Sentences with phrase «concentrated stock positions»

This year, RegentAtlantic will run a series of blogs that address strategies for managing concentrated stock positions and other financial issues corporate executives tend to face.

INSIDE THIS EDITION: An Update on Earnings Strategies for Managing Concentrated Stock Positions Weekly Technical Comment Planning for Retirement the R.I.T.E Way 401k Plan Manager This year has been mixed for the different sectors of the market.

Second, we help people who have large concentrated stock positions generate additional income by selling call options against them.

He manages concentrated stock positions, 10b5 - 1 stock plan implementation for corporate executives, and advises on 401k plans for businesses.

You may have amassed significant shares in your employer's company, sold a business in return for company shares, or hold a portfolio with concentrated stock positions.

Not exact matches

For instance, consider an investor who is retired, living on a fixed income stream, who may have more expenses concentrated in health care (where costs are rapidly rising), and whose portfolio is conservatively positioned with 20 % in stocks and 80 % in bonds.

The only institutional investor that owns more of HFC stock is Turtle Creek Asset Mgmt which holds a concentrated bet (25 positions in total) for 19 % of the embattled lender.

I don't know about Combs, but Hempton is wrong on Weschler I think, who is known for owning very concentrated positions in very few stocks and holding them for years (he compounded money at around 25 % annually for 12 years in his fund before closing it to go work for Buffett, and the majority of his returns came from just a few positions that he held the entire life of the fund).

However, it has a much more concentrated portfolio of stocks, owning just 26 different positions.

Of course, such returns can come only from capital gains on shrewdly picked stocks, and probably concentrated positions in relatively risky smaller stocks.

The Small Dogs of the Dow requires that investors further concentrate their positions by investing in only 5 of the highest - yielding Dow components with the lowest stock price.

The manager of a volatile fund should also avoid taking concentrated positions, because when he is doing well, his own buying may drive the stocks he owns up, only to see them fall harder when he is forced to liquidate positions when the market is doing poorly, and shareholders are leaving.

With respect to maintenance requirements on specific securities, Fidelity considers a number of factors, including the stock's trading volatility and liquidity, company earnings and market capitalization, as well as whether the account in question is in a concentrated position.

Oh I see, so our positions sound similar in that as our portfolios evolve it's important to stay on top of how much we actually own of our employer stock and not get to concentrated.

More advanced planning strategies of divesting a concentrated equity position may include the gifting of stock to a family member or charity, establishing a charitable trust, or using options or hedging strategies to shift single stock risk.

I would be willing to concentrate my portfolio (10, 15, or even 20 %) into one stock if I truly understand the business and I determined that it had a competitive advantage and a durable position in the market place (think Coke or Berkshire Hathaway).

An investor has a concentrated holding in a stock expected to decline in price, but can not sell the holding because of potential market impact, undesirable tax consequences or other restrictions on the position.

I would be willing to concentrate my portfolio (10, 15, or even 20 %) into one stock if I truly understand the business and I determined that it had a competitive advantage and a durable position in the market -LSB-...]