Sentences with phrase «current portfolio holdings»

Indeed, the very fact so many investors acted rather eagerly to upgrade has recently pushed the value differential that much further in favor of current portfolio holdings.

Currently this rule applies to Philip Morris (PM) and Kimco Realty (KIM), current portfolio holdings yielding less than 4 %.

Similarly, because the system is not influenced by emotions that can cloud the investor's judgment, it provides a way to track current portfolio holdings.

Current portfolio holding AbbVie (ABBV) is taking a hit today after announcing a $ 21 billion cash and stock deal to buy Pharmacyclics (PCYC).

Like ETFs, most NextShares funds meet redemptions through Authorized Participants primarily in kind, 2 meaning that the fund distributes current portfolio holdings of securities rather than cash.

This rule applies to Bristol - Myers Squibb (BMY) and Philip Morris (PM), current portfolio holdings yielding less than 4 %.

The Basket used in fund creations and redemptions is not intended to be representative of current portfolio holdings and may vary significantly from the fund's current holdings.

Portfolio Managers Bill Nygren and Win Murray answer questions from GuruFocus readers on a variety of subjects, including value investing, Harris Associates» investment process and current portfolio holdings.

Visa and MasterCard are two current portfolio holdings that we expect to produce tremendous dividend growth over the foreseeable future.

This first Blog post of 2018 provides a «year in review» of my current portfolio holdings.

This rule applies to Philip Morris (PM), a current portfolio holding yielding less than 4 %.

Below is a list of my current portfolio holdings.

After that, I engage Portfolio Rule Eight, and make my current portfolio holdings compete against the new ideas.

It is instructive to compare the current portfolio holdings with that of year end 2011.

I did want to review the 2017 performance of all my holdings here, but ultimately it didn't make much sense if I didn't also focus on their current valuations & prospects — therefore, my next post (or two) will take a fresh look at each of my current portfolio holdings & my current portfolio allocation.