Sentences with phrase «when writing a portfolio»

Much the same way you'd create a bond ladder with various maturities, when writing a portfolio of covered calls you may want to stagger your expiration dates across a few months, with a possible bias towards the near term (since time decay is better for the option writer on the shorter duration options).

□ When writing your portfolio try not to be too formal.

Not exact matches

Michal Kauffman writes: By Stage 4, in addition to the panic the company may be feeling as a whole, all sorts of competing interests come out of the woodwork when it comes time to actually move forward with significant investments and real money: from the European tech team that is jazzed about the acquisition, to the U.S. tech team that's threatened by it, to the corporate VC team that hates it because it will undermine a competing investment in their portfolio, to the Services Division as a whole worried about their jobs if the acquisition goes through and much of their work gets automated, etc....

He wrote that both Combs and Weschler, who Buffett has indicated are likely to take over managing the bulk of Berkshire's massive stock market portfolio when he leaves the company, had «handily» beaten the market, as well as Buffett's own performance, for the second year in a row.

«We have already seen he speaks in a more direct style than past heads and is willing to give his opinion when they tended to equivocate,» writes Donald Ellenberger, senior portfolio manager at Federated Investors, in a blog post.

Before the end of April, when the market started its gut - wrenching descent, «the combination of return generation and risk diversification was part of a broader virtuous circle for fixed income, which also included significant inflows to the asset class and direct support from central banks,» El - Erian writes at the start of his viewpoint, noting that in addition to delivering solid returns with lower volatility relative to stocks, the inclusion of fixed income in diversified asset allocations also helped to reduce overall portfolio risk.

This second quarter, my students» writing portfolios included six essays with revised rough drafts — but, unlike last quarter when I graded all six essays equally, I had students select one essay to be graded more thoroughly than the others.

When students come back to work from that same device, they can continue to add to their portfolio of writing.

What Is It: Currently, screened middle schools consider a student's grades, test scores, and attendance record (sometimes alongside their own admissions exam, an interview, writing sample, or other portfolio items) when ranking students they wish to accept.

The payoff for using portfolios becomes concrete when students discover they can earn college credit and, in some cases, skip a freshman writing class by creating a top notch writing portfolio while they are still in high school.

In addition, when it comes time to prepare for college, a well - documented and well - organized portfolio can help the college applicant design and write up his or her own transcript.

When I wrote the MoneySense Guide to the Perfect Portfolio last year (now sold out: new edition coming soon), I waited until Chapter 5 before I started discussing specific ETFs and index funds.

When I used to write the Portfolio Makeover, a typical Bender portfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iSharePortfolio Makeover, a typical Bender portfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iShareportfolio did indeed seem to be simplicity itself: 20 % Canadian equity, 20 % U.S. equity, 20 % international equity and 40 % Canadian bonds, usually in the ETFs of Vanguard Canada or iShares Canada.

That is why were interested when Matthew Hougan at IndexUniverse updated a post he had written a few years ago looking at the extent to which ETFs have driven down the costs of holding a broadly diversified ETF portfolio.

We argue that when writing covered calls against the 20 underlying positions in the portfolio on a monthly basis to generate additional income, that doing this in a WRAP account can be very advantageous and offer a competitive total return based on the amount of risk that is being taken.

Friends help friends when they write books, so this post is all about his new book: The Singapore Permanent Portfolio.

When the reinvestment is made, I will write an article about it, so you will be the first to know about the stock and the impact of the new shares on the portfolio.

Michael @ Financial Ramblings writes Deciding When to Rebalance Your Investment Portfolio — Rebalancing your investment portfolio helps you maintain your riskPortfolio — Rebalancing your investment portfolio helps you maintain your riskportfolio helps you maintain your risk profile.

I believe one is better off with Laddered Bond Portfolio earning interest in Tax Sheltered Account and not taking risk of investing in stocks where if Stock Goes up it is not capital gain it is taxed as normal income when you withdraw funds and if you loose it is all yours no tax write off

All of my hypothetical portfolio analytic's will be improved so that an equity curve and other statistics will be displayed when I write updates on the portfolio, a significant upgrade over the current system.

Ryan @ Cash Money Life writes 5 Reasons Why Dividend Stocks May Be Better Than Bonds — Bonds can be an important part of an investment portfolio, but there are times when dividend stocks are a better option for many investors.

It helps to write down exactly how you plan to get invested or when you're going to change your fund portfolios.

Event - Driven: This is a part of my portfolio I don't write about so much — it can be difficult to keep posts timely & relevant when it comes to such investments, and returns may rely on technical analysis & good trade execution just as much as the quality of your fundamental analysis.

And at the end of the day, the blog's primarily focused on stock - picking — when evaluating the success / failure of my investment write - ups & disclosed portfolio, little is added really by analysing the resulting currency gains / losses.

I've written about this before, but I always find that the organic growth of my portfolio combined with my micro-focused buying and selling leaves the portfolio weightings horribly out - of - line with my expectations for each holding WHEN COMPARED TO EACH OTHER.

My value portfolio, what I write about here, was up a measly 5 % when the overall market was up over 30 %!

When long - time MoneySense contributor, and now advisor, Dan Bortolotti and I first wrote up this package back in February 2013, the idea was to create a low - cost, «set it and forget it» portfolio of funds that only rarely needed to be tweaked.

By examining the strategies of covered call writing and selling cash - secured puts when using a mix of ETFs (Exchange Traded Funds), I show the individual investor how he / she can own a hedged and diversified portfolio.

Jones, who is the Chief Investment Officer of Financial Engines, writes that people who invest using a fixed - proportion portfolio (i.e. 70 % stock / 30 % bond portfolio) are essentially market timing when they rebalance their portfolios.

When you're first starting out, the best way to monetise a travel blog is by treating it as a portfolio of your writing.

Club Carlson is one of the best hotel rewards programs when it comes to earning free nights and I've written extensively about their huge portfolio of amazing properties worldwide.

At age 19, my portfolio was rather limited: from the short story I wrote and «published» when I was 8 (read: made on MS Paint and printed), the occasional article in my school paper, plus a few Tumblr ramblings.

Doing this sort of work will help you put a monetary value on your own writing efforts and understand how much to charge future clients when you've built up a portfolio and made a name for yourself.

While expert resume writing certifications are a nice addition to someone's portfolio, it's certainly not the only thing you should consider when choosing a resume writer.

When I work with clients in creating their executive portfolios, they often tell me at the end that it is the very process of self - reflection — which is necessary before the writing process can begin — that makes them more in touch with the matrix of value they have to offer an employer.

Depending on the credential, resume writers are either completing a rigorous testing and writing process or when upgrading to a higher - level certfiication, they are submitting a portfolio of samples that they have attested to creating.

Similarly, when careerists decide to invest in a new resume and career portfolio, they should understand and research the value of hiring a strong, capable writing strategist who will design muscular stories that will sustain them during an active, often rigorous job search.

All about Jobs Business Career Career help Career Management Cover Letter CV CV / Resume Interview Job Interview Job Search Job Searching Job Seekers Jobs Networking Salary Skills Skills Portfolio Social Media Web 2.0 Written by Catherine Adenle Now, when you are looking for a job, you can feel inundated if you think about the amount of factors beyond your control that might affect your chances of getting hired.

Consider family situations when sharing progress information such as written feedback and portfolios.

Real Estate Investment Funds Stan Ross summed it up best when he wrote, organizations, including REITs, «are merging, acquiring, forming strategic alliances, entering into joint ventures, acquiring blocks of stock and buying portfolios of properties or real estate service companies.»