Sentences with phrase «if by an individual investor»

AAII's model portfolios are real investments with real dollars that are managed as if by an individual investor.

Not exact matches

The summer started with a reasonable (if clumsy) attempt by the government to stop incorporated individuals from taking advantage of the lower small - business tax rate, and ended with people such as Arlene Dickinson, the investor and Dragon's Den star, talking about an assault on entrepreneurship.

Additionally, if you interact with Fidelity directly as an individual investor (including joint account holders) or if Fidelity provides services to your employer or plan sponsor, we may exchange certain information about you with Fidelity financial services affiliates, such as our brokerage and insurance companies, for their use in marketing products and services as allowed by law.

But if the industries do end up co-existing, investors will be best served by using investment advisers who are qualified to sell both mutual funds (i.e. through the MFDA channel), as well as securities like ETFs and individual stocks and bonds: that is, via the IIROC channel.

If an individual investor decided to invest in a venture that is being funded by way of equity crowdfunding, they should consider limiting their exposure to 3 % or less of their asset allocation.

And while perhaps not as exciting an investment as individual stocks or mutual funds, the flexibility of these policies in regard to withdrawing funds, along with their tax - favored nature, makes them worthy of consideration by investors who are looking for a means of building up additional savings, especially if they are also looking for life insurance coverage.

If you are directing your remarks to those who write for the Journal, I repeat, this is an academic periodical, published by professionals who are experts in various subjects relevant to investing, for members of the American Association of Individual Investors (once in a while it is helpful to think of us members as that and not just the acronym AAII).

If investors demanded 6 %, GE would issue $ 100 million in bonds with a «coupon rate» (the interest rate) of 6 % that would be immediately bought by pre-agreed upon banks, funds, and sometimes, individuals.

An individual investor can not generally borrow from banks to invest into a company (listed or otherwise)(or for any other purpose) if he does not have any collateral that can be kept as security by the bank.

On an individual stock basis, this may be the case, if investors are fooled by the faster earnings growth and they keep multiples at the same level or increase them.

For the average investor, this is a good trade as you can limit your risk, especially if one company goes bankrupt and you will lose everything by picking an individual stock from them.

If gains are more important and you want to become somewhat of a geek investor and spend a decent amount of time learning, I also can share some of my knowledge with you and show you ways of picking individual stocks by limiting your risk and analyzing and comparing them to your principles.

If and when HDGE lowers its management fees to more reasonable levels, this fund really opens the door to hedge fund strategy deployment by individual investors.

«Investors are urged to be cautious about these individuals and companies [that offer binary options trading], and to contact the CSA member in their jurisdiction if they are approached by any of the identified parties,» the regulator said in the report.

Investors always hear about individuals who made millions speculating on stocks but will rarely, if ever, hear of an investor who struck it big by focusing on investing solely in debt.

So, by and large, it's unequivocal: If you're an individual investor, you're likely to lose when you buy and likely to lose when you sell.

In the above - mentioned list of companies, whose common stocks all are selling at meaningful discounts from NAV and which also enjoy super-strong financial positions, long - term returns to TAM investors would likely be more than satisfactory, if the individual issuers could increase their NAV after adding back dividends by at least 10 % per annum compounded.

If professional investors have a hard time beating the market, you've probably guessed by now that the news is worse for small individual investors like us.

Even if the trend is a slow one, as sure as the sun rises in the East, individual investors are following the same path as institutional investors by moving assets away from active strategies.

The Commission was faced with the difficulty of identifying the beneficiary undertakings of the STL regime in this case, as it acknowledged that it was in principle possible to identify 5 major categories of actors: (i) the shipyards offering new built vessels or construction, repair and renovation services, (ii) leasing companies offering financing facilities, (iii) EIGs chartering out and selling vessels, (iv) the investors in those EIGs offering goods and services on a wide range of market (except if they are individuals not exercising any economic activity, in which case the Commission recognised that they were not covered by the Decision), and (v) shipping companies offering maritime transport services buying vessels to the EIGs through the STL system (recital 126).

And while perhaps not as exciting an investment as individual stocks or mutual funds, the flexibility of these policies in regard to withdrawing funds, along with their tax - favored nature, makes them worthy of consideration by investors who are looking for a means of building up additional savings, especially if they are also looking for life insurance coverage.

Clayton told individual investors to «ask questions and demand clear answers» from crypto - related investments pushed by celebrities, and to «exercise extreme caution» if someone guarantees financial returns.