Sentences with phrase «existing positions in my portfolio»

During December, I didn't open any new positions but I did add to some of my existing positions in my Portfolio.

Not exact matches

«To achieve this in the synthetic credit portfolio [of things like index swaps and credit derivatives], the CIO could have simply reduced its existing positions; instead, starting in mid-January, it embarked on a complex strategy that entailed adding positions that it believed would offset the existing ones.

Immediately after our market timing model reverted back to a sell signal after the June 21 close, we closed our existing long positions in our model trading portfolio (on the June 22 open).

In this post I break down my reasons for adding to the existing QCOM position in my portfolio and what this means for my forward dividend incomIn this post I break down my reasons for adding to the existing QCOM position in my portfolio and what this means for my forward dividend incomin my portfolio and what this means for my forward dividend income.

Even within my dividend portfolio, I combine DCA (with automatic DRIP), and market timing strategies (by using PE as a valuation measure in deciding whether to add to existing positions or buy into new ones).

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.

• Trimmed JNJ and PEP each back to 9 % of the portfolio to get them under the 10 % - max guideline • With the proceeds, added to existing positions in AT&T (T) and Microsoft (MSFT) • With the remaining proceeds, started a new position in Digital Realty Trust (DLR) Thus, this package of trades served several strategic goals at the same time: • It corrected the over-sized positions by getting them back under 10 % of the portfolio • It allowed me to increase my stakes in two high - quality dividend growth companies • It allowed me to add a new position, bringing me closer to my target of 20 - 25 stocks overall.

I am staying on the sidelines with more than usual cash in my portfolio — hoping to initiate new / extend my existing positions.

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.

If I decide to add to my existing Portfolio positions in the near term, a few stocks are currently at the front of the list.

Even within my dividend portfolio, I combine DCA (with automatic DRIP), and market timing strategies (by using PE as a valuation measure in deciding whether to add to existing positions or buy into new ones).

We hope investors find our five - year forecasts useful in managing expectations about their existing portfolios, and perhaps also in creating winning combinations of strategies, positioned for future — not based on past — success.

Basic ETF Portfolio — Just like last month there is no change in the existing positions of Vanguard Total Stock Market ETF (VTI), Vanguard REIT Index ETF (VNQ), and Vanguard Total Bond Market ETF (BND).

«Oaks Woolloongabba complements our existing Brisbane portfolio perfectly, which comprises nine hotels in the CBD, Fortitude Valley and Bowen Hills, and will provide another well - positioned, inner - city address for travellers to choose when visiting Brisbane.

Drawing on FXPIG's substantial experience developing technology for financial trading environments and understanding of the liquidity needs of currency markets, CoinMetro is uniquely positioned to support the trading needs of investors in cryptocurrencies, either allowing them to diversify existing portfolios or access the crypto markets for the first time.