Sentences with phrase «individual security held»

Each investor owns shares; each share represents a tiny portion of each individual security held by the fund.

Affordability — For many people, it would be more costly to purchase directly all of the individual securities held by a single mutual fund.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

While market risk has been a factor for individual securities held by the Fund, it has not been important for the TAVF portfolio as a whole, even though the Third Avenue portfolio seems to be far more concentrated than are the portfolios of other mutual funds of comparable size.

Fool Wealth's Personalized Portfolios are composed of actively managed, individual securities held in a brokerage account at Interactive Brokers, our exclusive custodian.

However since ETFs as a category are still a minority of assets relative to mutual funds and individual security holdings, theoretically there is still adequate headroom for growth.

Affordability — For many people, it would be more costly to purchase directly all of the individual securities held by a single mutual fund.

Not exact matches

Because the financial markets have been so volatile these last few years and may continue to give investors a bumpy ride, Kaplan says it pays for investors to stay liquid and to diversify their holdings through vehicles such as mutual funds and ETFs (exchange - traded funds) rather than make big bets on individual securities.

The mere number of security - holders gives little clue to the size of their individual holdings or to their actual ability to have a voice in the management.

At least some individuals seeking a security clearance from the US government in order to access classified information may have to report their bitcoin holdings prior to approval, according to an email obtained by ETHNews.

ETHNews has reviewed an email sent by Chad M. Campbell, an industrial security specialist with the Defense Security Service (DSS), relating that individuals submitting Standard Form 86 (SF86) should report any bitcoin holdings in their possession along with their other discsecurity specialist with the Defense Security Service (DSS), relating that individuals submitting Standard Form 86 (SF86) should report any bitcoin holdings in their possession along with their other discSecurity Service (DSS), relating that individuals submitting Standard Form 86 (SF86) should report any bitcoin holdings in their possession along with their other disclosures.

A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.

The comments, opinions and analyses are the personal views expressed by the investment manager and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

A portfolio manager's assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

The comments, opinions and analyses are the personal views expressed by the investment managers and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

Specializing in the areas of securities, commercial finance, real estate and general corporate law, his clients range from individuals and small privately held businesses to multi-million dollar entities.

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

It means that any individual who holds BCC in their wallet will earn interest on their balance for helping in the maintenance of the security network.

A portfolio manager's assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy; it is intended only to provide insight into the fund's portfolio selection process.

This is not unlike the dilemma facing many retirees and other individual investors: holding ultra-safe interest - bearing investments is wise past a certain age; yet when yields are lower than the inflation rate, this strategy erodes buying power and undermines long - term financial security.

Typically the Fund holds about 20 individual securities, with small -, mid - and large - cap companies eligible for investment.

For investors like you, it's time to examine your fixed - income holdings, whether in funds, ETFs or individual securities, and make sure you're comfortable with them.

Norm Boersma's comments, opinions and analyses are personal views and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

Neither Keurig Green Mountain Parent Holdings Corp. nor any of the individuals listed above has a direct or indirect interest, by security holdings or otherwise, in Dr Pepper Snapple Group, Inc. or the matters to be acted upon in connection with a potential transaction involving Keurig Green Mountain Parent Holdings Corp. and Dr Pepper Snapple GrouHoldings Corp. nor any of the individuals listed above has a direct or indirect interest, by security holdings or otherwise, in Dr Pepper Snapple Group, Inc. or the matters to be acted upon in connection with a potential transaction involving Keurig Green Mountain Parent Holdings Corp. and Dr Pepper Snapple Grouholdings or otherwise, in Dr Pepper Snapple Group, Inc. or the matters to be acted upon in connection with a potential transaction involving Keurig Green Mountain Parent Holdings Corp. and Dr Pepper Snapple GrouHoldings Corp. and Dr Pepper Snapple Group, Inc..

Security cameras have been installed now... and our fulfillment line is designed to not fail based on the actions of a single individual... the phone system helps us hold people accountable... we've doubled the size of our customer service team... and our social media team... and our marketing team... but the learning process to get here has involved multiple and, at times, massive public failures.

Debt held by the public, such as Treasury securities held by investors outside the federal government, including that held by individuals, corporations, the Federal Reserve System and foreign, state and local governments.

