I'll have to give it a shot and see what
they say about my portfolio.
That's all I've got to
say about that portfolio — I find it interesting that such a simple portfolio is capable of outperforming the index both on a nominal and risk - adjusted basis.
The same can be
said about your portfolio.
Not exact matches
Interestingly, Mulji
says Amur has not received any inquiries from federal regulators
about the growth of its loan
portfolio.
The firm's mortgage investment corporation has
about 2,400 such loans in its
portfolio, with an average size of $ 85,000, and
says it maintained a $ 4.3 - million loan loss provision on a $ 214 - million
portfolio last year.
When I ask van Beurden
about that argument, he calls it «a red herring,»
saying Shell would decarbonize its
portfolio to avoid any chance of stranded assets.
Investors need to be more «forensic»
about their
portfolios given current levels of volatility, Bill Street, head of investments EMEA at State Street Global Advisors,
said.
Dror
says the plan is to create a
portfolio of consumer - based companies that he's excited to «talk
about for more than an hour with a non-tech audience.»
Speaking to CNBC
about the results, Ermotti
said the highlight of the year was more clarity on international banking regulation, and the fact that the bank reduced its litigation
portfolio further.
Chris Beer, a
portfolio manager at RBC,
says that
about 80 % of their new production over the next 12 to 18 months will come from low cost and long life mines, which will increase free cash flow.
This new rule is also coming at a time when 401 (k) plan investors are
about to see all - time highs in their
portfolios when fourth quarter statements come out in early January, Glassman
said.
In terms of
portfolio planning, it is important to address any overconfidence, Silveira
said, especially with those who are now thinking
about retirement.
Pearson is keen to talk
about the company's organic growth, citing the potential of Valeant's expanding
portfolio (its top 20 products account for 30 % of sales, he
says).
«One of the reasons you would want to hold a concentrated
portfolio is if you have superior information
about the stocks,» he
says.
About three decades,
says the co-founder and managing director of
Portfolio Management Corp., a private - client firm for high net - worth investors.
In addition to expected operational savings of
about $ 100 million and a
portfolio of prime U.S. real estate, one analyst
said the deal will give HBC (TSX: HBC) greater fashion credibility.
«The best way to think
about them is as a private - equity shop operating in the software industry,»
says Jeff Mo, a
portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.
Tyson Foods, the No. 1 U.S. meat processor,
said on Tuesday it would buy packaged sandwich supplier AdvancePierre Foods Holdings for
about $ 3.2 billion in cash, to expand its fast - growing
portfolio of prepared foods.
Last month, the company
said it would buy packaged sandwich supplier AdvancePierre Foods Holdings for
about $ 3.2 billion in cash to expand its
portfolio of prepared food brands.
Investors are suing Caine and Anish Parvataneni, a
portfolio manager at LJM who previously worked for well - known fund investor Ken Griffin's Citadel, over what they
said was inadequate disclosure
about the risks of LJM's investment approach.
Ryan Lewenza, a vice-president and U.S. equity
portfolio manager with TD Asset Management,
says that the IT sector is trading at
about 13.5 times forward earnings, which is a 30 % to 40 % discount to where it normally trades.
«One of the big questions
about Spotify is whether they can take it to the next level like Netflix has,»
said Daniel Morgan, senior
portfolio manager for Synovus Trust.
«If you see your targets are off by more than 4 percent to 5 percent, you should think
about a rebalance,»
said Christy Gatien, certified financial planner and first vice president and
portfolio manager at D.A. Davidson & Co..
«He went through our
portfolio and threw out
about half the products, referring to them as dogs,»
says David Patrick, whose company SoftKey purchased in 1993.
Also, you should stop the unconscionable practice of requiring employees and
portfolio companies to sign agreements that prevent them from
saying anything (or anything bad)
about your companies.
«If I believe the market is wrong
about the quality of a company, I'll get very interested,»
says the Fidelity
portfolio manager.
«People are feeling good
about next year, but they don't have a sense of where the world is going in three years,»
says Ed Devlin, executive vice-president and head of Canadian
portfolio management with Pacific Investment Management.
