You may have all U.S. large-cap stocks, the most common out-of-balance portfolio.
The message from the markets: call your advisor and re-balance your portfolio.
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Instead, re-balance the portfolio back to your target percentages.
Balance out your portfolio with a dash of chlorine and caustic soda, a.k.a. lye.
The majority of our marketable equity security portfolio balance is concentrated in ASML Holding, N.
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For decades, municipal bonds have been a popular way for investors to balance out a portfolio with a modest, but usually safe return.
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The upshot was that if you really want to understand how damaging high fees can be, view them in the context of your returns not your portfolio balance.
Or you could go to Personalfund, plug in your current holdings and get back a list of investments that should--based on historical patterns--balance out your portfolio and reduce the risk that it will underperform the market.
Some moonlight in their new venture while holding down a traditional corporate gig, or use larger and longer freelance projects where the work might be ho-hum to balance out a growing portfolio of smaller, more exciting clients.
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He had to pay tax only on the portfolio's balance at the time of conversion, in January 2005, not its gain through September 2006.
Most big companies prefer a portfolio of products to balance their risk.
If you decide you can accept some risk, you can balance the riskier elements of your portfolio with a selection of less risky, more easily accessible investments.
Make a top-level asset allocation of 40% to short term, high quality bonds the balance to a diversified global equity portfolio of perhaps 10 to 12 asset classes.
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Investors are longing for growth stories, so they will push back on pricing when portfolio companies with weak balance sheets try to tap equity markets in order to de-leverage.
To the extent he has chosen well the enormous goodwill on the balance sheet is academic, his equity portfolio stands dwarfed by these properties.
While the Fed believes that it still has the capability to manage its portfolio and potentially expand its balance sheet without distorting and doing damage to securities markets, the use of nontraditional means like quantitative easing makes for a precarious balancing act.
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By creating a fictitious portfolio of trades that appeared to balance those he was really making, his net exposure stayed within set ranges and he remained below the radar.
With this in mind, advisors and investors can build a market momentum portfolio that helps strike an optimal balance for clients when it comes to transparency, consistency and control.
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If a client had 80% of their assets in growth equities adding Netflix, Apple, Google, Microsoft or even Wal-Mart Stores or would not be appropriate since the portfolio is already grossly out of balance.
This strong balance sheet should allow the company to expand its portfolio, while still maintaining a low level of risk.
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By creating a portfolio of these approaches we are able to balance the binary risk profile of these companies.
Just 20% of its loan portfolio is in residential mortgages, with the balance split between commercial (44%) and consumer (36%) loans.
In managing a portfolio that has a bias toward equities the balance is usually a combination of cash equity and index or sector tracker funds.
But when the bank started running out of money, and he couldn't offload assets from his real estate portfolio, he concedes that the bank's balance sheet began to burgeon, and he had lost control.
The most fundamental is that within a few years existing and new issue government debt may absorb all private savings (corporate and household) in Japan, making foreign borrowing inevitable and creating a terrifying scenario of higher yields demanded by foreigners raising MOF interest costs while inflicting portfolio losses on JGB holders, and putting fiscal balance further (infinitely?) beyond reach, with (by then) predictably horrendous consequences.
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Instead, put together a diversified portfolio that fits your goals and risk tolerance and re-balance it at least once a year.
"A portfolio manager who's evaluating an exporter will need to balance the competitive advantage of having its home currency depreciate with the losses that result from translating that depreciating home currency back into dollars, " Mr. Webman says.
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Leading OEMs are now offering cloud, enterprise and HPC customers a full suite of solutions based on the industry's most comprehensive server processor portfolio, the new AMD Opteron family of processors which deliver an inspired balance of performance, scalability and efficiency.
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This acquisition complements our high touch portfolio of radio, digital, mobile and live event assets and helps us to balance our media footprint from local-to-national.
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