Sentences with phrase «new holdings in my portfolio»

Overall, I'm happy with this result and the new holdings in my portfolio.

So yes, I've plenty of new holdings in my portfolio — each of which I'd love to write - up here asap — but at this point, they've yet to evolve into full positions.

Not exact matches

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

NEW YORK and LONDON, February 27, 2018 — Cerberus Capital Management, L.P., a global leader in alternative investing, today announced that one of its affiliates has entered into an agreement with Bluestone Group, the international financial services business based in the U.K., to acquire its Australasian mortgage lending and portfolio servicing operations («Bluestone Holdings Australia»).

With a new year just begun, it might be time to start thinking about rebalancing the gold holdings in your portfolio.

But regulators have noted wide differences in how much capital is held by different lenders to cover essentially similar portfolios and the new rules will help correct this.

Portfolio Activity Our trading activity in the quarter produced one new international holding and one U.S. elimination.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

Portfolio Activity We initiated one new position in the quarter and eliminated one holding.

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.

David Tepper builds stake in Energy Holdings debt [ValueWalk] Mark Anson's formula for choosing a good hedge fund for your portfolio [CFA] How hedge funds need to adapt [All About Alpha] The mind of DoubleLine's Jeffrey Gundlach [Crossing Wall Street] George Soros» European solution to the Eurozone's problem [George Soros] JANA Partners says Rockwood worth $ 80 in possible takeover [Bloomberg] ValueAct takes $ 2 billion Microsoft (MSFT) stake [Yahoo News] John Paulson says he's staying the course on gold [Hedgeworld] Rob Arnott: most hedge funds disappoint [Term Sheet] Hedge fund managers mixed on 2013 outlook [HedgeCo] Billionaire Carl Icahn's tale of aggression [Forbes India] Hedge fund gold wagers defy worst slump in 33 years [Bloomberg] Hedge funds plowed into gold as market looked vulnerable [Hedgeworld] Devitt sees consolidation in outlook for fund of funds [Investment Europe] Hedge funds find new Swiss rules good for business [Reuters] Singapore will replace Switzerland as wealth capital [CNBC]

With both outcomes, we will also be adding more cash to our dividend stock portfolio in order to buy some new holding later on.

While there were no new names added to the portfolio this quarter, we increased our positions in our existing holdings that we felt were still trading at a substantial discount to fair value.

JAB holding completed the acquisition of Keurig Green Mountain Inc. (GMCR) in Mar and as a result I got paid at $ 91.00 / share while my cost / share was close to $ 45.00; a nice capital appreciation, though, hate to let it go away, as I wanted to have some caffeine in my portfolio Due to addition of new companies over last several weeks and a reduction in one company, total number was 77 wonderful companies / etfs in my portfolio.

Portfolio Activity Our trading activity in the quarter produced one new U.S. holding, and we eliminated three international holdings.

As mentioned in my April stock considerations post I was looking to expand my portfolio with new industrial holding Dover Corporation (DOV).

TCC in - house analysts and traders use our proprietary trading desk to grow our diversified portfolio of both low - volatility buy - and - hold currencies and emerging new ICO tokens.

Portfolio Activity We initiated two new positions in the September quarter, and we eliminated our small holding in NOW, which National Oilwell Varco spun off late in the previous quarter.

We also provide commentary and analysis about the stocks we hold in the portfolio and on any new dividend growth ideas to consider.

NEW YORK (TheStreet)-- Gold mining stocks such as Barrick Gold (ABX), Goldcorp (GG), Newmont Mining (NEM) and Yamana Gold (AUY) remain appropriate choices as holdings in diversified investment portfolios to hedge the downside risk in global stock markets.

TPU assists New York State Homes and Community Renewal Housing Finance Agency in the eligibility determination of potential landlords for entitlement to state loans / grants / tax credits, by investigating and vetting a potential landlord's financial soundness and mortgage holdings for signs of overleveraging within their portfolios or allegations of increased tenant turnover through harassment.

Nevertheless, Samsung seems to be getting ready for adding a new tablet to its portfolio, and given recent events, it may be possible for the South Korean tech giant to prepare the Galaxy Tab Active 2 for an official unveiling at or shortly after IFA 2017 soon to be held in Berlin, Germany.

Gross margin is to hold steady or drop slightly in the first six months of this year, compared with 39.5 percent for the same period last year, Ko said, adding that the decline could be attributed the a strong New Taiwan dollar, higher raw material costs and unfavorable product portfolios.

First announced in the summer of 2008, Viz held portfolio reviews at San Diego Comic Con as part of their search for new original content, stating that «primary focus for the overall Viz original - comics plan is long - form fictional escapades.».

However, by the time a portfolio has twenty or so holdings, the incremental reductions in portfolio volatility from new holdings is very small.

