Sentences with phrase «gains in their stock portfolios»

Dump the losers: This year, with a booming stock market, many investors could be seeing sizable gains in their stock portfolio and in year - end mutual fund distributions.

Not exact matches

Thompson said gains in other stocks in his portfolio have provided leeway to maintain his bet against Tesla.

Now, as the Oracle of Omaha prepares to kick off this year's Berkshire shareholder convention on Saturday, the opposite is true: The vast majority of the stocks Warren Buffett owns have made money over the past year, helping his portfolio gain some $ 16 billion dollars in value.

«Halftime Report» trader Jim Lebenthal is getting nervous about the stock market right now so he purchased an exchange - traded fund to protect the 9 percent year - to - date gain in his CNBC Pro model portfolio.

For example, in our Wagner Daily ETF and stock picking portfolio, we are presently sitting on unrealized gains of 49 % in Silica ($ SLCA) and 35 % in Yelp ($ YELP).

On a different note, all 7 open positions in our model portfolio of The Wagner Daily (3 ETFs and 4 stocks) are presently showing unrealized gains, and are technically well positioned to climb higher in the coming days.

For example, if you're in a 60/40 portfolio and stocks fall 20 % and bonds gain 5 %, you're now 53/47.

To do so, we focus on swing trading stocks that are volatile enough to produce gains of 20 % or more in a short period of time, which allows us to rotate the portfolio, and again, maximize profits.

On a separate note, here is a brief update on the open stock and ETF positions presently in our model swing trading portfolio: We sold a partial position of Celldex Therapeutics ($ CLDX) for an 18 % gain on April 25, but remain long about half the original shares (more on our $ CLDX entry here).

The methodology provides a well - screened group of stocks that also delivers yields greater than the market (S&P 500 yields ~ 2 % while the stocks in our portfolio have an average yield of 6.5 %), safety in the sustainability of the yield because of strong free cash flow, and the potential for capital gains as each stock is currently undervalued.

Swing traders thrive on rotating the portfolio of stocks they trade when market conditions are strong, and proper stock selection is key to raking in the big gains thereafter.

Although Friday's action was bullish, and we now have solid unrealized gains in the open ETF and stock swing trade positions in our model portfolio, we continue to trail tight stops in order to reduce risk and lock in gains whenever possible.

For the most part, I've not had a problem in keeping up to date with news, or checking my Instagram feed and checking my stock portfolio — whilst BlackBerry 10 has had trouble with gaining developer interest, that hasn't stopped a number dedicated developers to develop third party native apps such as Snap2Chat (Snapchat client), iGrann (Instagram client), Whine (Vine client), Reddit2Motion (Reddit client) All these apps work wonderfully and fit nicely on the 5» screen, so screen estate isn't an issue here, unlike the Q10 / Q5.

And, you know, many people, when they've seen their portfolios go up and up and up — thanks to gains in the stock market — there is this tendency to leave well enough alone and to not mess with things that seem to be working.

This is uncomfortable for hedged - equity in the short - run, because the glamour stocks drive gains in the major indices that aren't sufficiently matched by gains in broadly constructed stock portfolios — particularly those following value - conscious strategies.

The market timing model of my Wagner Daily newsletter is now in «buy» mode, and the model portfolio is now holding a handful of stocks and ETFs (most positions presently showing unrealized gains).

Although there have been short - term periods of underperformance, our model ETF and stock trading portfolios have outperformed the cumulative gain of the overall stock market by a wide margin in the 10 years since our company's inception.

Returns of individual stocks in the portfolio followed the typical pattern for successful quarters — more winners than losers, and gains of greater magnitude than losses.

Altogether, this represents a month - to - date gain of 5.0 % in our model ETF portfolio and a gain of 4.1 % in our model stock portfolio (click here to see detailed, cumulative history of trading profits of ALL our trades since 2002).

The theory gained notoriety in 1935 when Elliott made an uncanny prediction of a stock market bottom and has since become a staple for thousands of portfolio managers, traders, and private investors.

Mutual funds are a great way for investors to gain exposure to many different stocks, bonds and other asset classes in a single, diversified portfolio that is run by a professional money manager.

If you reinvested all gains but failed to rebalance, the huge runup in stock prices over the past eight and a half years would have transformed your portfolio mix to nearly 90 % stocks and 10 % bonds today.

Not a single stock in my Empire portfolio posted a gain last month.

