Sentences with phrase «while aggressive stocks»

As well, you should always remember that while aggressive stocks may hold the potential for greater gains than conservative selections, they expose you to a higher level of risk — whether or not they are currently paying dividends.

Not exact matches

Tech stocks hold a 27.24 percent weight on the five - star rated PrimeCap Odyssey Aggressive Growth Fund (POAGX), while the Virtus KAR Mid-Cap Growth Fund Class I (PICMX) has 33.81 percent of its holdings in tech.

An overly conservative strategy can result in missing out on the long - term growth potential of stocks, while an overly aggressive strategy can mean taking on undue risk during volatile markets.

While an aggressive type portfolio will naturally fluctuate over time and has more «volatility,» this is nothing to get scared about because you are saving this money for the long term and over a 10 + year investing horizon you are going to make more money investing in stocks than in bonds.

I first met Seidler after I decided that I needed an equity partner to help redeem the stock of a large shareholder while preparing the balance sheet for an aggressive growth plan.

The more conservative investors will lean towards higher allocations invested in the bond fund, while the more aggressive investors will boost the stock fund amount.

The conservative portfolio is the «safest» portfolio, consisting mostly of bonds, while the aggressive portfolio is the «riskiest,» consisting entirely of stocks.

Its most aggressive fund has a 34.4 % overall allocation to U.S. stocks, while its most conservative fund holds no American companies.

You can adjust this allocation to suit your own needs: conservative investors may want fewer stocks, while aggressive investors can opt for more.

Just to beat this horse to death, the rich get richer while normal Americans don't, because they invest heavily and in aggressive return based investments like individual stocks.

The 1960s saw the birth of aggressive growth funds, which bet on high tech stocks, while the 1970s and 1980s saw some of the biggest contributions to mutual funds» history.

And while some hot penny stocks can be a worthwhile addition to the aggressive portion of a diversified... Read More

While one can not owe money due to a stock price dipping below zero, it is possible for aggressive investors to owe money on a stock market portfolio.

When creating a portfolio that contains both stocks and bonds, aggressive investors may lean toward a mix of 80 % stocks and 20 % bonds while conservative investors may prefer a 20 % stocks to 80 % bonds mix.

While your risk tolerance will determine what type of funds to buy — products often come in a range from conservative to aggressive — it's generally a good idea to hold something more balanced that comes with stocks and bonds, she says.

While most investors might have some bonds as well, we could envision an aggressive investor with equal exposures to, for example, North American, European and Emerging Market stocks, where all markets collapsed en masses as in 2008.

For medium term goals, you can take some risk with blended funds for example, while for the longer term goals (e.g. kids» college fund, retirement) you can be less liquid, by getting into more aggressive stocks or real estate.

And while some hot penny stocks can be a worthwhile addition to the aggressive portion of a diversified portfolio, you should in general only buy them with money you're willing to lose.

Similarly, managing a successful stock portfolio requires both aggressive offense by seeking out growth opportunities while at the same time employing a good defense by reducing risk exposure.

While I think bonds have a place in even the most aggressive portfolio, it would be a mistake to extrapolate the recent poor run in stocks far into the future and give up on stocks altogether.

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation