Sentences with phrase «holdings in a particular stock»

One of the oldest rules in the tax law allows investors to choose which shares are being sold when disposing of part of their holdings in a particular stock.

Not exact matches

Consider that the average time investors held a particular share has fallen from around eight years in 1960 to a year and a half now, according to New York Stock Exchange data.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

These two firms, in particular, encouraged employees to hold company stock inside and outside of their retirement accounts.

In particular, the production and safety concerns facing Tesla have hurt LIT, which holds a 4.4 % position in the stocIn particular, the production and safety concerns facing Tesla have hurt LIT, which holds a 4.4 % position in the stocin the stock.

Among 15 analysts that cover Shaw in particular, nine have a «hold» on the stock, four recommend it as a «buy,» and two say, «sell,» according to S&P Capital IQ.

The favorable fiscal - year results were due to strong stock selection and in particular the acquisition of several of our holdings.

The Board recommends a vote AGAINST a stockholder proposal seeking to have us adopt a policy requiring that senior executives retain a significant percentage of stock acquired through equity pay programs until reaching retirement age because our existing stock ownership guidelines and other compensation policies already effectively facilitate significant stock ownership by our executives, and establishing holding requirements based on a particular retirement age would not be in the best interests of our stockholders.

If somebody wants to maintain a discipline of 10 stocks in his / her portfolio with equal allocation to every stock then he has to deploy the additional cash equally among the ten holdings if it is worthwhile to invest (gap between intrinsic value and market value) at a particular point of time.

Index funds attempt to track the performance of a particular stock or bond index, such as the S&P 500 ® Index or the Barclays U.S. Aggregate Bond Index, by holding most or all of the securities that are included in that index.

Such diversified holdings ensure that asset allocation funds can manage downturns in the stock market with fewer losses, since this approach decreases the reliance on a particular segment of the marketplace, lessening any declines.

To form portfolios, each year the universe of stocks is sorted by performance, over a particular period, and the top 20 % of performers are purchased in equal amounts, held for a year and then the process is repeated.

In particular, we're talking about an opportunity to capture 10 % - plus annualized yields from stocks we wouldn't mind holding for the long - haul — such as those with strong histories of increasing dividends year after year.

It was more to do with the comparison of the risk in how 2 investors would manage the purchase of a particular stock holding.

The Investor presents How stop loss investing can save you money posted at Monevator.com, saying, «A stop loss order is an instruction to sell your holding in a stock or other security if it falls to a particular price.»

I like pairing my ownership in one of the best international dividend growth stocks AND owning an international dividend growth fund that does not have that particular stock in its holdings.

The particular clone I ran purchases the top 5 most popular stocks among these 10 managers as determined by how many managers hold a stock in their top 20 holdings (AlphaClone allows you to run a variety of strategies based on any number of clones) and the stocks are weighted within the portfolio based on popularity; in other words, the more funds hold the stock, the higher the weighting within the portfolio.

The particular clone I ran purchases the top 5 most popular stocks among these 10 managers as determined by how many managers hold a stock in their top 20 holdings (AlphaClone allows you to run a variety of strategies based on any number of clones).

There are at least three ways of doing that: making bets that the market or particular sectors or securities will fall (long / short equity), shifting assets from overvalued asset classes to undervalued ones (flexible portfolios) or selling stocks as they become overvalued and holding the proceeds in cash until stocks become undervalued again (absolute value investing).