Sentences with phrase «strategy on a periodic basis»

Many self - managed investors got discouraged after the magic formula strategy underperformed the market for a period of time and simply sold stocks without replacing them, held more cash, and / or stopped updating the strategy on a periodic basis.

Many self - managed investors sold stocks without replacing them, held more cash, and / or stopped updating the strategy on a periodic basis after the markets and their portfolio declined for a period of time.

Many self - managed investors got discouraged after the magic formula strategy underperformed the market for a period of time and simply sold stocks without replacing them, held more cash, and / or stopped updating the strategy on a periodic basis.

Not exact matches

Please note that Alpholio ™ constructed this reference portfolio only based on periodic returns, i.e. without any knowledge of the actual investment strategy, trades, positions or dollar amounts.

After de-listing, a regular company & its strategy may evolve v differently, but there's really only one obvious objective for an investment company: To realize intrinsic value, as a single end - result, or on a periodic basis.

Business Manager — Duties & Responsibilities Manage multiple technology companies ensuring effective, efficient, and profitable operations Design and implement sales and marketing strategies, campaigns, and collateral materials Recruit, train, and direct sales and customer service teams resulting in significant company revenue Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Interact with support staff and company resources effectively to create the best consumer experience Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Conduct public relations activities and attend relevant events, fairs, and conferences Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee accounting activities including budgets, accounts payable / receivable, and tax filings Prepare and present periodic financial reports to fellow members of senior leadership