Sentences with phrase «existing portfolio holding»

-- Peer Stocks: Stocks which offer an interesting peer comparison, or even an investment alternative, to an existing portfolio holding.

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?

Some investors prefer to add smart beta strategies that target one factor as a way to complement existing portfolio holdings.

Then I take all of my ideas once per quarter, shortly after the 13Ds are filed, and compare them against existing portfolio holdings against a variety of valuation metrics, sentiment variables, and other factors.

Not exact matches

That service incorporates existing investments into the Wealthfront portfolio where possible and holds transferred securities that can't be incorporated until capital gains become long - term.

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Stocks watched this week: Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] V [/ tag] 20 73.18 -58.59 -3.85 67.28 2.7400 -11.60 Contribution this week: $ 0 Current [tag] capital Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Stocks watched this week: Medifast Inc. (MED) Long Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] DV [/ tag] 12 69.46 26.04 3.22 66.00 2.0200 -1.92 [tag] V [/ tag] 10 Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Existing & new [tag] holdings [/ tag]: 100 % cash Contribution this week: $ 100 Current [tag] capital exposure [/ tag]: 0.0 % New positions available to open: 0 Starting [tag] account value [/ tag] = $ 2,037.17 Account value = $ 2,037.17 (without margin) Buying Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: Stocks watched this week: Visa (V) Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%) Contribution this week: $ 0 Current [tag] capital exposure [/ tag]: 0 % New positions available to open: Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: Rackspace Hosting, Inc (RAX) Stryker Corp. (SYK) Existing & new [tag] holdings [/ tag]: Contribution this week: $ 0 Current [tag] capital exposure [/ tag]: 0.0 % New positions available to open: 0 Starting [tag] account value [/ tag] = $ 1,996.76 Account value = Continue reading →

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.

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: Centurytel, Inc. (CTL) Visa, Inc. (V) Telestone Technologies Corp. (TSTC) Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%)[tag] RAX [/ tag] 37 20.37 -74.00 -8.94 SYK 15 54.04 -29.10 -3.47 Contribution this week: $ 100 Continue reading →

DEQ will also be studying how a cap - and - trade program would interact with existing programs, including the state's renewable portfolio standard, its clean fuels program and U.S. EPA's Clean Power Plan for power plants, which is currently on hold pending court challenges.

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.

To the extent that an investor wants to add gold bullion to their portfolio and doesn't care about currency fluctuations, cheaper options such as the SPDR Gold Shares (GLD)(MER of 0.40 %) or Central Fund of Canada (which holds silver in addition to gold, has incurred expenses of 0.30 % and trades under CEF.A on the TSX) already exist.

«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.»

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: Centurytel, Inc. (CTL) Visa, Inc. (V) Telestone Technologies Corp. (TSTC) Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%)[tag] RAX [/ tag] 37 20.37 -74.00 -8.94 SYK 15 54.04 -29.10 -3.47 Contribution this week: $ 100 Continue reading →

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

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.

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.

With more than a hat tip, but a full bow to my reader Eric, I present a recent comment of his: Eric Says: Regarding your existing portfolio, you've sometimes held FXF and other Proshares Currency f...

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

In fact, if you don't think that «alternative investing» is for you, ask your current adviser if you have any alternative investments in your portfolio (retirement included) or if any of your existing holdings in funds have them.

You are only given the ability to lock existing stock holdings if they make up a very small portion of your portfolio.

Eric Says: Regarding your existing portfolio, you've sometimes held FXF and other Proshares Currency funds.

«Of the four existing traditional fixed - income holdings in the model portfolio (ZAG, VSB, ZDB and BXF) ZAG is the most directly comparable product to VBG and VBU since the other securities are short duration,» Fustey said.

Income from the existing portfolio: The investors who hold the securities for a long - term can also earn income on their holdings by writing the options contracts.

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: Stryker Corp. (SYK) Stocks dropped from portfolio this week: Medifast Inc. (MED) RINO International Corporation (RINO) Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%)[tag] CTL [/ tag] 9 35.07 -9.18 -2.83 [tag] RAX [/ tag] 37 22.12 -9.25 -1.12 SYK 15 56.03 0.75 0.09 Continue reading →

Putting them into action You can add some of these funds to your existing holdings or use them to create a diversified portfolio.

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.

Total Produce $ TOT: ID, last reported as a 6.5 % portfolio holding as of end - June, now sold down to zero... Total Produce $ TOT: ID — business / shr price running out of steam, upside potential's nw much reduced & other new / existing positions beckon...

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.

We'll analyze your existing holdings and rebuild your portfolio in line with your financial goals and our investing philosophy, keeping any of your existing holdings that fit selling any that don't.

As required for purposes of analyzing the impact of existing and future market changes on the prices, availability, as demand and liquidity of such securities, as well as for the assistance of portfolio managers in the trading of such securities, Adviser personnel may also release and discuss certain portfolio holdings with various broker - dealers.

We've talked about using options to supercharge your portfolio before — and this strategy involves selling call options on your existing stock holdings.

TOTAL ASSETS PLUS INVESTOR FUND OPERATING AGE: Regarding the total invested assets of these lowest cost investment funds and the length of time that they have existed, they hold several hundred million dollars of total investment portfolio assets or much more and have been operating a minimum of three years.

That service incorporates existing investments into the Wealthfront portfolio where possible and holds transferred securities that can't be incorporated until capital gains become long - term.

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Stocks watched this week: Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] V [/ tag] 20 76.66 11.01 0.72 67.28 2.8900 -11.60 Contribution this week: $ 0 Current [tag] capital Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: 06/16/2010 Bought 20 V @ 76.1094 Stocks dropped from portfolio this week: none Stocks watched this week: Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] V [/ tag] 20 77.04 18.61 1.22 67.28 2.4400 -11.60 Contribution Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Stocks watched this week: none Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] V [/ tag] 20 71.45 -93.19 -6.12 67.28 2.3500 -11.60 Contribution this week: $ 0 Current Continue reading →

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: none Stocks watched this week: Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%)[tag] V [/ tag] 20 73.18 -58.59 -3.85 67.28 2.7400 -11.60 Contribution this week: $ 0 Current [tag] capital Continue reading →

Fladgate LLP is acting for AIM listed client Toumaz Holdings Limited, which has developed a portfolio of unique and world - leading silicon chip technologies, on the raising of # 9m by way of a firm placing of new ordinary shares by FinnCap with new and existing shareholders.

SBI Holdings, the financial services arm of Japan's SBI Group, has added a cryptocurrency hardware wallet maker to its existing portfolio of cryptocurrency...

With the fundamental knowledge, support Senior Portfolio Managers and Company Directors with buy and sell ideas as well as news and opinions of existing equity holdings.

As highlighted in the most recent NIC MAP ® Insights Newsletter, evidence exists that, all else held constant, a pricing premium of an estimated 34 percent exists on properties sold within a portfolio transaction..