Sentences with phrase «use of a large portfolio»

The Commonwealth Environmental Water Holder oversees the management and use of a large portfolio of water for the benefit of the environment.

Not exact matches

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

Ma's company has a number of successful and widely used platforms in its portfolio, including QQ, its instant - messaging service, which is one of the world's 10 largest websites; a mobile - texting service (WeChat) with over 800 million users; a mobile - commerce product (WeChat Wallet); and an online - gaming community (Tencent Games), the largest in China.

Ma's company has a number of successful and widely used platforms in its portfolio, including QQ, its instant - messaging service, which is one of the world's 10 largest websites; a mobile - texting service (WeChat) with 600 million users; a mobile - commerce product (WeChat Wallet); and an online - gaming community (Tencent Games), the largest in China.

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).

This will be valuable to see and another useful tool in deciding whether or not I should use Vanguard's Personal Advisor Service to manage a larger part of my portfolio.

Using this approach, at least 50 % of a stock portfolio would be invested in the stocks of larger firms, and at least 50 % of a bond portfolio would be invested in high - quality bonds (government bonds, high - quality corporates and municipals).

Using a data on the portfolio holdings and trades of a sample of 41,039 individual investors (with demographics) at a large U.S. discount brokerage house during 1991 - 1996, they conclude that: Keep Reading

Thus, the IPCC argues the answer lies in a portfolio approach to reducing emissions from the energy supply sector, including replacing inefficient power plants, cutting down on the use of electricity in general and potentially moving from large, centralized power plants to small distributed ones.

NIAID's biodefense research is integrated into its larger emerging and re ‐ emerging infectious diseases portfolio that uses sophisticated genomic and proteomic platforms focused on developing broad ‐ spectrum therapies effective against entire classes of pathogens.

A National Research Council (NRC) report released today lauds the additional science that could be obtained using hardware transferred to NASA from the National Reconnaissance Office (NRO) for the next large space telescope, but worries about the cost and potential impact on the balance of programs within NASA's astrophysics portfolio, especially if a coronagraph is added.

So, a portfolio manager, harbor master, or other type of regulator should use test scores to identify who is and is not a quality school operator and eliminate from the set of options a large number of schools that appear to be sub-par.

This Leadership Portfolio is part of a larger Using Data Leadership Toolkit that helps school and district leaders explore best practices for effective data use and reflect on how these practices can best serve their own contexts and needs.

TCL Communication, the fourth - largest mobile phone manufacturer in North America announced today plans of a portfolio business model that will enable an entire suite of mobility products, including a brand you might know of even if you haven't used them in a while, BlackBerry.

sred: I track a couple of couch potato portfolios — for smaller portfolios, I use the TD e-Series Index Funds and for larger portfolios I use low - cost, broad - market index funds and more diversification by adding real - return bonds, REITs and emerging markets:

When you don't want to deal with the hassle of making sure exactly 45 % of your portfolio is large cap stocks or you have 15 % invested in international funds, using an automated portfolio from Betterment, Wealthfront, or Motif Investing give you diversification for a very small management fee.

In order to make sure my nest egg last, I was planning on using the «plan for the worst» method by accumulating a portfolio large enough to pay my bills and using a low withdrawal rate of 3 - 4 %.

There are many ways to use leveraged and inverse funds, but, generally speaking, geared funds should not compose a large portion of most investors» portfolios.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.

For larger portfolios — especially RRSPs — using US - listed ETFs will be more tax - efficient, since the foreign withholding taxes would be much lower (the US portion is exempt and the international dividends are subject to one level of withholding taxes rather than two).

That might be the case if you use a full - service brokerage and have, over the years, assembled a large portfolio of individual stocks.

Although the 60/40 is often used as shorthand for a balanced portfolio, few investors have portfolios consisting of just large cap U.S. stocks and investment - grade bonds.

Pursuing the growth potential of overseas marketsEstablished companies: The fund invests in established large and midsize companies mainly in developed markets to benefit from opportunities unfolding outside the United States.A flexible strategy: Pursuing Putnam's blend strategy, the fund can own growth - or value - style stocks to participate when either style leads international markets.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process.

