Sentences with phrase «individual holdings»
"Individual holdings" refers to the assets or investments owned by a specific person or entity. It represents the unique possessions or investments that an individual has in their own name, rather than those held jointly or collectively with others. Full definition
The bottom line, then, is that you should start by thinking of your assets as a single portfolio and keep your number of individual holdings to a minimum.
moneysense.ca
It has recently been hurt by its exposure to financials and some other individual holdings in the consumer sector.
Given that technology and internet companies have come to dominate market - cap weighted indexes, a 10 % restriction on individual holdings is a necessity for real diversification.
Best for: Investors who have highly concentrated positions in individual holdings with a low cost basis.
The general discussion provides an opportunity to examine beliefs individuals hold about students who are gifted and talented.
Users can enter individual holdings into the system or allow the system to import positions from their investment accounts, as well as compare holdings to sample portfolios of varying degrees of risk.
Most individuals hold municipal bonds in one of two ways — either they own the bond outright, or they own municipal bond funds.
Here is a good example of a bank operations manager job description, consisting of vital tasks, duties, and responsibilities individuals holding the position usually perform.
Long gone are the days when wealthy and successful individuals held traditional, high - paying, 9 - 5 jobs.
Nearly all our funds and individual holdings pay out dividends in the last month of each quarter.
The irony of reading some of these comments is that religious individuals hold their religious beliefs by (faith) alone.
The largest owners of such investment vehicles are pensions funds and individuals holding small bond portfolios in their pension funds.
Until recently, a relatively small number of very wealthy individuals held the purse strings of the creative world.
It's about political and economic systems that individuals hold dear.
And for whatever reason (s)-- presumably, luck as much as anything — my overall portfolio thesis really came together this year, in terms of individual holdings.
Sputnik: Do you think that identifying individuals holding Bitcoin will prevent these issues?
1 — On either the Portfolio Overview page, Individual Holding Page or Holding Tab click on the «Add a Cash Account» button.
The Jensen Quality Growth Fund is non-diversified, meaning it may concentrate its assets in fewer individual holdings than a diversified fund.
Companies are not criminally prosecuted because they are not criminally liable but sanctions are imposed against them in the form of administrative penalties for actions of individuals held liable for criminal acts from which the companies have benefited.
Planned Unit Development; A real estate project in which individuals hold title to a residential lot and home while the common facilities are owned and maintained by a homeowners association.
The average post-baby boom individual holds more than 11 jobs from age 18 to 48, according to the Bureau of Labor Statistics.
The two liberal groups had filed the suit on behalf of two of the 11 individuals held at JFK — one of them Hameed Khalid Darweesh, a former Iraqi translator for the U.S. military released from custody this afternoon.
The former fund's shareholders will receive dribs and drabs as individual holdings are sold «at reasonable prices.»
Unlike the traditional strategy, the SDOG ETF equal weights sectors and individual holdings by investing 2 % of the fund in 5 different stocks in 10 different industries.
IT lecturer resume objective 1: A skilled and experienced individual holding a degree of computer Engineering looking for a job position of an IT lecturer in a college with a strong background and reputation of a disciplined study structure so that I can use my education in the best possible way.
These are common places where individuals hold diaper drives:
Planned Unit Development; A real estate project in which individuals hold title to a residential lot and home while the common facilities are owned and maintained by a homeowners association.
Investors who are looking to increase their real estate allocation but don't want to buy individual holdings should consider purchasing a REIT ETF.
SimpleFi currently helps individuals holding graduate degrees.
Attachment theory suggests that counterdependent individuals hold negative views about others and generally view them as being unresponsive and unavailable (Mikulincer and Shaver 2005).
Europe's high - net individuals hold $ 6.4 trillion.
There is a great divide among investors about whether the proper approach to investing is to actively manage your money by selecting individual holdings, or whether you should passively sit on your money by buying and holding assets for long periods of time.
In the event of such termination, individuals holding options and stock appreciation rights will be permitted to exercise such options and stock appreciation rights (to the extent exercisable) prior to the sale event.
Depth refers to the number of individual holdings maintained by an ETP; an ETP holding 1,000 individual stocks could be described as having greater depth than an ETP with only 100 individual stocks.
The question of whether or not the same god is worshipped would depend first on whether any god's exist, second on the listening choices of those gods and third on what individuals hold in their heads when thinking about these gods and praying.
However, Hutton's relational idea of stakeholding gave way to a much more individualistic understanding of the term, a matter of individuals holding assets which increase their options in the marketplace.
Charities such as Christian Aid are pushing for new international rules to force tax havens to reveal automatically the identities of businesses and individuals holding funds offshore, and provide details of the amounts involved.
Governor Sani Bello said the state government would not fold its arms and allow some overzealously repugnant individuals hold people to ransom by instilling fear, anxiety and tension amongst them for their selfish end.
He said small scale mining companies or individuals holding licences issued in December ahead of the 2016 general elections would have to ready re-apply for the licences to be re-issued.
The following individuals hold leadership positions with the Independence Party of South Carolina: [1][9]
Participants of the experiment saw pictures that depicted Black or White individuals holding either a gun or mobile phone.
The National Postdoctoral Association (NPA) is a nonprofit, 501 (c) 3 professional association that advocates on behalf of postdoctoral scholars — individuals holding doctoral degrees who are pursuing a temporary period in which they obtain additional scholarly training and professional development necessary for a wide range of career paths.
The Scot plays a tough Secret Service agent in the all - star actioner, who comes to the aid of those important individuals held hostage, after terrorists take over the White House.
In a previous post we explain why, for years prior to 2010, it was potentially advantageous for individuals holding incentive stock options with large built - in profits to adopt a strategy under which they sell 65 % of the shares immediately after exercising the option and hold 35 % of the shares long enough to avoid a disqualifying disposition.
[NB: I normally don't add to individual holdings beyond a 7.5 % limit — TLI remains a substantial position for me].
It's on my watch list though to potentially be our second individual holding after T. Overall, the current P / E and div / yield look decent.