Sentences with phrase «current holdings»
"Current holdings" generally refers to the assets or investments that someone or an organization currently owns or possesses. It could include stocks, bonds, real estate, cash, or any other valuable assets they have in their possession at a given time. Full definition
Flexible portfolio tracking: You can track your portfolios for current holdings in summarized view or in detailed view.
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However, the portfolio should be fairly tax efficient (except for the bond portion) as rebalancing is done by adding new money and not selling current holdings.
Again, I will look most closely at current holdings and additions as a proportion of market capitalization.
The website also lists current hold time estimates so you know when peak calling time is and when to avoid it.
Custom reports are all about transactions, not current holdings and values.
And yes — I'm hoping for a sale, but it can be difficult at times to see current holdings decrease significantly.
You can log in to your dashboard to review current holdings and recent actions and results.
The portfolio value represents current holdings and the comparison charts represent current and historical prices of individual benchmarks, stocks or exchange - traded funds.
For a listing of the funds current holdings, please click here.
Some moderate additions to current holdings likely but this year I did less changes than last year and I see next year as likely even less changes than this year.
This is a theme that I am exploring, but without current holdings.
These 4 funds are each unique, which one is best for you will largely depend on your desired asset allocation and other current holdings.
Use the Permanent Collection button above to explore all of the Museum's current holdings of American art.
Click here for current holdings for FPA Paramount.
The second fund's (ECP II) current holdings include American Media Inc., which runs tabloid magazines such as the National Enquirer and Star; Diagnostic Imaging Group, a domestic medical device company; Balkrishna Industries Ltd., a Mumbai - based tire manufacturer; Davis Petroleum Corp., an oil and gas exploration company operating out of Texas; and Bollinger Inc., one of the United States» largest privately owned insurance agencies.
While it has not given details on timing, in the last couple of Fed Open Market Committee (FOMC) meetings, the Fed has indicated its intent to slow down new purchases of Treasuries and agency securities as current holdings mature.
This month we look at Cincinnati Financial (CINF), one of my longest current holdings!
It is therefore highly likely that the version we hold and are requesting permission to distribute will differ from your own current holdings.»
Today, he talks about how current holdings are split between his and his wife's registered and taxable accounts.]
Just input the actual current holdings into the Comparison Models sheet and it automatically compares it, then tells how much it's off by, so you can make trades to bring it back into balance.
As a member of the Investment Team, Ameet is responsible for identifying investment opportunities while continuously assessing current holdings.
Arsenal's current holding midfielders are Mikel Arteta and Mathieu Flamini, but with both players in the twilight of their respective careers, a fresh, young player to revamp the Gunners» midfield could be exactly what Arsenal need.
Each electorate is listed showing its sitting member as well as current holding party and margin, details taking into account the redistribution and changes in party membership.
It's an incredibly safe fund given the security of Treasuries — two of the three major credit providers give American debt the highest possible rating — and the short maturity, which tamps down on the risk of interest rates rising quickly and making the fund's current holdings less attractive.
The last current holding that I might add to is Starbucks (SBUX).
As the lead manager for Tactical Portfolio Strategies, he uses technical analysis to analyze current holdings and find opportunities in equities to use in the firm's tactical programs.
However, existing clients will have to phone the broker to transfer current holdings they wish to hold in the US dollar side.
But to pay last year's taxes, we may be forced to liquidate current holdings.
Current hold Secret Clearance.
Among the countries Faber notes as being cheap — and which, not coincidentally, are current holdings of GVAL — are problem countries Russia, Greece, and Spain.
CONSUELO MACK: Give us a couple of example of current holdings in your portfolios of companies that are good capital allocators.
The Media Division also left the basement area in 2001 to become part of the HGSE's new Learning Technologies Center on the third floor; the space vacated by the Media Division on the Ground Floor has become the new home of the Gutman Library Special Collections, with 13,000 linear feet of shelving, for current holdings and future acquisitions, a Special Collections staff office, and a handsome dedicated Reading Room serving researchers using these collections.
Current holdings include millions of samples from more than 10,000 tropical trees and other lifeforms painstakingly collected from around the globe.
First up is Brookfield Infrastructure Partners (BIP), my longest current holding!
Mitsubishi doesn't current hold a high reputation among automotive journalists, and my colleagues made a few derisive comments as I began this test.
Heck i may even add more to my current holdings of interpipline.
That math, in general terms — corporate overhead and pension issues aside — tells Freeman he'll make as much money selling as he would in continuing to run (and cut) his current holdings.
Robert Kleinschmidt, portfolio manager of the Tocqueville Fund (TOCQX), discusses the Fund's investment strategy and current holdings.
Current holdings are below:
Since then, they have accumulated 320,000 more shares to bring them to their current holding of a 5.47 % ownership stake in MIL.
Do you incur more fees to reduce or increase a current holding, or do you wait until you buy the «next rung» on the ladder?
Each issue discusses a current holding in our dividend growth portfolio.
It's been a while since I added to any of my current holdings and HCP, Inc. (HCP) is starting to look OK to me once again.
So I added another 100 shares to my current holding.
Another important task is estimating returns for your investment portfolio based on your current holdings.
So, my current holdings are always up - to - date for all my readers to see.