Sentences with phrase «invest in short positions»

Not exact matches

That means that a significantly invested position in stocks is out of the question for us, regardless of any speculative prospect for a short term bounce.

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).

Accordingly, the Strategic Growth Fund is now back to a fully - hedged investment stance - meaning that the Fund continues to be fully invested in a broadly diversified group of stocks that appear to have some combination of favorable valuation and favorable market action, while at the same time, the Fund carries an offsetting short position of equal size in the S&P 500 and Russell 2000 indices (using option combinations that mimic short futures contracts) intended to mute the impact of broad market fluctuations on the Fund.

Our fully invested stock portfolio remains fully hedged with an offsetting short position in the Russell 2000 and S&P 100 indices.

When eventually confronted over all the transfers, Kim admitted to investing in short future positions using 55 bitcoins.

Some invest in just bitcoin, taking both long and short positions, some buy a basket of cryptocurrencies and others exploit the arbitrage between different exchanges» prices.

Gross exposure is calculated by adding the percentage of the Fund's equity invested in short sales to the percentage of its equity used for long positions.

Net exposure takes into account the benefits of offsetting long and short positions and is calculated by subtracting the percentage of the Fund's equity capital invested in short sales from the percentage of its equity capital used for long positions.

Alternative investing, including use of futures, options and short positions, may involve risks different from or possibly greater than the risks associated with investing directly in securities and other traditional investments.

Long / Short Equity - An investing strategy of taking long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decShort Equity - An investing strategy of taking long positions in stocks that are expected to appreciate and short positions in stocks that are expected to decshort positions in stocks that are expected to decline.

Investing in inversion ETFs is similar to holding various short positions, or using a combination of advanced investment strategies to profit from falling prices.

Constantly entering and exiting positions is more like gambling than investing, since you are focusing on short term price movements instead of investing in companies for their fundamentals.

The ETNs use a systematic approach to investing in volatility index (VIX) futures that have a net long or net short volatility position that varies based on changes in the market.

We have been partially invested in trading accounts, in a bearish position with 1/3 of our position profitably in bond ETFs and another 1/3 in an inverse (short) ETF, as I predicted last week.

They also have the ability to invest beyond the equity market in «less liquid» investments, such as distressed debt, can hold short positions in merger / arbitrage situations or to hedge market risk, and are willing to hold a up to 15 % in cash.

Momentum investing seeks to take advantage of market volatility by taking short - term positions in stocks going up and selling them as soon as they show signs of going down, then moving the capital to a new position.

Investing in commodities indices that are constructed using long or short positions in futures on physical commodities whose value is determined based on the price of the underlying physical commodity plus yield and that trade on public markets that provide adequate liquidity and transparency, with negligible costs and no storage deterioration risk, offer a practical method to gaining commodities exposure and can provide a means for market participants to access the five components of the returns of the asset class.

To participate in momentum investing, a trader takes a long position in an asset that has shown an upward trending price, or the trader short - sells a security that has been in a downtrend.

Some managers invest the proceeds from their short positions in low - risk assets, while others dedicate a portion to long stock positions in order to hedge against broad market rallies.

Brokerage accounts can invest in any investment product, and can also take on leverage and short positions.

This strategy invests in very short term high income bond ETFs with a small position invested in small - and mid-cap high dividend stocks.

We'll invest say EUR (1) in a short position in each of these stocks, so essentially we're adding a (different) inverse Beta Portfolio.

Many funds try to capitalize on both short term and long term returns — investing in everything from private start - up companies, to taking short positions in publicly traded companies.

In short, investing using an ESG mandate neither enhances nor harms your expected returns, which is why I don't think either of the position is correct.

One of the things that is unique about investing in the currency market is that since you're always exchanging one currency for another, you're creating both a short position and a long position.

Gross believes that rates are headed higher, and he's positioned the portfolio for such an event, investing more than a third of the portfolio in short - term securities that have left his funds to deep, broad decline in fixed - income portfolios in 2013.

He invests in commodities through a diversified fund that can take long and short positions and in hedged - equity mutual funds that try to use option strategies to cushion market hits.

They also maintain a short position against the broad stock market to hedge against a market decline and invest the majority of their assets in cash alternatives and high quality, short - term fixed income securities.

With time - bound goals, you will be in a better position to dictate the instruments you would invest in for the short - term requirements (bank deposits, bond funds, government saving schemes) and for long - term wealth creation (equity mutual funds and stocks).

An actual large - cap growth ETF and an actual short position in a small - cap value ETF (where you borrow the shares and sell them) could have delivered a higher return with an almost market neutral risk profile — especially just looking at the capital invested in the long position minus any margin fees and borrowing costs.

The investing strategy being referred to here is a so - called «long - short» approach in which long and short positions are taken in various stocks to try to hedge exposure to the broader market which makes gains more associated with solid stocking picking.

Under normal market conditions, the Fund invests, directly or indirectly through exchange traded funds («ETFs») and mutual funds (together with ETFs, «Underlying Funds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in real estate related securities.

Under normal market conditions, the Fund invests, directly or indirectly through exchange traded funds («ETFs») and mutual funds (together with ETFs, «Underlying Funds»), at least 80 % of its assets (plus the amount of borrowings, if any) in long and short positions in equity securities.

That means value investing has had to get more sophisticated — and, one might argue, riskier — by taking more short positions, as Einhorn does, which can bankrupt someone who shorted a stock at $ 20 and has to cover that short at $ 100; by piling on more debt; or by investing in situations where a total loss is possible.

Hedge fund: Private investment partnership (for US investors) or an offshore investment corporation (for non US tax exempt investors) in which the general partner has made substantial personal investment, and whose offering memorandum allows for the fund to take both long and short positions, use leverage and derivatives, and invest in many markets.

Any loss on short positions may or may not be offset by investing short - sale proceeds in other investments.

When eventually confronted over all the transfers, Kim admitted to investing in short future positions using 55 bitcoins.

However, the Fund may invest through short positions in Bitcoin Futures Contracts other than Benchmark Futures Contracts,» the notice explains.

The Fund generally intends to invest substantially all of its assets through investment in short positions in Benchmark Futures Contracts.

Investing an extraordinary amount of effort into your contract position will be an exhausting and difficult process in the short term, but it can pay dividends in the long run.