Not exact matches
During the 19 th century, government bonds were
often held by London - based
investors.
Backed by institutional
investors and
often friends and family capital, search fund principals conduct a one - time search to find, acquire and then run a privately
held business.
Individual
investors quite
often are
holding back in a bull market, thinking that merely waiting for a pullback to invest is strategy enough.
Some of the best and most experienced
investors in the world have a habit of routinely keeping 20 % of their net assets in cash and cash equivalents,
often the only truly safe place for parking these funds being a United States Treasury bond of short - duration
held directly with the U.S. Treasury.
It demonstrates that a global equity framework can provide diversification and higher long - term risk - adjusted returns for
investors from high growth countries who
often hold home - biased equity portfolios that can have high concentration risk.
No matter how low the price drops,
investors, believing that the price will eventually come back,
often hold onto stocks..
Overwhelming uncertainty
often causes
investors to ask for updates and
hold off on writing checks until the company shreds some layers of risk.
Prospect theory also explains why
investors hold onto losing stocks: people
often take more risks to avoid losses than to realize gains.
This makes bonds a relatively heterogeneous asset class in which many securities are thinly traded.3 At the same time, institutional
investors often hold assets to maturity and, when they do trade, do so in large amounts.
As attendees of resource
investor conferences know, Rick Rule, President and CEO of Sprott U.S.
Holdings Inc.,
often speaks to standing room only crowds.
Other
investors often consider positions
held by venture capitalists as an «overhang» on the stock of a publicly traded company since VCs will typically dispose of their
holdings of public companies during the first few years following an IPO.
Investors should keep in mind that while monthly distributions from bond ETFs are
often called «dividends,» interest from the underlying bond
holdings aren't considered qualified dividends, and are taxed as ordinary income.
A rise in interest rates — in part related to tax cuts which will stimulate the economy and require the government to issue more debt — caused many
investors to revalue their stock
holdings (equities are
often valued in part based on their expected returns versus a risk - free Treasury).
Because
investors are only human, they will
often want to
hold less volatile investments with their shares to smooth their returns over shorter periods, even though it costs them money long - term.
Investors are best served when grim headlines are in the news by remembering that geopolitical risks are a regular part of investing and that a long history of geopolitical developments shows us that
holding a well - diversified portfolio may buffer the short - term market moves that are most
often the result.
It makes sense for calls to be
held after larger - than - usual news is revealed, since these press releases usually boost the value of shares and make
investors happy (
investors love the big numbers that Rockstar / Take - Two games
often deliver).
This can put the
investor at risk because unlike a mutual fund, ETFs trade continually throughout the day,
often without a complete picture of the value of the bond fund
holdings.
Investors who seek current income from their
holdings will
often find what they are looking for...
Investors who participate in this RRSP meltdown procedure are then left
holding an illiquid, and
often quite risky, investment.
He is known as a very conservative
investor,
often holding large amounts of cash in times of high uncertainty.
The best growth tech stocks
often hold hidden value that only savvy
investors can spot.
Investors holding bond investments in taxable accounts
often turn to municipal bonds because of their tax advantage.
The
investor who has participated in this type of meltdown is then left
holding an illiquid, and
often quite risky, investment.
Capital Loss Strategies Although novice
investors often panic when their
holdings decline substantially in value, experienced
investors who understand the tax rules are quick to liquidate their losers, at least for a short time, to generate capital losses.
At Cobra Trading we realize that active traders and
investors often utilize margin to
hold positions overnight.
The covered - call strategy is
often employed when an
investor has a short - term neutral - to - bearish view on the asset and for this reason decides to
hold the asset (long) and simultaneously have a short position via the option to generate income from the option premium.
At - home
investors can
often become lazy as they do not have anyone fact - checking them or
holding them to a certain standard.
1) Advice to retired
investors is
often to
hold a bond ladder of different maturities.
But
often big TFSAs are
held by high - risk
investors who are simply enjoying their appropriate reward, he maintained.
Other
investors often consider positions
held by venture capitalists as an «overhang» on the stock of a publicly traded company since VCs will typically dispose of their
holdings of public companies during the first few years following an IPO.
Investors who have core
holdings of non-volatile stocks will
often do this — write out of the money options that have 3 - 6 months of time to expiration.
Not only does an
investor avoid brokerage fees, but companies sometimes offer shares at a discount for
investors who are enrolled in DRIPs because companies
often want to
hold on to their cash.
We view this as a suitable level of transparency, particularly since most
investors in actively managed ETFs are usually seeking longer - term
holding periods than index strategies, which can be (and
often are) used for trading purposes.
This strategy is
often used by
investors holding index mutual funds or ETFs.
Investors buy stocks, sometimes
hold them for a long time and
often end up with large deferred capital gains in taxable non-registered accounts.
But
investors who attempt to pick winning sectors
often wind up in the end with big
holdings in the worst - performing sectors.
If the fund sells
holdings often, capital gains distributions could happen annually, increasing an
investor's taxable income.
«As the world's largest economy, we know the U.S. market
often holds an important role in an
investors» portfolio,» says Warren Collier, managing director, head of BlackRock Canada's iShares division.
I definitely agree that the FTSE4Good's
holdings OFTEN do not reflect the values of many socially responsible
investors and good on you for digging into it.
Buy - and -
hold investors will
often go months of alternating small gains and small losses, only to enjoy sudden bursts of good returns — usually when they're least expected.
Good
investors buy and
hold, and aren't trading very
often.
That is why legendary
investor Warren Buffett has
often stated that his favorite
holding period is «forever.»
Investors often wonder why ETF distributions fluctuate even when the securities
held by the fund and the distributions of the
holdings change very little.
For an
investor willing to
hold a security until maturity interest rate and liquidity risk are
often a secondary concern, but a risk - adverse
investor needs to realize that having the ability to exit a position quickly (same day) can be worth a lot more than the additional gain you could receive from an illiquid investment.
Any of the so - called «technical»
investors would point to the fact that on a seasonal basis, the «sell in May, go away» phenomenon
holds true more
often than not.
It has been his long
held belief that far too
often an
investor becomes concerned with the valuation of a company based on quantitative data rather than looking at a valuation based on its qualitative fundamentals.
Valuation - Informed Indexing # 88 By Rob Bennett I
often make the claim that
investors who make the shift from Buy - and -
Hold (which calls for the
investor always to stick with the same stock allocation) to Valuation - Informed Indexing (which calls or the -LSB-...]
Investors often overlook the sheer variety of investable products which they can literally
hold in their hands.
When
investors think of
holding cash in a period of sharply rising asset inflation, they
often think of opportunity cost.
For the one - week period ending on November 15, 2017,
investors withdrew a net $ 4.43 billion from U.S. funds
holding high - yield bonds (
often called junk bonds)-- the third largest exodus from such funds on record.1 The high - yield market stabilized over the next two days, but the mass sell - off rang alarm bells for some market analysts.