Sentences with phrase «very large portfolio»

Ideally, such a person has flipped at least ten properties and has rentals but is looking to build a very large portfolio of properties to keep over the long - term as a vehicle of wealth creation.

This gives Reynolds the flexibility to oversee a very large portfolio — his fund held in excess of 1,000 stocks at the end of 2011.

You must have a very large portfolio that you've been cultivating for quite a while.

The concept is interesting but small investors who want to faithfully track an index need a very large portfolio to save money on ETF fees.

In addition, because of the stock holdings, there is a good chance of ending up with a very large portfolio balance at the end of 30 years during times of normal valuations.

Typically, only people with very large portfolios or institutional investors can buy into hedge funds.

Exceptions include clients with very large portfolios or those who spend a substantial amount of time in the U.S. since currency risk is hedged somewhat if you have annual expenses in U.S. dollars.

Not exact matches

At least one portfolio manager remains «very» optimistic about the prospects of the world's second - largest economy.

We've created a model portfolio that helps investors find high quality dividend stocks: 10 Large / Mid Cap & 10 Small Cap stocks that earn our Attractive or Very Attractive rating and offer high quality dividend yields.

Second, the broad market, including much of the portfolio held by Strategic Growth, has had a harder time since April 5th than very large cap stocks have experienced.

Yes, in a beta - driven market that's being led my large cap US stocks and long bonds, it's a very tough environment to beat that 60/40 portfolio.

I remember him being very explicit that the pathway to success was to focus on closing 1M + AUM clients and to not «waste time» on asset allocation decisions, instead taking no more than 10 to 15 minutes to assign this responsibility by making four phone calls to four pre-picked portfolio managers, a small - cap, a mid-cap, a large - cap and an international stock manager, each of whom should receive 25 % of the account's assets.

Practicing a portfolio management strategy that involves very few (and very large) investments in high - quality companies at very infrequent junctures is a great approach, but one that can be viewed as unconventional, and thus difficult to practice in real life.

Please note that Saxo Bank reserves the right to increase margin requirements for large position sizes, including client portfolios considered to be of very high risk.

With such a large portfolio, we need to manage our time very well, and plan our growth strategies.»

By in large, I have been very happy with the few actively managed funds I've selected to be part of my wife and my portfolios.

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.

«The problem is as the portfolio gets larger, the fees in dollar terms get very high.

If you have a large portfolio or very specific needs, consider hiring a financial planning firm to match you with the right adviser.

If you've got the discipline and the stomach to stick with a very aggressive portfolio even during market cataclysms — or if your nest egg is so large relative to the amount of money you need to draw from it each year so your chances of running through your savings prematurely are minuscule — then maybe you're a candidate for the Buffett approach.

Unless the bond portfolio is very large, the effect of the approximation is negligible.

ETF management fees are already very low, so trimming another 0.10 % won't have a material effect unless your portfolio is large.

In a severe bear market, a very large majority of your portfolio will shrink, instead of only 60 %.

I also want to mention that these portfolios have been constructed by our Investment Committee — Dr. Charley Ellis, Professor Burton Malkiel, and Jay Vivian who collectively have over 150 years of managing money for very large retirement pools and endowments.

This post is meaning to say that you shouldn't bother with INDIVIDUAL bonds, unless your portfolio is very large.

We saw in Article 7.3 that small amounts of cash can provide very stable portfolio ballast as compared to larger amounts of bonds.

This is particularly true of large institutional investors, who need to regularly re-balance & re-allocate their portfolios — and they move very slowly & gradually, so once this process starts it tends to continue for years to come...

My own portfolio holding in PTR was never very large (fortunately), and now amounts to a mere 0.6 % — I've yet to decide if a value investing perspective's at all useful in determining whether I should add to this position...

It gives you exposure to a large broad - based portfolio at a very low cost.

If someone had a large portfolio and could hold all of their stocks in their non-registered account and all their safe, fixed income in their RRSP, it would be a very tax - efficient way to invest.

If your portfolio can make it to year 40, it is highly likely that your stock portfolio has become very large.

Look at the portfolios of major estates, trusts and endowments and you are likely to find a large number of securities and very broad diversification.

But when I see HDFC Midcap and ICICI Pru Discovery funds, I found that they have many large cap companies along with mid cap in their portfolio, hence I thought these funds are not very aggressive like DSP Micro Fund.

Some of these fees are very large and are even just a small dollar amount, regardless of your portfolio balance.

The portfolio with early losses will do better, sometimes by a very large amount.

,» explored that very issue, comparing how an investor with a large sum of cash would have done by investing that money immediately into a portfolio of stocks and bonds vs. moving the money gradually into the same stocks - bonds mix.

I have read that unless your portfolio is larger than about $ 50,000 then E-series will prove a more convenient choice with only a very marginal (if any) cost increase due to higher MERs.

As mentioned above, when an actively managed mutual fund's size grows very large, its portfolio holdings may also move closer to the composition of the market index.

There is strong evidence that the portfolios of most very large, large, and even medium sized actively managed mutual funds closely resemble the composition of the passive indexes against which their performance is benchmarked.

In fact, because of the problem that investment portfolio performance could be worse for large and very large actively managed mutual funds, well known brand names might deliver worse performance over the long term.

Figure 1 below compares the reported returns of the very largest higher - education endowments (more than $ 1 billion) which are members of the National Association of College and University Business Officers (NACUBO), with model Vanguard Institutional Advisory Services ® (VIAS ™) portfolios.

They have some very large gaps in their portfolio and that can make it hard to stay loyal to the Gold Passport program when your travels (for work or pleasure) take you to various parts of the world without a Hyatt property.

Throughout his career Gary has worked on a large and varied portfolio of very successful new and existing IP at Sierra, Blizzard, Koch Media and Bandai Namco.

Overall, there is much to be gained and very low risk in pursuing multiple parts of a portfolio of CDR [carbon dioxide removal] strategies that demonstrate practical solutions over the short term and develop more cost - effective, regional - scale and larger solutions for the long term.

Creating new business for big banks with large fossil fuel portfolios and poor records on human rights and financial scandal would undermine the very purpose of the Fund,» said Karen Orenstein of Friends of the Earth U.S.

They have a large client portfolio and a very experienced team of senior managers who can train and develop.

With this much leverage, your Debt Coverage Ratios can potentially get very thin, and multiplying this across an entire portfolio of properties financed in such a fashion, the risk is very high that a confluence of issues with the economy / rents, large capital repairs, high vacancies, etc., can bring down the house of cards and ruin your credit for a long time.

Prudent investors, aware that commercial real estate's role within a larger multi-asset class portfolio is that of a return stabilizer, will navigate markets with greater depth as opposed to straying off course into markets having elevated liquidity today, but which are prone to quickly finding themselves facing shallow liquidity, and very importantly, liquidity levels that recover more slowly following economic turbulence.

These lenders either portfolio the loan (if they are a bank), but this is very rare, or they «bury the loan» in a large pool of Fannie Mae loans and hope the error does not get discovered.

100 % financing on a large rental portfolio directly from the seller seems very unlikely... but if you at least want to talk - the - talk, I'd certainly recommend talking more in depth with a local commercial lender and asking them the criteria that they look for when lending to potential purchasers.