Sentences with phrase «holding stocks instead»

For me, the simple - minded reading is the best — this marks the end of the decade - long «no brainer» case for pure income investors to hold stocks instead of bonds.

Not exact matches

Instead, they were all holding stock that was worth very little and extremely difficult to sell.

Instead of responding to every stock - market jitter, concentrate on diversifying your holdings to include other types of complementary investments.

Instead, you hold your stock in «street name,» and the «record owner» of your shares is usually your bank, broker or other intermediary.

With the service, you don't own individual stocks or bonds; instead, investments are held in the form of exchange - traded funds (ETFs).

Instead of putting budget planning «on - hold», the government should be taking stock of future economic and fiscal challenges and developing an appropriate policy response.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

Instead of more diversification always being better, it becomes a trade - off of risk versus return: Holding more stocks in a portfolio lowers risk, but at the cost of also lowering expected return.

If they bought and held a Topix ETF (Japanese stocks) instead, they would earn a current dividend yield of 2.37 percent per year, not including any gains from potential appreciation in the share prices.

However, when a stock is acting very well and climbing steadily higher, we often choose to sit through the first pullback or short - term price consolidation instead, which enables us to capture a 20 to 30 % gain with a longer holding period that averages around 2 to 3 weeks.

Start planning ahead and consider implementing these valuable strategies: Donate Securities Instead Of Cash There are several ways to maximize your tax benefits when donating securities to charity: Stock that has appreciated in value: Make sure the stock has been held at least one Stock that has appreciated in value: Make sure the stock has been held at least one stock has been held at least one year.

Karasavvidis is also relatively unusual in that while he has a reasonably high media profile compared to the company's size, he doesn't do investor roadshows, preferring instead to be accessible to a group of investors that hold the stock.

But he said the winemaker was no longer trying to sell its entire production in the one year, instead holding on to stock that it could sell more profitably in future years.

Instead, plutonium and uranium are coming from the huge stocks held at nuclear power plants and research institutes.

«As an investment strategy, I'd suggest selling the high - fee mutual funds in her RRSP and instead hold blue - chip dividend - paying stocks in that account, with all dividends reinvested, much like her non-registered investment account,» says Trentos.

And some funds use a sampling strategy instead of holding all the stocks in the index.

But it just means that he would not have produced anywhere near the results he did if he held his stocks «forever», or for 10 years instead of 4, etc...

Instead of actively managing clients» investments, ETF providers invest so as to mirror the holdings and performance of a particular stock - market index.

If you're building up the equity side of your portfolio entirely based on individual stocks instead of funds, it's a good idea to try to spread your holdings fairly evenly among 30 or more individual stocks, so you're not unduly impacted if serious misfortune happens to particularly impact one or two individual holdings (such as what happened to Nortel in the 2000s).

The rumour going around was that if you didn't want to sell your losing stocks (because, say, you thought they were going to bounce back next year), you could instead dump them in your TFSA, which would allow you to declare the loss, even though you still hold the stock.

Instead of actively managing their portfolios, the ETF provider invests so as to mirror the holdings and performance of a particular stock - market index.

As some investors near retirement, their advisors recommend switching to bonds and other fixed - income investments for their retirement investments instead of holding stocks... Read More

But investors willing to do a little research on their own should eschew buying the ETFs and should instead use their holdings as a convenient stock screener.

Some advisors recommend a retired investor switch to bonds and other fixed - income investments for their retirement investments instead of holding stocks or stock ETFs.

Instead, hold on to stocks of companies that are solid and growing.

It is research like this that provides such strong support for index funds — that is, funds that simply buy and hold large baskets of stocks, instead of attempting to pick and choose and trading in and out.

Eugene Fama's Bio at Dimensional «Trading Strategies Work Better than Buy - and - Hold» This paper applies portfolio management to trading strategies instead of stocks and bonds.

Instead of investing directly in the stock of a company that has just released a revolutionary new technology, the investor could consider allocating assets to a technology fund that holds that company's stock in its portfolio.

The reason you would use a once - a-month trading strategy instead of just holding stock is, of course, that you think you can do better than buy - and - hold.

I had 2 conversations with potential students on trading stock market ETFs instead of the proverbial Buy and Hold.

So it's best to downplay investments that mainly provide interest or dividends, and instead hold stocks or ETFs that will earn capital gains.

Instead, we recommended that investors look to their U.S. holdings, and the buys we recommended in Wall Street Stock Forecaster, for overseas exposure.

To minimize the hit, you might consider holding U.S. stocks (or ETFs listed on U.S. exchanges) in your RRSP or RRIF instead, because retirement accounts are exempt from these withholding taxes.

Now, if you hold mutual funds — or even ETFs — instead of stocks in this product, you'll pay the MERs associated with those products, reducing the savings with the all - stock portfolio.

The main argument by Malkiel to this point has been made by many before: Since stock prices can not be predicted in the short term, individual investors are better off buying and holding an index fund instead of «meddling» with individual securities or even active managed funds.

Instead of trying to anticipate macroeconomic trends, Keynes searched for undervalued stocks, bought substantial holdings and tended to hold on to them.

Instead of actively managing their clients» investments, they generally try to invest so as to mirror the holdings and performance of a particular stock - market index.

Instead of indicating an inability to move merchandise or creating a drag on future results, the inventory build - up is part of the deliberate strategy the company's management has communicated to investors since 2001, says Katsenelson, who personally holds the stock.

He advised investors to lighten common stock holdings when the stock market is making new highs (buying bonds instead), and invest more heavily when the stock market is making new lows.

But if you're holding money for five years or more (some CDs have terms as high as 10 years), many financial advisers would tell you to invest in stocks instead.

Instead of holding on in the 80's, I decided to unload the stock for tax loss purposes.

If a stock wasn't held / written - up as of year - end 2011, the price noted at the time of my investment writeup is used instead.

You may even want to hold any dividend - paying U.S. stocks inside your RRSP instead of a non-registered account.

But if you aren't trading individual stocks, and instead hold a broad range of investments in a mutual fund or exchange - traded fund (ETF), you can and should look further afield.

Instead of the paper documents that investors had earlier regarding their stock holdings, they now have a dematerialized account that you can use to make investments in Indian stocks market.

The investor did not take my bid, but held on, and the management announced a buyout for the company at a level that would have given me a significant gain had I been able to buy the block of stock, but instead left me with a 80 % + loss on a small position, which wasn't large enough to consider filing for appraisal rights.

But instead of holding a basket of physical assets such as stocks or bonds, an ETN is simply a note that promises to pay investors a return based on the performance of a specific index or other benchmark.

You'll save on trading commissions by transferring the stocks in - kind instead of selling and rebuying them, but that amount won't be significant unless you hold a lot of different stocks.

Instead, I would have held the shares looking for an increase in stock price, and written covered calls with my position until I was able to realize an acceptable sales price.

As noted above, allocating too much of your money to high yield bonds, in many respects simply mimics the risk / returns achieved by switching to stocks instead and invalidates much of the purpose of holding combinations of bonds and stocks.