Sentences with phrase «reference portfolios for»

This aligns well with the typical monthly frequency of Alpholio ™ updates of reference portfolios for mutual funds.

The above analyses uncovered reference portfolios for select iShares smart beta ETFs.

(Alpholio ™ calculates such reference portfolios for all US mutual funds on an ongoing basis.)

The following chart with accompanying statistics depicts the composition of the reference portfolio for the iShares Edge MSCI USA Quality Factor ETF:

The following chart shows ETF weights in the reference portfolio for the fund in the same period:

The following chart shows the percentage weights of exchange - traded products (ETPs) in the reference portfolio for the fund over the same analysis period:

The following chart depicts changes of ETF weights in the reference portfolio for the fund over the same analysis period:

In the simplest application of Alpholio ™'s patented methodology, both the membership and weights of ETFs in the reference portfolio for the analyzed fund are fixed over the entire analysis period.

The following chart illustrates changes of ETF weights in the reference portfolio for the fund over a slightly broader interval:

The following chart with related statistics shows the constant reference portfolio for the fund:

Not exact matches

To vet contractors may require research and time, searches for references and the effort of a portfolio review.

The time it takes to find a good CTO is totally unpredictable, but you can find a reputable development firm fairly quickly by asking your friends for recommendations or googling for firms and evaluating their portfolios and references.

A six - panel folder The six - sided portfolio, in file - folder format, provided as a handy tool for quick reference during lesson planning, as well as a convenient location to store student work samples for later evaluation.

This group should focus less on assessment tools themselves, such as how to do good portfolios or design a performance event (though references to such materials are quite welcome), and more on successful strategies for changing assessment practices and systems.

Nav System, Heated Leather Seats, Moonroof, 4x4, Hitch, Heated Rear Seat CLICK ME!KEY FEATURES INCLUDELeather Seats, Navigation, 4x4, Heated Driver Seat, Heated Rear Seat, Cooled Driver Seat, Running Boards, Premium Sound System, Satellite Radio, iPod / MP3 Input, Onboard Communications System, Remote Engine Start, Dual Zone A / C, Heated Seats, Heated Leather Seats MP3 Player, Privacy Glass, Keyless Entry, Steering Wheel Controls, Heated Mirrors.OPTION PACKAGESENGINE: 6.7 L 4V OHV POWER STROKE V8 TURBO DIESEL B20: 4 valve OHV, manual push - button engine - exhaust braking and intelligent oil - life monitor, 3.55 Axle Ratio, Extra Heavy - Duty 220 Amp Alternator, Dual 78 - AH 750 CCA Batteries, 48 Gallon Fuel Tank, PLATINUM ULTIMATE PACKAGE: Twin Panel Power Moonroof, map lights and moonroof switches, Ultimate Trailer Tow Camera System, 360 degree camera system and trailer reverse guidance, NOTE: Does not include customer placed trailer camera, Rear CHMSL Camera Display in center stack screen, LED Center High - Mounted Stop Lamp (CHMSL) w / cargo light and rear video camera, Lane - Keeping Alert, Adaptive Cruise Control & Collision Warning, brake support, HIGH CAPACITY TRAILER TOW PACKAGE: increased GCW from 23,500 lbs, to 25,700 lbs and upgraded axle, NOTE: Salesperson's Portfolio or Trailer Towing Guide should be consulted for specific trailer towing or camper limits and corresponding required equipment, axle ratios and model availability, See Supplemental Reference for vehicle height consideration, Wheels: 20» Polished Aluminum w / Diesel, ADAPTIVE CRUISE CONTROL & COLLISION WARNING: brake support, INDIVIDUAL TRAILER TPMS (DEALER INSTALLED): customer - placed trailer camera, NOTE: Trailer TPMS sensors only compatible on wheels w / a452» diameter valve stem, TRANSMISSION: TORQSHIFT 6 - SPEED AUTOMATIC: (6R140), SelectShift.Please confirm the accuracy of the included equipment by calling us prior to purchase.

Should you choose to outsource things like proofreaders, editors, cover artists, developmental editors or web designers, always, always check their portfolios, references and professional presence to make sure you're hiring the right person for the job.

Ask for portfolio pieces, references, and Google for feedback from other authors.

