Sentences with phrase «resulted in no portfolio»

Although most scenarios resulted in portfolio success (the portfolio was able to sustain a 4 percent withdrawal rate over the 35 - year period), we were surprised by the proportion of scenarios that resulted in portfolio failure — 18 of the 100 scenarios.

This proven approach results in portfolios featuring the most transformative and fastest growing companies in the world.

All of closed trades in 2013 have been winners and have averaged 68.11 % profit per trade, resulting in our portfolio being up 37.01 %.

The final step, resulting in Portfolio 7, is to add 10 % in emerging markets stocks, representing some countries with expanding economies and prospects for rapid growth.

What's important is their correlation with each other: the goal is to combine stocks in a way that results in a portfolio with the lowest possible volatility.

The methodology also considers multiple metrics, including dividend growth and dividend yield, resulting in a portfolio that should offer a substantial upgrade in payout compared to the broader market.

There is no guarantee or assurance that the methodology used to create the reference index underlying this portfolio will result in this portfolio or client investments in this portfolio achieving high or even positive returns.

There is not guarantee or assurance that the methodology used to create the reference indices will result in these Portfolios achieving high or even positive returns.

The weighting methodology results in a portfolio that has less risk concentration in securities with large price appreciation.

Portfolio theory does not properly account for the fact that stocks are far riskier than bonds often resulting in portfolios that are not only stock heavy, but even more stock heavy than the nominal allocations imply.

This results in portfolios that look similar to those created by fans of factor investing, with tilts toward value stocks and small - cap shares.

This unique approach allows us to construct a portfolio management process that aligns the way clients perceive risk with the way their portfolios are ultimately constructed resulting in portfolios that seek to outpace inflation, reduce downside exposure and create a more predictable and stable savings portfolio.

In other words, traditional portfolio theory does not account for the dynamism of the business cycle which results in portfolios that do not properly account for changing risks during the course of the cycle.

By selecting factors based on implementation characteristics rather than historical returns, we believe these definitions should mitigate (although not eliminate) the backtesting bias discussed by Harvey, Liu, and Zhu (2016) and McLean and Pontiff (forthcoming), as well as result in portfolios with greater liquidity and lower trading costs, leading to higher net returns flowing through to investors.

This results in a portfolio survival lifetime of exactly 40 years.

Using the stock - picking approach suggested later in the book will result in your portfolio being packed with timely, high - potential stocks and these stocks can easily be selected in a half - hour or less.

Unovest recommended MF portfolios have lower churn, lower expenses, lower risk and thus result in a portfolio optimised for higher returns.

The investment objective is to provide liquidity and optimal returns to the investor by investing primarily in a mix of short term debt and money market instruments which results in a portfolio having marginally higher maturity and moderately higher credit risk as compared to a liquid fund at the same time maintaining a balance between safety and liquidity.

Put another way, 83 % of the trading volume resulted in no portfolio management impact and no trading in underlying securities.

While somewhat at odds with today's big - data, warp - speed approach to life and work, thoughtful craftsmanship — the product design and implementation elements that are tangible, measurable, and impactful — can create positive, persistent results in portfolio performance.

He was one of the first people to point out that a mixture of volatile non-correlated securities could result in a portfolio with lower volatility and possibly higher return.

You can have 2 assets with perfect negative correlation and different return levels, resulting in a portfolio that has 0 % return, as per your example.

This results in a portfolio of mostly blue - chip, large - cap stocks — «who's who» dividend payers such as Microsoft (MSFT), Boeing (BA) and Pfizer (PFE).

Solely building a portfolio by selecting funds from the categories with the best current five - year performance would result in a portfolio that has a significant allocation to bond funds.

A lesser permanent loss of capital can result in a portfolio that has greater scope to appreciate.

The artist Pauline Alioua creative sojourn resulted in a portfolio of 30 b & w photographs that trace the melancholic trajectory between loss and new beginnings.

Enbridge has invested approximately CAD $ 4 billion in renewable energy assets over the past five years, resulting in a portfolio of more than 1,600 MW of combined net generating capacity of green power projects.

The software arm involved a reported $ 5 million investment, which resulted in a portfolio of proprietary software and intellectual property.

Not exact matches

«Increased commodity prices, coupled with a focus on operating efficiently and strengthening our portfolio, resulted in higher earnings and the highest quarterly cash flow from operations and asset sales since 2014,» Darren Woods, chairman and chief executive officer, said in a statement.

• Back in Motion Physical Therapy, a portfolio company of Alliance Physical Therapy Partners, acquired Results Physical Therapy, a Maine - based operator of outpatient physical therapy clinics.

«As a result, we will be creating a Tapestry hub... in Sydney to drive growth across our portfolio,» he said.

«We saw good client activity in our balanced portfolio of businesses... The U.S. economy continues to show consumer and business optimism, and our results reflect that,» Chief Executive Brian Moynihan said in a statement.

