer run, I think a portfolio comprised of these 20 research candidates should provide the above - average and growing income stream that many retired investors are looking for.

But what if I told you that you could pay JUST A DOLLAR to start an entire portfolio comprised of market - beating stocks that could help you build long - lasting wealth and position you for a comfortable retirement?

In the last podcast I focused on an all - value portfolio comprised of U.S. large and small - cap value asset classes.

Start a Portfolio Comprised of Market - Beating Stocks and Start Building Your Long - Lasting Wealth

First Asset Long Duration Fixed Income ETF is also actively managed and looks to provide unitholders with regular distributions and the opportunity for capital appreciation from the performance of a portfolio comprised primarily of longer dated developed markets, Canadian and U.S. government issued fixed income securities.

Ideally, when the U.S. stock market zigs, your foreign holdings would zag, offering more stability overall than a portfolio comprised solely of domestic stocks.

Alternatively, if you put your money into an investment portfolio comprised of Canadian stocks, international stocks, and bonds you would be able to lower your risk through diversification.

Betterment will build you an efficient portfolio comprised of widely diversified, low cost ETFs.

Betterment builds you a customized and efficient portfolio comprised of widely diversified, low cost ETFs.

Over the long - term, a hypothetical balanced portfolio comprised of 60 % in the S&P 500 Index and 40 % in the Barclays Capital Intermediate U.S. Government / Credit Index protected capital better than an all - equity portfolio.

I'd say that your best bet is to use a portfolio comprised largely of TIPS and to plan from Day 1 to use a very low withdrawal rate.

Take your downside risk projection from # 1 and multiply that by the percentage of your portfolio comprised of equity allocations in # 2.

It turns out the intermediate - term risk of a portfolio comprised of large, small, value, growth, U.S. and international asset classes has about the same downside risk as the higher quality S&P; 500.

For example, a client who started the year with a simple 60/40 portfolio comprised of the $ 287 billion Vanguard Total Stock Market Fund (VTSMX) and the $ 247 billion Pimco Total Return Fund (PTTAX), the two largest mutual funds in the world, would now have 66.3 % invested in stocks and just 33.7 % invested in bonds, pushing beyond the typical 5 % leeway most advisers give their asset allocation.

It adopts a Core - Plus investment approach whereby a core portfolio comprised of Australian investment grade bonds is complemented by investments in a diverse range of global and domestic fixed income securities.

Consistently with the stock holdings of the analyzed portfolio, the reference portfolio comprised large - cap equity ETFs, such as the Guggenheim S&P 500 ® Top 50 ETF (XLG), PowerShares High Yield Equity Dividend Achievers Portfolio (PEY), PowerShares Dividend Achievers Portfolio (PFM), and iShares Morningstar Large - Cap Value ETF (JKF).

Using historical performance of stock indices as a basis, a portfolio comprised solely of ETFs may limit the portfolio's exposure to the price fluctuations affecting individual stocks.

As part of the electric mobility offensive from Mercedes - Benz Cars, in the coming years the company is investing around $ 10 billion in the expansion of its product portfolio comprised under the EQ brand.

New York could replace the entirety of Indian Point's 2,060 MW of capacity by implementing a clean energy portfolio comprised of 1,030 MW of energy efficiency and 1,030 MW of renewable capacity.1

By contrast, an investor who put $ 100,000 into a portfolio comprised of 60 % stocks and 40 % bonds and left it alone would now have $ 214,080, based on the total returns of the S&P 500 and the Barclays bond index, over the same period.

«A conservative investment portfolio comprised of 60 % fixed income, 35 % equity investment or stocks, and 5 % in a high yield savings account (cash equivalent).»

«What we do is run a long - time - horizon portfolio comprised of ten to fifteen stocks.

In total, the portfolio comprised 6.2 million square feet in the Greater Toronto Area, the Atlantic provinces and Western Canada.

Betterment builds you a customized and efficient portfolio comprised of widely diversified, low cost ETFs.

A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.

Consider this simple example with a three - instrument portfolio comprised of a S&P 500 ETF, a long - term bond ETF and a cash - proxy ETF.1 Based on daily returns since 2010, the annualized volatility on the cash proxy (a short - term bond ETF) is effectively zero, compared to 16 % and 15 % for the stock and bond ETFs.

Betterment will build you an efficient portfolio comprised of widely diversified, low cost ETFs.

Harvest Properties» portfolio comprises approximately ten million square feet of office, industrial, R&D and retail properties in the San Francisco Bay Area.

Clarendon, which had a portfolio comprising 12 centres in London and the South East prior to this deal, has been targeting the central London market for some time.

Their crystalware portfolio comprises barware, vases, bowls and stemware.

Their opal glassware portfolio comprises plates, bowls, dinner sets, coffee mugs, tea sets, soup sets and dessert sets.