Sentences with phrase «already hold in your portfolio»

Not exact matches

Part of that is due to uncertainty in the markets, Bannister says, and firms are holding back more reserves in case companies already in their portfolios need more capital to get to the next fundraising round.

Are you already holding a stock in your portfolio that you are unsure what to do with?

For boomers already holding a great deal of their portfolios in the stock market, Jeff Rose, a certified financial planner and owner of investing blog Good Financial Cents, recommended safe investing through peer - to - peer lending.

It seems that we are getting some early Christmas sales in the market and one shouldn't fret about market dives, rather use this opportunity to buy that stock you have been watching for a while, perhaps average down on a holding already in your portfolio or simply maintain the course and keep investing as you always have.

The Fund held its first close in the first half of 2016 and has already committed more than one third of its capital to portfolio investments, further building on the success of NEC's previous funds.

Inclusion of Cash as one of the assets in the SACEMS universe of exchange - traded funds (ETF) already prevents the SACEMS Top 1 portfolio from holding an asset with negative past returns.

Popular Leicester MP Jonathan Ashworth is already in the shadow cabinet but does not currently hold a specific portfolio.

While I already own Microsoft (MSFT) in my long - term dividend growth portfolio — and plan on holding it for the long - haul — I'm always open to potential «10 % Trade» opportunities with the stock that could safely boost my income.

While I already own Coke in my long - term dividend growth portfolio — and plan on holding it for the long - haul — I'm always open to potential «10 % Trade» opportunities with the stock that could continue to both boost my income and reduce my risk.

To the extent that an investor wants to add gold bullion to their portfolio and doesn't care about currency fluctuations, cheaper options such as the SPDR Gold Shares (GLD)(MER of 0.40 %) or Central Fund of Canada (which holds silver in addition to gold, has incurred expenses of 0.30 % and trades under CEF.A on the TSX) already exist.

PRFDX would likely not be used as a core holding in a portfolio but rather as a complementary holding to an already diversified strategy.

In order to diversify efficiently, planners should carefully examine possible overlap between any potential sector fund and the client's current portfolio, so that any sector fund that is chosen contains the fewest possible stocks that are already held outright or held in another funIn order to diversify efficiently, planners should carefully examine possible overlap between any potential sector fund and the client's current portfolio, so that any sector fund that is chosen contains the fewest possible stocks that are already held outright or held in another funin another fund.

Verizon is already a large percentage holding in my portfolio.

An investor in ITCs usually has less need for diversification than is the case for GCs, in part because the portfolios of ITCs tend to already be quite diversified as is the case for Brookfield Asset Management, Loews Corp., and a majority of the portfolio securities held by Third Avenue Real Estate Value Fund.

If you transfer a holding that is already included in your Personalized Portfolio, we won't sell and then re-purchase that security - your position will be re-sized to match the allocation dictated by the investing strategy you accepted.

But if I already held a water or electric utility in my portfolio, you can be damn sure I'd sit back and collect my dividends, waiting for the next correction to buy more.

If some of my current positions reach their sell targets in the coming months as anticipated I may have enough liquidity to both build my cash reserves and increase my AIG position, which is already by far the largest holding in my portfolio.

They don't hold enough weighting to make a significant impact on your portfolio AND most of those companies are already held in your CAD ETFs.

I already mentioned in my previous post that EIIB is now my second largest portfolio holding at 5.8 %.

OK, let's not torture ourselves here — I have a mercifully small (sub-1 %) portfolio holding in Petroneft, and I've commented on it far too many times already (see here).

The closely held company already owns or has interests in 48 million sq. ft. of office property around the world, with a $ 13 billion portfolio.

After doing my due diligence on the company, the properties they were holding in their portfolios, and the principals involved, I decided to make an initial investment from my self - directed retirement funds (Solo 401k in my case, but SDIRA would work as well) in what is a portfolio of 10 rentals that the company already owns.