Sentences with phrase «individual stock position»

Often, a diversified portfolio of assets may not have the same downside risk as does as individual stock position and may have held up considerably well.

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.

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.

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.

At the end of 2004, according to the 12/31/2004 annual report, Sequoia had 21 individual stock positions, with Berkshire representing 35.3 % and Progressive Insurance representing 12.6 % (notice a theme here).

At the end of 2000, according to the 12/31/2000 annual report, Sequoia had 11 individual stock positions, with Berkshire representing 35.6 % and Progressive Insurance representing 6.4 %.

By the end of 2014, according to the 12/31/2014 report, Sequoia had 41 individual stock positions, with Berkshire representing 12.9 % and healthcare representing 21.4 %.

That's why we are happy to take advantage of others» folly by running trailing stops behind our individual stock positions.

Not exact matches

The New York City - based company positions itself as a simple and more transparent stock exchange offering fees and technology that are better for individual investors.

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.

In my nightly stock and ETF pick newsletter, I generally use a minimum ADTV requirement of 100k - 500k shares for individual stocks (depending on share size of the position), but may go as low as 50k shares for ETFs (in order to achieve greater asset class diversity).

As we entered into neutral mode on October 5, we began exiting all long positions in individual stocks and started focusing primarily on swing trading ETFs with a low correlation to the direction of the overall stock market (ie.

As broad market conditions have been eroding over the past month, subscribers of The Wagner Daily newsletter who have been following the signals of our market timing system should be quite happy now because they would have been out of all long positions of individual stocks just a few days before last Friday's (October 19) big decline, thereby avoiding substantial losses and the pain that is now being felt by traditional «buy and hold» investors right now.

Numerous times in the past, a cluster of distribution days after an extended rally, combined with the suddenly poor performance of individual leadership stocks, has been enough to prompt us to exit long positions within just a few percent of a market top (check out this actual such example from mid-2012).

To qualify as a potential swing trade with full position size, individual stocks should trade with a minimum average daily volume of at least 1 million shares.

«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.

I use an index plus strategy where most of my positions are from index funds, but then I'll choose about 20 % of the names in individual stocks that I think are most promising.

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

Can investors exploit the combination of unusual changes in hedge fund long positions and unusual changes in short interest for individual stocks?

I have a brokerage stock account with Fidelity Investments in which I will buy individual stocks going forward in full positions of $ 3,000 which is taxable.

Then the manager overlays its individual stock selection strategy with a top - down, tactical sector allocation approach to position the portfolio for macroeconomic cycles.

Our portfolios hold sufficient positions to reduce the risk of loss from any individual stock, but few enough to capture outperformance.

Using demographics and complete histories of common stock positions and trades for 5,661 individual advised and self - directed Dutch investors during April 2003 through August 2007 (193,418 monthly returns), they find that: Keep Reading

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.

I accumulated this position by selling my employee stock option (from another bank) and buying BNS after the stock had taken a big hit but I am not suggesting you buy individual stocks.

My idea to be partially invested in stocks is this, what about screening «individual stocks» for candidates that meet a PE / 10 of less than 10 (or whatever one chooses) and building a partial position in those stocks, maybe only a 30 % position but at least a position?

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.

ETFs, like mutual funds, are a good way to get exposure to many individual stocks without taking positions in any one of them on an individual basis.

Covered call option cash flow for any portfolio will vary depending on actual portfolio positions, option premiums received, individual security price volatility, and general stock market volatility.

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.

Not only does holding an ETF protect you from individual stock gyrations, but chances are you're like to incur lower trading costs as well since ETF and mutual fund investors tend to hold their positions much longer than individual stock traders.

I am not big on individual stocks but sometimes take a few positions with well - known companies.

Personally, I have found it helpful to hold a minimum of 25 or so stocks & limit any individual position to no more than 5 % of total portfolio value.

Specific strategies for reducing or «hedging» market exposure may include buying put options on individual stocks or stock indices, writing covered call options on stocks which the Fund owns or call options on stock indices, or establishing short futures positions or option combinations (such as simultaneously writing call options and purchasing put options) on one or more stock indices considered by the investment manager to be correlated with the Fund's portfolio.

We limit stock specific risk by usually investing in over 400 stocks and the maximum position size for any individual security is 0.75 %.

We limit stock specific risk by usually investing in over 500 stocks and the maximum position size for any individual stock is 0.75 %.

No limits or conditions are placed on asset allocation, geography, or individual stock and ETF positions.

Oftentimes, individual brokers may also raise the maintenance margin requirements on these stocks, which forces more short sellers to downsize their positions.

I've been doing this for over a year now and I still have holdings in six individual positions, invested in blue - chip stocks like GE, Home Depot, Pfizer, AIG, Altria and Anheuser Busch.

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

With individual stocks, you'll want to enter a new position with at least $ 1,000 to $ 3,000, depending on your cost per trade.

I do not know how to measure this demand and compare it to short positions on individual stocks.

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.

In the above - mentioned list of companies, whose common stocks all are selling at meaningful discounts from NAV and which also enjoy super-strong financial positions, long - term returns to TAM investors would likely be more than satisfactory, if the individual issuers could increase their NAV after adding back dividends by at least 10 % per annum compounded.

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.

Now, to avoid having to mess with portfolios or look at positions, one thing you can do is simply index rather than pick individual stocks.

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

By giving both individual and corporate consumers the resources to do it yourself, today's crop of disruptive legal startups is laying the groundwork for an era in which software tools, social sharing and document comparison - assembly programs are positioned to replace attorneys» stock in trade, namely reuse of contracts and other legal «forms.»

The organization's requirement is to hire individuals who are eligible to fill the positions of workers at the entry as well as the management level, for instance sales, stock, associates of customer experience, logistics associates and a stock clerk are some of the entry level openings.

So make sure that when you prepare your resume for a stock broker position, you know how to present yourself as an «individual» who can safely and trustworthily help clients in managing their investments in the stock market.