Sentences with phrase «include at least stocks»

A basic asset allocation would likely include at least stocks, bonds (or mutual funds of stocks and bonds), and cash or cash alternatives.

For example, if you are saving for a long - term goal, such as retirement or college, most financial experts agree that you will likely need to include at least some stock or stock mutual funds in your portfolio.

Not exact matches

CI's stock price had included at least one EBITDA multiple point as a takeover premium, he wrote in a May 15 report, and now that will disappear.

JD.Com said it would purchase more than $ 2 billion of U.S. agriculture and food products over next three years, including at least $ 1.2 billion of beef from Montana Stock Growers Association and pork from Smithfield Foods Inc..

At least 80 percent of the fund's assets are invested in equity securities, including common stock, preferred stock, convertible securities, rights and warrants and depository receipts of companies located in the China region.

Following are Russell 1000 stocks that are down at least 40 percent this year, a list that includes well - known names like Zynga, Groupon, Rite Aid, Pandora and AMD.

The fund uses its own unique algorithm to select quality stocks, but the first criteria is that the companies included in this $ 13.9 billion fund must have increased their dividend for at least 10 years in a row.

A gauge of industrial shares that includes Sydney Airport and tollroad operator Transurban Group is trading near to the most expensive in at least 10 years compared with bank stocks, after hitting in May the highest relative price - to - book ratio since data began in 2005.

[25] While there are many ways to promote white milk selection without restricting available options, the following five suggestions are consistent with previous research conducted in school lunchrooms: 1) keeping all beverage coolers stocked with at least some white milk [23]; 2) white milk representing 1/3 or more of all visible milk in the lunchroom [25]; 3) placing white milk in front of other beverages, including chocolate milk, in all coolers [26]; 4) placing white milk crates so that they are the first beverage option seen in all milk coolers [22], [27]; and 5) bundling white milk with all grab and go meals available to students as the default beverage [24].

(1) keeping all beverage coolers stocked with at least some white milk; 2) white milk representing 1/3 or more of all visible milk in the lunchroom; 3) placing white milk in front of other beverages, including chocolate milk, in all coolers; 4) placing white milk crates so that they are the first beverage option seen in all milk coolers; and 5) bundling white milk with all grab and go meals available to students as the default beverage.

Stringer then directed investment managers to liquidate all investments in companies that derive at least 20 percent of their revenue from private prisons, including both direct investments and stock owned as part of an index fund.

He was paid between $ 150,000 and $ 250,000 in 2012, and along with his wife reported at least $ 418,000 in stock holdings, including investments in Nokia, Pfizer and McDonald's.

Included in those 2016 deals was the purchase of at least $ 500,000 in stock in Innate Immunotherapeutics, an Australian biotech firm in which Collins has long been the largest investor.

The promotion requires bookshops to stock at least ten titles from a grouping of sixty, including at least one adult title and one children's title if it fits into the scope of the store; they are also required to create a display near the front of the store that features the program and the titles, as well as feature information on the campaign in their customer networking.

At least three analysts downgraded their ratings on the stock, including Steven Li of Raymond James Ltd. in Toronto, who dropped his recommendation to «market perform.»

In a few cases, it's working with Houghton Mifflin Harcourt to handle its print side, but many booksellers, including Barnes & Noble, have said they won't stock those titles in their stores (at least as long as Amazon doesn't offer them the e-books).

The writer who is hired for this position should have at least five years of experience writing about investments, including general market conditions and forecasts as well as specific stocks, bonds, mutual funds and exchange - traded funds, for magazines, newspapers, wire services or Web sites.

One online brokerage, Zecco Trading, offers zero - commission stock trades for investors with at least $ 2500 equity in their account - and includes access to S&P reports.

If there are fewer than 40 stocks with at least seven consecutive years of dividend growth, or if sector or country caps are breached, the index will include companies with shorter dividend growth histories.

Many financial plans include at least some weighting in stocks and / or mutual funds.

At least, I haven't seen many target date retirement funds that include a high percent of foreign stocks, so below explains the ones I've seen which are primarily US stocks.

While many Canadians are still reeling from the stock market's battering and lowering their retirement expectations, Fraser and Shary are enjoying a lavish lifestyle on less than $ 2,000 a month — including massages twice a week, eating out at least once a day, having a maid service six days a week, and of course, a glass of evening wine by their private plunge pool at night.

To be included in that index a stock has to be a common stock or income trust listed on the TSE and have increased dividends for at least five consecutive years.

I discuss price action trade setups, chart analysis and commentary on at least 5 different markets including major currency pairs, commodities, and stock indices.

The fund uses its own unique algorithm to select quality stocks, but the first criteria is that the companies included in this $ 13.9 billion fund must have increased their dividend for at least 10 years in a row.

At least 12 asset classes, including ETFs, options and stocks, are used to diversify managed accounts

Under normal circumstances, the fund invests at least 80 % of its net assets in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of foreign companies.

