Sentences with phrase «of our portfolio holdings from»

Our fiscal year underperformance relative to the S&P 500 can be explained by weak results in two of our portfolio holdings from late July through late August, when our portfolio underperformed by 4.47 % as both L Brands and NOW, Inc declined materially (discussed in more detail below).

Stephen anticipates a slight expansion of the number of portfolio holdings from the high teens to the low twenties, a fresh set of eyes finding value in places that he couldn't and likely a broader set of industries.

The funds may exclude any portion of these portfolio holdings from publication when deemed in the best interest of the fund.

Not exact matches

The billionaire financier — whose holdings include a portfolio of energy companies and the NHL's Calgary Flames — left his longtime Calgary home last year to run his empire from the U.K..

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

And if you just held through all of that, your stock portfolio right now would be about a percent from all - time highs.

Much of the losses in the Pershing Square Holdings portfolio stem from Ackman's disastrous bet on Valeant Pharmaceuticals (vrx).

Jack Hartings, chairman of the ICBA, asked the Alabama Republican about possible changes to the Consumer Financial Protection Bureau's «qualified mortgage» rule, including a proposal that would allow more loans held in portfolio to be considered QM, along with relief from some escrow requirements and balloon mortgage restrictions.

Portfolio Holdings for Non-US Funds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissPortfolio Holdings for Non-US Funds / Non-US Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities («FTI») may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissportfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly dissportfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a «Fund» and together «Funds») and any such additional information relating to the Fund (s) that may not otherwise be publicly disseminated.

Its relatively high global position reflects the special place the Australian dollar holds in portfolios of international funds managers because of its relation to commodity prices, offering a degree of diversification from other currencies.

What any individual bank needs to hold to maintain its liquidity in the face of stochastic adverse clearings, in addition of course to reserves of outside money, is not one specific type of earning asset, but a portfolio that includes enough liquid assets, meaning assets that can be sold on short notice with negligible losses from bid - ask spreads.

Even though the Vanguard ETF holds plenty of dividend stocks in areas that aren't rate - sensitive or can even benefit from rising rates, many of the dividend - paying giants in its portfolio were among those stocks that led the market to the downside.

Holdings, sector weightings, market capitalization, turnover and portfolio characteristics of individual client portfolios may differ, sometimes significantly, from those shown.

The strategies derive from three choices: (1) length of the rolling window used to calculate stock and market index betas (one, three, six or 12 months of daily returns); (2) portfolio holding period (12 months or three months); and, (3) portfolio tilt method (four alternatives).

We did not enjoy eliminating any of these five holdings from the portfolio as each company had been performing well and meeting or exceeding expectations.

Using the responses of 215 online investors to a 2001 internet survey and actual portfolio returns for these investors during 1997 - 2000 as calculated from their holdings during that period, they find that:

The holding most directly connected to oil's price decline is Rowan, shares of which we had eliminated from the portfolio only one quarter ago.

Using the responses of 215 online investors to a 2001 internet survey and actual portfolio returns for these investors during 1997 - 2000 as calculated from their holdings during that period, they find that: Keep Reading

Lesson from this investing mistake, I now have a rule that I don't hold more than 3 % of my portfolio in any individual stock.

Should active managers shift away from well - diversified portfolios and concentrate only on «high conviction» holdings in hope of generating higher returns?

By writing options on the securities held in the portfolio, PBP adds income from call premiums at the expense of upside, so returns have differed greatly from those of our benchmark.

It is wise to hold both gold and silver in your portfolio, and investing in physical silver bullion purchased from an online dealer that offers storage, a dollar - cost averaging program, and a number of different account types will ensure that your investment needs are met now... and for years to come.

Though last year's contribution — made from revenue on its portfolio of bond holdings — declined from 2016, it was well above the average in years before the financial crisis.

Our portfolios hold sufficient positions to reduce the risk of loss from any individual stock, but few enough to capture outperformance.

The portfolio is quarterly rebalanced and reconstituted, and consists of six large - cap stocks with Capital Strength type characteristics from the Russell 1000 Index, typically held for at least one year.

