Sentences with phrase «large portfolio positions»

My stake clearly signals the conviction level I've got in this stock's unique risk / reward — TLI is now my largest portfolio position, at 11.1 %.

Well, she's never let me down, about 40 % of her market cap consists of cash, I currently have a 265 % gain on my average entry price, I see 30 % upside from the current price (with a secondary price target that offers 68 % upside), and it's my largest portfolio position at 7.6 %!

Not exact matches

But how to position your portfolio for what comes next depends in large part on your view of Trump's presidency — whether you think his administration will succeed in implementing his economic agenda or not.

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.

Lundquist: Superior Plus Income Fund has been a large position [in our portfolio] for many years.

«Managers are using short positions in these stocks to hedge their portfolios against large negative market moves.»

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

When JPMorgan first started to talk about the botched trades — some of which are still open positions they are trying to unwind — the bank said that they had grown out of hedges aimed at protecting the bank against losses on the bank's large bond portfolio.

GSAM will look to develop a diversified portfolio of positions in large and medium - sized PE firms active both here and abroad, according to a Bloomberg article citing an unidentified source familiar with the plans.

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.

The firm has an entrenched position globally within the largest multinational firms, providing an end - to - end portfolio that helps enterprises» plan, build, manage, and maintain IT infrastructure, platforms, applications, and services.

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

The careful design of the fund is meant to preserve the passive nature of the portfolio, allow outperforming cryptocurrencies to accumulate larger positions in the fund, capture rising coins in the ecosystem, and exclude coins that do not meet institutional thresholds.

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.

Please note that Saxo Bank reserves the right to increase margin requirements for large position sizes, including client portfolios considered to be of very high risk.

More impressive, Icahn claims his portfolio has largely been hedged in the last few years — his stock holdings offset by large short positions of the S&P 500 Index.

The careful design of the fund is meant to preserve the passive nature of the portfolio, allow outperforming cryptocurrencies to accumulate larger positions in the fund, capture rising coins in the ecosystem, and exclude coins that do not meet stringent institutional thresholds.

I actually have a pretty large position in ED compared to the rest of my portfolio.

While this position size has become much larger over time, it seems likely that new portfolio manager Ted Weschler is responsible for the idea as it was one of his big holdings at his previous hedge fund.

Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.

The RSP team built an exceptional high - margin asset portfolio consistent with our playbook — large, contiguous positions in the core of the Permian Basin.

Interesting NYT article just dropped where Josh Harris made a crazy big loan to Jared Kushner (a loan three times as large as any real estate loan that Apollo has in its real estate portfolio) after a meeting at the White House where a potential position in the Trump Administration was discussed with Harris.

The fund had major equivalent positions in the PowerShares BuyBack Achievers Portfolio (PKW; an index - based ETF), WisdomTree MidCap Dividend Fund (DON), Guggenheim S&P 500 ® Equal Weight Technology ETF (RYT), FlexShares Quality Dividend Index Fund (QDF), PowerShares Dynamic Market Portfolio (PWC), and First Trust Large Cap Value AlphaDEX ® Fund (FTA).

Over the same analysis period, SIZE outperformed THRK, the dominant position in its reference portfolio, in terms of a slightly larger annualized return, as well as higher Sharpe and Sortino ratios:

These days, we most frequently position the DRS as a core equity position — one with large cap characteristics, downside protection, and a significant weighting in a portfolio.

However, the fund's large equity stake adds risk to the portfolio, which, with large positions in high - yield (20 %) and non-U.S. dollar denominated bonds (30 %), is already one of the multisector category's most volatile.»

Outside of a larger position in equities, the allocation to international stocks in the sample retirement portfolios is about a third.

In the next monthly report for the Dividend Growth Portfolio, the new larger Qualcomm position will be displayed.

The fund had major equivalent positions in the Vanguard High Dividend Yield ETF (VYM), PowerShares Dynamic Large Cap Value Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares Global Consumer Staples ETF (KXI).

When I update my Dividend Growth Portfolio in December, it will reflect the larger position in Cisco plus new estimates for the income expected in 2016.

• A position becomes too large for your portfolio, increasing its overall risk.

The idea of moving to more conservative equity funds in retirement is not unusual but my position is to maintain the more diversified equity portfolio (large, small, value, growth, REITs U.S. & international asset classes).

Though it was my largest position, it was still only one of my positions, at less than 5 % of the portfolio.

So I'm not panicking about the large position I own in my personal portfolio, and I'm happy to buy D at a bargain price for the Income Builder Pportfolio, and I'm happy to buy D at a bargain price for the Income Builder PortfolioPortfolio.

As I recall, your comparisons concluded that the portfolio with a larger cash position still performed fairly well with much less volatility.

«Top Holdings» «Top Sectors» refer to the largest positions and sectors in the portfolio.

Is your portfolio large enough to have a meaningful position size in each?

At July 31, 2006, the ten largest common stock positions accounted for slightly over 50 % of the Third Avenue equity portfolio.

You can contribute to the rebuilding effort, and position your portfolio for more, or larger, returns.

An insider, with a large position in their company's stock, may want to diversify his overall portfolio and thus need to sell a large amount of stock.

The fund had equivalent positions in the PowerShares DWA Developed Markets Momentum Portfolio (PIZ), PowerShares NASDAQ Internet Portfolio (PNQI), PowerShares QQQ ™ (QQQ), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and VanEck Vectors Biotech ETF (BBH).

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.»

The fund had equivalent positions in the iShares Morningstar Large - Cap Growth ETF (JKE), PowerShares Dynamic Large Cap Growth Portfolio (PWB), and iShares North American Tech - Software ETF (IGV).

Enbridge (TSX: ENB) is my largest position in my Canadian portfolio.

When you experience large losses you have less to invest and then your portfolio is in a position that will probably take many years to back to break even.

Although it will depend a great deal on the allocation strategy you choose, you may see a larger number of positions in your portfolio than you would expect.

Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost averaging», whereby you gradually reduce your stake in highly valued equity by regular sales over a course of several months.

Fewer than 10 stocks with large position sizes routinely comprising 20 - 25 % of portfolio assets and larger.

Extra points if: Retirees can also improve their portfolios» positioning by strategically pruning their RMDs from holdings that have grown too large and / or are overvalued; once they've liquidated or reduced the position, they can then direct the proceeds to charity via the qualified charitable distribution.

the extent to which the strategy involves a relatively concentrated portfolio or large positions in particular issuers; and