Sentences with phrase «except in a stock portfolio»

So your portfolio is not that different from your home, except in a stock portfolio, you witness money flowing from the stocks to your bills.

Not exact matches

As a result, even though expected returns on stocks were actually negative on a 10 - 12 year horizon in 2000, and are presently 0 - 2 % on that horizon, the expected return on a traditional portfolio mix is actually lower at present than at any point in history except the 1929 and 1937 market peaks.

I automatically reinvested all dividends in my Empire portfolio (except for stocks held in Loyal3).

The Fund's portfolio will typically be fully invested in common stocks favored by Hussman Strategic Advisors, Inc., the Fund's investment manager, except for modest cash balances arising in connection with the Fund's day - to day operations.

The fund invests in a portfolio of 412 stocks in all sectors except real estate, all of which pay higher - than - average dividend yields.

In terms of our Standard Switching Portfolio, we would have abandoned stocks entirely in late 1995 and stayed out except for a brief period from mid-2002 to mid-200In terms of our Standard Switching Portfolio, we would have abandoned stocks entirely in late 1995 and stayed out except for a brief period from mid-2002 to mid-200in late 1995 and stayed out except for a brief period from mid-2002 to mid-2003.

I have an interest in dividend investing but haven't done anything much except start a small portfolio of 5 Dividend Aristocrat stocks a few years back.

Although they worked well in various markets except Japan, there were some implementation challenges, such as high portfolio turnover and low liquidity for small - cap stocks.

The Fund's portfolio will typically be fully invested in common stocks favored by Hussman Strategic Advisors, Inc., the Fund's investment manager, except for modest cash balances arising in connection with the Fund's day - to day operations.

I am currently automatically reinvesting all dividends in my Empire portfolio (except for stocks held in Loyal3) until my income reaches $ 500 / quarter.

Edit in response to comment: Corporate bond correlation with stocks is positive but generally not very strong (except for high - yield junk bonds) so while they don't offset stock volatility (negative correlation) they do help diversify a stock portfolio.

Although in point of fact, a recent FPA Trends in Investing Survey revealed that advisors are increasingly building portfolios with ETFs, and stocks, and bonds, and even private equity funds — anything except third - party mutual funds.

Most of the cash and bonds are held in the insurance segment and that is not included in my above analysis except for the stock portfolio.

Trading in residential real estate is nothing like trading in commodities; one does not live in a stock portfolio, except in one's dreams.