Sentences with phrase «individual equities»

Did you enjoy investing more when you were analyzing qualitative and quantitative factors of individual equities?

Making matters worse, the reduced interest in individual equities also results in less analyst coverage, the researchers argue.

We run a separate dividend component of the portfolio with individual equities.

I can see how the commissions on individual equity trades could get expensive if you are trying to do it daily.

I find that consistent savings in index funds, real estate, and selectively buying individual equities works best for me.

If you're just starting out investing and trying to decide between individual equities and mutual funds — ETFs are the middle ground.

Many individual equity holdings in your portfolio were down 20 % at that time.

This is because new lows will reflect weakness in individual equities even if the advance - decline line is supported by favorable action in interest sensitive stocks.

The company's individual equity programs also offer unlimited upside, and customer service is sterling.

They are traded on stock markets but are also bought & sold for the net asset value and one fund can hold many different individual equities — just like a mutual fund.

We don't recommend individual equities (and we don't take commissions off of it!).

These investments allow you access to a collection of individual equities, bonds, and other assets.

So, naturally, one would like to buy when the market is cheap and sell when the market is expensive, whether you're holding indexes or buying individual equities.

Rather than invest in individual equities, you should invest in index funds and index ETFs.

Liffe lists stock options (also known as individual equity options) on more than 250 leading European companies.

Provided critical client communications via newsletters explaining complex investment concepts succinctly as well as occasional individual equity analysis.

In the individual large utilities space, companies like Exelon (EXC) and Dominion (D) are yielding about 5 %, but they subject you to individual equity risk.

Nevertheless, there are risks associated with individual equity factors that are also borne by investments that tilt their holdings toward these factors.

With investors fixated on what rising interest rates will mean for the overall stock market, it is worth noting that a number of individual equities tend to thrive during environments of rising yields like this.

«Investment Advice and Individual Investor Portfolio Performance», based on over 600,000 monthly portfolio returns (encompassing individual equities, funds, bonds and derivatives) for 16,053 investors, finds that:

The Summation Index and the Bullish Percentage indicator are telling us that individual equity participation at each new recent high in the S&P since May has diminished in sequential fashion.

The whimsical plan is to use a «bottom - up, value - oriented, long - term approach» to select individual equities then use a long / short ETF portfolio to manage sector exposures and hedge its global market exposure with some combination of cash, ETFs and futures.

Previously Eric was a Portfolio Manager and Analyst with 1st Source, where he co-managed a publicly traded mutual fund, created the firm's outside mutual fund recommendation list, analyzed individual equity securities, generated investment commentary, and devised a quantitative approach to fundamentals - based security selection.

Seeks to provide sector exposure through individual equities, equally weighted across the top 20 % of sub-industries.

Rather than trying to select an optimal portfolio of individual equities from the thousands of securities in the market, Sharpe showed that investors should simply hold the full market (that is, all equities offered) as the risky part of their allocation.

In a TIC, individual equity investors combine to purchase a property larger than what they could buy on their own.

Gargoyle founders Josh Parker and Alan Salzbank say an index options - based hedge avoids the risk of individual equity positions being «called away» early before they have a chance to outperform and also eliminates many of the risks inherent in shorting «overvalued» equities as a hedge.

Risks associated with individual equity factors are also borne by investments that tilt their holdings toward these factors.

If you're just starting out investing and trying to decide between individual equities and mutual funds — ETFs are -LSB-...]

If I was advising a 15 year old today I would tell them to start with a couch potato portfolio, teach them what they needed over the next 5 - 10 years and if they wanted then allow them to invest in individual equities.

The price crash in theE - mini S&P market quickly spread to major U.S. equities indices which suffered precipitous declines in value of approximately 5 to 6 %, with some individual equities suffering much larger declines.

The price crash in the E-mini S&P market quickly spread to major U.S. equities indices which suffered precipitous declines in value of approximately 5 to 6 %, with some individual equities suffering much larger declines.

20 % of my long term investments are in individual equities that I plan to hold for the long haul like Amazon, Apple, and Facebook.

Please note: This percentage distribution fluctuates quite a bit during the year, depending primarily on the value of the individual equities that I own and my real estate property.

«We don't have to try and decide to make our money in any one instrument or strategy - we can invest in private equity, individual equities or arbitrage.

Like a mutual fund, it's made up of a number of different stocks, and like an individual equity, it's traded on an exchange throughout the day and experiences price fluctuations.

Unlike a systematic covered call program, CWP is not obligated to continuously cover each individual equity position and limit capital appreciation

I should also note that this was the first purchase I had ever made of an individual equity and so while it was a time of widespread caution, it was with excitement that I dipped my toes into the open markets.

I mean, an individual equity like Enbridge (ENB) can offer you a 10 % dividend income growth rate per year, and it's quite difficult to overlook that.

SPDR S&P 500 ETF (+ $ 2.9 billion), iShares Russell 2000 ETF (+ $ 877 million), and SPDR Dow Jones Industrial Average ETF (+ $ 447 million) attracted the largest amounts of net new money of all individual equity ETFs.

Mutual funds provide more diversification as compared to an individual equity stock.

iShares Core S&P 500 ETF (+ $ 1.8 billion), iShares Core MSCI EAFE ETF (+ $ 1.3 billion), and iShares Core MSCI Emerging Markets ETF (+ $ 574 million) attracted the largest amounts of net new money of all individual equity ETFs.

Both individual equity and bond sleeves for the average model typically outperformed the index used for each.

SPDR S&P 500 ETF (+ $ 8.2 billion), iShares Core MSCI EAFE ETF (+ $ 3.7 billion), and PowerShares QQQ Trust 1 ETF (+ $ 3.1 billion) attracted the largest amounts of net new money of all individual equity ETFs.

Others own just three or four individual equities.

One final note: While I think a fairly comprehensive knowledge of technical analysis adds important context — when it comes to individual equities, simple is best.