Sentences with phrase «cap positions in my portfolio»

I need more small cap positions in my portfolio and I love picking up stocks on recent weakness.

Not exact matches

Last year I wrote on Suven Life Sciences, also I did some secondary level maths to get a sense of returns an investor could get buying the business at then market cap (~ 2000 INR Crores or 400 Million USD) and exiting in 2024 See Snap shot below The base case CAGR didn't excite but reading management commentary compelled me to take a tracking position in model portfolio Over to this year One thing in AR gave me a Jeff Bezos moment For the first time management was sounding optimistic (this is coming from a management which is very conservative on record) Emphasis mine Management views on past Despite having grown the business every single year across the last five years, our business sustainability has been consistently questioned.

The fund had major equivalent positions in the PowerShares BuyBack Achievers Portfolio (PKW; an index - based ETF), WisdomTree MidCap Dividend Fund (DON), Guggenheim S&P 500 ® Equal Weight Technology ETF (RYT), FlexShares Quality Dividend Index Fund (QDF), PowerShares Dynamic Market Portfolio (PWC), and First Trust Large Cap Value AlphaDEX ® Fund (FTA).

These days, we most frequently position the DRS as a core equity position — one with large cap characteristics, downside protection, and a significant weighting in a portfolio.

The fund had major equivalent positions in the Schwab International Small - Cap Equity ETF (SCHC), WisdomTree International SmallCap Dividend Fund (DLS), First Trust Dow Jones Global Select Dividend Index Fund (FGD), iShares MSCI United Kingdom ETF (EWU), PowerShares DWA Industrials Momentum Portfolio (PRN), and Vanguard FTSE Europe ETF (VGK).

The fund had major equivalent positions in the Vanguard High Dividend Yield ETF (VYM), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares Global Consumer Staples ETF (KXI).

The fund had major equivalent positions in the PowerShares DWA Industrials Momentum Portfolio (PRN), iShares MSCI Italy Capped ETF (EWI), and WisdomTree Europe Hedged Equity Fund (HEDJ), as well as the aforementioned DFE, UUP and DFJ.

With its focus on riskier small - cap stocks, VEXPX makes for a great subcore position in a diversified portfolio.

The fund had equivalent positions in the PowerShares DWA Developed Markets Momentum Portfolio (PIZ), PowerShares NASDAQ Internet Portfolio (PNQI), PowerShares QQQ ™ (QQQ), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and VanEck Vectors Biotech ETF (BBH).

The fund had equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and iShares North American Tech - Software ETF (IGV).

For instance, you can pick funds from the U.S. diversified and six related (style, market cap) categories to build core positions in your diversified retirement portfolio.

The fund had only five equivalent positions in the iShares S&P Small - Cap 600 Growth ETF (IJT), PowerShares S&P SmallCap Health Care Portfolio (PSCH), WisdomTree SmallCap Earnings Fund (EES), PowerShares NASDAQ Internet Portfolio (PNQI), and WisdomTree Japan SmallCap Dividend Fund (DFJ).

The top positions in that reference portfolio were the iShares Morningstar Small - Cap ETF (JKJ; fixed weight of 27.5 %), iShares S&P Small - Cap 600 Value ETF (IJS; 17.6 %), iShares Core S&P Small - Cap ETF (IJR; 13.0 %), and iShares Morningstar Small - Cap Value ETF (JKL; 10.6 %).

The fund had equivalent positions in the PowerShares International Dividend Achievers Portfolio (PID), iShares MSCI Switzerland Capped ETF (EWL), PowerShares Golden Dragon China Portfolio (PGJ), WisdomTree Europe SmallCap Dividend Fund (DFE), and iShares MSCI Hong Kong ETF (EWH).

This analysis indicates that the fund had top - four equivalent positions in the PowerShares Dynamic Large Cap Value Portfolio (PWV; fixed weight of 16.7 %), iShares U.S. Insurance ETF (IAK; 13.8 %), iShares U.S. Financial Services ETF (IYG; 11.7 %), and Health Care Select Sector SPDR ® Fund (XLV; 10.5 %).

The fund had top equivalent equity positions in the Vanguard Mid-Cap ETF (VO; average weight of 45.1 %), Vanguard Small - Cap Growth ETF (VBK; 23.3 %), Vanguard Consumer Discretionary ETF (VCR; 10.4 %), PowerShares Dynamic Market Portfolio (PWC; 5.6 %), and Vanguard Consumer Staples ETF (VDC; 3.3 %).

The fund had top equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE; average weight of 47.8 %), Vanguard Consumer Discretionary ETF (VCR; 11.3 %), iShares Morningstar Mid-Cap Growth ETF (JKH; 9.8 %), Vanguard Financials ETF (VFH; 9.1 %), PowerShares Dynamic Market Portfolio (PWC; 6.3 %), and SPDR ® Morgan Stanley Technology ETF (MTK; 5.6 %).

Last month, David Poppe, the fund's lead portfolio manager, told investors at the Plaza Hotel on Friday that the fund will set a cap of 20 % of assets as the maximum position size in its portfolio.

The Buffalo Mid Cap Fund (BUFMX) seeks to invest in companies with market capitalization in the range of the Russell Midcap Growth Index at the time of purchase, creating a portfolio of 50 - 70 positions.

I subsequently maxed out my ARGO position to 5.0 %, the 3rd largest position in my portfolio, at an average entry price of GBP 13.2 p. Argo's small Mkt Cap limited me from adding further to my position.

With its focus on riskier small - cap stocks, VEXRX makes for a great subcore position in a diversified portfolio.

In the analysis period, the fund held equivalent equity positions in JKE (iShares Morningstar Large - Cap Growth ETF; average weight of 21.8 %), QQQ (PowerShares QQQ ™ ETF; 17.5 %), JKH (iShares Morningstar Mid-Cap Growth ETF; 14.4 %), PWC (PowerShares Dynamic Market Portfolio ETF; 9.2 %), EEM (iShares MSCI Emerging Markets ETF; 7.2 %), and VDC (Vanguard Consumer Staples ETF; 6.7 %In the analysis period, the fund held equivalent equity positions in JKE (iShares Morningstar Large - Cap Growth ETF; average weight of 21.8 %), QQQ (PowerShares QQQ ™ ETF; 17.5 %), JKH (iShares Morningstar Mid-Cap Growth ETF; 14.4 %), PWC (PowerShares Dynamic Market Portfolio ETF; 9.2 %), EEM (iShares MSCI Emerging Markets ETF; 7.2 %), and VDC (Vanguard Consumer Staples ETF; 6.7 %in JKE (iShares Morningstar Large - Cap Growth ETF; average weight of 21.8 %), QQQ (PowerShares QQQ ™ ETF; 17.5 %), JKH (iShares Morningstar Mid-Cap Growth ETF; 14.4 %), PWC (PowerShares Dynamic Market Portfolio ETF; 9.2 %), EEM (iShares MSCI Emerging Markets ETF; 7.2 %), and VDC (Vanguard Consumer Staples ETF; 6.7 %).

The fund had major equivalent positions in the Consumer Staples Select Sector SPDR ® Fund (XLP), iShares S&P 100 ETF (OEF), iShares Morningstar Large - Cap Value ETF (JKF), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Value Line ® Dividend Index Fund (FVD), and iShares Morningstar Large - Cap ETF (JKD).