Sentences with phrase «portfolio hits the targeted»

Not exact matches

With bonds yielding roughly 2.5 %, a typical stock - and - bond portfolio would need stocks to grow at 12.5 % annually in order to hit that overall 8.5 % target.

That means that, in the second month, you would need to invest $ 474 to hit your target portfolio value of $ 1,000.

The reason is that if one is selling companies once they hit return rate targets, even if you choose really high targets, the remaining part of the portfolio will more likely be the companies that are suffering more problems than were expected.

If the target allocation for an asset is 10 %, then the relative deviation threshold would trigger rebalancing when the asset's weight in the portfolio hits 12.5 % or 7.5 %.

Fund Alerts: Create a portfolio of funds and receive email alerts when a particular fund hits your target price, jumps 5 %, or pays a distribution.

I'm not yet sure what that target will be, but for the sake of discussion, if it hits 1000 I may reduce the portfolio from 60/40 to 50/50.

You will learn to manage your own client portfolio and run a business within a business Graduate Trainee Recruitment Consultant's Typical Day Business development, client meetings, interviewing candidates, marketing, headhunting, negotiating terms of business, maintaining client relationships, hitting targets!

You will learn to manage your own client portfolio and run a business within a business Trainee Recruitment Consultant's Typical Day Business development, client meetings, interviewing candidates, marketing, headhunting, negotiating terms of business, maintaining client relationships, hitting targets!

Some people choose to continue working even when they have the ability to retire (i.e., they like their job, are self - employed, want to continue working to build an even bigger nest egg, etc.), but many choose to retire as soon as they hit their target number (something like «Current annual expenses * 25» so they can withdraw 4 % of their portfolio each year while the rest can continue to return gains in the market.