Sentences with phrase «at the portfolio holdings»

For that, you have to look at the portfolio holdings as well as the dividend distributions of each fund.

Not exact matches

Carrizo's breakeven point, at $ 60 a barrel, is relatively low among frackers, and the company holds the rights to an unusually strong portfolio of oil and gas fields, which Waghorn thinks make it a likely acquisition target.

Classical portfolio theory holds that different sectors and asset classes outperform at different stages of the economic cycle.

Prior to joining the Obama team, Fingert held an executive position at the General Services Administration where he managed a 375 - million - square - foot real estate portfolio and the government's real estate acquisitions program.

Chris Baggini, Facebook shareholder and senior portfolio manager at Turner Titan Fund, told «Squawk on the Street» that his firm holds a long - term view on the stock.

Thomas Ross, fixed income portfolio manager at Janus Henderson Investors, speaks Thursday's ECB press conference held by President Mario Draghi.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

Temasek Holdings called on firms it has stakes in not to cross «red line» after a bribery scandal at portfolio company, Keppel Corporation.

It's a little riskier than holding a big bank in your retirement account, but if you don't mind owning a $ 205 million market - cap business then there could be some good upside ahead, says Bruce Campbell, president and portfolio manager at Kelowna - based StoneCastle Investment Management.

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.

The recommendation that investors hold a fully diversified portfolio is wisdom that they ignore at their own peril.

Ron Haynie, vice president of mortgage finance policy at the Independent Community Bankers of America, said if a bank is willing put up private capital and hold a loan in portfolio, then it has a vested interest in making sure a borrower can repay.

If you buy Treasury paper and hold it at a broker you can use those assets in a portfolio line of credit.

That said, what do you think Sam about replacing at least half the bond holdings in traditional portfolios with short term TIPS?

«It's holding back the market from responding more positively to the corporate data we're seeing,» said Anwiti Bahuguna, senior portfolio manager at Columbia Threadneedle Investments in Boston.

Careful portfolio management, he said, would allow the central bank to absorb the losses over time by trying to hold bonds to maturity rather than selling at a loss.

A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.

I pulled up the portfolio holdings for this fund and sure enough, the second largest holding is GDX, coming in at around 5 % of the total assets.

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.

The Hussman Strategic Growth Fund holds a well diversified portfolio of stocks, custodied at Firstar Bank in Cincinnati, one of the largest mutual fund custodian banks in the nation.

Your selected method will be used for all bond funds in your portfolio — whether held at Fidelity, outside or hypothetical.

«To the extent that they have a portfolio or blind trust that holds Goldman Sachs stock, they have conflicts,» said James K. Galbraith, a professor of government and business relations at the University of Texas.

GRNB may hold both corporate and government issues, with only a few restrictions: tax - exempt municipals are excluded, while sub-investment-grade issues are capped at 20 % of the portfolio.

This strategy simply involves analyzing the investment holdings within the portfolio at predetermined time intervals and adjusting to the original allocation at a desired frequency.

If the market falls by 20 %, the value of the equity holdings will be reduced to $ 180,000 ($ 225,000 * 0.8), while the worth of the fixed income holdings remain at $ 75,000 to produce a total portfolio value of $ 255,000.

Clients of the Index House have their portfolio (cash and securities) held at a separate financial institution called a Custodian (National Bank Correspondent Network, a division of National Bank).

Prior to joining E-L Financial Corporation Limited, Mr. Jackman held a variety of positions including portfolio manager at Cassels Blaikie and investment analyst at RBC Dominion Securities Inc..

A non-Berkshire stock portfolio of $ 533 million was calculated for 2010, consisting of $ 61 million in Wells Fargo stock he held directly at that time based on SEC filings and $ 472 million in cash representing undisclosed share holdings.

At the end of each trial, the purchases or sales made by the subject were cleared so that the subject's portfolio returned to zero stock holdings.

Earlier, Katrine was Vice President, Business Development at Adnexus Therapeutics, and she held several positions at Biogen in business development, commercial operations, and portfolio strategy.

She also held Sales and Marketing positions at MarketFactory, a FirstMark portfolio company developing software applications for highspeed trading platforms.

The fund may invest in «cash, or cash equivalents, for temporary defensive purposes or depending on market conditions, if we believe it will help protect the Portfolio from potential losses...» Material shifts in fund holdings to cash at the right times for defensive purposes should substantially reduce portfolio beta when the market Portfolio from potential losses...» Material shifts in fund holdings to cash at the right times for defensive purposes should substantially reduce portfolio beta when the market portfolio beta when the market declines.

Using a data on the portfolio holdings and trades of a sample of 41,039 individual investors (with demographics) at a large U.S. discount brokerage house during 1991 - 1996, they conclude that: Keep Reading

The five largest holdings at GEICO account for more than 50 percent of the stock portfolio» Lou Simpson

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

Each time you buy or sell a bond it cost a painful # 39.95, which works out at about 0.5 % one - off charge on even a large portfolio of # 40,000 assuming you hold to maturity — which you might not.

Mr. Cates says at Southeastern Asset Management requires each of its analysts and portfolio managers to run a paper portfolio and to justify any differences between their paper holdings and the firm's real - world bets.

Instead of more diversification always being better, it becomes a trade - off of risk versus return: Holding more stocks in a portfolio lowers risk, but at the cost of also lowering expected return.

His previous roles have included managing balanced portfolios at Barings, Managing Director at Rea Brothers (Investment Management) Ltd, and Executive Chairman at Brit Insurance Holdings Plc..

Previously he spent nine years at Fidelity Management & Research Co., where he held a number of senior investment research and portfolio management positions.

ICO Alert recently presented their My Portfolio feature at the Token Fest held in March 2018 in San Francisco, California.

On top of that, his 13F filing had many Buffett - watchers scratching their heads at some of his portfolio moves during the last quarter, including his disclosures that he had sold big chunks of Procter & Gamble, Johnson & Johnson and ConocoPhillips (we thought these were «forever» holdings).

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

While there were no new names added to the portfolio this quarter, we increased our positions in our existing holdings that we felt were still trading at a substantial discount to fair value.

JAB holding completed the acquisition of Keurig Green Mountain Inc. (GMCR) in Mar and as a result I got paid at $ 91.00 / share while my cost / share was close to $ 45.00; a nice capital appreciation, though, hate to let it go away, as I wanted to have some caffeine in my portfolio Due to addition of new companies over last several weeks and a reduction in one company, total number was 77 wonderful companies / etfs in my portfolio.

Planners may recommend that the portfolio hold at least two to three years of living expenses in cash, CDs and short - term bonds that can see you through a stock market decline.

The firms at the top of the industry — Barrick, Newmont and Goldcorp — make up roughly 1/3 of its portfolio, and over 60 % of fund assets are in the top 10 holdings.

Our approach to investing is very similar to Connor's and we thought it would be worth looking at our approach and portfolio holdings through his framework.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.