Sentences with phrase «rounded financial portfolio»

When trying to create a well - rounded financial portfolio, there are two primary things you are going to want to keep in mind.

These extra programs are useful in creating a well rounded financial portfolio.

There are countless articles, videos, and tutorials about how the stock market works, what you need to start investing, and how to incorporate stocks into a well - rounded financial portfolio.

Not exact matches

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

Summary Well - rounded financial professional accomplished at relationship building, portfolio management, compliance, regulatory oversight, training, development and project manage - ment.