Sentences with phrase «value of the portfolio»

All my dividends and interest are used to purchase additional shares thus showing an increase in value of my portfolio.

When making your payment, bear in mind that the total market value of your account is based on the prior business day's market value of the portfolios in your 529 account.

To return to your target asset allocation, multiply the total value of the portfolio by the target asset allocation percentage.

It's a valid point and worth looking into, its just unlikely to result in a significant change in the overall value of your portfolio at retirement age.

While many investors are more concerned with fees and the overall value of the portfolio, I focus on quality of assets and the amount of income added.

Current yield is the portfolio's yield calculated as a percentage of the current value of the portfolio.

Generally, the lump - sum penalty had a positive relationship with the investment delay — the longer investor waited, the bigger the shortfall of the terminal value of the portfolio.

You will have a small spending reduction to recognize the reduced value of your portfolio.

The chart represents the final total value of the portfolio after 30 years of compounding at 6 %.

The tipping point comes when the dollar value of your portfolio's annual return exceeds the amount you're contributing.

The return of the premium (investment amount) if it's greater than the accumulated value of the portfolios.

Thus, telling investors what the last 30 years of academic research shows will be telling them that the real value of their portfolios is greater than the nominal value rather than less.

The principal value of the portfolio is never guaranteed.

What about you, have you experienced a double digit drop in book value of your portfolio in a very short time period?

Interest rate risk is the uncertainty regarding the ending wealth value of the portfolio due to changes in market interest rates between time of purchase and the investor's horizon date.

It also comes as a bit of a surprise, as I've primarily focused on the monetary value of my portfolio this year (not percentage gains).

If the market value of this portfolio increases, future net investment income will be less than would otherwise be the case, because interest rates will have come down.

So, each sector would represent 10 % of the total value of the portfolio.

The return of the premium (investment amount) if it's greater than the accumulated value of the portfolios.

In 2014, the «fixed» distribution was $ 310,266, only about one - sixth of value of the portfolio at the end of that year.

The debt that private - equity funds use can make the overall value of a portfolio fall dramatically when asset prices quiver.

Analysis is provided to the Board, on a monthly basis, of the change in value of the portfolio over this period.

To see how your chances of achieving a secure retirement might change after a crash, plug in the projected value of your portfolio assuming the potential loss you estimated at the beginning of step 3.

If asked to explain why Toyoda Common, as a marketable security, sells at such a substantial discount from the value of Toyoda's net assets, which are also measured largely by the market values of its portfolio securities, the likely explanation would revolve around something called «investor expectations.»

For Toyota Industries, the cost basis book value is adjusted to reflect the market value of its portfolio holdings of common stocks of other companies (mostly business affiliates).

Premium to NAV Unlike regular mutual funds, which are bought and sold directly from the fund company at the net asset value of their portfolio securities, ETFs trade at prices determined by the market forces of supply and demand.

2This chart illustrates a hypothetical 50 % stock / 50 % bond portfolio and the effect various inflation - adjusted withdrawal rates have on the end value of the portfolio over a long payout period.

The more you invest in stocks, the more you broaden the range of possible future values of your portfolio, for better and for worse.

Disciplined buying and selling enhances the economic value of the portfolio, which will be realized over time.

Understanding how these investments are taxed is important, and can have long term effects on the compounding value of your portfolio.

And if you were willing to say goodbye to your money entirely (in return for an annuity) then the actual day - to - day value of your portfolio is irrelevent — it doesn't matter what it's mark - to - market value happens to be at 10 am today — it is merely the way you get that monthly income from selling (writing) call options.

IOW, the primary goal is to grow the long term value of your portfolio, after tax.

To get a better idea of how renting and investing compares with the appreciation from a real estate purchase I've calculated the 10 - year value of your portfolio, including the additional monthly contributions minus rental increases.

He simply enters the starting value of the portfolio ($ 200,000), the ending value from his December 2014 account statement ($ 225,680.80), and the date and amount of each contribution he made during the year:

On Saturday I calculated my total portfolio risk based on my adjusted rules: trade must be larger than $ 800 to lower the cost ratio when buying stocks existing positions must be positive or the total current risk exposure to stop loss must be less than 3 % or the total liquidation value of the portfolio must Continue reading →

Therefore I can easily compute the yield on cost of the portfolio by dividing a year's worth of dividends by the original value of the portfolio.

Concomitantly, if the market value of the portfolio decreases, future net investment income will be greater than would otherwise be the case.

Knowing this number tells you virtually zero about the true value of your portfolio.

First, another programme of LE / medical assessments has commenced, to cover well over half the face value of the portfolio.

Their price is based on their Net Asset Value (NAV), or the total market value of the portfolio divided by the total number of fund shares outstanding.

Marriott's co-brand credit cards have been a meaningful contributor to the success of Marriott's loyalty programs and a sign of the extraordinary value of our portfolio of brands

Using some bonds in place of cash for ballast will increase (perhaps only slightly) the terminal value of your portfolio in most cases.

Where each lines terminates on the right of the graph represents the end value of your portfolio after 50 years of annual spending withdrawals.