«There is nothing inherent
about a
portfolio loan that makes it safer,»
said Mitria Wilson, a vice president of government affairs at the Center for Responsible Lending.
James Ballentine, the head lobbyist with the American Bankers Association,
said there should be far fewer worries
about loans held in bank's own
portfolios because the loans are «properly underwritten» and bank examiners provide a backstop.
«In Canada as in the U.S. and Europe, the most common question investment consultants are asked by clients
about ESG is whether an ESG - based approach will negatively impact investment performance,»
said Andrew Sweeney, Institutional
Portfolio Manager at RBC Global Asset Management Inc. «This and other data from the survey reveal a high level of interest and curiosity
about responsible investing, including areas of significant uncertainty.
That
said, what do you think Sam
about replacing at least half the bond holdings in traditional
portfolios with short term TIPS?
You're right
about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a
portfolio — not act as a substitute for long - only equity exposure (which as you
say can be obtained very cheaply)
The company, which invests
about evenly in stocks and bonds, performed well against the backdrop of a particularly difficult bond year,
portfolio manager Chip Carlson
said.
Smead, whose
portfolio is
about two - thirds invested in companies that he
says will benefit as millennials reach parenthood, holds homebuilder NVR Inc, mortgage lenders such as Wells Fargo & Co and Bank of America Corp, and local - advertising plays such as Gannett Co, which owns car - shopping website Cars.com.
Among those who are failing to get excited
about active ETFs, James Peters, CEO of Tactical Allocation Group, managing more than $ 1.5 billion in three ETF - based
portfolios,
says: «I don't see where they add any compelling value other than being cheaper in cost and having a tax advantage over the traditional mutual fund.»
Clients also have more fund managers to choose from in general, and so can be more discerning
about qualities they like in a manager,
said Mary Jane McQuillen, a
portfolio manager for Legg Mason Inc's ClearBridge Investments unit.
For example, let's
say Wealthfront recommends investing 20 % of your
portfolio in foreign exchanges, but you don't know anything
about foreign exchanges.
Gross
said that firms that are open to interviewing Cohen's employees would probably ask tough questions
about how those employees managed their
portfolio and went
about researching companies.
Investors are suing Caine and Anish Parvataneni, a
portfolio manager at LJM who previously worked for fund investor Ken Griffin's Citadel, over what they
said was inadequate disclosure
about the risks of LJM's investment approach.
Butler also
said pre-retirees should think
about what's changed since you first established your retirement
portfolio 20 or 30 years ago.
«What really surprises markets is uncertainty, things we don't know anything
about,»
said Rick Schmidt,
portfolio manager at Harding Loevner.
«We realized that many investors were actually using it with their advisors to talk
about their
portfolios,»
said Aaron Klein, chief executive officer of Riskalzye.
David Peltier, Stocks Under $ 10
Portfolio Manager, recently had this to
say about the company:
Having
said that,
about 40 percent of our
portfolio has a woman entrepreneur on the founding team.
When JPMorgan first started to talk
about the botched trades — some of which are still open positions they are trying to unwind — the bank
said that they had grown out of hedges aimed at protecting the bank against losses on the bank's large bond
portfolio.
Additionally, when asked
about their reaction to a 5 % decline in their retirement
portfolio, just 39 %
said they would be concerned, down from 44 % last year.
«While [active ETF
portfolio management] is not something everyone thought
about two years ago, or even last year,» he
says, «I am definitely considering actively managed ETF strategies now.»
Assuming a slightly higher volatility of 30 percent -
about the risk of many 401K
portfolios,
say the authors - the chance of a negative return increases.
«We don't think
about acquisitions simply for the purpose of balancing the
portfolio... I could be sitting here this time next year and we won't have done anything,» he
said, dismissing recent speculation Wesfarmers was interested in Fletcher Building.
People are always getting nervous
about that, because then they
say, «Well, imagine I have a 60/40
portfolio and I have only equities in my taxable account.