Sentences with phrase «new positions in the portfolio»

I would love to add a new position in my portfolio with them as they have been on my watch list for a while.

My May saw two dividend growth stock purchases — both of which were new positions in the portfolio.

The company with the disappointment must compete against the rest of your portfolio for capital, so after a disappointment, remeasure how you think it would rank as a new position in your portfolio.

Not exact matches

But just be sure to reduce your share size to compensate for greater price volatility (I always list our portfolio position size for each new stock / ETF pick in my newsletter).

a record created when a new position in a security is established within your portfolio; an overall security may have multiple records depending on when each individual transaction took place; types of information that may be represented for each position included are purchase price, number of shares, and the date of the purchase

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 %.

Even within my dividend portfolio, I combine DCA (with automatic DRIP), and market timing strategies (by using PE as a valuation measure in deciding whether to add to existing positions or buy into new ones).

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.

Portfolio insurance products were algorithm - based products created to protect investors from falling markets by selling «ever - increasing numbers of futures contracts,» the New York Times explained in 2012, because «the short position in futures contracts would then offset the losses caused by falls in the stocks they owned.»

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.

Last year, I trimmed positions in Kinder Morgan, Inc. (KMI) and ONEOK, Inc. (OKE) for tax - harvesting purpose, however, I may add them this year As a result of addition of new companies over last several weeks, total number went up to 73 wonderful companies in my portfolio.

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.

This new addition to the importer's portfolio of fine wines comes on the heels of several significant recent acquisitions in France, securing Cape Classics a position as a very serious player in the French category, specifically in the hallowed region of Burgundy.

«Our business has cemented its position as the leading supplier of New World wines in recent years, building on its Australian, Californian and South African portfolio through the acquisition of brands in key appellations such as Sonoma County, through Geyser Peak, and Napa Valley through Atlas Peak in 2012, and in 2014 included premium New Zealand regions through the acquisition of Mud House and Waipara Hills.»

This meant that the department, and its new political masters, found themselves in the ludicrous position of having a portfolio of procurement programmes in place, under or close to contract, that was patently not funded despite an «approvals process» affirming the opposite.

In 2014, the New York State pension fund, which has about $ 178.6 billion in assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the positioIn 2014, the New York State pension fund, which has about $ 178.6 billion in assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the positioin assets, needed someone to run a $ 50 billion bond portfolio, and turned to Korn Ferry to help it fill the position.

«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.

We're in the same position that Rick Mills was in when he introduced portfolio assessments in Vermont [as commissioner of education]: To some extent we'll be plowing new ground, and we owe it to kids and their teachers to evaluate the specific options that states and districts design, discard the bad ones, and tinker with the better ones before implementing them wholesale.

To this end, the BMW ConnectedDrive portfolio includes impressive new features that enable the Sedan to maintain its leading position in the luxury segment.

With the arrival of the CLA in the company's portfolio, the new C - Class will move slightly up in price and positioning.

«With the powerful combination of Apple's iPad, iPhone 4, refreshed iPod / iPod Touch portfolio, the new MacBook Air and Apple TV, we believe Apple is positioned for a big holiday season this year,» Brian White, an analyst with Ticonderoga Securities, wrote in a Nov. 29 research note.

In February, I opened a new position in my Dividend Growth Portfolio when I purchased 18 shares of Qualcomm (QCOMIn February, I opened a new position in my Dividend Growth Portfolio when I purchased 18 shares of Qualcomm (QCOMin my Dividend Growth Portfolio when I purchased 18 shares of Qualcomm (QCOM).

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

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.

When I update the portfolio at the end of this month, you will see PG proudly sitting in its new position.

• Trimmed JNJ and PEP each back to 9 % of the portfolio to get them under the 10 % - max guideline • With the proceeds, added to existing positions in AT&T (T) and Microsoft (MSFT) • With the remaining proceeds, started a new position in Digital Realty Trust (DLR) Thus, this package of trades served several strategic goals at the same time: • It corrected the over-sized positions by getting them back under 10 % of the portfolio • It allowed me to increase my stakes in two high - quality dividend growth companies • It allowed me to add a new position, bringing me closer to my target of 20 - 25 stocks overall.

I initiated 3 new positions — 2 in my Retirement portfolio and 1 in my Empire portfolio.

I am staying on the sidelines with more than usual cash in my portfolio — hoping to initiate new / extend my existing positions.

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.

Of the purchases above, three represent new positions in my Loyal3 portfolio, Apple, Disney, and VF Corporation.

During December, I didn't open any new positions but I did add to some of my existing positions in my Portfolio.

Even within my dividend portfolio, I combine DCA (with automatic DRIP), and market timing strategies (by using PE as a valuation measure in deciding whether to add to existing positions or buy into new ones).

• Smucker's strong brand portfolio across its three operating segments (coffee, pet foods, and consumer foods) • Its leading share positions and the resources it deploys to support its brands • The company's strong relationships with retailers, which allow it to gain shelf space for new products and line extensions • Its expansion in the growing pet sector that came with the Big Heart acquisition

November was slow aside from opening a brand new position in my no - fee portfolio.

This is a big leap over new ETF filings from issuers like Global X, which seek to build portfolios based on public data surrounding hedge fund managers» positions documented in 13F filings.

The increased position in Amgen and the new position in Verizon will show up in the next monthly portfolio update.

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.

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.

If you have been reading Abnormal Returns the past few days you are well aware of the debate going on between upstart robo - advisor Wealthfront and behemoth Charles Schwab ($ SCHW) about the cash position in their new Schwab Intelligent Portfolios.

Later in February, additional shares of Dr. Pepper Snapple were sold from a Regular Brokerage Account and the proceeds invested in The Kraft Heinz Company (KHC), another new position for the portfolio.

BEST WESTERN, the UK's most unique portfolio of independent hotels, is advertising on television this April for the first time in its 30 year history as the group relaunches with new positioning «Hotels with Personality».

Mr Hastings» appointment comes after Oaks Hotels & Resorts» former Chief Financial Officer, Mr Brian Delaney, accepted a position in Bangkok with parent company Minor Hotel Group as its new Chief Financial Officer, who will oversee MHG's extensive brand portfolio.

Additionally, he has been active in photography portfolio review events including FotoFest in Houston, PhotoNola in New Orleans and most recently secured a position at the 2015 Photolucida reviews in Portland, Oregon.

Bonanza Portfolio Pvt Ltd., New Delhi India 2001 — 2004 Relationship Associate Informed clients on regarding trading positions in capital and for futures and options markets.

Matt Avery and Douglas Barton, portfolio managers for the fund, reported in a letter to shareholders: «Due to our concern about their higher - risk operating strategies, we sold our positions in Burnham Pacific Properties Inc. and The Mills Corp., and initiated a new position in General Growth Properties (GGP).

The portfolio of stable, income - producing properties is well positioned in markets with strong job growth and limited new supply.