Sentences with phrase «hold less stock»

In the Founders Fund, we hold less stocks than our long - term target and have added to bonds and cash over the last year.

The market climbs a wall of worry, and the private sector has been holding less stock as a percentage of assets than before — the percentage went from 37.6 % to 37.1 %, and the absolute amount fell by about $ 250 billion.

Not exact matches

The industry has got used to existing on lean inventories, some refineries holding less than one week's operating stock, and ignored the increasing complexity of alumina trading between big entities such as Rusal.

Stock market Stronach had little incentive to eliminate its dual - class share structure, which allowed him to control the company despite holding less than 1 % of its equity.

On behalf of its clients, some of BlackRock's mutual funds, on average, hold stocks for less than a year.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

For all the indications that younger investors may be catching onto a «buy - and - hold» stock investment strategy, it's important to note that millennials have much less to invest, and to lose, by staying in the market than their parents who are close to retirement.

Donating stock held for less than a year or depreciated stock does not carry the same tax advantages.

Every defense of current P / E ratios must assume either a higher long - term growth rate than is evident from historical data, or it must assume that investors are willing to hold stocks for a long - term return of substantially less than 10 %.

You will make less buys, spend less on commissions, you will understand and follow more easily your holdings and, most important of all, you will cultivate true patience and the art of punching big when one of your companies stock price is suddenly very attractive.

As a group, they have been holding more Treasuries and less stock.

A small set of institutional investors — BlackRock, Fidelity, Vanguard — holds stock in a vast percentage of public companies, so even sectors that look somewhat competitive are less so than they appear.

less than 20 % of the issued and outstanding stock of the company held by pro-groups at the time of listing

If our stock holdings lag the major indices (whether by gaining less or declining more), we would expect to achieve performance below Treasury bill yields.

And if you choose funds that hold a broad range of stocks and bonds and work in synch with each other, you can put together a well - diversified portfolio with just a few funds, or even less.

Our principal stockholders, funds affiliated with or related to Cyrus Capital Partners, L.P. (which we refer to in this prospectus collectively as «Cyrus Capital») and affiliates of Virgin Group Holdings Limited (which we refer to in this prospectus collectively as the «Virgin Group»), as selling stockholders, have granted the underwriters an option to purchase up to additional shares of common stock at the initial public offering price less the underwriting discount solely to cover overallotments.

If your skittish about market volatility, hold greater percentages of bond funds and lesser amounts of stock funds.

Holding a non leveraged stock portfolio that has lost value is less stressful than trying to continually service a mortgage when you have become retrenched.

The mid cap growth funds will hold positions in stock of companies whose value is less than eight billion but greater than one billion.

I used to hold less of Canadian funds and stocks, but in the past couple of years I started to buy more (I mean, I should be investing locally too).

In other words, the market expects the stocks held by FSRFX to grow economic earnings for the same length of time as the S&P 500 and 1 year less than the stocks held by the benchmark.

Also, should our insight prove premature and the stock or investment that we own works against us, the position becomes smaller and thus less worrisome among our portfolio holdings.

On the other hand, if the yield on stocks rises over your holding period, your actual return will be even less than the yield - to - maturity you bargained for.

As a result, though someone that buys and holds the stock index does best, less money is in the index when stocks are low, and a lot more when stocks are high.

Over time the funds typically decrease holding of stocks in favor of less volatile investments such as bonds, inflation - protected securities and the least volatile of them all — cash.

Though I certainly wouldn't advise it as a strategy, investors would have historically outperformed the S&P 500 with much less risk than a buy - and - hold simply by selling stocks when the S&P reached 19 times earnings and staying in T - bills until the P / E reverted to 15, even if it took years to do so.

The stock slide - 18 percent since the news of a possible bid broke - makes the cash - and - share deal less appealing to Shire shareholders, some of whom may be reluctant or unable to hold Takeda shares.

These are less traditional holdings, but they are the type that can do extraordinarily well in certain types of markets, often those that are not favorable to stocks.

A foreign stock fund will typically invest 80 % to 100 % of its assets in stocks of companies outside the United States, whereas an international stock fund might have 50 % or less of its holdings in foreign stocks and the remainder in US stocks.

But it could make richly valued stock markets less attractive relative to more conservative holdings.

O'Brien recommends that clients hold an S corporation status to avoid double taxation and facilitate a beneficial stock sale (versus a less - desirable asset sale).

His only stock holdings were in MetLife and worth less than $ 15,000.

That suggests it could be less addictive in people, though further studies are needed, says Roth, who holds founder stock in a San Francisco startup, Epiodyne, aiming to develop the compound further.

Because the endowment will come from stock holdings, it could ultimately be worth significantly more or less than the current $ 1.5 billion market value of the shares.

It's not lifted either — those are just what stock springs with a third less weight to hold up look like.

Amazon has stopped taking pre-orders for books published by Hachette, and are stocking less inventory of print books to place more of a burden on Hachette to hold their own inventory and fill orders in a timely manner.

Most bond investors take a buy - and - hold strategy, partially because bonds are less liquid than stocks but also because the income characteristics of bonds are attractive over the long - term.

It typically takes a lot less capital for my short put positions (on margin) compared to holding stock.

Moreover, dividend stocks are often more stable, less - cyclical stocks which mean they hold up better than high - flying growth stocks in a bear market.

Hypothetically, if I were about to cash out 1 million from the long - term stock investment (holding for at least 5 years), what is the best way to pay less tax?

For example, if you have a very high tolerance for risk — perhaps you have a spouse with a full pension so you're less concerned about stock market volatility — you might increase the level of equity you hold in your retirement savings.

It makes less sense to hold equities in a TFSA since capital gains on stocks already enjoy tax advantages.

Even if the primary market were dominated by buy - and - hold investors (more common in bonds, less common in stocks), the speculation inherent in much secondary trading provides real value to the IPO syndicates, and longer - term investors.

Bonds are usually seen as less risky than stocks, but still carry some level of risk compared to cash holdings.

Obviously, if a manager holds 100 stocks now, and is inspired to concentrate only on his 10 «best ideas,» the new portfolio will be less index - like and less diversified than its starting point.

Split: Divide stock shares into multiple shares such that the stockholder's equity (both in total and for the individual stockholder) remains unchanged, but each stockholder holds more shares worth less each.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

If you sell for $ 200,000 after holding the stock more than a year you'll report $ 195,000 of long - term capital gain, perhaps paying less than half the amount of federal income tax that would apply without the election.

In contrast, consider an approach that generally uses limit orders, attempting to buy attractively valued stocks on short - term weakness and to replace less attractive holdings on short - term strength.