Sentences with phrase «portfolio of assets»

I would still believe it is smartest to put money in a diversified portfolio of assets that fits your age, risk profile and desired financial goals.

According to him, one should always hold diverse portfolio of assets such as: properties, equities, bonds, precious metals.

So, while low oil prices will make this a trying quarter for the entire energy industry, companies with a more balanced portfolio of assets should fare better than the pure - plays.

She also leads strategic and operational efforts for the company's retail, licensing, and attractions portfolio of assets.

These instruments package portfolios of assets into a new security, offering higher yields with relatively diversified assets as collateral.

As your retirement portfolio of assets grow you can reduce term coverage and eliminate it entirely if desired.

Got ta love that yield and also great diversity with a REIT that has such a wide global portfolio of assets.

Doing so helps ensure that it has a diversified and high - occupancy rate portfolio of assets.

The good news is that we have a vast portfolio of assets and businesses to draw from.

Not only is there a strong interest in what you want to achieve financially, but your total portfolio of assets will be designed to reflect your personality and preferences.

Each client will have a unique portfolio of assets and may require a variety of asset planning strategies.

Often, a diversified portfolio of assets may not have the same downside risk as does as individual stock position and may have held up considerably well.

He subsequently managed a diverse portfolio of assets in telecommunications, media, technology and financial services for Queensland Press Ltd., and in 2003 began investing his own capital through his investment vehicle Jaymsea Investments Pty Ltd..

The Company's portfolio of assets includes approximately 24,300 megawatt (MW) of generating capacity; 6,500 miles of electric transmission lines; 57,300 miles of electric distribution lines; 12,200 miles of natural gas transmission, gathering and storage pipeline, and 22,000 miles of gas distribution pipeline, exclusive of service lines.

Leah has worked with numerous borrowers and lenders on financing and warehouse facilities for mortgages and esoteric assets and has represented both sellers and buyers of portfolios of assets, including mortgages and esoteric assets.

Each of the new First Asset Corporate Class ETFs is a separate share class («ETF Shares») of First Asset Fund Corp. and will trade under its own TSX ticker symbol, with its own investment objectives and its own portfolio of assets as described below:

The Sargon Portfolio (a designated portfolio of assets co-managed by Brett Icahn and David Schechter within the private investment funds comprising Icahn Enterprises» Investment segment and High River Limited Partnership, subject to the supervision and control of Carl Icahn) has generated annualized gross returns of 36.9 % since its formation on April 1, 2010 through April 30, 2015 with $ 8 billion of assets under management as of April 30, 2015.

The Sargon Portfolio (a designated portfolio of assets co-managed by Brett Icahn and David Schechter within the private investment funds comprising Icahn Enterprises» Investment segment, subject to the supervision and control of Carl Icahn) has generated annualized gross returns of 36.5 % since its formation on April 1, 2010 through September 30, 2014 with $ 6.6 billion of assets under management as of September 30, 2014.

Like with all funds, what you own when you own shares in an open - end fund is a proportionate share of a large portfolio of assets run by a management company.

However, if you've built up a broad portfolio of assets and are interested in using permanent coverage to diversify your investments or as part of an estate plan, then converting to a universal policy is a good consideration.

As a junior he has acted in a bitter family dispute in Dubai about a worldwide portfolio of assets but London is the mainstay of his practice, both in court and in international arbitrations.

The firm advised Osisko Gold Royalties Ltd in the acquisition of a high - quality precious metals portfolio of assets consisting of 74 royalties, streams and precious metal offtakes from Orion Mine Finance Group in exchange for total consideration of $ 1.125 billion, consisting of $ 675 million cash and the issuance of 30,906,594 shares of Osisko.

Just like any other investments that you have, as you transition to needing a monthly income from your investments, you should build a diversified portfolio of these assets as well.

The Canadian asset management firm has bought into a D.E. Shaw portfolio of assets in eight U.S. states.

My average gross savings rate exceeded 50 % for 9 years and the end result is: — 61 % of my wealth has come from saving; and — 39 % from investment return on a balanced low expense low tax portfolio of assets which has achieved a CAGR of 6.9 % over that period.

Monex Group, currently valued at around $ 870 million, has a wide portfolio of assets focused on providing services mainly to retail clients.

But an ETF, mutual fund, or separate account are simply different ways to hold a given portfolio of assets; as such they are less important to an investor's ultimate success than the choice of which portfolio to hold.

But my takeaway was that, while LVLT continues to lose money and has basically done so since inception, it has a fabulous portfolio of assets that might, under certain operating and political conditions that I could imagine as possible, generate major cash flows.

They discarded a source of large recurring costs, they shifted business models to focus on an existing portfolio of assets, and some exited as new investors came in.

Having a stable portfolio of assets and a very conservative balance sheet is something that's certainly valued in this space a great deal, and it's been fun.»

The Company's portfolio of assets includes approximately 24,300 megawatt (MW) of generating capacity; 6,500 miles of electric transmission lines; 57,300 miles of electric distribution lines; 12,200 miles of natural gas transmission, gathering and storage pipeline, and 22,000 miles of gas distribution pipeline, exclusive of service lines.

MIG Real Estate owns and operates a diverse portfolio of assets in Phoenix; Las Vegas; Denver; Seattle; Tampa; Hawaii; Edmonton; Jackson, WY; and multiple markets in California and Texas.

An index fund generates a return, before fees, that is almost the same as the index it is tracking and is an inexpensive way to gain exposure to a large portfolio of assets.

However, if you've built up a broad portfolio of assets and are interested in using permanent coverage to diversify your investments or as part of an estate plan, then converting to a universal policy is a good consideration.

acting (with Graham Dunning QC) in an arbitration in Dubai, involving a family feud and the division of a worldwide portfolio of assets (ICC); and

Osisko Gold Royalties Ltd (TSX: OR)(NYSE: OR)(«Osisko» or the «Company») announced that it has entered into a definitive agreement with Orion Mine Finance Group («Orion») to acquire a high - quality precious metals portfolio of assets.

Birmingham, UK About Blog Buffett and Bogle are right — the best way to invest is to buy and hold a low - cost and highly diversified portfolio of assets for a very long time.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

Millennial Media's portfolio of assets includes TapMetrics, Condaptive, Metaresolver, Jumptap, and Nexage.

Taking on such risk may be understandable when markets are only moving up, but in a volatile environment like the one we're in today, having a portfolio of assets that tend to move together can leave investments especially vulnerable.

Illustrated graphically, Harry Markowitz, a pioneer of modern portfolio theory, introduced the efficient frontier in 1952 as the representation of the relationship between risk and return in the context of a portfolio of assets.

The New York Fed will take, through a limited liability company formed for this purpose, control of a portfolio of assets valued at $ 30 billion as of March 14, 2008.

-LSB-...] fully digesting my net worth composition, I feel good knowing I've been able to build a diversified portfolio of assets that should hopefully grow and provide a consistent stream of passive income over time.

Investing in a portfolio of assets that behave in different ways can help to reduce the risk investors face.