Sentences with phrase «limit individual stock holdings»

Not exact matches

It does not discuss all aspects of U.S. federal income taxation that may be relevant to particular holders in light of their particular circumstances or to holders subject to special rules under the Code (including, but not limited to, insurance companies, tax - exempt organizations, financial institutions, broker - dealers, partners in partnerships (or entities or arrangements treated as partnerships for U.S. federal income tax purposes) that hold HP Co. common stock, pass - through entities (or investors therein), traders in securities who elect to apply a mark - to - market method of accounting, stockholders who hold HP Co. common stock as part of a «hedge,» «straddle,» «conversion,» «synthetic security,» «integrated investment» or «constructive sale transaction,» individuals who receive HP Co. or Hewlett Packard Enterprise common stock upon the exercise of employee stock options or otherwise as compensation, holders who are liable for the alternative minimum tax or any holders who actually or constructively own 5 % or more of HP Co. common stock).

Put simply, I believe it's frankly hard to justify holding most individual biotech stocks for especially long periods of time because of the rather limited lifespan of their products, and the political blowback over drug prices in the United States.

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.

Drill down to a potential Irish allocation in your portfolio, and capital becomes even more limited... This is especially true if you want individual stock holdings to be (somewhat) meaningful (say, 2 % +) within your overall portfolio.