Sentences with phrase «incur trading costs»

First, our strategy will be trading less, not more; after all, we incur no trading costs when we are deferring a trade.

First, as the portfolio manager buys and sells securities to manage the cash flows they will incur trading costs.

Because ETFs are listed on the stock market, buyers also incur trading costs, including bid - ask spreads and commissions.

The ETFs will have management fees of 0.60 % — not including HST — and will incur trading costs and other expenses that will lower their returns compared with the CPMS numbers.

If you do this, be aware that you will incur trading costs to make small adjustments.

Investors will not incur trading costs, even though Swell will buy and sell stocks on your behalf every quarter.

These no transaction fee (NTF) funds can be bought and sold without incurring trading costs.

With an actively managed mutual fund, for example, the mutual fund manager or managers can simply decide to change the composition of the investment portfolio and incur the trading cost and market impact.

Bear in mind, though, that when you buy or sell an ETF, you can incur a trading cost.

Not exact matches

You can also trade out your model for something sexier at the end of the lease without incurring the costs associated with selling the car.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

And they also don't incur all the trading costs, taxes, and other expenses that go into some of the more active strategies.

On the other hand, buying and selling during the day has generally been a money - losing strategy — one that would have been far more painful if you had traded frequently, incurring steep costs, which would have compounded your losses.

For example, trading securities in fixed income markets typically incurs much higher transaction costs than equity markets.

Note that this is different than the cost you incur when YOU make trades.

These are the various costs incurred by the mutual fund whenever it makes trades.

Winner: E-Trade, due to its volume discounts, but traders who don't qualify for those will incur identical costs at both brokers for stock and options trades.

But, be careful: buying and selling an ETF will incur commission charges as you would trading stocks, so you need to consider this cost when evaluating overall investment costs.

Portfolio trading costs that are incurred every time a fund buys or sells a security are absent from indices that trade «free»

«The SSGA [ETFs] have historically traded less frequently than the iShares and Vanguard alternative [s] and as such, investors could incur higher trading costs,» he added.

The margin loans lowered the borrowing costs incurred to hedge these swap trades and reduced the U.S. broker - dealer's customer reserve account deposit requirements by tens to hundreds of millions of dollars per day.

the imposition on suppliers of penalties that did not form part of any negotiated terms of trade, and which apparently do not relate to actual costs incurred by the major supermarket chains as a result of the conduct which has led to the penalty being imposed;

The report notes that tight restrictions on perchlorate and other toxins would greatly increase safety and cleanup costs incurred by the Defense Department and its contractors.The Perchlorate Information Bureau, an industry trade group supported by Lockheed Martin, Aerojet and other defense contractors, said the cost of an overly restrictive perchlorate standard would be «potentially staggering.»

Keep in mind that the dealer will have to incur the costs of any mechanical or cosmetic issues that are present when you trade it in.

The trading costs you incur depends on several factors, including the markets and products you trade, the trading platform and order routing (datafeed) connection you use, your margin requirements as well as how much you trade.

The trading costs a fund incurs to purchase and sell investments in connection with shareholder inflows and outflows, including commissions, bid - ask spread (i.e., the difference between the best offer price to sell a security and the best bid price to buy a security) and market impact (i.e., the effect of a purchase or sale of a security on its trading price) costs.

I think it is much better to average into a stock over time, with attention to its price patterns, I know this incurs extra trading costs, but you are not so likely to buy a lot of the stock at its all - time highs.

Because exchange - traded funds (ETFs) incur their own costs, investing in them could result in a higher cost to the investor.

If an index fund incurred excessive trading costs trying to replicate a huge and unwieldy benchmark, that would also be a problem.

In addition, the way active fund managers manage their funds can incur implicit trading costs.

In addition, while an investor trading these ETFs might incur some commission, spread and premium / discount costs, he / she would not have to pay a recurring advisory fee of about 1 % (or be forced to switch advisors) to gain benefits similar to those offered by DFA funds.

Trading in the secondary market incurs a transaction cost, which can be significant in corporate and high yield bonds.

Each currency trade incurred the normal commission cost.

Despite best intentions and claims to the contrary, many investors chase performance, react emotionally to market moods, and generally incur far more trading costs than good -LSB-...]

Dynamic Asset Allocation (DAA) is also very easy and cost - effective to start with a small portfolio, although the commission costs incurred will be somewhat higher because DAA requires some trading throughout the year.

Not only does holding an ETF protect you from individual stock gyrations, but chances are you're like to incur lower trading costs as well since ETF and mutual fund investors tend to hold their positions much longer than individual stock traders.

In addition, as a day trader that relies on small margins and a large number of trades to make an overall daily profit, the additional cost incurred will erode away at any gain that is made from day trading.

Options also incur the risk that the futures value will not change enough to cover the option cost before the expiration date, leaving the trade at a loss.

Purchasers and redeemers of Creation Units are charged a transaction fee to cover the estimated cost to the fund of processing the purchase or redemption and the estimated fund trading costs incurred in converting the transferred Basket to or from the desired portfolio composition.

Clients will incur transaction costs for any trading in their account (including quarterly rebalance trades) such as commissions payable to Interactive Brokers LLC, IB Asset Management's affiliated broker - dealer, which is a conflict of interest.

But, be careful: buying and selling an ETF will incur commission charges as you would trading stocks, so you need to consider this cost when evaluating overall investment costs.

In addition to expense costs charged by ETFs, investors do incur regular brokerage trading commissions every time they buy and sell ETF shares, just like trading stocks.

This cycle too will change, however, so we do not want to unnecessarily incur taxes or trading costs.

A strategy that holds fewer names and frequently executes large transactions incurs higher trading costs.

As a fund investor, you incur the fund's trading costs — but you also have the costs associated with buying, owning and selling the fund itself.

But long term, even if your investment picks are better than average, any edge will likely be more than offset by the costs you incur, including these trading costs:

Buying and selling stocks at random, quickly, without researching or understanding the trends, is also a poor choice; while «the house» doesn't take your money, every time you make a short - term trade you're incurring transactions costs that would be better used towards longer - term investments you actually understand.

But in dollar terms that difference is just $ 92 a year — and that's before you factor in any trading costs you'll incur buying ETFs (but more on that later).

Apart from the brokerage and account opening costs, there are other payments that you need to incur as part of your trading.

For example, if you make a number of trades on the U.S. market during the day but don't hold any of the positions overnight, you would likely not incur interest (margin costs).