Sentences with phrase «smaller number of investments»

A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund.

Different investors may be more comfortable holding a larger or smaller number of investments in their portfolios, including stocks, mutual funds or exchange - traded funds (ETFs).

Different investors may be more comfortable holding a larger or smaller number of investments in their portfolios, including stocks, mutual funds or (ETFs).

During economic downturns, consumers with falling budgets may be tempted to move their money into a smaller number of investments, creating a more risky portfolio.

Over the past 15 years he has acquired a small number of investment portfolios that are all worth millions.

This means they are no longer restricted to the relatively small number of investment channels currently available.

Not exact matches

«For small businesses in particular, Goldberg notes, «a tremendous amount of investment goes into making people aware of their phone number.»

However, most of these investors lack the structures and processes to make a large number of small investments.

To me, and obviously to a substantial number of U.S. businesses both big and small, it is clear that unless America cuts its high business tax rate it will struggle to maintain a competitive edge and remain attractive for investment.

The investment bank also expects to see a fall in rents amid an increase in the number of flats, mainly smaller units, being completed.

In 2014, that meant that 1,164 investment advisors were examined by the SEC and only a small number of those — firms referred to enforcement — had significant problems.

In his book Your Money and Your Brain, Jason Zweig summarizes decades of research into one investment truth: «The single most critical factor in the future performance of a mutual fund is that small, relatively static number: its fees and expenses.»

Susan Alt, senior vice president of public affairs for Volvo Group North America, said the EPA's proposal «makes a mockery» of the company's investments to develop clean diesel engines and will «hurt a large number of small businesses who are not selling glider vehicles.»

An event, even for a relatively small number of customers, can be a very worthwhile investment if those customers share images and comments about the experience to their social networks.

Applying the ratio of entities that meet the SBA size standards to the number of affected entities, based on the methodology described at greater length in the RIA of the Fiduciary Rule, the Department estimates that the number of small entities affected by this final rule is 2,438 BDs, 16,521 Registered Investment Advisors, 496 insurers, and 3,358 other ERISA service providers.

One key to DFA's growth so far is that it is working with a number of large advisors like Loring Ward, who act as TAMPs, offering a suite of retirement plan services (like recordkeeping, investment advice and DFA funds) to smaller advisors.

Pooled Investment Vehicles: 506 (c) offerings may lead to a larger number of investors investing smaller individual amounts.

In other words, over the next five years, this government is planning to spend more money on income splitting for a small number of well off families, a promise made during the 2011 election, than on supporting economic growth and job creation through new spending on research and infrastructure and lowering taxes on investment.

The number of investments any firm makes is really small compared to the number of deals it looks at, Smerklo said.

Only a small portion of the entire market has invested in cryptocurrencies and we believe that in the future, a significant number of people will diversify their investments into them.

So the impact of falling rates may be smaller with a ladder than with a bullet strategy that targets a single maturity date or than with an investment in a small number of bonds.

Agolo has raised a number of smaller seed rounds of funding before now, but with its latest cash injection the company said it now plans to «transform the way financial service analysts do their jobs» by expanding its platform to cater to asset managers and investment banks.

For example, Fidelity will allow you to search both investment grade and junk bonds, show you the number of bonds available at both the bid and ask price, and will even allow you to submit a limit order (although you can not put in a good until cancelled order or one that is more than a small amount away from the current bid / ask).

A number of trends look good for the small and midcap corners of the investment universe.

Like many of the screens, strategies, and portfolios I track and prefer, the High Yield Dividend Champion Portfolio uses a small number of historically relevant ideas to create a simple, yet powerful investment plan.

CWB Group's 2014 Public Accountability Statement provides a detailed account of some of Canadian Western Bank's (CWB) activities related to community investment, small business financing, number of employees and taxes paid in its most recent fiscal year (November 1, 2013 to October 31, 2014).

There are strings and conditions, of course, but essentially it gives angels the benefit of a zero capital gains rate for investments made in «qualified small business stock» that is purchased within a set time frame and held for a minimum number of years.

