Sentences with phrase «portfolio size does»

Not exact matches

With more than 1,400 staff, GIC says it manages «well over» $ 100 billion of assets, but does not disclose the exact size of its portfolio.

GIC doesn't state its portfolio size, but on its website it said the amount was «well over $ 100 billion.»

Constrained fund sizes do present a challenge to fund managers who think they have a home run brewing in their portfolio.

The large - cap managers stated that they may consider well - diversified, large - cap, mining stocks like BHP Billiton for inclusion in their portfolio, but that they couldn't consider other mining companies solely focused on gold or silver production because their smaller - cap size and share prices didn't meet their fiduciary mandate.

Of course, one of the reasons their declared impairments were so massive was simply due to the giant size of these corporations, but the fact of the matter is that diversification of their business segments into many different commodities didn't help these companies from suffering massive losses in 2015 and diversification didn't prevent US stock portfolios from crashing in 2008.

This doesn't matter — the conclusions will hold no matter what portfolio size you start out with.

So the size of the portfolio does matter.

Greenspan also stressed ``... the folks in Washington do not understand that reducing the size of the system portfolio is a necessary condition for normalizing the price of credit.»

The reason I don't do it in my taxable accounts yet (Empire portfolio) is simply because the account size is too small.

Moët Hennessy's portfolio is relatively small, but the company does not measure its success via size.

While the two vehicles are similar in size, they target a different market, which means that our overall portfolio in this growing segment offers multiple options that don't compete with each other.»

I also don't think that professionals should have them because it's their job to keep up - to - date on the goings - on of their portfolio, and because they should know that their order sizes are too big for market orders (they can swing a market all on their own).

They aren't a platform to brag about your portfolio size, but rather what you do with it.

In addition, the banks in the U Portfolio did not to have exposure to the US housing market, though we can not determine if this was mere luck or a function of their relatively small size.

I think most of the reasoning is that he doesn't use technology much, but other reasons include the sheer size of his investment portfolio and the fact that since the 1980's he has become much more of a business investor interested in the qualitative aspects of a business.

Do you have a recommendation or strategy with respect to allocation sizing within an individual's investment portfolio perhaps contrasting when one has ongoing cash inflows vs beyond?

Stated more straightforwardly, I do not believe in cookie - cutter or one - size - fits - all approaches to portfolio design.

However, I do not worry too much regarding the size of portfolio: some will start with $ 5K, others with $ 5M or $ 50, whats really important is passive income and I keep track of it and regularly post them including my purchases, so, you can follow that.

The saying «One size fits all» does not apply to investors looking to create a uniquely diversified stock portfolio.

Insofar as TAVF keeps expanding in size as new moneys come into the Fund, or in any event, the Fund does not shrink because of redemptions, there is little pressure on the Fund to sell securities in the portfolio.

Do you think I should increase my portfolio size to 12 stocks (with Capital One 360) or focus only 6 stocks for the foreseeable future?

These are the common way to compare the portfolio's performance to other portfolios over the same periods but don't take into account the size of the portfolio at various times or the impact of cashflows.

For the purpose of this strategy and portfolio, I do not believe there is a large benefit to expanding beyond 10 positions but I certainly encourage investors to find a portfolio size which matches their own criteria.

The size of your portfolio will dictate the extent to which you can do this.

But if switching doesn't have tax implications such as within RRSPs, RESPs etc., I'd still go with starting out with a diversified mutual fund portfolio and switch after the portfolio gets to a certain size.

«Ultimately you'll be right and you'll be wrong, but you want to make sure that [your position] is sized accordingly where, even if you're wrong, your portfolio does not suffer to a point where you can not recover from the losses.»

«In a bull market, we don't tend to care that our portfolio investments seem to behave the same, but I believe this bear market has uncovered a long - term problem,» said Jerry Verseput, a financial planner in El Dorado Hills, Calif., noting that technology and globalization have diluted the effectiveness of diversification based on company size and location.

But for portfolio performance, I've just remembered I'll still need a % of portfolio for my calculations — an arbitrary but fair way of doing that is simply to use an average holding size from my Aug portfolio post:

At half the size of SNC it was a stock I had researched for a client back in 2013 (and liked), had placed on my watchlist, but until earlier this year didn't really have the room for it in my portfolio.

In late 2007 my indicators showed me the deterioration that had taken place in many parameters of market health, plus my portfolio had reached the size where it made good sense to shift gears and become very conservative, and that's what I did.

Performance figures do not take subscription fees into consideration, which would have lowered returns (prior to July 2010) in inverse proportion to portfolio size, similar to the commissions charged to purchase or sell funds in the portfolios.

These figures include all mutual fund management and operating expenses, but do not include all possible commissions that may have been charged to buy and / or sell the funds in question, since commission rates vary by portfolio size and the entity or agent that executes the trades.

Companies which have been owned for more than one year and whose earnings yield does not rank higher than the target portfolio size are sold.

That is, both tightly concentrated portfolios and widely diversified portfolios appear to do less well than portfolios of intermediate size.

Most of us don't have the experience or skill set to manage a large portfolio of bonds or the portfolio size to get a properly diversified portfolio of bonds as many trade at a price of $ 1,000 or more.

My portfolio has a weighted MER of 0.17, but is becoming substantial in size, so I was wondering at what size do low cost index ETFs no longer make sense (if ever)?

In reality, the small size & breadth of the Irish market really doesn't offer the best opportunity to construct genuinely market neutral long / short portfolios...

The accompanying table does just that based on different portfolio sizes and percentage fees.

I have always had an issue with using some kind of ranking system to size portfolio positions; I don't see why, if one is really able to rank one's investment ideas with any sort or accuracy, one shouldn't simply go with the best couple of ideas, or even the best single idea.

Remember, since I don't follow my own advice and thus don't have equal size positions (sorry Monish, I just haven't gotten there yet), the performance of my personal portfolio is not exactly reflective of what a portfolio of equally weighted positions in each of the securities in the model portfolio might have produced.

Think of it this way: do you want to run a portfolio that is systematically short company size, long value, short liquidity, long quality, etc?

Additionally, if you're interested in active investing, and you don't want to get your shirt taken, I strongly recommend looking into the Kelly Criterion which can help you determine the size of bet you should take (relative to the size of the portfolio).

So if you like our Model Portfolios or Asset Allocation Software, and want your money invested like that, then we'll do that for 1 % annual fee with $ 100,000 minimum account sizes.

We met once in September for an hour (where I pointed out that his fee was supposed to be 1 % not 1.25 % based on my portfolio size) and I emailed him a couple questions over the year — did he spend 58 other hours on my account?

The average size of a portfolio at Edelman Financial is about $ 350,000, and he clearly does cater to smaller portfolios.

In the last two days the community has been abuzz with Wyndham's announcement that they're doing away with their award chart entirely and implementing a new «one size fits all» pricing of 15,000 points per night for all the hotel chains in their portfolio.

Amazing resumes and portfolios come in all shapes and sizes, so don't be afraid to makes yours unique and let employers know what you're all about!

I can tell you the size portfolio doesn't matter.