Sentences with phrase «investment positions in your portfolio»

# 2 Take investment positions in your portfolio when the market is stable or depressed.

Not exact matches

And, finally, in terms of general investment themes, they should consider including portfolio positioning that favors an important element of endogenous resilience, be it because of companies» strong balance sheets, large cash balances, strong pricing power, or notable segment dominance.

It's definitely more of a tactical market, but our investment style in the fixed - income group is such that we're not going to be incredibly active in jerking our positions around — that is, we aren't much for making daily or weekly shifts in our model portfolio positions.

The fund's portfolio team applies a two - step approach in choosing investment, beginning by analyzing various macroeconomic factors in an attempt to forecast interest rate movements, and then positioning the fund's portfolio by selecting investments that it believes fit that forecast.

Cairngorm Capital's unique mix of sectoral expertise and investment skill enables it to be actively involved in the strategy and operational focus of portfolio companies, partnering with management teams to grow revenue, enhance margins, improve cash flow or consolidate industry leadership positions.

But I do have a large active investment portfolio where I take some concentrated bets in specific positions.

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).

The firm acquires secondary direct investments by purchasing entire portfolios of investments and single positions in individual companies.

In 2012, after years of helping millions of individual investors understand the macro-economy and investment markets, and while assisting his institutional clients in positioning their portfolios to take advantage of these macro-trends, John had something of an epiphanIn 2012, after years of helping millions of individual investors understand the macro-economy and investment markets, and while assisting his institutional clients in positioning their portfolios to take advantage of these macro-trends, John had something of an epiphanin positioning their portfolios to take advantage of these macro-trends, John had something of an epiphany:

-- We take profit on our overweight GBPCHF position, and close our emerging market currency basket trade, while keeping some of these investments in the portfolio.

Prior to founding T2 Asset Management, Dan held various positions at some of the largest investment firms in the country as a trader, portfolio manager, and strategist.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

My goal is to have investments in 50 different companies, and I currently have 49 equity positions in my equity portfolio.

Previous to that, he held positions as a European portfolio manager and analyst for Brown Brothers Harriman, New York, and served for seven years as a UK portfolio manager and analyst for Natwest Investment Management in London.

In contrast, each of the positions in the Street Freak portfolio is weighted according to Jared's conviction level for each particular investment thesiIn contrast, each of the positions in the Street Freak portfolio is weighted according to Jared's conviction level for each particular investment thesiin the Street Freak portfolio is weighted according to Jared's conviction level for each particular investment thesis.

That way, when one type of investment decreases more than another, we are in the best position to rebalance our portfolios.

Prior to joining SKAGEN he was based in Shanghai, as Head of China Special Mandate, at Norges Bank Investment Management (the oil - fund), where he also previously held positions as a portfolio manager and a generalist global equity research analyst.

Generally, the more confident you are in an investment, the larger portion of your portfolio will be placed in that position.

In our Hedge Fund Wisdom premium newsletter, we outlined the investment thesis on AIG as Berkowitz has pressed his bet there and it is by far his largest position at over 20 % of his portfolio.

«Delivering revenue growth and margin accretion over time remains a priority, supported by our investments in building closer, more efficient and strategic partnerships with customers and by positioning TWE as the wine supplier of choice across multiple brand portfolios and countries - of - origin,» Clarke added.

«Our results support the position that cryptocurrencies are a new investment asset class and have a role in an investor portfolio, being highly connected to each other but disconnected from mainstream assets.

Mr. Callender oversees a portfolio that encompasses over $ 27 billion in Federal credit assistance to intermodal, highway, transit and rail projects totaling more than $ 92 billion of infrastructure investment in the U.S. Prior to his current position, he held positions in DOT's Office of Budget and Programs where he was responsible for oversight of the Maritime Administration budget, in DOT's Inspector General's Office and the Budget Office of the District of Columbia's Metropolitan Police Department.

In this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundIn this book on smart investing, former president of Charles Schwab & Co Timothy McCarthy quotes our chief investment officer Sean Stannard - Stockton on the benefits of focusing an equity portfolio on 20 - 30 positions rather than owning the 100 + positions that is common in most mutual fundin most mutual funds.

If broad trading flexibility is available then sector rotation can be a viable way to position investment portfolios to take advantage of market cycles and trends providing for capital appreciation potential in particular areas of the investment universe.

In high turnover in order to succeed you should have be capable to find so many profitable ideas and cut the unprofitable ones very fast, so it is much harder to do than say it... With low turnover you should be very good at investment, because as consequence you will concentrate in few positions in order to get high returns with low portfolio turnoveIn high turnover in order to succeed you should have be capable to find so many profitable ideas and cut the unprofitable ones very fast, so it is much harder to do than say it... With low turnover you should be very good at investment, because as consequence you will concentrate in few positions in order to get high returns with low portfolio turnovein order to succeed you should have be capable to find so many profitable ideas and cut the unprofitable ones very fast, so it is much harder to do than say it... With low turnover you should be very good at investment, because as consequence you will concentrate in few positions in order to get high returns with low portfolio turnovein few positions in order to get high returns with low portfolio turnovein order to get high returns with low portfolio turnover.

