Sentences with phrase «major holdings in my portfolio»

I don't expect to make GILD or AMGN major holdings in my portfolio but still want to add to those names as opportunities come up.

Not exact matches

In fact, because of the longevity of the Thatcher and Major governments, Blair had never held a ministerial portfolio of any kind when he was elevated to prime minister in 199In fact, because of the longevity of the Thatcher and Major governments, Blair had never held a ministerial portfolio of any kind when he was elevated to prime minister in 199in 1997.

AAII Model Portfolios Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty MajorHolding Distinguishes ETF Model Portfolio From Benchmark AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majorholding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majorholding in iShares Cohen & Steers Realty Majors Fund.

Someone holding this portfolio has a balance of 60 % stocks and 40 % bonds; the stocks are highly diversified across three major global groupings; and the bonds are split between those which are protected against inflation and the long - term bonds which are most valuable in a market panic or sell - off, when they (unlike everything else) tend to go up.

It holds many major Canadian companies, although some big names are missing — it takes more than mere size or popularity with brokers to win a place in this portfolio.

Virtually every major institutional investor holds on average 25 % of their portfolio in private alternatives.

Virtually every major institutional investor holds on average 25 % of their portfolio in private alternatives, due to their historically higher returns (2016 Blackstone Report).

The main benefit of holding a good part of your portfolio in bonds (let us use a balanced 60 % stock / 40 % bonds allocation) is that you will be able to sleep well during the next major crash.

There has been a major increase in correlation, and reduction in the benefit of holding global markets as diversifiers in a portfolio.

My portfolio is denominated in Swiss franc and I hold major positions in EUR, USD and GBP so there might be some devations e.g. with regard to my projections concerning YoC due to exchange rate fluctuations.

I usually try to post about major portfolio changes within a couple of days, but about 10 days ago I took a substantial (for me) position in DGT Holding Corp. (DGTC).

In general, PWL builds broad - based portfolios, holding thousands of securities from all sectors and in all major global markets and in companies of all sizes (not only large onesIn general, PWL builds broad - based portfolios, holding thousands of securities from all sectors and in all major global markets and in companies of all sizes (not only large onesin all major global markets and in companies of all sizes (not only large onesin companies of all sizes (not only large ones).

From our portfolio analyses and in - depth discussions with many major banks and insurers, we have reached the conclusion that financial institutions systematically underestimate their holdings in the coal industry.

It is also a major investor in the energy industry, with sizeable holdings in BP and Shell, and 8.6 per cent of its equity portfolio in oil and gas, according to AFP reports.

Unless there is a major shakeup in the underlying confidence, he believes that investors are going to want to buy - and - hold for their portfolios for 10 years or more.