Sentences with phrase «individual stock positions»

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.

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.

By helping investors choose individual stock positions, OpenInvest keeps costs low.

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.

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).

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 %.

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 %.

That seems to be a major way of managing risk at the individual stock positions.

Learn how put options may protect both individual stock positions and broad portfolios.

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.

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