Sentences with phrase «actually hold the stocks»

The index does not actually hold the stocks and is can not be invested in by itself, which is where ETF's come into play.

Although you actually held the stock 21 months, for tax purposes you only get credit for holding it nine months.

This popular ETF tracks an index of the 60 largest public companies in Canada, but it doesn't actually hold any stocks.

The ETF's benchmark includes 60 large Canadian companies, but HXT does not actually hold the stocks directly.

Not exact matches

Part of the debate is whether coin buyers are merely buying the tokens like a stock, in expectation they will rise in value, or are actually holding the tokens as a way to participate in a blockchain project.

This discussion also does not consider any specific facts or circumstances that may be relevant to holders subject to special rules under the U.S. federal income tax laws, including, without limitation, certain former citizens or long - term residents of the United States, partnerships or other pass - through entities, real estate investment trusts, regulated investment companies, «controlled foreign corporations,» «passive foreign investment companies,» corporations that accumulate earnings to avoid U.S. federal income tax, banks, financial institutions, investment funds, insurance companies, brokers, dealers or traders in securities, commodities or currencies, tax - exempt organizations, tax - qualified retirement plans, persons subject to the alternative minimum tax, persons that own, or have owned, actually or constructively, more than 5 % of our common stock and persons holding our common stock as part of a hedging or conversion transaction or straddle, or a constructive sale, or other risk reduction strategy.

As for inventories, OECD stocks held steady in July from a month earlier, which is actually a bullish sign given that they typically rise at this point in the year.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

We make stock recommendations in our various premium newsletter services and actually hold some of these shares in our portfolio services.

When stocks rise, there's this psychological tendency we have to think it's going to go higher, so some people buy things because they're «trending» and others hold onto investments until they actually can't go any higher, and they start to sink.

Of course, expecting at the outset to hold a stock for three to five years isn't enough to actually carry that out.

The dividend fund, actually called Dividends for Growth and Cash Flow on the Motif Investing platform, is composed of three exchange traded funds (ETFs) that make up 50 % of holdings and 12 individual stocks across six sectors.

It was more than just a bad investment outcome, since they actually had already paid taxes on the stock they held.

The ideas presented are credible things that you could actually finding yourself buying and holding for long periods of time, and each of the stocks mentioned remained profitable during the worst of The Great Recession.

While the average value of stocks held by families has soared, there is an alarming countertrend: the percentage of families that actually own stocks has been shrinking since 2001:

Douglass: I'm actually going to pitch a stock that listeners to the Financials show will be somewhat familiar with, because I did a deep dive on it with Matt Frankel just a few weeks ago: BofI Holding (NASDAQ: BOFI).

«Due to the nature of the tax sheltering, combined with the ability to make withdrawals on a tax - free basis, you may actually want to hold high - growth stocks in a TFSA,» says Lamontagne.

if this is in a registered account (since you can't actually hold USD, unless you have a RBC or questtrade account), you buy your desired USD stock, and then call for a wash trade before the end of the day.

He explained that the non-hedged version of the US Index Fund actually does hold all the stocks in the S&P 500.

These funds use a type of derivative called a total return swap to get exposure to the companies in the S&P / TSX 60 or the S&P 500 without actually holding any of the stocks in these -LSB-...]

To actually trade stocks, all you need to hold and ship is pieces of paper.

If you hold your shares in «street name» ie via a broker, their corporate action department will ensure the dividend / returnofcapital / etc follows who has the stock just prior to ex-div... then on dec or dec 3, whatever they decide to actually pay it, the stock will drop.

So now, our «active» investment style of holding individual stocks actually carries lower costs than if we were to invest our clients» money in passive index funds.

The ideas presented are credible things that you could actually finding yourself buying and holding for long periods of time, and each of the stocks mentioned remained profitable during the worst of The Great Recession.

They work either by actually holding and storing the commodityCommodity A raw material that trades in large amounts on a stock exchange.

It's «almost» identical because the fund will take a small management fee, you will have to pay annual taxes on capital gains (if you hold the investment in a taxable account), and because the fund has to actually invest in the underlying stocks, there will be small differences due to rounding and timing of the fund's trades.

With my tax advantage accounts though I actually like to hold stocks in my Roth IRA and bonds in my 401k.

It is well diversified among many preferred stocks but let's take a look a closer look at what this ETF actually holds.

PGX is actually an ETF that holds the preferred stock of many different companies.

When rates rise, high yielding stocks actually don't hold up that well because they tend to be slower growers.

I haven't actually felt compelled to perform any Irish share revaluations since my TGISVP X post, even for stocks I hold.

Sure, I've obviously enjoyed significant gains from my Irish stock holdings, but the compelling logic of portfolio diversification actually limited my overall exposure to the Irish market.

In fact, for me, my SBUX experience highlights a generally ignored problem for the vast majority of growth investors... actually managing to hold on high quality growth stocks for the long term!

[OK, not quite: i) I actually did buy / hold significant US stocks / assets, but it was mostly indirectly (rather than via US - listed stocks), and ii) while I limited my overall exposure to the Irish market, I still maintained a massively over-weight position when you realise Ireland amounts to a mere 0.3 % of global GDP].

Consider a buy & hold investor seeding his portfolio with a selection of promising growth stocks — some die off quickly, most turn out so - so, but maybe one (or two) actually grow & grow to dominate his entire portfolio.

I forgot to mention this in the article but one of the dividend growth stock funds actually held Google!

It's actually a depository account to hold securities (stocks, investment funds etc...).

We make stock recommendations in our various premium newsletter services and actually hold some of these shares in our portfolio services.

[My portfolio's clearly a life - time endeavour, so it changes v slowly, no matter how compelling turning on a dime might seem each day as the pundits mouth off] And illustrating the luck of the draw here, my most successful holding last year was actually a luxury goods stock — clearly, a company intent on building & maintaining an economic moat — but unfortunately it never quite made it onto the blog.

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.

It's absurd they keep increasing their holding in a possibly eventful / volatile unlisted stock, and don't actually disclose their actual strategy / rationale for this investment to TOT shareholders.

(The index change was actually the reason the ETF had a large capital gain last year: the new index has fewer stocks, so the fund had to sell a number of its holdings.)

The beauty of options is that you can participate in a stock's price movement without actually holding the shares, at a fraction of the cost of ownership, and the leverage involved offers the potential for sizeable gains.

But I view it as a pretty worthless metric that could actually cause some investors to hold on to a stock that they perhaps shouldn't.

It's not an exciting stock (well actually they are units); not much in the way of corporate communication, some complicated restructuring going on (BNS Holdings» assets sold to Steel Excel, both SPLP holdings) for tax reasons that probably don't mean much to the average retail iHoldings» assets sold to Steel Excel, both SPLP holdings) for tax reasons that probably don't mean much to the average retail iholdings) for tax reasons that probably don't mean much to the average retail investor.

Since we're looking for long - term outperformance compared with the S&P / TSX Composite Index, we'll go out a wee bit further than 19 months and we'll consider funds that actually hold Canadian stocks.

Actually you are overdiversified holding the same stuff between mutual funds and stocks which are part of the mutual funds you hold.

These photo comparisons were enough to sway me — the Essential Phone actually has a good camera, but it is held back by the stock camera software.