Sentences with phrase «equity exposure accounts»

Don't be fooled either by the apparent fact my pure equity exposure accounts for less than half my portfolio.

Not exact matches

Whether measured by retail - broker account openings, household equity exposure or surveys, investors were crowded on the bullish side of the boat.

I want to invest, but I use my 401k and brokerage account for my equity exposure.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

Net exposure takes into account the benefits of offsetting long and short positions and is calculated by subtracting the percentage of the Fund's equity capital invested in short sales from the percentage of its equity capital used for long positions.

This is very important to me as an investor in European equities because current valuations do not appear to take into account any earnings improvements among those European companies that have large exposures within Europe.

«We have advised our clients to consider reducing their equity exposure, especially in 401 (k) and other tax - deferred accounts since there would be no tax implications in making such changes,» he said.

However, Canadians already have significant holdings in local markets through index funds, ETFs, mutual funds or direct stock holdings and need to calibrate their allocation to Canadian equities to account for the additional exposure through VEU, which at present is 5.5 %.

Lester Canadian Equity Fund: For clients who have less than $ 500,000 in investments and who want exposure to Canadian equities, this fund was created to provide greater diversification than can be achieved in a smaller segregated account.

But when you take into account the odds of making two correct timing trades — out now, in later, and the cost of the taxes on my taxable account, the incentives for reducing equity exposure now look poor.

Sally Brandon — Well we had her retirement account that we were managing and she was in a pretty aggressive portfolio but there was a little bit more room to take on a little bit more equity exposure.

Under the Exposure Analysis conducted by IB, if an account would lose so much value that its equity would be eliminated and it would then additionally have an unsecured debt to IB (i.e., negative equity), this would represent an Exposure to the firm (since IB is legally obligated to guarantee its customers» performance to the clearinghouse even if the customer has no remaining equity).

FXCM strongly encourages traders to utilize caution when trading around news events and always be aware of their account equity, usable margin and market exposure.

As we can see, «smart beta» currently accounts for a sizable $ 75B in assets (or almost 9 % of assets for US listed ETFs that provide domestic equity exposure).

The Charlottesville, Va. - based research firm estimates that CommonWealth REIT and Equity One Inc. have the most exposure to Office Depot stores, with the retailer accounting for 1.7 percent and 1.4 percent of these REITs» revenues respectively.