To ensure regular income, inflation protection and tax - efficiency, the portfolio should include at least 20 dividend - paying stocks, as well as government and corporate bonds with staggered maturities.

The fund invests at least 80 % of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of emerging country issuers.

The monthly fee set forth below is waived for customers who meet at least one of the following minimums: 1) maintain an average monthly balance of $ 5,000 or more in their account by the end of their second statement cycle; 2) set up and maintain a direct deposit of $ 200 or more per month (a combination of direct deposits totaling $ 200 does not satisfy this requirement); 3) maintain a combined average monthly balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock); or 4) execute at least 30 stock or options trades during a calendar quarter in their E * TRADE Securities accounts.

This fee will be waived if the account holder 1) maintains an average monthly balance of $ 1,000 or more by the end of the second statement cycle, or 2) maintains at least $ 5,000 in combined E * TRADE Bank deposits by end of their second statement cycle, or 3) maintains a combined balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank accounts, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock), or executes at least 30 stock or options trades during a calendar quarter.

Waived for customers who meet at least one of the following minimums: 1) maintain a combined average monthly balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock); 2) execute at least 30 stock or options trades during a calendar quarter in their E * TRADE Securities accounts; or 3) have a balance of at least $ 5,000 at the time the order is placed.

Waived for customers who maintain a combined balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock); or who execute at least 30 stock or options trades during a calendar quarter in their E * TRADE Securities account.

It is also waived for customers who: 1) maintain an average monthly balance of $ 5,000 or more in total E * TRADE Bank deposits by the end of their second statement cycle; 2) maintain a combined average monthly balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock plan shares, ESPP shares, and released restricted stock); or 3) execute at least 30 stock or option trades during a calendar quarter in linked E * TRADE Securities accounts.

The monthly fee is also waived for customers who: set up and maintain a direct deposit of $ 200 or more per month (a combination of direct deposits totaling $ 200 does not satisfy this requirement); or who maintain a combined balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock); or who execute at least 30 stock or options trades during a calendar quarter in their E * TRADE Securities account.

The monthly fee is also waived for customers who: 1) set up and maintain a direct deposit of $ 200 or more per month (a combination of direct deposits totaling $ 200 does not satisfy this requirement); 2) maintain a combined average monthly balance of $ 50,000 or more in linked E * TRADE Securities, E * TRADE Bank, and employee stock plan accounts (including vested in - the - money options, stock option plan shares, ESPP shares, and released restricted stock); or 3) execute at least 30 stock or options trades during a calendar quarter in their E * TRADE Securities accounts.

For example, for Financial Strength Composite the article states «to be included in the composite, a stock must have a value for at least two of the four factors.»

The Fund generally invests at least 80 % of its net assets in equity securities including common and preferred stock and American Depositary Receipts (ADRs), and at least 40 % of its net assets in investments of issuers located outside the United States.

The fund pursues its goal by investing at least 80 % of its net assets (including borrowing, if any) in stocks of U.S. companies that are in the financial services sector.

Start at least 50 years ago and average the returns for a bond index and the returns for a stock index (including dividends) over 5, 10, 15, 20 and 30 year spans.

But, barring any drastic moves in the final trading days of 2015, the most widely held classes of assets, including stocks and bonds across the globe, were basically flat... While that may be disappointing news for people who hoped to see big returns from at least some portion of their portfolio, it is excellent news for anyone who wants to see a steady global economic expansion without new bubbles and all the volatility that can bring.

No provider eschews international stocks completely, although there are still a few that do not utilize international bonds, or at least do not include a dedicated international bond strategy.

Many financial plans include at least some weighting in stocks and / or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long - and short - term investors.

If there are fewer than 40 stocks with at least 10 consecutive years of dividend growth, the index will include companies with shorter dividend growth histories.

But I think we can agree that a negative return is always bad, and you would at least want to match the 4.5 % dividend rate (after ALL costs including maintenance and management) that you can get with, say, Vanguard's VGTSX total international stock fund.

Perhaps with the inclusion of an API, or at least some backtests included with each Stock Forecast, more people would flock to it.

It also includes other stocks based on request with at least 3 analysts of coverage and 5 quarters of earnings.

The ProShares S&P MidCap 400 Dividend Aristocrats fund (REGL) includes stocks in S&P's midcap index that have increased dividends annually for at least 15 years.

A recent Associated Press (AP) report detailed how People for the Ethical Treatment of Animals has spent the better part of the past decade buying stock in at least 80 companies, including such retailers as Safeway, Kroger, Costco and Wal - Mart, in an effort to influence the way these corporations do business.

We do not consider our dogs for breeding stock until they have met a MINIMUM of the following: Champion titled in AT LEAST 2 different registries, holding AT LEAST 4 performance titles, has earned their Canine Good Citizen Certificate, and has been Health tested for hips, cardio and thyroid disease, has correct body structure, exemplary anatomy, with superior temperament and natural working ability, including outstanding genetic value.