Sentences with phrase «portfolio during the coming year»

Not exact matches

When it comes to retirement planning, the key question is how much the client can safely spend out of his or her portfolio during the golden years.

During our talk I shared with this portfolio manager that I don't envy his position in the coming years.

Over the years as I've built my dividend portfolio of over 40 stocks, the payout date spread - out has naturally taken its shape where majority of the payments come in during the last month of the quarter and the lesser during the first two months.

They show that you can come close to withdrawing 4 % (plus inflation) of your portfolio ¹ s initial balance every year during your retirement.

1) Start saving early by setting realistic goals 2) Ensure the asset allocation in your portfolio remains in sync with your level of risk aversion and overall investment objectives 3) Keep costs and taxes to a minimum by avoiding most high turnover actively managed mutual funds and opting for tax - deferred savings whenever possible (not only do their investments grow tax - sheltered but for most people their MTR at retirement would be lower than it is during their working years) 4) Balance your portfolio at least annually (some individuals may choose to do so semi-annually) 5) Hammer away at your debt first — for example, when it comes to contributing to an RRSP or TFSA vs. paying down your mortgage, ideally you should do both.

Although the fund owns companies across the health care sector, including insurers and equipment makers, a pharmaceutical - heavy portfolio — about 60 % of Health Care's assets are invested in pharmaceutical and biotech firms — held the fund back over the past year as those stocks came under fire during the recent U.S. presidential campaign.

Coming from a classic business hotel chain, Radisson Blu has diversified the portfolio during the last years.