Nevertheless, since I bought the stock in 2008, 2009, and 2011, my portfolio shows a blended gain of 52 % for all three stakes.

By rebalancing — in this case, selling some bonds and reinvesting the proceeds in stocks — the retiree would not only bring his portfolio back to its proper proportions, but also better position it to participate in the market's rebound the following year, 2009, when the Standard & Poor's 500 index surged to a near - 27 % gain vs. a more modest 6 % return for bonds.

Someone who started out with a mix of 70 % stocks and 30 % bonds when this bull market began back in 2009 and simply re-invested all gains in whatever investment generated them, would have something close to a portfolio 90 % stocks and 10 % bonds today.

In fact, the client may leave instructions to sell the other stocks in the portfolio to pay any capital gains taxes owed on his or her deatIn fact, the client may leave instructions to sell the other stocks in the portfolio to pay any capital gains taxes owed on his or her deatin the portfolio to pay any capital gains taxes owed on his or her death.

As I am writing this, we have seen roughly a 13.2 % gain in the Dow this year which has got to make most who are invested in stocks generally feel pretty good about their portfolios.

Retirement stocks should provide you with dividend income as well as long - term capital gains Read on for tips on successfully investing in retirement stocks — and whether bonds have a place in your portfolio.

Whatever stocks - bonds blend you ultimately decide on, make sure you rebalance occasionally to ensure that gains or losses in different holdings doesn't cause your portfolio to stray too far from your target mix.

In the past 90 days, stock markets have advanced a little and the Sleepy Mini Portfolio now shows a modest gain over book value.

WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.

Instead, client returns are pegged directly to the gains in a portfolio of blue - chip stocks.

In the buy and hold portion of my portfolio (half each in equities and fixed income) I totally ignore all the bad news as it would create anxiety to be sitting on a bunch of stocks when the evidence indicates there is a greater risk of loss than gaiIn the buy and hold portion of my portfolio (half each in equities and fixed income) I totally ignore all the bad news as it would create anxiety to be sitting on a bunch of stocks when the evidence indicates there is a greater risk of loss than gaiin equities and fixed income) I totally ignore all the bad news as it would create anxiety to be sitting on a bunch of stocks when the evidence indicates there is a greater risk of loss than gain.

For example, suppose your portfolio of large - cap stocks gained 8 % in a particular year.

There are various hedging strategies available, many of them using inverse ETFs or ETNs (exchange - traded notes), which let you participate in the hope of stock gains while also hedging some of your portfolio against downside risk.

A portfolio with an equal dollar amount invested in each stock in the index gained 12 % over the last 12 months.

Similarly, the gains you earn will vary based on how you divvy up your portfolio between stocks and bonds, as well as on whether you stick to your stocks - bonds mix (and periodically rebalance to do so) or jump in and out of the market or shift your mix around in an attempt to capitalize on a shifting market.

Of the 31 stocks that were in the portfolio at the end of March, 12 posted gains in April.

You should also rebalance periodically, so that gains or losses in different parts of your portfolio don't push your stocks - bonds mix too far from your target mix.

The stocks in the Conservative Growth Portfolio in The Successful Investor have gained 608.2 % since we launched the newsletter in 1995.

For example, should the value of stock X increase by 25 % while stock Y only gained 5 %, a large amount of the value in the portfolio is tied to stock X. Should stock X experience a sudden downturn, the portfolio will suffer higher losses by association.

When finding dividend stocks, look at these key factors By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

Hedge current portfolio by short selling similar stocks or ETFs when you think the market may go down in the short term but don't want to sell the stocks you own to incur short - term capital gains.

This principle is based on theory that when a stock goes down in a diversified portfolio, it will be offset by the gains of the other stocks.

See how to put the Zacks Rank and the Billion Dollar Secret to work for you and how having more Zacks Rank # 1 stocks in your portfolio leads to more gains.

As we all know, the stock market really has been a raging bull over the past years producing some quite nice book gains in my portfolio as well.

i will definitely be more conscious of this in the future, given that i own dodge and cox stock fund, which had the same problem to a lesser extent by allowing aig and fannie to gain increased portfolio share in the fund.

During that 30 - year stretch, the S&P 500 - stock index (with dividends reinvested) lost money in five years — 1990, 2000, 2001, 2002 and 2008 — and the T. Rowe Price Group fund posted gains in three of those five years, thus helping to bolster a diversified portfolio's performance at a time when its stock market investments were suffering.