Sentences with phrase «total equity portion»

Not exact matches

The strategic portion of the portfolio is approximately 60 % of the total portfolio and is designed to hold core equity and fixed income investments.

This implies an explicit foreign equity exposure of 20 % of the total portfolio and about 28.6 % of its equity portion (20 % in a portfolio with 70 % of «assets that promise equity - like returns»).

A sizable portion of a mortgage payment does to equity, which can be directly subtracted from the price of a more expensive house down the road, or if it's all paid off, is essentially a payment towards lower housing expenses (since all you need to pay then is rent and insurance, a fraction of the total mortgage payment or any rent situation).

So, if you have 60 % in equities, and the U.S. portion of equities is 40 % of the total portfolio, REITs should be no more than 10 %.

Allocation: The Core Four Portfolio focuses on the Total Stock Market Index, International All - World excluding US, and REIT index as the equity portion of the portfolio.

Even in a portfolio like the Sleepy Portfolio with just 20 percent allotted to Canadian stocks and 22.5 percent each to US and EAFE securities and a further 5 percent to emerging markets, the total exposure to the resource sector in the equity portion comes to 25.8 percent (18 percent of the total portfolio).

For myself, I have a small portion invested in Third Avenue Real Estate Value Fund (TAREX), which happens to be my third best mutual fund investment in terms of returns, thanks to the real estate boom in the early years of the decade (following chart shows the performances of DJ Equity REIT Total Return Index, DJ Industrial Average, and S&P 500 since 2001).

20 Pro Forma Financial Highlights Sources & Uses Refinance PENN Existing Debt: $ 2.7 billion Pre-spin redemption of Fortress Investment Group Conversion Shares: $ 412 million Pre-spin redemption of other Preferred Equity: $ 253 million (1) Cash portion of the Accumulated E&P Dividend: $ 438 million Transaction Expenses: ~ $ 145 million Total Transaction Debt: $ 3.75 — $ 4.25 billion Key GLPI (REIT) Stats Target Leverage: 5.5 x EBITDA Target Interest Coverage: 3.2 x Target Dividend Payout Ratio: ~ 80 % AFFO less employee option holder dividends Key PNG (OpCo) Stats Target Leverage: 3.0 x EBITDA Implied Adjusted Leverage: 5.6 x EBITDAR Target Rent Coverage: ~ 2.0 x Target Interest Coverage: > 5.0 x Includes $ 22.5 m Preferred Equity redeemed in the first quarter of 2013

60/40 benchmark is 42 % Spliced Total Stock Market Index (Dow Jones U.S. Total Stock Market Index (formerly known as the Dow Jones Wilshire 5000 Index) through April 22, 2005; MSCI US Broad Market Index through June 2, 2013; and CRSP US Total Market Index thereafter); 18 % Spliced Total International Stock Index (Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex USA IMI Index through June 2, 2013; and FTSE Global All Cap ex US Index thereafter); 40 % Spliced Bloomberg Barclay's US Aggregate Float Adjusted Bond Index (Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter) through May, 2013; thereafter, fixed income portion is 28 % Spliced Bloomberg Barclay's U.S. Aggregate Bond Index, 12 % Bloomberg Barclays Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged; after December 2014 equity portion of the benchmark is 36 % Spliced Total Stock Market Index, 24 % Spliced Total International Stock Index.

Such huge difference is because the company had a large portion of its total investment (about Rs. 6,700 crore) in equities.

Firms» venture funds can usually use only a small portion of the total amount they've raised on investments other than traditional private equity ones.