Sentences with phrase «portfolio values way»

I also think we check our portfolio values way, way too often.

Not exact matches

«If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,»» Musk said in the documentary, «then the AI could decide, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

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.

Think about it this way — utilizing a 4 % withdrawal rate means that 60 % of your portfolio's value likely won't have to be spent for more than 10 years.

What's more, individuals can actively track the gap between their current income potential (based on today's portfolio value) and the income goal they have set in a very clear, intuitive way.

In Chanticleer's view the single most important way to restore a semblance of market credibility would be to call in an independent accounting firm to review a range of asset values right across its portfolios.

«All of modern portfolio theory and all the way most academics and many advisers and managers look at the world just seems kind of insane when you really boil it down to ownership shares of businesses that you're trying to value.»

So that also helps you in a way, so it's basically to adjust in just the right so as not to overshoot and undershoot with your portfolio value.

One of the most cost effective and efficient ways to protect a portfolio right now is by buying put options, which rise in value exponentially when markets fall, Kleinman said.

Specifically, a plaintiff seeking to challenge an equity QE program would have to show that he had been injured in some personal and tangible way, not merely that the value of his portfolio had declined (which presumably would also have happened to others pursuing a similar investment strategy).

So, for one thing, he talks about how to value the investment portfolio of another company and how that is measured how that is accounting for their financial statements which are by the way different the kind of rules that you use today.

Options can be add value to one's portfolio in a variety of ways, specifically, maintaining liquidity via maintaining cash to engage in covered put options, initiating positions via being assigned shares strategically prior to or upon expiration of the option contract and capturing premium income via closing out the contract prior to expiration as the shares move in your favor to realize income.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

They also examine whether four bond risk premiums (volatility, credit risk, value and momentum), each specified in multiple ways and measured via long - short portfolios formed from monthly sorts, exhibit these two seasonal effects.

In an interview last year for the film Lo and Behold, he discussed one possible doomsday scenario: «If you were a hedge fund or private equity fund and you said, «Well, all I want my AI to do is maximize the value of my portfolio,» then the AI could decide, well, the best way to do that is to short consumer stocks, go long defense stocks, and start a war.»

In this way, the economic value of the company can be enhanced as it is able to show a progressively growing IPR portfolio.

Dollar cost average or Value Average and re-balance your portfolio periodically for drifts in your stock / bond allocation and keep repeating this in a disciplined way.

Greenberg basically said that he wanted to construct his portfolio in such a way that a 1987 type crash (down 25 % in one day) would not worry him because the quality of the companies in his portfolio gave him confidence that despite their lower quotational values, their intrinsic values would increase over time, thus providing him with a margin of safety (time was his friend).

One way to build a buy - and - hold dividend portfolio is to get a few ideas from the Dogs of the TSX method I highlight in my Value Hunter blog at MoneySense.ca.

Note 1 USAA Smart Beta Equity ETFs provide a distinctive way to combine value and momentum factors and seek to balance risk across each ETF portfolio by equalizing the volatility contribution of each security.

An easy way to attempt to find value stocks is to use the «Dogs of the Dow» investing strategy by purchasing the 10 highest dividend - yielding stocks on the Dow Jones at the beginning of each year and adjusting the portfolio every year thereafter.

Successful value portfolio management requires a different way of thinking.

There is a great way to add simplicity and flexibility to your travel rewards portfolio: fixed value points.

And if you were willing to say goodbye to your money entirely (in return for an annuity) then the actual day - to - day value of your portfolio is irrelevent — it doesn't matter what it's mark - to - market value happens to be at 10 am today — it is merely the way you get that monthly income from selling (writing) call options.

To summarize, I plan on creating a diversified portfolio of dividend growth stocks, by slowly dollar cost averaging my way into attractively valued quality companies over time.

Letting your pride get in the way of sound investment decisions is foolish and it can decimate your portfolio's value in a short amount of time.

Put another way, the success rates of similar amounts of cash or bonds in a mixed portfolio will be about the same, but you will usually have a higher final account value with the bonds.

These stocks may be boring, but they can provide you with good value, and buying and holding dividend aristocrats can be one way to improve a portfolio.

We believe the best way to maximize stable value performance is through quantitative portfolio construction focused first on client needs combined with empirically supported risk / return expectations.

This book is well worth reading by both financial industry insiders and potential clients since Chris Turnbull, a portfolio manager at TheIndexHouse uses the principles and approaches described in the book, showing a practical way to deliver the high value components of what clients need.

But we plan to keep looking for a way to add value to the bond side of an Upgrading portfolio, and if we find one, we'll surely pass it along.»

There is no two ways about it — higher portfolio return of Irene will result in higher terminal value.

As long as they can continue to achieve profitability in their underwriting and can find ways to invest their portfolio at the same return over time, they'll continue to create the same returns on equity and the same growth in intrinsic value.

«Investing in a specific style mutual fund or ETF has long been an easy way to tilt a portfolio's exposure toward growth or value,» said Michael Sapir, CEO of ProShare Advisors LLC, part of ProFunds Group.

And embrace the proposition that investing in high quality / growth stocks is ultimately a far more attractive way of compounding long - term portfolio value (particularly on a tax - deferred basis), IF ONLY it weren't so bloody difficult!

TVC's come a long way from its roots as an Irish technology VC fund... It hasn't made a new investment in almost 4 years, a fresh tech investment since it listed, and most recent non-cash portfolio value / gains derive from 2 listed companies.

But if you have other reliable income sources from outside your investments — Social Security and pension and so forth — then your lifestyle is not as exposed to if your portfolio declines in value, you could potentially spend at a higher rate, and enjoy that money, it's more discretionary in nature for you, because you do have your lifestyle protected in other ways.

A strategy that combines value and momentum could serve as a useful way to position portfolios for economic expansion.

Jensen Alpha is one of the ways to determine if a portfolio is earning the proper return for its level of risk and the value added of an active strategy.

Price to book was a key measure, then it became the target around which hundreds of billions in assets built value portfolios and indexes, and along the way has decoupled from other major value factors.

One way to diversify your portfolio is to invest in several assetAsset Something of value that a company or an individual owns or controls.

Beren's Quarterly Investor Letter Posts — Investor letters are a great way to get insight into how investors think about the strategy and tactics involved with managing their portfolios as well as the tactics they use to value companies.

Owning securities with catalysts for value realization is therefore an important way for investors to reduce the risk within their portfolios, augmenting the margin of safety achieved by investing at a discount from underlying value.

Although I don't recommend two - asset - class portfolios such as that, this comparison is a good way to demonstrate the value of including a specific asset class (in this case international small - cap value stocks) into a portfolio.

I think the key learnings from the economic tumble are that: 1) we all need a diversified portfolio (and the closer we are to needing the money, the safer investment vehicle you need it to be invested in) and 2) we shouldn't build our financial futures on expectations (like borrowing way too much for a house because we «know» it's going to go up in value.)

Way too many people don't understand the value of dividend income investing that they think that just seing simple capital gains on stock is all that determines the success of their stock portfolio.

Unlike the blend strategy, a portfolio created on the GARP way of investing is expected to help find stocks that offer the best of both value and growth investing.

The most common way of hedging a portfolio of stocks is to purchase an equal amount of puts (options which rise in value when the price of the stock goes down) against your purchased stock.

The cost - effective implementation of your portfolio strategy is one important way for you to potentially add value in the average client relationship.

Hartford Multifactor Low Volatility International Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factors.