Sentences with phrase «average value of stocks held»

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:

Not exact matches

World stocks rose 20 percent last year, significantly outpacing the average on bond markets, meaning the relative value of funds» equity holdings has increased without a single new share being bought.

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 %.

This procedure ensures that the value and growth portfolios, which each hold 150 stocks, contain stocks of similar average quality.

This procedure ensures that the value and growth portfolios, which each hold 150 stocks, contain stocks of similar average quality.

Here again, I am pleasantly surprised by the average stock holding periods of ICICI Pru Value Discovery and HDFC Mid cap Opportunities.

The public utility holding companies, in fact, were even more vulnerable to a stock price change since their ratio of price to book value averaged 4.44 (Wigmore, p. 43).