Fair enough, it's not the first position in my investment portfolio starting with a very low yield at cost and paying off handsomely after a couple of years.

At that time we positioned our $ 400,000 portfolio to follow the Couch Potato strategy and gave our financial adviser very explicit instructions that none of our investments were to be in funds that have a deferred sales charge (DSC).

This month's ETFReplay.com Relative Strength ETF Portfolio has been updated at Scott's Investments and includes turnover in two out of four positions.

The investment manager expects to hold an unhedged, fully - invested position in common stocks in environments where the expected return from market risk is believed to be high, and may reduce or «hedge» the exposure of the Fund's stock portfolio to the impact of general market fluctuations in environments where the expected return from market risk is believed to be unfavorable.

His position was enviable: an investment portfolio worth $ 1.3 million, a defined - benefit pension plan, a mortgage - free home in Yellowknife, and three fully paid investment properties.

You must have surely read this but thought others might benefit «a balanced investment position, that is, a portfolio exposed to a variety of risks in spite of individual holdings being large, and if possible, opposed risks.»

This portfolio expects to invest in positions that emphasize alternatives or nontraditional asset classes or investment strategies and, as a result, are subject to the risk factors of those asset classes.

Each NextShares fund's daily Basket is determined by its investment adviser and consists of instruments that the adviser considers appropriate in light of the fund's objectives and policies, current portfolio positions and current trading program.

However, we still recommend that any money that will be needed in the next three to five years be positioned in cash, CDs, or alternative safe and liquid investments, and should not be transferred into your Personalized Portfolio.

At Modera Wealth Management, Westwood, N.J. - based investment analyst Peter Somich says many clients called after Gross's departure, inquiring about Pimco positions in their portfolios.

The rest of my portfolio is made up of several core positions (mostly investments in companies run by capital allocators I respect, like Prem Watsa at Fairfax Financial) and some income producing equities, none of which I will be discussing on this blog.

I started it as a kind of diary so that I would be forced to formally detail my thinking behind each new position in the part of my portfolio dedicated to value investments.

For the past year I've been trying to reduce the number of positions in my portfolio and concentrate my investments in the few «best» opportunities I've identified.

We pick stocks that meet our investment criteria and once we decide to invest we seek a minimum position size of approximately 2 % of the portfolio, however the timing of the catalyst and the liquidity of the stock can result in the holding being greater or lesser than 2 %.

One may do his or her due diligence to invest in dividend stocks with higher dividend yields or to keep more cash position in his / her investment portfolio.

If you're in a position to invest, consider working with a reputable investment firm or financial advisor for guidance on how to maintain a healthy portfolio and invest at a risk that you're comfortable with.

@CC, anyone else: The problem that I (and perhaps many of us) have is that in order to rebalance my portfolio (target weight is 50 % equities, 33 % fixed income, 12 % alternative investments and 5 % cash) I would have to sell a lot of my equity positions at a loss (I took over management of my portfolio from my advisor 6 months ago and he had me 100 % in a equity - heavy mutual fund).

Fortunately, I'm working with a about a 30 year investment horizon, and I think I can balance the portfolio in 3 years w / o selling any equity positions.

This month's ETFReplay.com Relative Strength ETF Portfolio has been updated at Scott's Investments and includes turnover in two positions.

Assume 10 % increase in equity portfolio (though I'm guessing positions in USB, WFC and AXP will make that a larger increase) and you have a book value of investments @ $ 110,000 per / A-share!!!!

In your position with a reasonably large portfolio of non-registered investments focused on equites, you have lots of tax - planning opportunities, as well, Sarah.

Longer - term investors are in a position to allocate a larger portion of their portfolio to higher - risk investments like stocks than shorter - term investors because a longer time horizon is associated with lower volatilityVolatility The rate at which the price of a security increases or decreases for a given set of returns.

Mr. Burge joined Invesco in 2002 as a portfolio manager and has held various positions with increased responsibility within the Taxable Investment team.

Many intangible factors should also be noted into the valuation in the case of Berkshire, such as its conservative accounting, its cash position / reputation / lender of last resort before Fed (therefore ability to make certain unique investments in preferred / debt, or easy financing for targeted companies such as Burlington), its portfolio of excellent businesses that each commands a huge premium if they were to be sold in the market, etc..

Then, I promise you, we'll get into some investment ideas and I will digress only now and again on areas of investing philosophy that I am then wrestling with, like optimal number of positions in a portfolio.