Sentences with phrase «individual equity positions»

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.

There are other options for investors who hold individual equity positions and hedge.

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

Not exact matches

Regardless of the form of engagement, individuals (including founders) need to execute agreements that define their position, responsibilities, remuneration (including any equity interests, such as options), and benefits during their term of engagement.

Under the Bonus Plan, our compensation committee, in its sole discretion, determines the performance goals applicable to awards, which goals may include, without limitation: attainment of research and development milestones, sales bookings, business divestitures and acquisitions, cash flow, cash position, earnings (which may include any calculation of earnings, including but not limited to earnings before interest and taxes, earnings before taxes, earnings before interest, taxes, depreciation and amortization and net earnings), earnings per share, net income, net profit, net sales, operating cash flow, operating expenses, operating income, operating margin, overhead or other expense reduction, product defect measures, product release timelines, productivity, profit, return on assets, return on capital, return on equity, return on investment, return on sales, revenue, revenue growth, sales results, sales growth, stock price, time to market, total stockholder return, working capital, and individual objectives such as MBOs, peer reviews, or other subjective or objective criteria.

«For the most sophisticated investors and traders, inverse ETFs, put options or shorting individual stocks could be an appropriate strategy, while for the more conservative investor, positions in the defensive sectors could be a good choice, allowing overall exposure to equities while striving to limit potential downside risk,» he says.

Using all daily trades and end - of - month portfolio positions for 68,146 individual Dutch investors (41,880 who trade equities only and 26,266 who trade options at least once) over the period January 2000 to March 2006, they conclude that:

Using all daily trades and end - of - month portfolio positions for 68,146 individual Dutch investors (41,880 who trade equities only and 26,266 who trade options at least once) over the period January 2000 to March 2006, they conclude that: Keep Reading

In order to remain truly conflict - free, the writer and employees of 5i Research can not take a position in individual Canadian equities.

As equities have ground ever higher over the past year, very large short - volatility positions have been building in the markets — largely in volatility - targeting strategies employed by institutional investors and leveraged exchange - traded products geared toward individuals.

One platform for everyday, retail investors (like you and me) is American - based DwellXchange.com, a site that specializes in offering investors equity positions on individual, owner - occupied homes.

When equities show signs of weakening, but haven't shown definitive weakness relative to other assets, we go into «hold» mode — we sell individual stocks when our process signals a sell, but we will not add any new positions.

Except for mutual funds in the over $ 1 billion asset size class, it does not seem usual practice for individual mutual funds to accumulate greater than 5 % positions in the equities of individual issuers.

I'll cover why and when to sell general equity positions as well as when to unload individual stocks and mutual funds.

Our rates and terms for commercial mortgages typically beat the competition by.5 % (rates vary according to transaction) with 20 and 25 year terms depending your individual cash flow, credit and equity positions.

The long - term success of RIT has been drawn from a distinctive blend of individual stocks, private investments, equity funds and currency positioning, all overlaid with macro exposure management.

If you are comfortable with the risk, you could just as well have ALL your equity position in individual stocks.

In 2003, this 60 percent equity position left them in a better position when prices rose that year (compared to the 48 percent individual portfolios held).

According to the internal benchmark policy, the Portfolio Manager will use both ETFs and individual equities to implement its tactical allocation strategy in which the volatility of each of the underlying positions determines the amount of option hedging.

# a new Securities Transfer Act will be enacted to provide a modern framework for the transfer of shares, bonds and other securities, and promote interprovincial and international harmonization of rules; # personal health information access and privacy legislation will be introduced to balance the individual's right to confidentiality with the need to get information for legitimate health purposes; # government will receive the report of the Task Force on Access to Family Justice, and respond to its recommendations accordingly; # a Building Code Act will be enacted that establishes a chief building inspector position, promotes consumer safety, and provides for province wide adoption of the National Building Code and mandatory inspections by qualified inspectors; # a Heritage Conservation Act will be introduced to improve heritage stewardship; # a new Pay Equity Act will be introduced to ensure that pay equity legislation applies to all parts of the public seEquity Act will be introduced to ensure that pay equity legislation applies to all parts of the public seequity legislation applies to all parts of the public service.

Promoted from Teller position to Member Service Representative April 2003 Established credit union memberships Opened savings, checking, individual retirement, and certificate of deposit accounts and explained options of each to member Prepared all paperwork and assisted members in signing of documentation Cross sold and created Visa check cards in branch Responded to members» questions and concerns via phone queue and online communucation center Opened safety deposit box accounts Performed daily maintenance of the loan applicant database Entered and submitted applications to the loan officers for review and status decision Educated members on the variety of loan products and payment protection options Maintained up - to - date knowledge of credit union products and policies Exceeded cross sell percentage goals with consultative, value - focused customer serviceapproach Exceeded marketing goals by cross selling various credit union products and services Provided back - up for other member service representatives and tellers when needed Maintained dormant account log Executed check orders Back - up for Managers with vault combinations Prepared and executed settlement documents for the following loan products: Home equities (fixed rate and HELOC's), ordered appraisals and flood certificates Auto loans Unsecured lines of credits VISA credit card lines.