Sentences with phrase «portfolio over the course of time»

Countercyclical Indexing is a low cost and tax efficient indexing strategy that focuses on rebalancing a portfolio over the course of time to create more appropriate returns.

Because one can only recognize the depth of the challenge by routinely analyzing a living, breathing portfolio over the course of time.

Not exact matches

Recessions are common enough that you can count on several of them impacting your portfolio over the course of even a 10 - year time horizon.

A portfolio assessment demonstrates learning over the course of time rather than what a student knows a particular day.

Student writing process portfolios will be developed, including two timed writing samples, which will serve the purpose of determining student growth over the course of a school year.

Jon Mueller, a psychology professor at North Central College in Illinois, says that portfolios can be easy to manage and offers some tips for items to include in what he calls «no - fuss» portfolios: Have students select a piece or two of their work over the course of a quarter, semester or year; at the time of each selection, have the student write a brief reflection on the item, as well as why she included it; and, at the end of the quarter, semester or school year, ask students to reflect again on each item.

«If you were investing $ 500 a month and had to pay $ 10 each time you did a transaction, over the course of a year you would be paying $ 120 in transaction fees on top of the MER you're paying in the ETF,» notes Ingrid Macintosh, vice-president wealth, head of mutual fund strategy and client portfolio management at TD Asset Management, whose e-Series index funds have been around for 18 years and comprise $ 2.6 billion in assets under management.

(Of course as the stock value moves up and down and eventually grows over time, the ballast won't represent exactly 20 % of the total portfolio value all the timeOf course as the stock value moves up and down and eventually grows over time, the ballast won't represent exactly 20 % of the total portfolio value all the timeof the total portfolio value all the time.)

Additionally, recognizing that market opportunities will likely change over the course of an investor's time horizon, the fund has built - in flexibility to seek to adapt to risk and opportunities using dynamic portfolio management.