Sentences with phrase «writing portfolio hold»

Most of our current writers listed in our UK expert essay writing services and Writing Portfolio hold Doctoral Degrees or equivalent in their chosen professions are well experienced, superannuated and accomplished academicians and practitioners in their own rights.

Not exact matches

He continues to write for Inc., The New York Times Sunday Magazine, and other publications, but these days he builds his portfolio around another major holding: he is a tenured professor of journalism and mass communication at New York University.

WisdomTree Dividend ex-Financials Fund (Ticker: DTN) As I wrote last week, with the US economy at mid-cycle, we are looking for an ETF that holds better - quality, dividend - paying stocks to add to our portfolio.

By writing options on the securities held in the portfolio, PBP adds income from call premiums at the expense of upside, so returns have differed greatly from those of our benchmark.

It's important to understand all the risks associated with holding, writing, and trading options before you include them in your investment portfolio.

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.

«We concluded that the longer an index fund portfolio is held, the better its performance becomes relative to an all actively managed portfolio,» Ferri and Benke write.

The ETF invests in an equally - weighted portfolio of the largest 30 Canadian stocks and aims to generate monthly income by writing out - of - the - money covered calls on its stock holdings.

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.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

If your broker provides online access to a listing of your portfolio holdings by individual lots, a listing that has been updated after your sale should meet the requirement for written confirmation.

Not only does covered call writing (especially the 3mo - 1mo strategy) earn a higher return versus the buy - and - hold index portfolio, but it benefits from lower volatility than the index.

Passive Income Earner @ The Passive Income Earner writes Why Hold High Yield Stocks — High yield investments can play a part in your portfolio.

At the time writing (July 17th 2012), I hold Vodafone (VOD) and Vanguard MSCI European Index fund (VGK) in my personal portfolio.

Investors can create their own covered call portfolio by using less expensive funds like the SPY ETF and then writing their own covered calls each month on their SPY ETF holdings.

In that portfolio, changes in value are applied to the net worth shown on Berkshire's balance sheet, but do not affect earnings unless we sell (or write down) a holding.

It's now my second largest portfolio holding at 5.9 % — I look forward to writing about this stock and its valuation in one of my next posts...

-- I managed to cover a grand total of 81 Irish companies, from the beginning of Feb'til end - May last year — except for NTR plc, a new Wexboy portfolio holding I wrote up last August.

I'm not going to do a fresh write - up here — there's no fundamental change in my investment thesis, but as the share price has risen I've obviously trimmed my stake to a current 4.5 % portfolio holding.

Income from the existing portfolio: The investors who hold the securities for a long - term can also earn income on their holdings by writing the options contracts.

In 1969, Burton Fabricand was apparently the first to write about the strong link between estimate revisions and subsequent stock prices, showing that portfolios of stocks selected on the basis of large estimate revisions significantly beat the market over a three month holding period.

The late Robert Haugen wrote a couple of books in the late 90's based on his research showing that low - beta stock portfolios outperform high - beta ones contradicting the CAPM within the asset class (it holds better between asset classes).

I haven't written about or confirmed ownership in some portfolio holdings, the size of my stakes evolves over time (or can change abruptly), and I add / withdraw funds from my portfolio on a regular basis.

Unfortunately, it wasn't'til late - 2016 / early - 2017 I finished off building / averaging in to most of these new holdings, so only recently have I finally been able to express this overall portfolio thesis in terms of individual stock write - ups — my rash of posts re Applegreen (APGN: ID), Record (REC: LN)(which was actually the new Volatility allocation I mentioned in this Aug - 2016 post), and Alphabet (GOOGL: US)(Company D in this Jan - 2016 post) are good examples.

Back in March, I wrote about how TD now uses its new ETFs as underlying holdings for its Managed Index Portfolios, a series of balanced mutual funds.

Wooahhh, I did three new investment write - ups (of formerly undisclosed holdings) in three months... and real life portfolios tend to evolve pretty slowly, so isn't that a real feast?!

«This is a significant issue that can negatively impact the portfolios of many Canadians who hold premium bonds (or bond ETFs and mutual funds) in their taxable accounts,» he writes.

That profile, written just as M&P appointed a co-manager in what we said was evidence of succession planning, concluded «If you're looking for a core holding, especially for a smaller portfolio where the reduced minimum will help, this has to be on the short - list of the most attractive balanced funds in existence.»

I previously wrote Cash as an Asset Class and provided an argument for holding adequate cash reserves in your investment portfolio as a volatility buffer, as a hedge and as a means to exploit market sell - offs.

So yes, I've plenty of new holdings in my portfolio — each of which I'd love to write - up here asap — but at this point, they've yet to evolve into full positions.

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.

[Though I'm frustrated this transformation still isn't fully apparent in my disclosed portfolio — a combo of write - ups still to come & undisclosed holdings which literally «got away» from me in terms of price / valuation (not a bad complaint to have!).

On Friday I wrote a post explaining why I think the British Airways Visa Card from Chase is redundant and at the end of July I wrote a post on why I hold just one airline credit card in my reasonably large credit card portfolio (I was wrong, I actually have two!)

Last week I wrote a post explaining why I think the British Airways Visa Card from Chase is redundant and at the end of July I wrote a post on why I hold just one airline credit card in my reasonably large credit card portfolio (I was wrong, I actually have two!)

Yet many banks have written down the principal balances of a significant number of underwater mortgages held in their own portfolios.