Sentences with phrase «than our stock portfolio»

Yet, if you had an asset allocation that included 65 % stocks and 35 % bonds, your overall investment returns would have been better than the all stock portfolio - although still in negative territory.

«Investing is broader than your stock portfolio,» Gerri explained.

I can tell you that our real estate portfolio has done much better than our stock portfolio over the last 2 decades of investing.

With 20 % bond, the return was still higher than an all stock portfolio, but the reduction of volatility was significant.

I am really only trying to get a better return on my money than my stock portfolio.

Not exact matches

In one month, the stock has grown from $ 3,381 to its current value and, in one year, its portfolio value has increased by more than 40 percent.

Thanks to that anchor tenant, which is locked into 10 - year - plus leases, Thomas Dicker, a portfolio manager with 1832 Asset Management, thinks of Crombie as more of a bond than a stock.

That could mean the ability to work a few years longer than you anticipated, or having enough liquid funds to tap for years before needing to withdraw from your stock portfolio.

For more than two decades, Charles Edwardes - Ker, a vice-president and portfolio manager with TD Asset Management, has been looking for good Japanese stocks to buy.

«The burden of proof is greater for a focused fund, as it's trickier to balance the risks in a 20 - stock portfolio than a 90 - stock one,» he says.

Berkshire Hathaway's, stock portfolio — recently more than $ 60 billion in size — underwent some pronounced changes in 2010, but a clutch...

Berkshire Hathaway's (BRKA), (BRKB) stock portfolio — recently more than $ 60 billion in size — underwent some pronounced changes in 2010, but a clutch of them definitely weren't the work of Warren Buffett.

Regency Centers, which operates a portfolio of strip centers anchored by Kroger, among other traditional chains, saw its stock falling more than 5 percent at one point Friday afternoon.

Glenview's Larry Robbins also lost more than $ 23 million in his hedge fund, as his pro-Obamacare bets on healthcare companies turned sour: Hospital Corporation of America (hca) stock dropped 11 %, losing him $ 127 million; and Tenet Healthcare (thc) stock plummeted 25 %, taking another $ 90 million from Glenview's portfolio.

By the time the market closed Wednesday, Icahn had made more than $ 700 million on his stock portfolio, according to Bloomberg data based on his most recent disclosures.

Rather than maximizing potential returns through big chunks of stocks in their portfolios, young investors are taking a cautious approach.

The extra growth you get on your stock market portfolio, compounded over 30 years, will more than make up for what you lose on rental inflation.

According to SEC filings from May, Heins will make his base salary of $ 3 million for another two years, plus another $ 5 million cash and a stock portfolio that was at one time worth more than $ 16 million and is now worth more like $ 7 million, reports Arik Hesseldahl of All Things D. Related: BlackBerry Says, «Remain Calm.

Those funds, which rely on sometimes sophisticated strategies to protect clients» portfolios, lost significantly less than stocks and mutual funds did in the last two U.S. bear markets.

That could benefit the Goldman Sachs Income Builder Fund, which has more than 55 % of its portfolio in U.S. dividend stocks.

With markets more volatile than they have been in months, CNBC's Jim Cramer opened the phone lines for investors on Wednesday to offer advice on their portfolios and favorite stocks.

Despite all the negative chatter about low - paying fixed income these days, bonds are still safer than stocks and it pays an income, a key part of a defensive portfolio.

The world's biggest money manager on Tuesday announced that it would cut more than 40 jobs, replacing some of its human portfolio managers with artificially intelligent, computerized stock - trading algorithms.

Personally, I'm more of a value investor and absolute return investor and will buy stocks that seem more likely than not to have a place in the portfolio.

I can easily construct my own portfolio of specific stocks and ETFs for $ 0 fees or probably less than $ 100 a year on a ~ $ 400,000 portfolio.

The decision to invest X % in bonds and Y % in stocks and adjusting that to reflect economic conditions affects your portfolio more than picking, say, TD over CIBC.

Only with bonds it's even harder to create a diversified portfolio using individual bonds on your own unless you (a) have a large amount of capital (typically bonds are sold in lots of $ 10,000 or $ 100,000) and (b) know how to trade bonds on the open market (transaction costs can be larger for bonds than stocks because of the spreads and lack of liquidity).

Recent downturns in the stock market may have you cringing, but there is more to wealth management than rebalancing portfolios.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

That may have left more of your portfolio in U.S. stocks than you had planned.

We can all easily build a portfolio of stocks, bonds and speciality ETFs through an online brokerage like Motif Investing for way less than in the past with much better risk parameters.

It makes sense to have a higher portion of stocks in your portfolio than bonds.

This is because, historically, a portfolio with a larger proportion of stocks experiences bigger price swings than a more conservative mix of investments.

If you believe you have more than 15 years remaining on this Earth, your portfolio should consist of at least 50 % stocks, with the remaining balance in bonds and cash.

Indeed, data shows about a quarter of more than 360,000 investors who synched their portfolios with online tracker SigFig sold stocks when the Dow tumbled nearly 1,900 points in one dismal week last August.

Never invest more than 5 % of your portfolio in any one stock (company).

If you think stocks that are generally cheaper than the market do better — that's traditional value investing — then you want to have more of those in your portfolio than what the broad market has in an effort to potentially outperform over long periods of time.

Jan 13, 2016: After China's stock market jolted equity portfolios around the world in the first days of 2016, it became clear that links among markets are deeper and more complex than ever.

Given this, while we at BlackRock currently still prefer stocks over bonds, it may be more important than ever to be choosy within your equity portfolio.

For example, you may not want one stock to make up more than 5 % of your stock portfolio.

Thus, the book's recommended strategy is to buy a portfolio rather than trying to pick individual stocks.

Second, the broad market, including much of the portfolio held by Strategic Growth, has had a harder time since April 5th than very large cap stocks have experienced.

In other words, as Fannie Mae and Freddie Mac's stock prices increase — and they have so far more than doubled since the election on the expectation that the incoming Trump administration will be more lenient toward the financial sector than Obama — Trump's portfolio benefits.

Our Most Dangerous Stocks (3.6 %) rose less than the S&P 500 (5.9 %) and outperformed as a short portfolio last month.

For example, if you're comfortable taking on more risk in exchange for potentially higher returns, your portfolio might be weighted with more stocks than bonds.

Obviously, owning five stocks is better than owning one, but there comes a point when adding more stocks to your portfolio ceases to make a difference.

The methodology provides a well - screened group of stocks that also delivers yields greater than the market (S&P 500 yields ~ 2 % while the stocks in our portfolio have an average yield of 6.5 %), safety in the sustainability of the yield because of strong free cash flow, and the potential for capital gains as each stock is currently undervalued.

Most recommend that you hold a minimum of 5 - 10 stocks in your portfolio and that no sector account for more than 20 % of your total portfolio.

Your income becomes most powerful when you can contribute more each year than the amount you could realistically lose each year, e.g. contributing enough in 2008 so that you are even in your stock portfolio even though the S&P 500 declined by 36.55 %.

You can then increase the portion in ETFs if you wish a more conservative portfolio or simply ignore the last few lines and concentrate on the stocks if you seek more growth than revenues.