Sentences with phrase «existing holdings»

Our aim is to provide a general update on our current thoughts, views and insights on existing holdings and changes to the portfolio over the period.

This week provided great opportunities to set new positions early in the week and sell calls against existing holdings late in the week, just as we suggested last week.

Our aim is to provide a general update on some of our current thoughts and views, insights about existing holdings and changes to the portfolio over the period.

Someone that believes a god or gods does not or can not exist holds a belief on the matter.

After the initial trades to sell existing holdings and buy some ETFs, his only trading would be re-balancing once a year — which might involve a half dozen trades, if that.

Hinting at the previous life of the material, the work exists held in silent stasis, a resurrection or ghost of its former self.

Quilts by Louisiana Bendolph, Mary Lee Bendolph and Annie Mae Young complement existing holdings by these artists, while work by Lucy T. Pettway, Arlonzia Pettway, Arcola Pettway, China Pettway, Jennie Pettway, Agatha Bennett, Polly Bennett and Flora Moore enters the collection for the first time.

A significant group of paintings and sculpture by Joe Light, as well as individual works by artists such as Archie Byron, Mary T. Smith, Royal Robertson and Purvis Young, complement existing holdings by those artists.

This rebalancing also provides us with the opportunity to replace existing holdings with the Vanguard Canadian Short Bond ETF (TSX: VSB) and the BMO Real Return Bond ETF (TSX: ZRR) for reasons outlined in this previous post.

This means that as cash enters our the fund, either through new deposits or us trimming existing holdings, we are not fully investing the proceeds and so cash levels have begun to build.

I have no objection to the sale of the funds, but she will not earn much income from Wells Fargo, and she already has too much single stock risk, including existing holdings of Wells Fargo.

And yet, my investment portfolio as a whole showed a dividend growth of 18 % from 2015 to 2016 as the negative impact could be offset by adding some new positions with strong dividend payments (e.g. Swiss Re), increasing existing holding (e.g. Banco Santander) and due to dividend hikes.

In the interim, though, investors could consider a «core and explore» or «core / satellite» approach that puts index funds at the core of registered portfolios (where tax consequences of switches are minimized), while perhaps retaining existing holdings in non-registered portfolios.

No longer will you think of cash as a safety blanket to cling to, or a party wad that's burning a hole in your goddamn pocket... Instead, as you average out of positions, you'll automatically line up new / existing holdings which you're continuing to average into — while an unexpected windfall exit (I've had a couple this year), will simply prompt you to line up steady / periodic buys to gradually run down your cash again.

When the cash gets too low for the manager's comfort level (depends on the typical pattern of net inflows and outflows, as well as anticipated flows based on recent performance), the manager will sell some of his least favorite holdings, and when the cash gets too high he will buy some new holdings or add to his favorite existing holdings.

So, switching existing holdings to HXT is not an option.

The museum has announced recently acquired works by Colescott, Willie Birch, Leonardo Drew, and Hank Willis Thomas which are on view in «Black Fire,» along with existing holdings from the museum's collection by Cox, Hendricks, Martin Puryear and Norman Lewis.

Whilst some commercial galleries have closed in response to tough times, the institutional response tends to be to rotate shows more slowly, and to rely on re-presenting existing holdings rather than on securing loans

Only during initial portfolio review, members receive suggested action on existing holdings (stocks)

As a matter of policy, they keep a fair amount of cash on hand so they can use sharp share - price declines to add to existing holdings in the concentrated Fairholme portfolio or to initiate new positions.

A significant group of paintings and sculptures by Joe Light — as well as individual works by artists including Archie Byron, Mary T. Smith, Royal Robertson and Purvis Young — complement existing holdings by these artists.

Most of the acreage EQT will acquire from Rice is contiguous to its existing holdings, so it will be able to produce more efficiently through horizontal drilling, the company said.

But hundreds more are waiting in line for approval, and investors worry that the flood of new listings will harm valuations across the board as traders draw down their existing holdings to chase newcomers.

According to Gross, «if financial assets no longer work for you at a rate far above the rate of true wealth creation, then you must work longer for your money, suffer a haircut on your existing holdings and entitlements, or both.»

When the figure is above 8 %, an existing holding is still considered worthy of being retained.

If one believes IBM has turned the corner and revenues and earnings will grow again on a consistent basis, I think the stock is a good candidate for add on purchases to my existing holdings below $ 155 per share.

Head of fund research at Brewin Dolphin, Ben Gutteridge said the market's response to the sector, for now at least, is not the signal of something more worrying, but equally it is not a good time to be adding to existing holdings.

Using our industry - leading SmartPath ® investment platform, we'll work with you to assess your risk tolerance, tax concerns, existing holdings, personal preferences, and any other restrictions or conditions that could affect your holdings.

While there were no new names added to the portfolio this quarter, we increased our positions in our existing holdings that we felt were still trading at a substantial discount to fair value.

I recently added some more shares to my existing holdings, so this move down just the day after my additions looks scary to me.

For example, last year, LVMH acquired German luggage maker Rimowa and niche perfumer Maison Francis Kurkdjian, both of which complemented the group's existing holdings, positioning it to tap fast - growing categories where it was underpenetrated.

GoodeReader has reported on the library database platform Literati that allows academic libraries to extend their existing holdings and collections while incorporating them with the content that Literati has to offer.

Clients should be aware that changes in the selection of portfolios and models by ML Wealth's investment management service may result in the sale of their existing holdings and may subject them to additional tax liability.

We need to rebalance to get back to the 50 - 50 target, but we can't do that by simply adding to the existing holdings.

You can upload your existing holdings and transact in them, you can make fresh investments of direct plans of mutual funds.

In such a case, if we decide to sell some of our existing holdings to buy the newly identified one, then would it be the same like not buying existing portfolio holdings with new cash?

«As XRE is a fund that fully replicates its index, it would also be added to XRE's portfolio,» he says, «and generally the fund would need to sell some of its existing holdings in order to finance that purchase.»

Since there are no tax consequences to selling your existing holdings, you should just liquidate all the holdings right away.

I recently added some more shares to my existing holdings, so this move down just the day after my additions looks scary to me.

I can't make a complete judgment about them until I sell them and actualize the increase in wealth, or until such a time when the accumulated dividends provide such a large yield on cost that the existing holding is only a small part of the total investment.

And of course, there's a host of strategies associated with relating the benefit to your existing holdings.

Trim asset classes that are overweight due to appreciation, and use the proceeds to add to your existing holdings.

We have spent several decades nurturing a wide international network of professional investors who help us find new opportunities and gain insights into our existing holdings.

A great start of the snowball and I see that you also added $ 790 of capital to existing holdings.

Every month I evaluated our clients» existing holdings and researched potential managers to add to their portfolios.

If the security value has stalled but the investment continues to pay regular dividends that provide much - needed income, consider keeping your existing holding and taking your dividends in cash.

As noted above, I added a few shares to my existing holdings as a result of this drop.