Sentences with phrase «typical portfolio»

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

According to Tomasz Tunguz, a partner at Redpoint Ventures, «Typical portfolio company failure rates across the industry defined as either shutdowns or returning capital are roughly 40 % -50 %.»

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations and valuation ranges of typical portfolios.

It's not always — sometimes you have a fund with safe underlying investment — but I don't know how you lump all the funds together and put them into a target - date fund or include it as an asset class in a typical portfolio.

The typical portfolio includes seven to eight asset classes, and real estate is not included in taxable accounts.

Some investors consider hedge funds mysterious, aggressively managed investments that may be too risky for the typical portfolio.

How do the typical portfolio and performance of self - directed investors differ from those of investors who employ financial advisors?

Which types of investments do you include in a typical portfolio and how do you decide what's best for a specific client?

I'm guessing here, but let's assume that a typical portfolio of Vanguard Series F funds would cost about 30 basis points.

If you go to a typical portfolio manager or broker at a large financial investment advisory firm, you will in most cases be pitched on the value of a closed end fund that offers diversification and the advisor some type of commission payment for selling it to you.

Also, in the Fund's type of investing, identifying particular industries is something we underweight compared with the typical portfolio manager.

The suggested maximum figure of 15 times earnings might well result in a typical portfolio with an average multiplier of, say, 12 to 13 times.»

Finally, investments in Real Estate Investment Trusts, owning real estate, or other assets such as precious metals complete a typical portfolio.

The typical portfolio includes seven to eight asset classes, and real estate is not included in taxable accounts.

This portfolio should lose less in a recession than a typical portfolio that is investing in generic stock funds.

In a perfect scenario, the properties would be sold newly renovated and with a new tenant in place (turn - key) but unfortunately the current pace of sales and demand means that the sales process may have to be structured and a typical portfolio acquisition may have some properties already tenanted and other closings structured (post dated) to enable the renovation and Point of Sale to complete.