Sentences with phrase «holding periods»

Overall, home owners could benefit from longer holding periods in the condo market, albeit differently depending on their geographic location, but they may need to watch out for that five - year itch.

Sentiment - driven changes in market multiples tend to trump fundamentals for holding periods of five years or less.

It can be concluded that longer holding periods do yield better results, but depending on when the holding period begins one might have to have and to hold their property a little longer.

But the Hot Potato diverges significantly from the classic version because it employs shorter holding periods and focuses on a single asset class at a time.

Subject to holding periods before resale.

While a comparison of rolling returns over simulated holding periods is instructive, it does not adjust for the fund's volatility or exposures to various factors.

I think it's important when listening to the great investors — even Buffett — to keep in mind this math when you hear ubiquitous investment advice and generally accepted wisdom regarding turnover, investment time frames and holding periods.

(Most other brokers have a 60 or 90 day holding periods).

(The precise definition of «small» depends on your trading costs and holding periods, but some folks use $ 1,000 as a threshold.)

Over the next few months we hope to see the market find a healthy balance between enough liquidity for investors to add to or realise their investment, and long holding periods that you would expect from the same investors who have been with us the past seven years.

While a rolling - returns analysis provides useful insights into performance over typical holding periods, it does not take the fund's return volatility or exposures into account.

I manually entered the numbers into an Excel file and then calculated the returns for 5 - year holding periods.

Relative rules tend to have more signals, and don't require long holding periods, but are modestly profitable on average, with more losing trades.

Another reason for the bubbly behavior was use of margin, both formal and informal, and, the tendency for stock investors to have very short holding periods.

A comparison of rolling returns, which determines relative gains or losses of the fund over typical holding periods, does not adjust for the fund's volatility or exposures.

The long holding periods should rule out currency - hedged funds.

A rolling return comparison shows the average relative performance of the fund over typical holding periods.

While a comparison of rolling returns assesses average relative performance over typical holding periods, it does not take the fund's volatility or exposures into account.

In the absence of foresight, a diversified strategy that combines different information sources (fundamentals, value, risk appetite and technicals), trading strategies (momentum and contrarian) and holding periods (daily, weekly and monthly) far outperforms narrower approaches over the longer term.

Although stays were only supposed to be temporary, holding periods for more than a year became pretty common.

As the film has no curing time, vehicle off - road holding periods are kept to a minimum, and a fast turnaround of indoor and outdoor graphics in sign workshops can be achieved.

If the holding periods are not satisfied, then: (1) if the sale price exceeds the exercise price, the optionee will recognize capital gain equal to the excess, if any, of the sale price over the fair market value of the shares on the date of exercise and will recognize ordinary income equal to the difference, if any, between the lesser of the sale price or the fair market value of the shares on the exercise date and the exercise price; or (2) if the sale price is less than the exercise price, the optionee will recognize a capital loss equal to the difference between the exercise price and the sale price.

Among the alternative investment strategies, private capital strategies with typically longer - holding periods (such as buyouts and private infrastructure) may hold an advantage over hedge funds or those private capital strategies with typically shorter - holding periods (such as distressed debt and direct lending).

Are there commitments from the shareholders for longer holding periods?

High - frequency trades are characterized by extremely short holding periods and a high turnover of securities, and account for a significant amount of trading volume in today's markets.

We've traded stocks like Texas Instruments (NASDAQ: TXN), PayPal (NASDAQ: PYPL), Microsoft (NASDAQ: MSFT), Square (NYSE: SQ), Twitter (NYSE: TWTR), STMicroelectronics (NYSE: STM) and Proofpoint (NASDAQ: PFPT) for short - term gains with the corresponding call options raking in profits from 39 % to 202 % for quick holding periods.

From the perspective of someone interested in making investments with 20 + year holding periods in mind, you need to be careful of owning banks because of the debt to equity levels involved in the investment, you need to be wary of technology companies because they must constantly be innovating to remain profitable and relevant (unlike, say, Hershey, which could stick with its business model of selling chocolate bars for the next century), and retail stocks which are always subject to the risk of a new low - cost carrier arriving on the block.

Exhibit 2 depicts the average holding periods of investment managers of stocks in equity mutual funds.

Average holding periods of stock in mutual funds is under 11 months and the SPY turns over its assets once a week (investment periods which are too short for fundamental oriented investment returns to manifest themselves).

«The inability of so many investors and managers to invest with a long term horizon creates the opportunity for time arbitrage - an edge in an investing approach that requires the commitment to long - term holding periods» Joel Greenblatt

As a further refinement, holding periods of one, three, five and 20 years were also analyzed.

«Practical experience demonstrates that stocks provide superior returns over reasonably long holding periods.»

An old school complaint pertaining to exchange traded funds, specifically the equity - based variety, is that ETFs are unlikely to outperform the best - performing stock in their respective lineups over a year or longer holding periods.

They consider post-announcement holding periods of 24, 36 and 48 months, focusing on 36 months.

Over longer holding periods, these ETFs tend to veer off track.

Typically, these accounts are sold without any loads or minimum holding periods or any fees of any kind but as noted earlier, always check first before buying.

So long holding periods for a prized company is a great strategy to make money.

Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.

This means that, over holding periods longer than a day, actual fund returns will be different from the headline 1.25 x due to compounding effects, for better or worse.

If the optionee disposes of the shares prior to the expiration of the above holding periods, then the optionee will recognize ordinary income in an amount generally measured as the difference between the exercise price and the lower of the fair market value of the shares at the exercise date or the sale price of the shares.

Although our stock picking strategy for swing trading is based primarily on technical trend following and market timing, we also incorporate certain elements of the popular and proven CANSLIM model into our stock selection process (although we tweak the indicators to be applicable for shorter holding periods than CANSLIM is intended for).

As with all «short ETFs,» which typically underperform their underlying indexes with longer holding periods, this swing trade is only intended to be held for a quick «pop» of no more than a few days (as opposed to our typical holding time of 1 to 3 weeks).

As a side note, leveraged ETFs such as $ FAZ should not be held as long - term «investments» because they frequently underperform the underlying index with longer holding periods.

While investors may look at PPSC as simply a high - beta play on the S&P 600, remember that the fund rebalances its exposure daily, meaning that over longer holding periods, it may deviate from expected returns due to compounding effects.

Except in the event of the optionee's death, if the shares are disposed of prior to the expiration of the statutory holding periods, referred to as

If the shares acquired upon exercise are disposed of more than two years after the date of grant and one year after the date of transfer of the shares to the participant (statutory holding periods), any sale proceeds that exceed the total exercise price of these shares will be long - term capital gain.

This means most of my short entries have significantly shorter - term holding periods than long entries.

Strategies typically employ quantitative processes which focus on statistically robust or technical patterns in the return series of the asset, and they typically focus on highly liquid instruments and maintain shorter holding periods than either discretionary or mean - reverting strategies.

The bottom line: While higher volatility is here for the foreseeable future, the selloff has created a number of potential opportunities for investors with longer - term holding periods.

Over longer - term holding periods, most leveraged ETFs usually underperform their non-leveraged siblings.