Sentences with phrase «dollar holds in portfolios»

Its relatively high global position reflects the special place the Australian dollar holds in portfolios of international funds managers because of its relation to commodity prices, offering a degree of diversification from other currencies.

Not exact matches

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).

It is wise to hold both gold and silver in your portfolio, and investing in physical silver bullion purchased from an online dealer that offers storage, a dollar - cost averaging program, and a number of different account types will ensure that your investment needs are met now... and for years to come.

The clearest available explanation for this crazy price outcome is supply: the total dollar amount of market value in $ WFC - L, an amount that has to find a home in someone's portfolio at all times, is roughly 1000X larger than the total amount of $ KSU - to be held.

Their approach is to calculate excess returns in U.S. dollars from a portfolio that is iteratively long (short) the fifth of currencies that are most undervalued (overvalued) per each of these four metrics and hold the positions over periods ranging from one week to 12 months.

Gross margin is to hold steady or drop slightly in the first six months of this year, compared with 39.5 percent for the same period last year, Ko said, adding that the decline could be attributed the a strong New Taiwan dollar, higher raw material costs and unfavorable product portfolios.

You can hold units of any fund / portfolio available for purchase in U.S. dollars in non-registered accounts with CIBC Securities Inc..

Certain funds / portfolios available for purchase in U.S. dollars can be held in some registered plans offered by CIBC Securities Inc..

* CIBC U.S. Dollar Managed Portfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registeredPortfolios are not eligible for registered accounts offered by CIBC Securities Inc., but other registered dealers or brokers may allow you to hold these portfolios in registeredportfolios in registered accounts.

If she holds just 3 % of those stocks in Canada, her portfolio will have very little exposure to Canadian dollars, even though all of her income and expenses are likely to be in her home currency.

In my personal portfolios, I track the asset allocation in Canadian dollars by converting foreign holdings into Canadian dollars using the prevailing exchange ratIn my personal portfolios, I track the asset allocation in Canadian dollars by converting foreign holdings into Canadian dollars using the prevailing exchange ratin Canadian dollars by converting foreign holdings into Canadian dollars using the prevailing exchange rate.

The huge amounts of realistic risk inherent in owning U.S. Treasuries today is offset greatly if the portfolio holding these instruments is a dollar - average and will continue to acquire new U.S. Treasuries as interest rates fluctuate.

Since half the value of the Sleepy Portfolio is denominated in US dollars (note that though VEA and VWO are denominated in US dollars, Canadian investors are exposed to currency risk between the CAD and the basket of currencies that the ETF holdings are denominated in — Pound, Yen, Euro etc., not the CAD - USD exchange rate), the loss in value of the Canadian dollar helped cushion the steep drop in stock values.

A rising Canadian dollar is good news for snowbirds and importers, but if you hold foreign equities in your portfolio, you've taken a hit.

As a result, Canadian dollar bond portfolios are very concentrated in several widely held issuers and a few industry sectors, banking and utilities in particular.

The extent to which the composition of the investment assets of the Underlying Funds held by each Portfolio exposes the Portfolio to the risk of movement in the value of non-U.S. currencies in relation to the U.S. dollar will be monitored on an ongoing basis.

You can hold units of any fund or portfolio available for purchase in U.S. dollars in non-registered accounts with CIBC Securities Inc..

Certain funds and portfolios available for purchase in U.S. dollars can be held in some registered plans offered by CIBC Securities Inc..

Those with taxable investment portfolios can also hold U.S. securities that pay out U.S. - dollar dividends or interest, spending the proceeds while in the U.S..

I use currency neutral funds in my portfolio and view the higher MER from holding a currency hedged fund as taking out a little insurance against a drop in the US dollar.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

And if the dollar isn't your home currency, it's generally served as a decent portfolio hedge in the risk on / risk off environment of the past few years: For example, when the market's risk off, your portfolio suffers — but dollar strength usually benefits your TLI holding (& vice versa).

The bank explained it will hold from 60 — 100 percent of the portfolio in bitcoin, depending on level of confidence its bitcoin price prediction, while the remainder is held in U.S. dollars.

Recognized as one of the most successful entrepreneurs in the nation, R. Donahue Peebles is Founder, Chairman and CEO of The Peebles Corporation, one of the country's few national privately held real estate investment and development companies with a multi-billion dollar portfolio of projects in New York, Washington D.C., Philadelphia, Boston, Miami and Miami Beach.