Sentences with phrase «holdings in a single stock»

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

Second, regulations restrict mutual fund holdings in a single stock to 10 %, to which Mr. Luukko retorts: «However, in looking at historical holdings, I found that many actively managed funds were either holding much less than 10 per cent in Nortel, or not holding any of it.

Not exact matches

Within your individual stock holdings, beware of overconcentration in a single stock.

I'm actively looking at my debt and determining if it makes more sense to pay down mortgages (locking in a guaranteed ~ 4 % return) or investing in bonds (~ 1 % returns if held to maturity) or stocks (uncertain, but I just wrote an article about the current PE ratio and the inevitable reversion to the mean and I believe we are likely headed for 10 years of low single digit returns).

If you are eligible for householding, but you and other stockholders of record with whom you share an address currently receive multiple copies of our annual report and proxy statement, or if you hold stock in more than one account, and in either case you wish to receive only a single copy of our annual report and proxy statement for your household, please contact our transfer agent at Computershare Investor Services (for overnight mail delivery: 211 Quality Circle, Suite 210, College Station, Texas 77845; for regular mail delivery: P.O. Box 30170, College Station, Texas 77842; by telephone: in the U.S. or Canada, 1-800-446-2617; outside the U.S. or Canada, 1-781-575-2723).

Stockholders sharing an address whose shares of our common stock are held by such an entity should contact such entity if they now receive (1) multiple copies of our proxy materials or notices and wish to receive only one copy of these materials per household in the future, or (2) a single copy of our proxy materials or notice and wish to receive separate copies of these materials in the future.

You should never hold more than 5 % of your total stock portfolio in a single company.

Onceagain, most Blue Chip stocks will still have to be traded, not «buy and held» for much better than single digit returns in 2002.

Remember, he doesn't have to pay a single penny in taxes on this income because the stocks are held within the Roth IRA.

In - Sample single stock results — Long - only buy - and - hold strategy vs. Optimal rule - based trading strategy

While the relatively strong performance of our stock selection approach has been an important factor in the Fund's returns since inception, even a single holding in a portfolio of over 200 can exert an effect on a day - to - day basis.

If we build on the previous example and say that each share of the fund costs $ 5.50, then the shareholder can participate in ownership of 1,000 different securities for mere pennies compared to the commission cost that would be required to purchase even a single share of each of the stocks held by the fund, not even counting the cost of each share itself.

The single most important thing you want to confirm is your asset allocation, or the percentage of your holdings that are invested in stocks vs. bonds.

Hold no more than 15 percent of the portfolio's value in a single stock.

Your portfolio held 0 of the top 25 performers in the S&P 500, your largest single holding in your portfolio is an intermediate bond fund, which was down 3.14 % for the year and you held the 5th worst stock in the S&P 500 in the month of June.

A residential or mixed - use building wherein a corporation or trust holds title to the property and sells shares of stock representing the value of a single apartment unit to individuals who, in turn, receive a proprietary lease as evidence of title.

As a rule, it's not wise to concentrate more than 10 % or so of your stock holdings in the shares of any single company.

By potentially holding hundreds — sometimes thousands — of bonds and stocks in a single balanced fund, you get more diversification than you would buying individual bonds and stocks.

Within your individual stock holdings, beware of overconcentration in a single stock.

But because they buy a small slice of every stock, and hold them through thick and thin, the impact is muted when any single company falls out of bed — and they always have a stake in the market's big winners.

The value of stocks held in the Fund will fluctuate in response to factors that may affect a single company, industry, market cap, country or region and may perform worse than the market.

In fact, the indexes I hold pay more than my single stocks relatively speaking.

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

[Over the years, I've homed in on 3 - 7.5 % as an optimal allocation for a single stock, in a portfolio of 15 - 20 (core) holdings].

I've previously suggested FBD Holdings (FBD: ID) as perhaps the best single stock exposure to Ireland, but if you prefer a more diversified bet, IRL appears the obvious choice... Note there's only a handful of stand - outs locally in terms of market cap, so it's worth taking a look at Kerry Group (KYG: ID), Ryanair Holdings (RYA: ID), Aryzta (YZA: ID) & CRH (CRH: ID)(NB: 2012 comment / valuation) before buying — as they account for 41 % of the fund.

You can simply use a balanced fund that holds all the stocks and bonds in a single product.

Concentration in single stocks is high with the top 3 holdings typically accounting for 50 % or more of fund assets.

And the active funds were less likely to risk holding 10 per cent or more in a single stock.

But what about not just being on the same side, but also being able to invest in the single largest holding in the common stock portfolio of his company?

The portfolio's Energy holdings lagged the index with a stock specific issue in a single holding accounting for most of the shortfall.

- From saltwater fly fishing to cruising lakes and rivers stocked with freshwater fish, pick your favorite and hold out your hand: the equipment you need will be handed over so you don't lack a single tool to reel in your catch.