The following chart shows the fixed reference ETF portfolio for the iShares Edge MSCI USA Value Factor ETF:

The following chart and corresponding statistics show the constant composition of the reference ETF portfolio for the fund over the same period:

For example, here is a chart with accompanying statistics of a reference ETF portfolio determined in that manner for the Cambria Shareholder Yield ETF (SYLFor example, here is a chart with accompanying statistics of a reference ETF portfolio determined in that manner for the Cambria Shareholder Yield ETF (SYLfor the Cambria Shareholder Yield ETF (SYLD):

If you want to know more about Lazy Portfolios and how to build one yourself, check out MarketWatch's article on 6 rules to build your own Lazy Portfolio, which I cite below for your easy reference:

The following chart shows the constant composition of the reference ETF portfolio for the iShares Edge MSCI USA Size Factor ETF:

The following chart with related statistics shows the constant composition of the reference ETF portfolio for the fund over the same evaluation period:

The following chart illustrates how the reference exchange - traded product (ETP) portfolio for the fund evolved since early 2005:

The following chart and statistics show the composition of the reference ETF portfolio for the fund over the same period:

The following chart with related statistics shows the composition of the reference ETF portfolio for the fund over the same ten - year period:

The composition of the reference portfolio over this shorter period was different from the previous one, although the top - six equivalent positions also accounted for more than 80 % of holdings.

The following chart and statistics illustrate the constant reference ETF portfolio for the fund over the same five - year period:

The following chart with associated statistics depicts the static reference ETF portfolio for the fund over the same analysis period:

The following chart with associated statistics illustrates the fixed reference ETF portfolio for the fund over the same shorter period:

For your reference, portfolio turnover = Lower of total purchases or sales in the reference period (divided by) Average AUM for that periFor your reference, portfolio turnover = Lower of total purchases or sales in the reference period (divided by) Average AUM for that perifor that period.

A similar analysis over the five - year period through July 2016 reveals that the fund cumulatively returned 18.8 % compared to 28 % for its reference ETF portfolio that had a slightly lower volatility.

For reference, here are the results for a traditional balanced portfolio, comprised of 60 % SPY and 40 % of iShares Core U.S. Aggregate Bond ETF (AGG), with monthly returns and semi-annual rebalancing in the same analysis periFor reference, here are the results for a traditional balanced portfolio, comprised of 60 % SPY and 40 % of iShares Core U.S. Aggregate Bond ETF (AGG), with monthly returns and semi-annual rebalancing in the same analysis perifor a traditional balanced portfolio, comprised of 60 % SPY and 40 % of iShares Core U.S. Aggregate Bond ETF (AGG), with monthly returns and semi-annual rebalancing in the same analysis period:

Alpholio ™'s patented methodology is based on the construction of a custom reference ETF portfolio for each analyzed fund.

Over the entire seven - year period, the annualized standard deviation was 13.6 % compared to 12.9 % for the reference portfolio.

The following chart illustrates the constant composition of the reference ETF portfolio for the fund over the same evaluation period:

Given that these figures for AQMIX were approximately -0.07 and 0.21, respectively, the reference portfolio was not as good a diversifier for stocks and bonds as the fund was.

A portfolio's reference currency is the starting point for understanding how foreign currency exposure affects volatility.

(The remaining two ETFs accounted for only 2.8 % of the reference portfolio on average.)

After the true adjustment for risk by its reference ETF portfolio, the fund's cumulative RealAlpha ™ was largely flat from early 2005 through 2010 and in 2012.

The following chart with associated statistics shows the constant composition of the reference ETF portfolio for the fund over the same analysis period:

While IB Asset Management aims to track the reference index for each of these portfolios as closely as possible and mimic the performance of each index, it makes no guarantee that it will succeed in doing so, or that it will achieve the same performance for clients as the account managing each portfolio has achieved.

The manager gets no credit (or blame) for directional bets that are represented by equivalent positions in the reference portfolio.

References to individual securities are for informational purposes only and should not be construed as recommendations by the Fund or the Portfolio Managers.

The following chart and statistics show the static reference ETF portfolio for the fund over the same three - year analysis period:

Such pricing discrepancies could partially explain the presence of REM (a domestic real - estate fund) and IHI (a domestic medical device fund), in the reference ETF portfolio for IMOM.

The following chart with associated statistics illustrates the static composition of the reference ETF portfolio for IVAL:

The following chart with related statistics depicts the constant composition of the reference ETF portfolio for QMOM:

Let's apply a variant of Alpholio ™'s patented methodology which constructs a dynamic reference ETF portfolio for each analyzed fund.

The following chart with accompanying statistics presents the fixed composition of the reference ETF portfolio for the analyzed ETP: