Sentences with phrase «significant changes to their portfolio»

Dave alerts us whenever he makes a significant change to the portfolio, such as the following article...

I suggest consulting your children or a trusted individual for a second opinion before making significant changes to your portfolio.

More importantly, everyone needs to be alert to significant changes to their portfolio and make adjustments when the time calls for it.

In addition to the monthly portfolio summary, I write an article every time there is a significant change to the portfolio.

In addition, Dave has agreed to alert us whenever he makes a significant change to the portfolio, such as the following article...

After that, I will write an article whenever I make a significant change to the portfolio, such as a stock purchase with accumulated dividends.

Next March certainly looks like a $ 1K + month, assuming no significant changes to my Portfolio.

Not exact matches

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»).

Discretionary managers in the UK are advisors to whom you hand over complete control of your investment portfolio including key asset allocation decisions versus a financial advisor who must consult with you about significant changes and fund switches.

«So it's prudent for us as a business to get a clearer view of that raft of change that's been touted for the next 12 or 18 months... before we push ahead with the rest of the strategy, to make what are very, very significant investments in the farm part of the portfolio and also the processing part.»

Holden Special Vehicles (HSV) has gone all out for 2015, announcing significant running changes to its GEN - F high - performance model portfolio.

In addition, the Jensen Quality Growth Fund may update its holdings information at other times during a quarter in the event that the Fund makes a significant change (s) to its portfolio holdings.

But last month BlackRock announced a significant change to its iShares Core MSCI EAFE IMI Index ETF, ticker symbol XEF, which makes up the international equity component of my Global Couch Potato portfolio.

Instead of being a weatherman, we pay serious attention to «climate change» — significant shifts in the global economy that can impact your portfolio.

This allows you to easily rebalance your portfolio to respond to significant fund management or economic changes.

Significant changes, such as selling out completely of an ETF position within the existing ladder, or significantly restructuring the ladder, will occur infrequently — though active portfolio management includes the responsibility to act on significant opportunities when interest rates move drSignificant changes, such as selling out completely of an ETF position within the existing ladder, or significantly restructuring the ladder, will occur infrequently — though active portfolio management includes the responsibility to act on significant opportunities when interest rates move drsignificant opportunities when interest rates move dramatically.

For example, a portfolio with a large holding of long - term bonds is vulnerable to significant loss from changes in interest rates.

It's a valid point and worth looking into, its just unlikely to result in a significant change in the overall value of your portfolio at retirement age.

All that can be told — and certainly should be told — is that climate change brings new and changed risks, that these risks can have a range of significant implications under different conditions, that there is an array of political considerations to be taken into account when judging what needs to be done, and there are a portfolio of powerful, but somewhat untested, policy measures that could be tried.

«We think the focus for 2H18F new iPhones is to optimize those technologies in terms of performance and costs and adopt a broader iPhone portfolio, rather than bring in more significant technology changes into new iPhones,» the Nomura note reads.