Sentences with phrase «portfolio is in a few years»

I'm looking forward to seeing where this «side» portfolio is in a few years after slow and consistent investing.

Not exact matches

In dollar terms, though, a few of Buffett's picks with more modest returns were actually the most lucrative for the investor's portfolio this past year, in large part because Berkshire Hathaway owns massive quantities of their shareIn dollar terms, though, a few of Buffett's picks with more modest returns were actually the most lucrative for the investor's portfolio this past year, in large part because Berkshire Hathaway owns massive quantities of their sharein large part because Berkshire Hathaway owns massive quantities of their shares.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

How is your impact portfolio doing, now that you're a few years in?

Banks have been offloading bad debt portfolios in the past few years, with UK, Irish, Spanish and Italian banks among the big sellers of bad debt, according to Dealogic data.

Let's suppose he's been running a portfolio of 25 % US stocks, 25 % international stocks and 50 % fixed income (I can't tell you how many portfolios have looked like this in real life for the last few years).

Kevin Irwin, President & CIO of Knollwood Investments, stated, «Based on their prior investment track records and successful investments such as Imperva and Athena Health, I sought out Aspect even before they raised their Fund I. I was pleased to be an investor in Fund I, and it is terrific that just a few years in an Aspect portfolio company in the cybersecurity arena has already done a successful IPO.

We've started writing checks on assets that I believe are very cheap and well priced in today's currency commodity markets and that I believe a major will want in its portfolio in a few years.

«It's so obvious to me that you can't judge portfolio's results over a few years, considering how irrational and unpredictable market quotations are in the short run» Francois Rochon

SUMMARY Mean - reversion has not performed well over the last few years Highly sensitive to model assumptions The strategy is an attractive addition for an equity - centric portfolio INTRODUCTION According to Benjamin Franklin death and taxes are the only two certainties in life.

Prospa has been rapidly building its small business loan portfolio over the past few years and in recent months has experienced strong growth, highlighted this week with nomination as a Finalist for the Telstra Australian Business Awards 2015.

King's Flair (SEHK: 6822) has been a small investment in the portfolio for a few years.

More impressive, Icahn claims his portfolio has largely been hedged in the last few years — his stock holdings offset by large short positions of the S&P 500 Index.

By carrying a few big brands in his portfolio, having more than 2 decades of tech industry experience and nurturing startups for more than two years in current capacity, Mukund Mohan needs no introduction and for the startups industry, he is a priced asset.

The only way Investing works to change your life is if you live to 300 years old like Warren Buffett grinding out the earnings potential of GE every quarter to gain a few percentage points in your portfolio.

None in my portfolio right now, but this is good to keep in mind when I switch over to capital preservation mode in a few years.

But on the flipside, a French wine supply squeeze from the 2017 vintage may be a plus for the other top - end brands in the Treasury portfolio such as Penfolds, which have experienced strong success in the past few years.

Luxury car maker, Audi, too made it very clear that it is looking to expand its petrol vehicle portfolio in the country and in the next few years.

Although there's some speculation that the Viper could return down the road, fuel economy standards and manufacturing costs dictate that the V10 - powered sports car that we currently know — which is hand - built in Michigan and rides on a bespoke platform that isn't shared with anything else in the FCA portfolio — likely won't make a comeback even if the nameplate resurfaces a few years from now.

The X21 is the most premium device in the Chinese smartphone maker's product portfolio and will serve as the technological progress achieved by it in the past few years.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

In the past few years, I have realized that the long - term advantage of value stocks is so strong that I believe there's considerable merit in an equity portfolio that avoids the S&P 500 and other blend funds altogetheIn the past few years, I have realized that the long - term advantage of value stocks is so strong that I believe there's considerable merit in an equity portfolio that avoids the S&P 500 and other blend funds altogethein an equity portfolio that avoids the S&P 500 and other blend funds altogether.

The last few years have been very good for portfolios weighed heavily towards equities but the markets may not be so kind in future years.»

However, if you're overhauling your portfolio and it's November or December, it probably does make sense to realize half the gains now and half in the new year, because now you're waiting only a few weeks to get that tax deferral.

The couple's goal is to live off the income from their investments in a few years, «but for now, we're happy to just keep building both our portfolio — and our family,» Jin says.

