Sentences with phrase «holding some cash typically»

Those who may have been holding some cash typically benefit from buying into weakness at significantly lower prices.

Not exact matches

Typically if you want to switch advisors or move your brokerage holdings into a diversified portfolio, you'll have to sell your holdings and move in cash, leaving you with a large tax bill.

Benjamin Tal and Royce Mendes, economists at CIBC World Markets, estimate that Canadians currently hold about $ 75 - billion in excess cash that they typically would have used to purchase assets that promise a return.

If you want to switch advisors or move your brokerage holdings into a diversified portfolio, you typically have to sell all your holdings and move in cash.

As noted, for ESOPs in closely held companies this is not an issue since, typically, the entire company is being sold to the employees, and managers and the exiting owner are not focused on the dilution of the majority shareholder since that shareholder desires to cash out its majority equity.

(All that said, some active funds do better than index funds in bear markets — but this is typically because they hold a slug of cash to meet client redemptions, and this cash doesn't fall when the market does.

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.

The money you invest with a robo advisor is typically sitting in an account with an independent custodian bank, which holds your cash as well as your assets for you at any stage during the investment process.

Typically, the general rule holds that the way to allocate your portfolio is to subtract your age from 110 and devote that percentage of your portfolio to stocks, with the remainder held in bonds and cash.

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.

While some people may leave a family cottage or collection of antiques which holds sentimental value, the most practical gift is typically cash.

Their primary use is to hold cash until it is needed for another purpose, and they typically pay fairly low rates of interest, although their yields are usually slightly higher than other types of guaranteed savings accounts.

If you are transferring a «nominee account» (typically one held at a broker) to a «client name» account (typically one held directly with a mutual fund company), and you are transferring securities other than mutual fund units of the receiving institution, then you probably need to transfer - in - cash.

Finally, we examine valuation metrics used to identify the characteristics that typically attract activists — undervaluation, large cash holdings, and low payout ratios.

Cash management accounts are typically used to hold surplus funds and allow your investments to be actively managed.

Such a position typically indicates that the fund held a non-trivial amount of cash in an effort to time its equity purchases.

There are typically some limitations to this, like only being able to do it after you've held the policy for a year or a requirement to have enough money in the cash value to keep the policy in force for two months.

Cash back rewards are typically the simplest type of rewards to redeem, with options for redemption as a statement credit or as a deposit into an eligible bank account (typically accounts held with the issuing bank).

There are typically some limitations to this, like only being able to do it after you've held the policy for a year or a requirement to have enough money in the cash value to keep the policy in force for two months.

The duplication process happens by lending and repayment of money that is typically held in the cash value of a permanent life insurance policy.

Typically, when analyzing a property, investors assume an exit capitalization rate that is higher than the entry cap rate by 0.5 - 1 percentage points to account for the uncertainty of future cash flows expected to be received by the property under consideration over the holding period.