Sentences with phrase «individual stock holdings»

If you're looking to move beyond the mutual fund and ETF and into individual stock holdings, you have to fully understand what you're getting into.

You might even prefer to limit individual stock holdings, and just buy a basket of attractive Irish stocks.

No doubt, as you read, they'll strike you as perfectly obvious... the trouble is, applying them consistently is easily forgotten when you're considering individual stock holdings & potential buys, let alone when you're trying to manage the overall risk / reward of your entire portfolio: Continue reading →

If you're looking over a Coverdell with individual stock holdings, for example, that's how I think about that.

Our other individual stock holding, $ LNKD, is roughly break - even since our swing trade entry point.

Meanwhile, in your taxable account, you might favor tax - efficient investments that you intend to hang onto for the long haul, such as stock index mutual funds, exchange - traded stock index funds, tax - managed stock funds and long - term individual stock holdings.

But none of the share prices of the ETF's top individual stock holdings dropped at any time Monday by more than 11 %.

Drill down to a potential Irish allocation in your portfolio, and capital becomes even more limited... This is especially true if you want individual stock holdings to be (somewhat) meaningful (say, 2 % +) within your overall portfolio.

No doubt, as you read, they'll strike you as perfectly obvious... the trouble is, applying them consistently is easily forgotten when you're considering individual stock holdings & potential buys, let alone when you're trying to manage the overall risk / reward of your entire portfolio:

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

«I have my whole retirement in ETFs but I really don't understand the risks vs. regular mutual funds or individual stock holdings.»

I track my individual stock holdings, Roth IRA, Rollover IRA, special investment accounts, and employer 401 (k) account through Personal Capital, and it has been useful and has saved me a bunch of money.

I mostly invest in mutual funds but I do have some individual stock holdings.

The managers of Dividend 15 Split Corp.'s portfolio also aim to keep most of their individual stock holdings in the range of 4 % to 8 % of the fund's overall value.

«I have my whole retirement in ETFs but I really don't understand the risks vs. regular mutual funds or individual stock holdings.»

Our individual stock holdings have done surprisingly well in this time period, so it was time to lighten up from 5 % to 2 % of the total portfolio.

To complement our individual stock holdings, we also own a couple of equity mutual funds as well, namely Vanguard International Growth (VWIGX; expense ratio = 0.47 %) and the T. Rowe Price Equity Income Fund (PRFDX; expense ratio = 0.68 %).

Here is my current list of all individual stock holdings.

It also depends upon what your individual stock holdings are... If you have the Big 5 banks or Insurers, then those stocks make up the biggest assets in most Canadian Equity portfolios anyways — you may as well just stay with them.

I used AlphaClone to generate my individual stock holdings.

I switched my individual stock holdings to XIU last year.

Maybe by then I will be back adding to my individual stock holdings on a more regular basis.