Those websites can help new savers build a smart, diversified portfolio of mutual funds; automatically search for tax savings; and present the holdings of 401 (k) plans and individual retirement accounts in easy - to - understand formats.

Interestingly, despite the number of new ETFs flooding the market these days, the last time I added a new ETF to our portfolios was way back in 2007 when Vanguard introduced what was then called the Europe - Pacific ETF (VEA) to replace our holdings in the iShares EAFE Index Fund (EFA).

In such a case, if we decide to sell some of our existing holdings to buy the newly identified one, then would it be the same like not buying existing portfolio holdings with new cash?

Keep in mind that only 10 stocks are held in the portfolio, the current holdings are italicized (the 2 new additions in bold) and the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

Keep in mind that only 10 stocks are held in the portfolio, the 4 new additions are in bold and the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

One of the new weekly additions here at The Acquirer's Multiple features some of the top picks from our All Investable Stock Screener and some top investors that have added, or are holding these same picks in their portfolios.

In 2014 we may see the beginning of an unraveling in the commonly assumed (and generally accurate) definition of ETFs because «actively managed ETFs that would be permitted to report their portfolio holdings quarterly» [3] may become typical for many new «ETF» launcheIn 2014 we may see the beginning of an unraveling in the commonly assumed (and generally accurate) definition of ETFs because «actively managed ETFs that would be permitted to report their portfolio holdings quarterly» [3] may become typical for many new «ETF» launchein the commonly assumed (and generally accurate) definition of ETFs because «actively managed ETFs that would be permitted to report their portfolio holdings quarterly» [3] may become typical for many new «ETF» launches.

Instead of investing directly in the stock of a company that has just released a revolutionary new technology, the investor could consider allocating assets to a technology fund that holds that company's stock in its portfolio.

The huge amounts of realistic risk inherent in owning U.S. Treasuries today is offset greatly if the portfolio holding these instruments is a dollar - average and will continue to acquire new U.S. Treasuries as interest rates fluctuate.

As a matter of policy, they keep a fair amount of cash on hand so they can use sharp share - price declines to add to existing holdings in the concentrated Fairholme portfolio or to initiate new positions.

Our new report holds the key to making the most of ETFs in your portfolio.

Assume one holds a portfolio of performing loans that is expanding in size and whose maturing obligations are always being reinvested in new performing loans.

I'll be adding a monthly stock update to the Badass Stock Portfolio and I'll be creating a brand new Net Worth tracking page to give even more transparency into my financial moves so I can hold myself accountable and provide you with better insight into what's working for me and not in my financial experiments.

If you place a new restriction on a stock currently held in your account, we will neither buy more nor sell it, even if the portfolio managers sell it from the strategy.

But now the funds are available, their portfolios are in place (i.e., the funds no longer hold just cash, as they did when they were brand new), and Vanguard's website has all the standard information about the funds» holdings.

You may remember this stock as a new holding in Santa Claus's portfolio.

I added one new holding to my portfolio, Archer - Daniels - Midland (ADM), and kept putting funds toward stocks in my no - fee portfolio.

Many MoneySense readers will hold ETFs in registered portfolios — chiefly RRSPs, RRIFs and TFSAs — and any of the three new AA ETFs can provide for these vehicles everything the All - stars were designed to do: asset allocation, international diversification and low - cost (0.22 %), with automatic rebalancing to boot.

Cremers and Petajisto, in a 2009 Review of Financial Studies paper, introducing a new measure of active portfolio management, referred to as Active Share (i.e., the share of portfolio holdings that differ from the benchmark index holdings), found that between 1968 and 2001 U.S. funds that deviated significantly from the benchmark portfolio outperformed their benchmarks both before and after expenses.

Take advantage of our new degressive pricing based on the assets held in your InvestCube portfolios.

But, barring any drastic moves in the final trading days of 2015, the most widely held classes of assets, including stocks and bonds across the globe, were basically flat... While that may be disappointing news for people who hoped to see big returns from at least some portion of their portfolio, it is excellent news for anyone who wants to see a steady global economic expansion without new bubbles and all the volatility that can bring.

Unfortunately, it wasn't'til late - 2016 / early - 2017 I finished off building / averaging in to most of these new holdings, so only recently have I finally been able to express this overall portfolio thesis in terms of individual stock write - ups — my rash of posts re Applegreen (APGN: ID), Record (REC: LN)(which was actually the new Volatility allocation I mentioned in this Aug - 2016 post), and Alphabet (GOOGL: US)(Company D in this Jan - 2016 post) are good examples.

Back in March, I wrote about how TD now uses its new ETFs as underlying holdings for its Managed Index Portfolios, a series of balanced mutual funds.

The new ETF will have characteristics very similar to the BMO Aggregate Bond Index ETF (ZAG), which could be a core bond holding in any balanced portfolio.