Sentences with phrase «with larger portfolios»

That said, investors with larger portfolios do have access to active managers at lower cost.

Businesses with large portfolios of commercial real estate — including funds, investors, lenders, and owners frequently need legal advice for portfolio management.

His clients include private clients with large portfolios, single properties, institutional owners, national lenders, community banks, and servicing companies of all sizes.

If the portfolio is small relative to these contributions or withdrawals, the cash flows alone could keep you on target, though with larger portfolios they may not move the allocations enough.

Our clients range from first time landlords looking to insure a single property to well established landlords with large portfolios.

Companies with larger portfolios are increasingly adopting energy management systems to monitor usage and reduce monthly expenditures related to electricity, water, and gas and other utilities.

Because of that, ETFs are an excellent low - cost option for investors with larger portfolios.

Using a fund like VXC or XAW might not be the optimal choice, especially for experienced, disciplined investors with large portfolios who are able to do currency exchange cheaply and trade at low cost.

«The enlarged group would be geographically diversified with a large portfolio of businesses across both regulated and developing markets, with the scale and resources to address the dynamics of a rapidly changing global industry.»

«Ardent Mills is an industry innovator with the largest portfolio of traditional, specialty and whole grain flours and ingredients.

Traders, on the other hand, are generally less risk averse because they deal with losses every day; they work with large portfolios of stocks tend to look at the long - term, bigger picture, rather than focusing too much on individual, day - to - day ups and downs.

Over the course of the last calendar year Kobo has been building a team in Taiwan and securing licensing deals with local publishers in order to launch their digital bookstore with a large portfolio that features local writers.

They either presume the investor STARTS with a large portfolio, or they measure the ending value after such a long period of time, that for most of the time the portfolio has been quite large.

It can be argued that a (say) 20 percent loss will hurt the person with a large portfolio more than a young person because that percentage will be much larger in actual dollars.

While Fossil kicked things off last year with its large portfolio of smartwatches, the trend continues with Misfit's newly announced Vapor, as well as an upcoming Android Wear smartwatch by Swarovski.

Established printmakers with a large portfolio and a good reputation can earn significantly more.

Agile Appraisal is transformative for investors and lenders with large portfolios, according to a release from the company, and elevates human review, combining the expertise of both local inspectors and certified appraisers to maintain unmatched quality control.

«In order to be a buying association, you have to have some volume and even Insignia with its large portfolio would not necessarily be attractive to a national supplier,» says Patterson.

Simon, the Indianapolis - based REIT with the largest portfolio of malls in the U.S., issued a detailed release early Tuesday morning saying that it had made a written offer to acquire Chicago - based General Growth Properties Inc. in a fully financed transaction valued at more than $ 10 billion, including approximately $ 9 billion in cash.

Robert S. Griswold, MSBA, is a successful real estate investor, hands - on property manager with a large portfolio of residential and commercial properties, and the author of Property Management Kit For Dummies and co-author of Landlord's Legal Kit For Dummies.

Patent Attorney Mark Houghton, talks about his specialist Patent practice, Patent Outsourcing Limited, which provides European Patent prosecution services, mainly to US clients, and he also talks about specific current European patent issues of interest, particularly the European Patent Office's «Early Certainty» initiative and its impact on clients with larger portfolios.

Norm Rothery (also featured in this video interview with Jon Chevreau) recently wrote that the ultra-low commissions offered by the discount brokers allow investors with large portfolios to buy the stocks that comprise an index directly and avoid the fees involved in holding ETFs.

The Carlsberg Group is one of the leading brewery groups in the world, with a large portfolio of beer and other beverage brands.

investors with larger portfolios.

Index fund investors, and those with larger portfolios may find better platforms to suit their needs.

The second is whether investors with large portfolios should use an advisor or manage their money on their own.

With larger portfolios (or smaller contributions) it may not be possible, because there won't always be enough new money to prop up all the lagging funds.

Bottom line: XMD is an extremely useful fund that probably should be more widely used by investors, especially those with large portfolios who are willing to divide their Canadian equity holdings among two funds.

But for those with large portfolios, it makes sense to diversify more widely, and this can make portfolio management difficult for the DIY investor, especially if the investments are spread across a number of accounts.

The other reason is because these types of brokers tend to more actively trade stocks it allows them to collect commissions and hopefully increase returns which can only be done with larger portfolios.

Investors with smaller portfolios will find TD e-Series funds significantly cheaper and those with larger portfolios will find ETFs far cheaper even after accounting for trading commissions.

Personally, I'm rebalancing with new money but those with larger portfolios might have to sell stocks to buy bonds.

Basically, Wealthfront allows those with larger portfolios to participate in Direct Indexing that includes individual securities weighted towards an index, making it possible to buy and sell based on which capital losses can offset capital gains (such as from dividends) and other income elsewhere.

ETFs are definitely the best vehicles for savvy index investors with large portfolios, but they're not right for everyone.

For those with limited funds, a 5 ETF portfolio such as the basic portfolio I track on a monthly basis may be more appropriate and for those with larger portfolios, a 20 - 25 ETF portfolio could be appropriate.

But for investors with larger portfolios — say $ 300,000 and up — they can be a great way to add more diversification, or to attempt to gain an advantage in the market.

In The MoneySense Guide to the Perfect Portfolio, I suggest a «tilt» to small - cap and value for sophisticated investors with large portfolios.

With a larger portfolio, you may use a full service broker.

Investors with larger portfolios may have experienced slightly higher performance as the drag of fixed commissions to buy certain funds and ETFs (typically ranging from $ 9 to $ 25 per buy or sell) may have represented a smaller percentage of the total portfolio.

And while a one - ETF solution is a great choice for investors who hold all of their investments in TFSAs and RRSPs, those with larger portfolios may want more flexibility.

September has been a difficult month for stocks, especially in Canada, and investors with large portfolios might now have their first tax loss selling opportunity since 2011.

How many large investors with large portfolios have you ever heard recommend that?