Sentences with phrase «value of the portfolio decreases»
Concomitantly, if the market value of the portfolio decreases, future net investment income will be greater than would otherwise be the case.
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Each of these sub-accounts behaves somewhat like a mutual fund, as your money is invested in a specified portfolio and the cash value will increase or decrease in value depending upon how that portfolio performs.
Dated 25/12/2015, the filing shows the hedge fund has a portfolio value of $ 8.69 billion, representing a decrease of $ 183.62 million from the previous quarter when it was $ 8.87 billion.
Rural Funds Group's investments in cattle and cotton follows a decrease in demand for almond plantings (which still account for almost half of its portfolio by value) after California, the world's biggest almond growing region, lifted production following many years of drought.
Market fluctuations and other factors may cause decreases in the value of client accounts invested in these portfolios.
The value of the Fund may decrease in response to the activities and financial prospects of an individual security in the Fund's portfolio.
The value of investments in the Dividend Strategy may increase or decrease, which will cause the value of the investor's portfolio to increase or decrease.
According to the 2013 Annual Report, if interest rates increase 2 % the fair value of their fixed income portfolio and shareholder's equity decreases ~ 10 %.
In one of the earlier notes to my Premium members, I had mentioned that the correlation between Value Stock Guide portfolio and the overall market has decreased quite significantly and the portfolio now performs solely based on the underlying fundamentals of the individual stocks.
Like any type of investing, there are inherent risks when it comes to investing money with robo - advisors — the value of your portfolio can decrease and may even fall sharply at times.
The value of investments in the Pro Strategy may increase or decrease, which will cause the value of the investor's portfolio to increase or decrease.
The value of investments in the SMID Dividend strategy may increase or decrease, which will cause the value of the investor's portfolio to increase or decrease.
The value of investments in the International Strategy may increase or decrease, which will cause the value of the investor's portfolio to increase or decrease.
If our claim is correct, then as we reduce the rebalancing frequency, we should see the alpha of the equal - weighted portfolio decrease toward the level of the alpha of the value - and price - weighted portfolios, which do not entail any rebalancing.
One reason people give for preferring Treasuries to CDs, at least for part of the fixed - income portion of the portfolio, is that in a financial crisis, like we saw in late 2008, Treasuries can increase in value when stocks decrease in value, allowing you to sell the Treasuries at a profit to rebalance into stocks.
If your portfolio includes both stocks and bonds, the increase in the value of bonds may help offset the decrease in the value of stocks.
When a hedge fund manager increases or decreases a position by a large amount in relation to their current position, it's a more significant move and shows a strong belief, furthermore if a hedge fund have a large portion of their portfolio allocated to a stock it also shows a strong belief that the value will go up.
By the end of the year, the portfolio has decreased in value to $ 1,192,328.
Default in the payment of interest or principal on a Senior Loan will result in a reduction in the value of the Senior Loan and consequently a reduction in the value of the Portfolio's investments and a potential decrease in the net asset value («NAV») of the Portfolio.
> The value of National Portfolio Organisation (NPO) funding in London will decrease by just # 6.5 m in favour of the regions artsprofessional
Each of these sub-accounts behaves somewhat like a mutual fund, as your money is invested in a specified portfolio and the cash value will increase or decrease in value depending upon how that portfolio performs.