«For the supermajors, the U.S. shales may be just the portfolio medicine needed to repair short -, mid - or long - term portfolio damage as a result of the last several years of severe exploration cutbacks,» Brian Lidsky, managing director at PLS, said in a briefing on 2017 dealmaking.

Social Security's guaranteed compounding behavior from the earliest claiming age (62) to the latest (70) results in a benefit guaranteed to be 76 percent higher, said Ash Ahluwalia, CFP, founder of National Social Security Partners, and this notion can impact other portfolio decisions.

«Mr. Oliver, Mr. Rickford and Mr. Holder bring with them a wealth of skills, knowledge and experience and I am confident that they will deliver results and provide strong leadership in these important portfolios,» the statement said.

«The results over the past two and a half years clearly demonstrate that Starbucks at - home coffee portfolio is significantly healthier than it was before we assumed direct control from Kraft in 2011,» Troy Alstead, chief financial officer for Starbucks, said in a statement.

Among the factors that could cause actual results to differ materially are the following: (1) worldwide economic, political, and capital markets conditions and other factors beyond the Company's control, including natural and other disasters or climate change affecting the operations of the Company or its customers and suppliers; (2) the Company's credit ratings and its cost of capital; (3) competitive conditions and customer preferences; (4) foreign currency exchange rates and fluctuations in those rates; (5) the timing and market acceptance of new product offerings; (6) the availability and cost of purchased components, compounds, raw materials and energy (including oil and natural gas and their derivatives) due to shortages, increased demand or supply interruptions (including those caused by natural and other disasters and other events); (7) the impact of acquisitions, strategic alliances, divestitures, and other unusual events resulting from portfolio management actions and other evolving business strategies, and possible organizational restructuring; (8) generating fewer productivity improvements than estimated; (9) unanticipated problems or delays with the phased implementation of a global enterprise resource planning (ERP) system, or security breaches and other disruptions to the Company's information technology infrastructure; (10) financial market risks that may affect the Company's funding obligations under defined benefit pension and postretirement plans; and (11) legal proceedings, including significant developments that could occur in the legal and regulatory proceedings described in the Company's Annual Report on Form 10 - K for the year ended Dec. 31, 2017, and any subsequent quarterly reports on Form 10 - Q (the «Reports»).

In terms of credit card performance, the strength of our risk management capabilities and the quality of our portfolio resulted in new historic lows for the 30 plus delinquency and net chargeoff rates... The 30 - plus [day] delinquency rate fell below 2 %, and our 90 - plus [day] delinquency rate fell to below 1 In terms of credit card performance, the strength of our risk management capabilities and the quality of our portfolio resulted in new historic lows for the 30 plus delinquency and net chargeoff rates... The 30 - plus [day] delinquency rate fell below 2 %, and our 90 - plus [day] delinquency rate fell to below 1 in new historic lows for the 30 plus delinquency and net chargeoff rates... The 30 - plus [day] delinquency rate fell below 2 %, and our 90 - plus [day] delinquency rate fell to below 1 %.

«As a result, many companies that are not labeled as tech companies want more tech in their portfolio.»

In part because of disappointing results from prior - year five - star funds, Sun's firm has been using more exchange - traded funds in client portfolios, according to SuIn part because of disappointing results from prior - year five - star funds, Sun's firm has been using more exchange - traded funds in client portfolios, according to Suin client portfolios, according to Sun.

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of your portfolio value.

Our all - in - one platform gives you everything you need to take control of your online presence and own your # 1 search result, whether you're creating a portfolio website, online resume, or class project.

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanIn addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demanin market value that may result from investor demand.

The second rule of thumb relates to our current fuel derivative portfolio where a 10 % reduction in the price of Brent for the remaining half of 2012 would result in an additional $ 0.04 of realized losses on fuel derivatives that would offset the $ 0.13 per share favorable impact from the reduced price of fuel.

Investment and consumer demand for the yellow metal results in a lower correlation to other mainstream financial assets, such as stocks, making it an effective portfolio diversifier.

(Granted, a significant portion of this growth in recent years has been in the form of after - market bulk portfolio insurance purchased by the big banks to insure mortgages that do not by law require it, but the end result is the same.)

While diversification does not ensure a profit or guarantee against loss, a lack of diversification may result in heightened volatility of the value of your portfolio.

See my investments and their results in my three accounts: Trading account, which is my aggressive portfolio buying individual stocks, my ROTH IRA retirement account which is my dividend investing portfolio and an account with Lending Club — Continue reading →

Finally, in a slow - growth world where many traditional assets look pricey, you may want to consider casting a wider net toward alternative investments in an effort to optimize your portfolio's results.

Holding the exact same assets in different places within your portfolio can result in much higher or lower returns thanks to complex tax laws.