Sentences with phrase «as core holdings»

By May of 2016 I had booked gains of 30 % and 20 % respectively in positions I didn't consider as core holdings, but I took advantage of at attractive valuations after favourable market conditions.

Because of their potential longer - term benefits, it's worth considering minimum volatility funds as core holdings.

It's clear that investors continue to gravitate towards ETFs, both as core holdings and to position their portfolios strategically to address these periods of volatility.»

Dave Nadig, CEO of ETF.com and a well - known ETF expert, recently suggested as much, noting that «Duration hedging hasn't yet had its «hedge the yen» moment when investors discovered the power of currency hedging en masse, but like currency - hedged ETFs, duration - hedged ETFs may start finding a place not necessarily as core holdings, but as finely honed tools for tweaking duration exposure in a broader bond - portfolio context.»

«We view Kraft Heinz as a core holding given best - in - class M&A optionality, & improving returns & sales growth.

«Investors with a high concentration of domestic and Canadian stocks could use iShares MSCI EAFE Index as a core holding.

As you say, many of us have JNJ as a core holding in our dividend stock portfolios.

There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

All three brokerages offer the iShares International Fundamental (CIE) which does not use currency hedging and would be a good choice as a core holding.

There are many reasons to consider including municipal bonds as a core holding in your fixed - income portfolio, regardless of your tax bracket.

With an attractive yield advantage over comparable maturity government bond mutual funds of similar duration and quality, the Fund may serve as a core holding for building diversified income portfolios.

In other words, global sovereign bond index funds are few and far between, and I have never seen anyone recommend them as a core holding.

XMD is not representative of the Canadian market on its own, so it's not suitable as a core holding.

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

«Investors with a high concentration of domestic and Canadian stocks could use iShares MSCI EAFE Index as a core holding.

First, it eliminates the need to time factors, it may lower transaction costs and because it's diversified across factors, it may be used as a core holding.

The Schwab 1000 (SNXFX) is designed as a core holding.

This fund is designed as a core holding for the fixed income portion of your portfolio; make sure that it fits into your investment plan.

I also want to add a few low - beta dividend paying stocks as CORE holding.

Reflecting that, 66 percent of advisors plan to recommend global investments as a core holding for many clients throughout the year.

Would it be used as a core holding or a diversifier?

Real - return bonds — or Treasury Inflation - Protected Securities (TIPS), as they're called in the US — are an important asset class, and some financial experts recommend them as a core holding.

Given this focus, FWDI may be useful as a core holding to a long - term, buy - and - hold portfolio that often make meaningful allocations to the EAFE region.

Rather than holding a dozen average funds, you'd be better off owning a single highly diversified low - cost index fund as your core holding.

Its focus is on a volatile and sometimes - despised corner of the market means that it's not appropriate as a core holding but its distinctive strategy, sensible structure, steady discipline and outstanding long - term record makes it a serious contender for diversifying a portfolio heavily weighted in large cap stocks.

Not exact matches

Yahoo announced last week it would not hold an earnings call as part of reporting financial results, citing the pending sale of the company's core assets to Verizon as its reason for scrapping the call.

This is an eyebrow - raising request, since the immutability of transaction records is one of the core features of cryptocurrency, and held as sacrosanct by many supporters of the technology.

Verizon showed interest in Yahoo's core business as early as December, when Chief Financial Officer Fran Shammo said the company would «see if there is a strategic fit» for Yahoo's holdings, which include mail, news, sports and advertising technology.

As corporations increasingly rely on contractors for core parts of their business, they are held responsible by ethically minded consumers for actions further back in the supply chain - even the provenance of the mineral tantalum in their electronic devices like smartphones.

As a result, the current narrative from the Fed and in markets is that inflation is not a worry, and the Fed will stay on hold because core PCE is only 1.6 %.

I think the best way I can be a successful businesswoman is to have a strong core of my spirit present in all the decisions I make, and the same holds true for my work as an explorer.

The retailer thrived during the Great Recession, but its results have held up despite the improving economy as underemployment continues to hurt its core customer.

The bold thinkers at the core of these companies are able to work as they see fit — they can stand for phone calls, sprawl out on a couch to decompress, hold meetings outside or close all the doors for focused work when they're really motivated by a new idea.

All told, we continue to view Pfizer as an attractive core holding within the large pharmaceutical space.

All told, we continue to view Pfizer as an attractive core holding within the large pharma group.

All told, we continue to view Merck & Co. stock as a solid core holding for investors seeking participation in the large pharmaceutical space.

All told, we continue to view Merck as a solid core holding for investors seeking participation in the large pharma space.

Chinese e-commerce giant Alibaba Group Holding Ltd has reported strong revenue growth for the second quarter led by its core business as well as the digital media and entertainment segment.

We've held true to our core values by moving faster, thinking bigger and working as a team — and our accomplishments show it.

2017 Capital budget is focused on its best rate - of - return drilling in the Middle Core area of the Wattenberg Field as well as development of its Delaware Basin assets with a focus on holding leasehold through drilling

It has become very challenging for core fund managers to compete with aggressive direct buyers, and this may only get worse as the new owners look to hold these core assets long - term.

Finally, as always, we continue to hold a deep core belief in following cash flows to find opportunities in a world of continual disruption (much of it technologically or demographically inspired) and stronger global growth.

Index funds are generally considered ideal core portfolio holdings for retirement accounts, such as individual retirement accounts (IRAs) and 401 (k) accounts.

Think of your core position as a place where money is held before you invest it or distribute it from your account.

Uninvested cash in your account is held in what is known as a core position.

I measure my success as an adviser with one eye on the growth of the core business and the other on how much equity the founders are able to hold on to through that process.

The idea is to keep a core portfolio as a «buy & hold» strategy while benefitting from the dividend growth compounding effect while buying and selling stocks on a timely basis according to what is happening on the market.

The idea is to keep a core portfolio as a «buy & hold» strategies and benefit from the dividend growth compounding effect while buy and selling stocks timely according to what is happening on the market.

«A typical investor who is investing in a fund such as the iShares Core U.S. Aggregate Bond ETF (AGG A-98) may want to hold on to that investment, because even in a rising - rate environment, they are going to get the diversification benefits of that exposure,» Tucker said.

We believe this style of investing is appropriate for a portfolio's core holdings and as part of an asset allocation strategy.