For example, in the bond portion of a portfolio with a large fixed income allocation, it's possible to pursue better income opportunities while also managing the portfolio's sensitivity to interest - rate movements or other bond risks using an actively managed, unconstrained bond fund.

Cyber Security Risk: The U.S. Large Cap Equity Portfolio's and its service providers» use of internet, technology and information systems may expose the Portfolio to potential risks linked to cyber security breaches of those technological or information systems.

Cyber Security Risk: The International Large Cap Growth Portfolio's and its service providers» use of internet, technology and information systems may expose the Portfolio to potential risks linked to cyber security breaches of those technological or information systems.

My view is that this is best done by using an equity curve that emulates having managed a portfolio that bought and sold the index over a large sample of years to capture as many different market conditions as possible.

However, I felt it had been becoming a large percentage of my portfolio and had better use for the money elswhere.

When the U.S. Large Cap Equity Portfolio uses derivatives, the Portfolio will be directly exposed to the risks of those derivatives.

When the International Large Cap Growth Portfolio uses derivatives, the Portfolio will be directly exposed to the risks of those derivatives.

When the U.S. Large Company Portfolio uses derivatives, the Portfolio will be directly exposed to the risks of those derivatives.

Because life companies hold the largest amount of industry invested cash and assets, we analyzed the investment portfolios» asset type breakdown by life company size using the most recent data available (July 2011).

Cyber Security Risk: The U.S. Large Company Portfolio's and its service providers» use of internet, technology and information systems may expose the Portfolio to potential risks linked to cyber security breaches of those technological or information systems.

Some people use leverage, borrowing money at a low rate, to be able to buy a larger amount of a low - risk portfolio, making its beta equal to that of the index.

So he undertook a study using U.S. data on stock and bond returns since 1926 to find the maximum steady cash flow that could have been withdrawn each year from a balanced portfolio of half large - cap stocks and half government bonds.

For all of these reasons, I would tend to advise against using a monthly income ETF as the only holding in a large portfolio.

This is a large portion of what I use for screening in my eighth portfolio rule.

The Baker et al. study uses a portfolio of 30 % large cap U.S. stocks, 10 % small cap U.S. stocks, 15 % international stocks, 30 % U.S. bonds, 10 % commodities, and 5 % cash.

High - yield corporate bonds may also be used to gain modest exposure to higher - yielding maturities, though the portfolio is unlikely to hold a large percentage of high - yield bonds, especially those of longer duration.

When the U.S. Large Cap Value Series and U.S. Large Cap Value Portfolio use derivatives, the U.S. Large Cap Value Portfolio will be directly exposed to the risks of those derivatives.

Track your performance and manage your ETF and large - cap stocks portfolio professionally with the use of the SPA3 portfolio manager.

The chart illustrates sub-factor performance of value and momentum factor - based hypothetical portfolios using the developed markets ex-US universe as defined by Hartford Funds, which includes the top 2,000 stocks of the large - cap universe as ranked by free - float market cap.

Benefiting from undervalued international companies experiencing positive change International companies: The fund invests in international large and midsize companies to benefit from business opportunities outside the United States.A value strategy: The fund focuses on companies whose stocks are priced below their long - term potential, and where there may be a catalyst for positive change.Building competitive portfolios: The portfolio manager uses fundamental research as the cornerstone of the investment process.

Sirius has a portfolio of 38 large mixed - use commercial sites in Germany, which have been upgraded into modern, flexible workspaces.

The Cass study looked at both indexing methods based on portfolios formed using the largest 1,000 U.S. stocks with five - year performance records from the start of 1968 to the end of 2011.

Now, I have an obvious issue with this misuse of the term «investment» (especially as it pertains to the way portfolio managers and retail «investors» use it), but it also got me thinking about housing price returns on a larger scale.

Well, to be honest, I asked Justin Bender, CFA and portfolio manager at PWL Capital, to use his large brain and larger database to do the actual work in exchange for a pint of beer.

To rebalance your portfolio, you would buy more of the asset class that's lower than desired, possibly using some of the proceeds of the asset class that is now larger than you intended.

Most of the increase was a result of selling one of the portfolio's larger stock positions, Metlife (MET), and using the proceeds to buy three stocks with higher dividend yields.

I've been using Gurus as guides, and then evaluating their largest % of portfolio holding and narrowing it down through research.