As she dug deeper, she found out that the proportion of her portfolio invested in equities had gotten as high as 70 % at one point, which she considered «too high for a woman who is within a few years of retirement.»

How to best set up a portfolio to minimize taxes I am planning to buy several residential rental properties in Canada over the next few years.

My personal experience proved that lumpsum investing is better than STP for 6 to 12 months as I invested in 5 hybrid equity balanced funds for an amount of 12 lakhs on 1st January 2016 when markets were all time high, but, immediately after I invested, markets started to fall with some corrections for few months and my portfolio was down by 1.5 lakhs versus my investment at some point but now my portfolio is up by 1.2 lakhs where there is an appreciation of 14 % till date, some people even suggested me to go for STP over 6 to 12 months to average out but I believed in this lumpsum investing than STP as I did not need this anount for upto 5 years.

I thought I would pass along a few thoughts of my own, given that 1) William cited the success he's had with a newsletter from The Motley Fool (my employer for the past 15 - plus years), and 2) my own portfolio has big holdings in index funds but also some actively managed funds and individual stocks.

We were pretty stock heavy in our portfolio — around 90 - 10 split stocks and «not - stocks» until a few years ago.

Joyce said that the key takeaway for investors is that it's not too late to take steps to shape your portfolio in preparation for a period where the markets will be more challenging than they have been over the past few years.

As similar as it seems these funds would be, there is enough differences in their portfolios to create a notable difference in performance over the last few years:

In fact, the Sleepy Portfolio started out as benchmark for my active portfolio but after a few years, I determined that I'd be better off with simply investing in securities that track the indeIn fact, the Sleepy Portfolio started out as benchmark for my active portfolio but after a few years, I determined that I'd be better off with simply investing in securities that track tPortfolio started out as benchmark for my active portfolio but after a few years, I determined that I'd be better off with simply investing in securities that track tportfolio but after a few years, I determined that I'd be better off with simply investing in securities that track the indein securities that track the index.

Apart from being treated as a safe bet, hedge against inflation and dollar, in the last few years it has been treated as the best investment option by central banks, billionaires, investors, portfolio managers and even by speculators.

The idea is that the investments held in a passive portfolio will be profitable over time, and won't be injured too much over a period of 20 or 30 years by a few years of difficulty.

If you need a sizable amount of capital from your portfolio within the next few years, arguably your asset allocation shouldn't be overly exposed to stocks in the first place and stock market fluctuations therefore shouldn't impact you much anyway.

And in particular, if you're only going to need income or a bit of capital from your portfolio in the coming few years, it's important to try not to get too concerned when markets do what they do — ebb and flow.

What if your portfolio has realized large or even huge gains in the past few years and you're content with the money you've made?

Those seeking stable growth and willing to tie up their money for a few years are better off with a simple balanced portfolio participating in 100 % of market returns.

I don't claim to be a guru and we, my husband and I, are no where near reaching our goals in our rental portfolio, but I have learned so much in just a few short years.

I'm in school right now and plan on working for a few years to build my savings, but long term I want to be a business owner and real estate investor, in addition to my stock portfolio.

In the past few years alone, the volume on the market has doubled and is expected to continue to grow,» says Dominik Poiger, CFA, trader / ETF portfolio management at VanEck.

In fact my MF portfolio is same for almost last few years.

For example, if your portfolio were 100 % invested in diversified equities, you can see that there were a few pretty bad years.

For the past year I've been trying to reduce the number of positions in my portfolio and concentrate my investments in the few «best» opportunities I've identified.

Hopefully the blog's sparked a few decent ideas & stock picks for you in the last year or so, and you're pleased with the progress of your own portfolio in 2012.

I do have few other debt funds in my portfolio they are giving expected returns around 7 % to me in 1 year.

The only way Investing works to change your life is if you live to 300 years old like Warren Buffett grinding out the earnings potential of GE every quarter to gain a few percentage points in your portfolio.

Over the last year I've participated in a few «deja vu» conversations: Cash manager's wishful thinking: the asset is «money good» at the end and there is plenty of liquidity in the portfolio.

Srinath @ The University of Money writes List of oil stocks worth a look — Oil Stocks is must have in your portfolio as these stocks have given returns in the past few years.