Sentences with phrase «talking about their portfolio»

«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.

The financial services industry is understandably focused on investing and giving investing advice, but talking about a portfolio that underperforms the S&P 500 often is missing the bigger point.

Our clients have direct access to IMA's decision makers by phone or email when they want to talk about their portfolios.

Let's Talk about Portfolio Reviews I run the portfolio according to a business plan, and one of my practices is to give the DGP a checkup twice per year.

In a previous post we talked about portfolio asset allocation.

I'm talking about the portfolio built from a half - dozen mutual funds thrown together randomly.

I much prefer talking about my portfolio than individual stock ideas, because I think people are easily misled if you offer a lot of single stock ideas.

Well, I think it is relevant because in the file Vipin is talking about stocks and I assumed he is talking about the portfolio of stocks an individual owns.

I'm talking about my portfolio, of course.

Interview: David Wallack of NightOwl Discovery talks about portfolio management and harmonizing discovery practices

I honestly never see people talk about portfolios, which is a huge mistake.

In some cases, we spent the first few minutes of the interview just talking about the Portfolio.

Not exact matches

Have a portfolio of different organizational scenarios in different rooms in the home and talk with the homeowner about the style he or she likes.

But the real issue on pricing is the year - on - year rises on old drugs — the deflection is to talk about new drug prices, but the sleight of hand is on the double digit rises taken every year on the portfolio staples.

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.»

Please understand, I am not talking about finding out how CEOs manage their personal stock portfolios, or about how likely they are to dive headfirst into some new venture capital opportunity.

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).

Lawrence Haverty, Gabelli Funds associate portfolio manager, and Tom Rogers, TRget Media CEO, talk about Comcast's bid for British broadcaster Sky.

Iger went on to talk about the benefit of controlling an established streaming service like Hulu, which Disney can use to house programming from both its own portfolio and Fox's that won't be available on its other two planned streaming services.

Get him on the phone and Mawer Investments» director of research and portfolio manager Vijay Viswanathan will talk your ear off about how boring he is.

After the bubble burst in 2000, I was talking about the ideas in Good to Great with some portfolio companies of venture capitalists.

Dan Geer, CISO for In - Q - Tel, Jason Matheny, Director of IARPA, and Mark Maybury, Vice President of Intelligence Portfolios at MITRE, talk with Thomas Rid, Professor of Strategic Studies at John Hopkins, about the ethical and strategic concerns and benefits of artificial intelligence.

Mohamed El - Erian, the CEO and co-chief investment officer of Pimco, talks to NBR about Syria, the U.S. economy, the markets and how investors should position their portfolios.

I haven't made a post since my last buys but I wanted to talk a little bit about my gold and silver mining stocks and the status of my strategy of holding the miners to sell for a hefty profit to fund my dividend portfolio.

[Milt] Any time friends of ours talk about philanthropy, I tell them that the Schwab Charitable Fund is high integrity, it works, it makes giving easy, it makes the portfolio decisions easy.

Before we talk about why portfolio rebalancing can be bad, it is important to understand the concept and why most investment managers are in favor of the strategy.

These portfolios do not encompass all of my investments, just those that are fun to talk about.

Listen to Cramer talk about why our May 5 conference, «How to Diversify Your Portfolio: A Boot Camp for Investors,» could be the perfect place for you to take a deep breath and get re-educated on these ever - changing markets.

I want to get everybody talking about their retirement portfolios because making the proper net worth allocation, deciding on how often to rebalance, and running different growth scenarios matters more over time.

Pimco's Mohamed El - Erian talks to NBR about Syria, the U.S. economy, the markets and how investors should position their portfolios.

Now I know what you are thinking: Matt, most people don't go around talking about their bond portfolios.

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.

But the equation works fine if you build a great portfolio of investments (I'm not just talking about stocks).

If you want to talk about your income being more diverse, just take a look at my real - world six - figure dividend growth stock portfolio that I built by living below my means and investing my excess capital into fantastic dividend growth stocks like those you can find on David Fish's Dividend Champions, Contenders, and Challengers list.

I notice that you have XIN in your Sleepy portfolio but talk about buying EFA (the US equivalent) in a recent post.

I'm sure you've heard a lot of talk about using a balance of stocks and bonds in an investment portfolio.

Yes, there is more than one way to a simple portfolio, but talk about too many of them and you're on your way to recreating the Monevator website rather than trying to publish a very quick and short post to reach a lot of people.

We also talk about it all the time with our portfolio companies at the employee and board level.

One way to talk about 2017 positioning in more concrete terms than just more or less is to start with a basic or neutral portfolio set up to meet specific needs and preferences of a hypothetical investor.

I first talk about why dividends beat the market and four reasons why everyone should put dividend stocks in their portfolio.

So, for one thing, he talks about how to value the investment portfolio of another company and how that is measured how that is accounting for their financial statements which are by the way different the kind of rules that you use today.

In a constant dollar / pound scenario (which is what people are talking about when referring to the 4 % rule) it doesn't matter what value your portfolio is.

I hear you talking about interest rates and credit as factors in a fixed income portfolio.

Talk with your Edward Jones advisor today about opportunities to position your portfolio for the year ahead, and strategies to keep you on track toward your goals well beyond 2018.

Well, the personal portfolios investors who write to me talk about look an awful lot like the S&P 500.

Flexible Tax - Efficient Income Talk to your advisor today about a customized income proposal featuring one of our Franklin Quotential Portfolios.

Before we go any further please note this well: I am talking about the equity portion of your portfolio.

Russ talks to Personal Investor Strategist Heather Pelant about the questions to ask yourself when building your retirement portfolio — and the appropriate levers to pull based on your personal situation.

In a recent post my colleague Russ Koesterich talked about the role of fixed income in a portfolio.

Talk to your financial advisor today about how to prepare your portfolio for rising interest rates