Some of the individuals from Borno holding influential positions at the national level include the Chief of Staff to the President, Abba Kyari; the National Security Adviser, General Babagana Monguno; the Chief of Army Staff, Lt General Yusuf Buratai and even the renowned jailer of corrupt suspects and the boss of the Economic and Financial Crimes Commission (EFCC), Ibrahim Magu among others.

(EFCC Press Release) The trial of a cousin to former President Goodluck Jonathan, Azibaola Robert, his wife, Stella and their company, One Plus Holdings, continued before Justice Nnamdi Dimgba of the Federal High Court sitting in Maitama, Abuja on Wednesday, June 21, 2017 with a prosecution witness, David Nkpe, telling the court how some individuals and companies were alleged to have received payment from the Office of the National Security Adviser, ONSA, without contract or approvals.

Musa regretted the use of inciteful words, especially by highly placed politicians like Governor Nasir el - Rufai in the state, which according to him was capable of fermenting violence, adding that security agencies should hold such individuals accountable.

Maslow held that each individual had a hierarchy of needs, starting with basic physiological needs, then security needs, friendship, acceptance and love, all the way up to the psychological drive toward self - actualization.

And Nintendo has already warned users that some individuals have managed to get hold of Fire Emblem Heroes save data via Nintendo Accounts, so it's certainly a good thing to see the company has seriously upped security pretty recently.

The regulation will strengthen and unify the safety and security of the information held by schools, replacing the Data Protection Act of 1998 which gives individuals control over what information is held on them by organisations.

Index mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securities.

They allow investors to build diversified portfolios without having to hold thousands of individual securities.

You should also try to diversify among individual bonds, perhaps by holding a number of securities from different issuers.

Discretionary investment management: An investment manager has discretion over both asset allocation and individual security selection in relation to the assets held in the client's portfolio.

At the same time, these 10 companies have issued 362 individual securities that are held in the Global Aggregate, and there are a dizzying array of factors that determine the relative value of each of these bonds, including currency, maturity, coupon, liquidity, and structure, just to list a few.

They are generally not investments themselves, but rather hold investments earmarked for retirement, such as mutual funds or individual securities.

Heather Arnold's comments, opinions and analyses are personal views and are intended to be for informational purposes and general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.

Accordingly, a non-diversified mutual fund is generally subject to the risk that a large loss in an individual issue will, causing a greater loss for the fund than it would if the fund was required to hold a larger number of securities or smaller positions.

Issuing Company: ETF Securities Ltd Ticker: PPLT Expense Ratio: 0.60 % Tax Treatment: From the prospectus, «Under current law, gains recognized by individuals from the sale of «collectibles,» including physical platinum, held for more than one year are taxed at a maximum federal income tax rate of 28 %, rather than the 15 % rate applicable to most other long - term capital gains.»

If you're looking for a short term trade on bond prices, then I completely agree that bond funds would be the easiest choice... If you're looking for capital preservation, then you're going to want to hold the individual security, in my humble opinion.

Aren't ETF share prices locked in mathematically to the prices of the individual securities the ETF holds?

The main argument by Malkiel to this point has been made by many before: Since stock prices can not be predicted in the short term, individual investors are better off buying and holding an index fund instead of «meddling» with individual securities or even active managed funds.

Here again, management expenses are relatively low and so is portfolio turnover, given the fund's average holding period of individual securities is more than three years.

Holdings of securities by an individual or institution.

Drawing on his own varied experience as an economist, financial adviser, and successful investor, Malkiel shows why, despite recent advice to the country from so - called experts in the wake of the financial crisis, an individual who buys over time and holds a low - cost internationally diversified index of securities is still likely to exceed the performance of portfolio carefully picked by professionals using sophisticated analytical techniques.

A portfolio manager's assessment of a particular security, investment or strategy is not intended as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy; it is intended only to provide insight into the fund's portfolio selection process.

each account & each investor is different, so it is the investor - owner who must decide where each individual security should be held & it is the investor - owner who must give the instruction.

Unlike individual bonds, many fixed income ETFs do not have a maturity date, so a strategy of holding a fixed income security until maturity to try to avoid losses associated with bond price volatility is not possible with those types of ETFs.