Sentences with phrase «individual positions in our portfolio»

We are available to discuss the content shared here, individual positions in our portfolio, or any questions you might have.

Not exact matches

That's why we hold over 200 individual investment positions in Strategic Growth, why we diversify across industries, why I left complete put option coverage underneath the Fund's portfolio even in response to a favorable shift in our measures of market action two weeks ago (now neutral), why the dollar value of our shorts never materially exceeds our long holdings, and why even in the most favorable conditions, the Fund can establish leverage only by investing a small percentage of assets in call options (never on margin).

The firm acquires secondary direct investments by purchasing entire portfolios of investments and single positions in individual companies.

a record created when a new position in a security is established within your portfolio; an overall security may have multiple records depending on when each individual transaction took place; types of information that may be represented for each position included are purchase price, number of shares, and the date of the purchase

In 2012, after years of helping millions of individual investors understand the macro-economy and investment markets, and while assisting his institutional clients in positioning their portfolios to take advantage of these macro-trends, John had something of an epiphanIn 2012, after years of helping millions of individual investors understand the macro-economy and investment markets, and while assisting his institutional clients in positioning their portfolios to take advantage of these macro-trends, John had something of an epiphanin positioning their portfolios to take advantage of these macro-trends, John had something of an epiphany:

In other words, notable public discontent away from coastal regions need to be factored into investors» macro outlook, and if significant number of individuals consider a $ 400 emergency expenditure «more challenging to handle,» then investors should be biased to position portfolios more defensively (i.e. in curve steepenersIn other words, notable public discontent away from coastal regions need to be factored into investors» macro outlook, and if significant number of individuals consider a $ 400 emergency expenditure «more challenging to handle,» then investors should be biased to position portfolios more defensively (i.e. in curve steepenersin curve steepeners).

We still have two short positions in our model ETF trading portfolio, but the majority weighting of our swing trades (combining ETF and individual stock positions) remains on the long side of the market.

I need to admit that this is a big position in my portfolio and this goes against my dedication to diversification, but this individual stock is still a small portion of my overall portfolio once all accounts considered.

By the end of 2008, according to the 12/31/2008, Berkshire represented 22.8 % of the fund, Progressive was gone totally from the portfolio, and there were 26 individual stock positions in the fund.

As market demand is not driven by individual geographies, many smart investors trade precious metals in order to diversify their portfolio and hedge their positions, even when the markets are down.

The portfolio typically has between 10 — 30 total positions with greater than 90 % exposure focused in options on the broad market and less than 10 % in options on individual stocks.

At the end of the day it's the return of the portfolio which matters not margin of safety in an individual position.

As market demand is not driven by any individual geography, many smart investors trade precious metals in order to diversify their portfolio and hedge their positions, even when the markets are down.

You must have surely read this but thought others might benefit «a balanced investment position, that is, a portfolio exposed to a variety of risks in spite of individual holdings being large, and if possible, opposed risks.»

After you've bought or sold an individual position or pie, subsequent deposits will be allocated to your portfolio's percentages in the normal way.

The portfolio will be constructed with a ladder of individual - year - targeted («bullet»), low - cost, highly diversified ETFs, each of which holds positions in hundreds of individual bonds.

After they are sold, the cash is reallocated to match the percentage allocation of each individual stock position in the strategies you approved during the Personalized Portfolio sign up process.

As each ETF is composed of hundreds of individual bonds, no individual bond will be a meaningful position in the overall portfolio.

Individual stocks that are identified as expected outperformers of the benchmark index are included in the portfolio's position, while those identified as expected underperformers are either liquidated or excluded.

There, a group of seven or so people — always including Messrs. Tropin and Pertusi — discusses all aspects of risk: market risks, risks in individual traders» portfolios and how they have changed since the day before, risks to the way the firm is investing its cash, counterparty risk — or risk that the firm on another side of a trade will fail, even evaluations of whether traders» are in positions that are «crowded» with other hedge funds.

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

The individual in this position will work in the Atlanta (Buckhead) office, and will be responsible for supporting a professional team of Portfolio Managers with various administrative...