Sentences with phrase «what portfolio size»

This doesn't matter — the conclusions will hold no matter what portfolio size you start out with.

Not exact matches

And I think that what that said is we have a portfolio of businesses we're investing in, and it's a really reasonably sized portfolio.»

[1] The second piece of information was simply the confirmation that the reinvestment operations are proceeding on course, but there was no information provided on what changes have taken place in either the size of the portfolio or its composition.

I'm wondering what else your bond portfolio constitutes of, and the size of it?

As I then thought what is stopping me from running a random Monkey portfolio in real life and beating the index, a near guarantee according to this study, but I am guessing that trading costs will kill me very quickly due to the amount of buys / sells to the size of my funds!

A more plausible stop might be five points or 10, in which case, depending on what percentage of your total portfolio you want to risk, you would need an account size between $ 15,000 and $ 50,000.

Bring your portfolio in line with that risk assessment: Once you have a sense of what size loss you can handle without selling in a panic, you can then start making any adjustments, if necessary, to make sure your mix of stocks and bonds reflects the level of loss you can comfortably absorb.

They aren't a platform to brag about your portfolio size, but rather what you do with it.

However, I do not worry too much regarding the size of portfolio: some will start with $ 5K, others with $ 5M or $ 50, whats really important is passive income and I keep track of it and regularly post them including my purchases, so, you can follow that.

What you'll pay in management fees depends on the size of your portfolio.

b) What really matters is the variability of the ending portfolio's size - its cumulative return.

I'm a couple years older but have put together a portfolio of dividend stocks over the past three years similar in size and income to what you have.

If you're looking for financial advice that's not based on the size of your portfolio, here are a few places to check and what you can expect to pay.

But if we say that your mutual funds have a management expense ratio (MER) of 2.4 %, on average, then that is what the cost works out to ($ 500,000 x 2.4 %) for a portfolio of that size.

Features Understanding What Bond Market Liquidity Means for Your Portfolio The ability to buy and sell with ease can be transitory and depends on both the market for the asset and the size of the transaction.

In late 2007 my indicators showed me the deterioration that had taken place in many parameters of market health, plus my portfolio had reached the size where it made good sense to shift gears and become very conservative, and that's what I did.

My portfolio has a weighted MER of 0.17, but is becoming substantial in size, so I was wondering at what size do low cost index ETFs no longer make sense (if ever)?

Let's look at what happened during the past year for each of the positions (in order of size in my personal portfolio):

Remember, since I don't follow my own advice and thus don't have equal size positions (sorry Monish, I just haven't gotten there yet), the performance of my personal portfolio is not exactly reflective of what a portfolio of equally weighted positions in each of the securities in the model portfolio might have produced.

Amazing resumes and portfolios come in all shapes and sizes, so don't be afraid to makes yours unique and let employers know what you're all about!

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