Sentences with phrase «hold higher cash»

When interest rates are low, people are willing to hold higher cash balances.

Since the return on short - term cash investments is generally much less than that of riskier asset classes like equities, holding these higher cash levels can end up reducing an active manager's returns.

Jonathan Pinsler, a senior vice-president and portfolio manager at TD Waterhouse in Montreal, is one of several money managers who believe it is more important than ever to be holding higher cash levels than normal.

Not exact matches

One of them, Berkeley's Emmanuel Saez, said the incomes of the richest Americans surged last year in part because they cashed in stock holdings to avoid higher capital gains taxes that took effect in January.

Samsung «s holdings of cash and cash equivalent stood at 76 trillion won at the end of September, 8 % higher than the previous quarter.

Tactical cash is extra cash you intentionally hold from time to time either because cash rates are so high that they're attractive, or because the prospects for bonds and equities are so negative that you'd rather withhold capital from those two asset classes for the time being.

Sure, whiskey Fridays, breakroom yoga and bacon - wrapped cash are cushy - cool and all, but they can't hold a candle to a good, old - fashioned high - performance ethos in the workplace.

Historically, our customers holding a proprietary credit card have tended to shop more frequently and have a higher level of spending than customers paying with cash or third - party credit cards.

For one, the millennial generation, including those with higher net worth, hold significantly more cash than any other generation, according to a report by UBS issued in the first quarter of 2015.

Those stocks would get crushed, we're buying stocks that are have huge cash flows, people have low expectations for them that's why we're getting them so cheap and so we know pay for high expectations in the long book, so when the low — bad news comes in, we didn't pay for high expectations so our longs tend to hold up better, our shorts are getting killed, great spreads and bad markets.

The company expects to pay its bills through interest on funds held in cash accounts, margin lending, and eventually fees for higher - value brokerage services.

I've never heard of such a high fee for holding cash or a stable value fund?!

To dampen portfolio volatility, we may need to continue to hold higher levels of cash and other short - term instruments.

Short - term high grade corporates have become relatively more attractive lately due to a number of technical factors, chief among them a one - time shift out of short - maturity corporate bonds as companies bring home cash held outside of the United States as a result of the recent tax act.

We have developed a separately managed account holding 25 stocks with the highest relative amount of cash relative to market cap.

Tightening policy will adversely affect employment levels because higher interest rates make holding on to cash more attractive than investing it.

As banks hold large cash reserves they are able to earn higher interest on these reserves.

Currently the fund holds a lot of cash as there is less cash in the fund he demands higher discounts for new investments.

Of the non-financial members of the S&P Global 1200 index, just 32 per cent of companies held 82 per cent of the aggregate cash pile, the highest level since at least 2000.

You could buy a website and hold onto it for cash flow or to sell it at a higher price later.

I am happy to hold cash in a high interest savings account and wait for opportunities back in the housing market or invest in the stock market at more appropriate valuations.

On the other hand, private industry has laid off a good chunk of their workforce while squeezing every last bit of productivity out of those who remain, held back raises while telling their employees they're lucky to have a job, stopped making 401k matching contributions even after their profits have soared to record highs and they've banked a ton of cash that they're NOT spending to hire or rehire laid - off employees.

My car had the TI Lusso Light Wood Package ($ 2,250), with leather seats and door panels plus handsome wood trim, and it gave me the urge to don a high - end televangelist - grade silk suit and move a few suitcases of penumbral - economy cash to a secret offshore holding company, maybe do a bit of spying on the side.

The clear investment implication is to begin reducing risk in your stock portfolio — either by building up cash or shifting your holdings toward more conservative stocks, such as those with strong balance sheets and which pay high dividends.

Holding on to cash, say investing it in a liquid fund that fives 7 % return, makes sense only if the fund manager can't identify any opportunities that are expected to give a higher return.

Retired Investor Advocating the Paycheck Strategy for Lifetime Investing A predictable flow of cash income can be obtained by holding a ladder of high - quality bonds.

There is nothing wrong with holding cash in a high interest account until you find the right product at the right price rather than forcing yourself to buy because you think you haven't been active lately.

Most of his holdings are in registered and non-registered accounts — mainly cash and fixed income, with 30 % made up of high - fee Canadian equity mutual funds with management expense ratios (MERs) of up to 2.4 %.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

He is known as a very conservative investor, often holding large amounts of cash in times of high uncertainty.

I tend to let the dividends accrue in cash (we'll sweep them to a high interest account so they are still working), but then once a quarter we look for the holding that is down the most (there's always one, it seems) and we will put it all into that one stock that is down — to get the higher yield.

If you are inclined to hold cash for the long haul, consider instead a high - quality short - term bond fund or your 401 (k) plan's stable - value fund.

Even domestic managers held higher than normal cash levels.

Even domestic managers held higher than normal cash levels and sneaked in foreign ADR's during this period.

I've also written a «Financial Independence» column on the high cash levels some value mutual fund managers are holding.

In 2013 — 14, funds across most asset value ranges tended to also favour cash and term deposits, while those with more than $ 1 million in assets held a higher proportion in listed shares.

Keeping a player for the playoffs is analogous to holding some cash, bonds or other diversifying assets when the stock market is flying high.

You can get our clear buy / sell / hold advice on Cash Store and dozens of other potential high return investments when you subscribe to Stock Pickers Digest.

[Update: Scott Reynolds of Steadyhand Funds points out that the Global Fund's high turnover in 2008 is attributable to cash management transactions related to a money market holding in the fund.

Tim Wilson, head of Credit Suisse's cash management portfolio desk, says he's comfortable with CDO commercial paper because it has the highest credit ratings and because his funds hold the debt for only one to three months.

I've always said that investing in stocks, especially a high allocation, isn't for everyone, and all the same neither is holding a small amount of cash.

In fact they will share a common portfolio of 15 - 30 high quality global business trading at attractive valuations, and in their absence both strategies also have the ability to hold up to 30 percent in cash.

With such an arrangement the higher taxes associated with holding a small amount of emergency cash in taxable accounts might be offset sometimes by preventing those nasty overdraft events, when you make a mistake and bank charges mount rapidly.

The former have higher yield potential than cash or GICs, yet so few Canadians are holding them in their TFSAs where they can grow tax - free.

Teachers» superior returns were attributed to patience (they traded just 6.1 times a year compared to an average of 9.1), risk reduction (they had a 12 % higher allocation of diversified funds), and being more invested (they held less cash in their portfolios).

If we can't find a high - quality company (in the US or internationally) that fulfills our rigorous valuation criteria and is incredibly cheap, we will simply hold more cash.

The portfolio may engage in the buying or shorting of ETFs and ADRs, hold high levels of cash, or trade any other publicly traded instrument (within the parameters outlined by IB Asset Management), if it believes there is sufficient opportunity for investment returns.

As companies continue to hold more cash on their balance sheets and find fewer suitable growth projects, dividends could increasingly offer higher contributions to total return.

Think of it like this: If you have $ 30,000 in a tax - free account with dividends reinvested, you can put yourself in the position to have 8.5 % annual growth plus 1.5 % returns coming from dividend reinvestment, so you could realistically compound your money at 10 % annually over that time frame, due to the nature of high - quality cash generating businesses mixed with long periods of time and tax - favored holding structures.