Sentences with phrase «diversified holdings of»

He has a diversified holdings of dividend stocks that he writes covered calls on for extra income.

And since Zuckerberg owns about 30 percent of Facebook currently, that will mean his foundation will have to diversify its holdings of Facebook stock, or potentially create yet another foundation, though with different owners, to accommodate the rest of the stock.

In our opinion, the most dynamic way for investors to position for these changes is through a diversified holding of well selected gold mining equities, which stand to benefit in a dramatic way from a better gold price environment and improved investor sentiment.

Yet a diversified holding of stocks that are in the same index should have a relatively small likelihood of diverging significantly from the index within 31 days.

Not exact matches

The idea is that retirees with well - diversified portfolios can start by withdrawing 4 percent (actually, it is closer to 4.5 percent) of their holdings — or $ 4,500 per year for every $ 100,000 of investments — to allow themselves a cost - of - living increase every year and still be reasonably assured of not outliving their money.

The new service speaks to eHarmony's need to diversify as IAC / InterActiveCorp bulks up ahead of the planned public listing of Match Group, which will hold the company's dating businesses.

«There is no magic number of funds to hold, but you can create a well - diversified account with just a handful of broad index funds,» says Alfonso says.

With his company's diversified holdings in insurance, transportation, paper, media, and financial services, Desmarais was one of the most notable members of his province's business elite, often referred to as Quebec Inc..

She has run her family's diversified holding company, whose activities span 12 sectors and range from investing and real estate to the manufacture and distribution of foreign beverages (like Coca - Cola), cookies (like Nabisco's Oreos) and heavy equipment (like Cummins» engines), since 1986.

Plans by Emeco Holdings to diversify and accelerate its growth through M&A deals have come to naught, after the mining equipment supplier announced today its agreed takeover of Perth company RentCo and its merger discussions with Queensland competitor Orionstone had both been terminated.

Shannon used to run large diversified funds — she was once a star manager at CI Financial — but she now manages portfolios that hold a smaller number of mostly Canadian stocks.

The company's earnings guidance for FY18 does not include any potential impact from the previously announced pending sale of KMG America Corporation (KMG), whose subsidiary, Kanawha Insurance Company (KIC), includes Humana's closed block of non ‐ strategic long ‐ term care insurance policies, to Continental General Insurance Company (CGIC), a Texas ‐ based insurance company wholly ‐ owned by HC2 Holdings, Inc., a diversified holding company (NYSE: HCHC).

Manager Mark Oelschlager insists on keeping a diversified portfolio, with two of the fund's major holdings including Charles Schwab and Amazon.

«If it were up to him, he'd risk it and hold just a handful of stocks, while I'm consistently trying to get more diversified.»

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

Instead of selling your holdings, Wealthfront will directly transfer them into a diversified portfolio tax efficiently.

Instead of responding to every stock - market jitter, concentrate on diversifying your holdings to include other types of complementary investments.

Druckenmiller also highlighted fellow hedge fund billionaire George Soros as his second mentor, noting that Soros taught him the importance of making just a few big bets (that is, holding concentrated positions instead of being diversified).

Instead of selling your holdings, we will directly transfer them into a diversified portfolio tax efficiently, saving you that tax bill.

Finally, I should note that I viewed this as a way to diversify my 401 (k) holdings into real estate, too, because I basically took $ 33,000 out of the 401 (k) and used it to buy Manhattan real estate.

Buying and holding the overall market — using an E.T.F. like the SPY, or a traditional index mutual fund, or a very diversified portfolio of stocks — has been an extremely profitable strategy if you stuck to it for the last 25 years.

The company's recent purchase of Encore Vision should also shore up its vision sales and further enable it to diversify its holdings.

The president of Integrated Asset Management Corp.'s real estate group says the acquisition of 20 industrial properties in Atlantic Canada is part of a strategy to diversify its geographical holdings.

The Hussman Strategic Growth Fund holds a well diversified portfolio of stocks, custodied at Firstar Bank in Cincinnati, one of the largest mutual fund custodian banks in the nation.

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

Regarding Sulyma's holdings in the TDF, for example, the 2012 Summary Plan Description advised Sulyma that «[e] ach fund offers a broadly diversified mix of domestic and international stocks and bonds, and includes investments not typically available to individual investors, such as hedge funds and commodities.»

Your total portfolio would still be diversified, but each account would only hold one type of security.

When looking at Uber's nearly 6,000 U.S. employees, Uber faces an uphill battle trying to diversify a homogeneous workplace, where people of color tend to hold the jobs at the lowest rungs and are shut out of more lucrative and respected jobs in technology or leadership.

They also hold highly diversified portfolios of mines and other assets, which helps mitigate concentration risk in the event that one of the properties stops producing.

Prior thereto, from 1994 to September 2000, Mr. Swoveland held various positions including Vice President of Finance, Treasurer and interim Chief Financial Officer with Equitable Resources, Inc., a diversified natural gas company.

In addition to the Total Return Fund's positions in TIPS and short - dated Treasury securities, the Fund continues to hold about 30 % of assets in a diversified group of precious metals shares, utility shares, and foreign currencies.

The key is to diversify across jurisdictions as much as it makes sense based on the size of your precious metals holdings.

The Fund offers meaningful exposure to the returns generated by Australia's leading equity hedge fund managers combined with the benefits of holding a diversified portfolio of these managers, within a single investment.

Own a portfolio of several, or invest through a diversified fund that holds many.

Ultimately, TIP holds a broad and diversified portfolio of TIPS in an extremely liquid and efficient package.

Owning a diversified portfolio of stocks and holding it for the long term is a winner's game.

And if you choose funds that hold a broad range of stocks and bonds and work in synch with each other, you can put together a well - diversified portfolio with just a few funds, or even less.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

Many people who use their knowledge for consulting business ideas work from the comfort of their homes and diversify later on, if they so choose, by selling books, attending speaking events, holding online courses, and even doing podcasts.

For example if you bought Vanguard High Dividend Yield ETF (VYM), a holding in the Dividends Diversify Model Portfolios, during the market peak of 2007 and held though summer of this year, you would have earned about a 7.5 % annual total return including dividends.

This is still «lock and load» time for those who are holding a diversified portfolio of fundamentally superior stocks.

As a REIT, it must pay out 90 % of its earnings and a diversified portfolio, ARCP is a good bet as a long - term hold.

Many of our clients hold a mix of exchange listed and OTC products supporting the advantages of a diversified portfolio with a facilitator who offers collateral efficiency through cross-product margining benefit in a single account.

ONEOK, Inc. is a diversified energy and a partner company of ONEOK Partners, holding 41 % interest.

Because the Oakmark Select and Oakmark Global Select Funds are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Fund's returns more volatile than a more diversified fund.

On a long timeline, you're best served by holding a portfolio of diversified stocks and United States Treasuries.

But one of our 2018 focus areas is to diversify the frequency of our holdings.

Richmond, B.C. - headquartered Pinnacle Renewable Holdings Inc., an industrial wood pellet manufacturer and distributor, has entered into a long - term contract with Ube Industries Ltd., a diversified Japanese conglomerate with annual revenues of approximately US$ 6 billion.

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

A well - diversified investment portfolio should hold a percentage of the total amount invested in highly - rated bonds of various maturities.