The phrase
"core holding" refers to a long-term investment that forms the foundation or main part of a person's investment portfolio. It is typically a stable and reliable investment that an individual holds for an extended period to help achieve their financial goals.
Full definition
I don't see these asset classes as
core holdings for the average investor, but they might play a role if your portfolio is mostly fixed income.
Because of their potential longer - term benefits, it's worth considering minimum volatility funds
as core holdings.
I started
with core holdings (e.g. big banks) and dividend paying stocks and went from there.
This fund is designed to replicate the performance of its underlying index and may be considered a long -
term core holding.
If you're a long - term investor who won't need to tap your portfolio for 10 years or so, a broad - market bond ETF is usually a
better core holding.
Core and explore proponents usually seek out active strategies that are as different from the index as possible in order to avoid overlap with their
inexpensive core holdings.
Like many I've accumulated
substantial core holdings that I don't like to market - time, but have a more speculative «trading» account.
Clients would typically have
core holdings in sustainable mutual funds aiming for broad diversification and a low carbon footprint.
Because of their potential longer - term benefits, it's worth considering minimum volatility funds
as core holdings.
For people looking for ways to boost the income of a portfolio, that has often meant casting a wider net than the traditional
core holdings of U.S. Treasuries and investment grade corporate bonds.
All told, we continue to view Pfizer as an attractive
core holding within the large pharmaceutical space.
All told, we continue to view Merck & Co. stock as a
solid core holding for investors seeking participation in the large pharmaceutical space.
For people looking for ways to boost the income of a portfolio, that has often meant casting a wider net than the
traditional core holdings of U.S. Treasuries and investment grade corporate bonds.
The stocks listed below are
considered core holdings of our portfolio and offer an average yield of 3.5 %, well above that of the average dividend aristocrat at only 2.5 %.
This is why larger, famous REITs, such as Realty Income (O), are
often core holdings in high - yield income portfolios.
Absent some change in investor condition,
core holdings remain fully invested throughout market triumph and market turmoil.
BAMPFA's collection of Modern art is built around a
remarkable core holding of fifty paintings by the Abstract Expressionist painter and teacher Hans Hofmann and includes significant works by Mark Rothko, Helen Frankenthaler, Ad Reinhardt, Jackson Pollock, David Smith, and Clyfford Still.
«We've seen Common
Core hold pretty true across the country,» said Chris Minnich, executive director of the Council of Chief State School Officers.
Each summer,
CORE holds multi-day summer institutes for teachers in member districts on developing strategies and assessments for teaching the Common Core standards in math and English language arts.
Rarely will you want to write at - the - money or in - the - money calls
on core holdings.
Naysayers might want to take a look at my well -
documented core holdings over the 19 months, including SPDR S&P Dividend (SDY), iShares MSCI Minimum Volatility (USMV) and iShares 7 - 10 Year Treasury (IEF).
For
core holdings where you write out - of - the - money calls to get a little extra income you can relax this rule (in those cases even 6 % / year would be a nice increase in yield).
Data from Cerulli and BlackRock also shows bond ETF use generally «starts with broad -
based core holdings,» but over time sophisticated users of bond ETF products may shift to more specialized investment objectives, such as managing sector exposure, duration, maturities, and credit risk according to unique client needs.
In fact, last week the Fund sold the last one of those
legacy core holdings *, AIG, to make room for a more Forager - like idea which we will disclose in our upcoming July 2016 Monthly report.
It's also more defensive, featuring utilities (25.6 %) and consumer staples (23.9 %), making it a
good core holding.
All told, we continue to view Merck as a
solid core holding for investors seeking participation in the large pharma space.
But in an age where resilient business models can be sidelined by a smartphone, that's also meant being prepared to sell down stocks that were once
considered core holdings.
Or as Wiley put it in the press release: «Every investor is unique, and with this focused suite of funds, investors have the opportunity to match their long -
term core holdings to their individual needs and still have the flexibility to complement them with more specialized ETFs that suit their specific objectives.»
This is why larger, famous REITs, such as Realty Income (O), are
often core holdings in high - yield income portfolios.
This type of strategically weighted multi-factor approach can be designed to target specific portfolio exposures, which could make it an
attractive core holding.5
For long - term investors who have no view on interest rates, this ETF makes an
excellent core holding — but understand it will lose value if and when interest rates rise.
I own DVY in my Roth IRA and beleive it is a solid
core holding for an account with a smaller balance.
Phrases with «core holding»