Sentences with phrase «portfolio values for investors»

Not exact matches

To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has averaged better than 40 percent returns for its investors.

ixed income investors are going to begin to see their long - term bond prices plummet and need to be emotionally prepared for their portfolios to lose market value.»

But the company's real standout feature among the robo - advisor competition is its lineup of socially responsible investment (SRI) portfolios, a refreshing addition for values - based investors.

Having a long - term and responsible approach to ownership is EQT's way of creating value for investors, in portfolio companies and to society at large.

For example, during 2008 and 2009, many third - party investors that invest in alternative assets and have historically invested in our investment funds experienced significant volatility in valuations of their investment portfolios, including a significant decline in the value of their overall private equity, real assets, venture capital and hedge fund portfolios, which affected our ability to raise capital from them.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

The amount of value added needs to be greater than the corporations investors could have achieved investing in the market portfolio, adjusted for the leverage, beta coefficient, of the firm relative to the market.

For a high - value investor with a long time horizon and income to satisfy living expenses, the latter long - run risk of portfolio erosion is almost certainly the more important one to consider.

According to Lily Scott, Director of Investing with Impact for Morgan Stanley Wealth Management, «While financial value remains a key focus, Catholic values investment portfolios also seek to protect and promote the unique values and mission of faith - based investors.»

I have actually been considering this investment resource for my personal portfolio, as I am a forever value investor focused on quality.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

Even with barriers falling and international investment rising (from 1 % of aggregate portfolio value in 1980 to 12 % in 2000 for U.S. investors), portfolios worldwide are still heavily concentrated in home countries.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

This was the time that many investors let fear take over and dismissed the fundamental reasons for owning gold: as a portfolio diversifier and store of value.

That should mark the US as a safe haven for Bitcoin and cryptocurrency trading and benefit American investors who look to Bitcoin to boost the value of their investment and retirement portfolios.

I hope I'm able to offer some value for a few readers, and hopefully the individual investors who are truly motivated to improve their own results will benefit from reading more about my general thoughts and specific portfolio ideas.

2017 Value Investor Speaker Elizabeth Lilly, CFA, Founder, Portfolio Manager, Crocus Hill Partners Topic: «Microcaps: The Last Undiscovered Frontier for Alpha»

The fund, managed by rural property veteran David Bryant, also grew distributions by 4 per cent to 8.92 cents in FY16 (a yield of about 5.4 per cent) as it benefited from rising global demand for the commodities its properties produce, the increasing scale and value of its portfolio and growing appetite for agribusiness from big institutional investors.

Chief executive Tom Albanese and some of his senior management team will provide additional information to investors on the significant value within Rio Tinto and how the Group's portfolio of assets and growth options are exceptionally well placed to benefit from the global rise in demand for metals and minerals.

It is difficult for the average investor to watch their portfolio value take wild swings every time the markets jump up and down.

In the absence of access to leverage, investors may overpay for high volatility stocks in an attempt to increase risk in their portfolios, potentially leading lower volatility stocks to become more attractively valued and outperform in the future.

I think that active investors in Canada, for the most part, get their best value from small portfolio management firms that can actually build a portfolio that's possibly worth the fee.

Basic Types of Portfolios In general, aggressive investment strategies - those that shoot for the highest possible return - are most appropriate for investors who, for the sake of this potential high return, have a high risk tolerance (can stomach wide fluctuations in value) and a longer time horizon.

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Can Be Considered Looking For Exposure to Consumer Defensive Sector / Can Be Considered Deep Value Investors / Watchlist

We think the current economic environment suggests a more favorable outlook for value investing ahead, but reiterate that both growth and value have a place in an investor's portfolio.

A: For young investors I believe an All - Value portfolio makes sense, but the S&P 500 is likely to hold up better in a catastrophic situation so it's appropriate for those close to or in retiremeFor young investors I believe an All - Value portfolio makes sense, but the S&P 500 is likely to hold up better in a catastrophic situation so it's appropriate for those close to or in retiremefor those close to or in retirement.

Large Diversified Dividend Portfolios / Below Average Option Looking For Exposure to Industrial Sector / Avoid Deep Value Investors / Avoid

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Should Be Considered Deep Value Investors / Can Be Considered

Now let's consider whether ShareOwner offers good value for Couch Potato investors with all - ETF portfolios.

Indeed, the above scenario plays out often enough for Mark DeVaul, a value investor who is a portfolio manager at The London Co..

Recording of Webinar: Portfolio Construction, Concentration and Diversification for Value Investors

-LSB-...] Tomorrow: Don't Miss Free Webinar «Portfolio Construction, Concentration, and Diversification fo... Tomorrow I'm hosting the live webinar «Portfolio Construction, Concentration, and Diversification for Value Investors.»

I didn't want to be like many bloggers where over 50 % of their post is quoting others — I wanted to write from my heart, expressing my views on a wide number of topics relating to economics, finance and investment, from my unusual framework, which is Evangelical Christian, mostly libertarian (but not for financials), actuarial, value investor, doubting neoclassical economics and modern portfolio theory.

For example, if a portfolio manager is fundamentally a value investor, one would likely see value names held long and growth stocks shorted.

As the U.S. dollar climbs in value, many investors are wondering what it means for their portfolio and how to adjust their strategies accordingly.

Graham stressed the need for a broadly diversified portfolio: a minimum of 15 holdings for the enterprising investor, but preferably a larger group consisting of about 30 of the best prospects selling at significant discounts from their intrinsic value.

In talking with investors, they discuss it as a substitute for a large - cap value investment; so if your asset allocation plan is 20 % LCV, then you could profitably invest up to 20 % of your portfolio in Gargoyle.

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Consumer Defensive Sector / Should Be Considered Deep Value Investors / Should Be Considered

TIPS are also valued by investors for their historically low correlation with other asset classes, which can make them a good addition to a diversified portfolio.

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Can Be Considered Looking For Exposure to Industrials Sector / Can Be Considered Deep Value Investors / Avoid

Large Diversified Dividend Portfolios / Should Be Considered Looking For Exposure to Energy Sector / Should Be Considered Deep Value Investors / Can Be Considered

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Below Average Option Looking For Exposure to the Industrials Sector / Avoid Deep Value Investors / Avoid

In the 12 chapters not dealt with in this blog post, you're introduced to a couple of different valuation methods; an exposition of the situations that create opportunities for the value investor; how to invest in «special situations»; advise on how to manage your portfolio; and a portrait of Wall Street that will pinpoint why its interests are not in alignment with yours.

«There's no question you're seeing (the) emergence of a lot of environment, social, ESG - related portfolios,» Head of Merrill Edge Aron Levine told Investor's Business Daily, referring to environmental, social and governance investing, a philosophy that looks for value beyond a company's financials.

Large Diversified Dividend Portfolios / Below Average Choice Looking For Exposure to Technology Sector / Below Average Choice Deep Value Investors / AVOID

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Avoid Looking For Exposure to the Consumer Cyclical Sector / Avoid Deep Value Investors / Avoid

For everyday investors, the typical tack was to give their portfolios a tilt toward small and value stocks, by purchasing index funds that focused on these two areas.

Type of Investor / Recommendation Large Diversified Dividend Portfolios / Average Choice Looking For Exposure to the Health Care Sector / Average Choice Deep Value Investors / Avoid

For investors with a long - term investment horizon seeking capital appreciation in excess of stock market returns, the Towle Deep Value Fund may diversify their scope of investment and potentially enhance core equity portfolios.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.