One approach to alleviating the illiquidity of financial vehicles like bonds and CDs is to break up your investment into multiple smaller amounts, which then go into a number of individual investments that mature one after another, in staggered fashion.

A disproportionate number of successful coin - flippers in the investment world came from a very small intellectual village that could be called Graham - and - Doddsville.

A small but growing number of countries now have legal requirements for institutional investors to report on how their investment policies and performance are affected by environmental factors, including South Africa and, prospectively, the EU.36 Concern about the risks of a «carbon bubble» — that highly valued fossil fuel assets and investments could be devalued or «stranded» under future, more stringent climate policies — prompted G20 Finance Ministers and Central Bank Governors in April 2015 to ask the Financial Stability Board in Basel to convene an inquiry into how the financial sector can take account of climate - related issues.37

Crowdfunding generally refers to a financing method in which money is raised through soliciting relatively small individual investments or contributions from a large number of people.

So market returns over a small number of years can experience enormous swings, but average annual returns appear much more stable when we examine a very long investment horizon.

For males, this meant bonding to a single female and making a lasting investment in a smaller number of children, which he could be reasonably certain were his own.

According to evolutionary psychology, the emergence of the human species was accompanied by a change in reproductive strategy, a switch to producing a smaller numbers of offspring whose parents made a correspondingly greater investment in seeing them reach adulthood.

For the moment there are just a small number of major commercial players but there are now signs that there will be substantial investment in new factories in the coming years.

You can buy shares in a number of football clubs that are publicly listed with only a small investment needed and you can do it all online!

The program, which seeks to significantly increase the number of energy efficiency improvements undertaken, will create green jobs by stimulating investment in energy efficiency improvements for residential homes and small commercial, not - for - profit and multifamily buildings.

These tax benefits include a number of provisions that help give small businesses the ability to grow and expand now by providing incentives to invest in small businesses, helping businesses make new investments in equipment, and extending benefits that help out new start - ups.

In September 2010, Congress passed theSmall Business Jobs Act, which provided a number of key tax benefits to American small businesses, such as eliminating capital gains tax on investments in small business, and cutting taxes for businesses that invest in new equipment.

«As Assembly Minority Leader, I was encouraged to hear the governor put forward priorities that fall in line with a number of Conference proposals, including: pension forfeitures for convicted officials, a Constitutional Convention, greater resources for our State Police and focus on public safety, tax relief for small businesses, tax credits for teachers, and a substantial investment in education.»

If that seems like a small number of subjects for a major study, consider the fact that each acoustic transmitter costs approximately $ 300 to $ 550, not counting the investment of researchers» time and the expense of chartering a boat for the implantation phase.

The number of cluster roots was significantly higher in large seedlings, yet biomass investment in cluster roots was greater for small seedlings.

«Our analysis, albeit limited to a small number of representative journals, supports the importance of financial investment in research,» Omary says.

Overall, the foundation is spending about $ 20 million a year to «leverage change in public education — especially in schools serving disadvantaged students — through large strategic investments in a small number of initiatives that bolster student achievement.»

The Fund is subject to risks associated with investments in small - capitalization companies, such as erratic earnings patterns, competitive conditions, limited earnings history and a reliance on one or a limited number of products.

A number of trends look good for the small and midcap corners of the investment universe.

While I am always suspicious of new products that claim to improve on cap - weighting (most have more to do with marketing than sound investment principles), I think equal weighting may well be a superior way to invest in a sector with a small number of companies.

As a non-diversified investment company, the fund may invest in a relatively small number of issuers and, as a result, be subject to a greater risk of loss with respect to its portfolio securities.

I set the upper bound for the number of investments at 20 under normal circumstances, which is consistent with my typical «small» position size of 5 %.

Some academics warn about the risk of such a portfolio: their data show that it is unwise to restrict your investments to a small number of stocks that start with only one letter, while ignoring the other 96 % of the alphabet.