Portfolio Managers Bill Nygren and Win Murray answer questions from GuruFocus readers on a variety of subjects, including value investing, Harris Associates» investment process and current portfolio Portfolio Managers Bill Nygren and Win Murray answer questions from GuruFocus readers on a variety of subjects, including value investing, Harris Associates» investment process and current portfolio portfolio holdings.

Price indices measure the capital gain or loss from holding a portfolio of shares.

For starters, excluding companies from portfolios automatically means a different return from holding the full range of a market.

If I ever sell out of position in my personal accounts, I will remove the holding from the model portfolio it resides in.

Active Share is the proportion of stock holdings in a fund's portfolio that is different from the composition found in the benchmark.

But if a portfolio holds a basket of bonds from different countries, bond prices of one country may be rising while bond prices of another may be falling.

Their approach is to calculate excess returns in U.S. dollars from a portfolio that is iteratively long (short) the fifth of currencies that are most undervalued (overvalued) per each of these four metrics and hold the positions over periods ranging from one week to 12 months.

Inclusion of Cash as one of the assets in the SACEMS universe of exchange - traded funds (ETF) already prevents the SACEMS Top 1 portfolio from holding an asset with negative past returns.

That said, the Fund does hold a portfolio different from the major market indices, so the actual performance of the Fund is always affected by those specific holdings.

Eboo Patel pays himself well ($ 120,000 / yr) from his Interfaith Youth Core «non-profit» group's receipts (donations etc.) which, based on the group's IRS Form 990, appears to be more of a stock holding company ($ 2,335,960 portfolio in 2008 - guidestar.org) for Mr. Patel than it is a non-profit.

Mr. Patel pays himself well ($ 120,000 / yr) from his Interfaith Youth Core «non-profit» group's receipts (donations etc.) which, based on the group's IRS Form 990, appears to be more of a stock holding company ($ 2,335,960 portfolio in 2008 - guidestar.org) for Mr. Patel than it is a non-profit.

Seven wines from the Accolade Wines portfolio proved their class with a glittering array of awards at the latest National Wine Show, held at the National Arboretum in Canberra, Australia.

Tyson Foods, Inc., Springdale, Ark., continues to accelerate the strategic expansion of its value - added foods portfolio with the acquisition of Circle Foods, LLC, a San Diego, Calif. - based producer of refrigerated and frozen hand - held Mexican foods, uncooked tortillas and Indian flatbreads, from Claridge.

He had developed something of a portfolio career — much of which he will drop, bar his weekly ballroom dancing lessons — and as recently as February hinted to The House that he would retire from frontline politics if a snap election was not held this year.

It is exactly four years to the day since Citizens UK held an assembly at the Barbican which saw 2,000 people from civil society institutions, many of them faith groups, putting the issue of capping the cost of credit to the Treasury portfolio politicians of the three major parties.

Held at the Harefield Community Association, Uxbridge, Middlesex, the meeting heard from outgoing chairman Anna Zee that while individual membership numbers had fallen slightly, affiliated club membership remained buoyant and that the BMF's portfolio of shows, a key source of income for the BMF, although now more professionally presented, had no doubt been hit by the current economic situation.

Kushner's wife, Ivanka Trump, who also participated in her father's campaign decisions, has no immediate plans to enter the administration and will restructure her portfolio of holdings, stepping down from her fashion label.

«Even persons who were facing criminal prosecution prior to the 2015 presidential elections who are now members of the ruling APC and other members of APC who are overtly known to be involved in known cases of corruption were excluded from the list whilst persons who have never been charged with any crime and who in fact have not held any previous government portfolio including myself were listed as «looters».

This is not the tune that Nigerians were used to hearing from their all - powerful Coordinating Minister of the Economy, the first person ever to hold such a grandiose title side by side with the powerful Finance portfolio.

O'Connor was appointed Minister for Employment Participation when the Rudd government was elected, and held a number of middle ranked portfolios until taking over from Chris Bowen as Minister for Immigration and Citizenship after the non-challenge to Julia Gillard's in March 2013.

The student needs to be directly involved in each phase of the portfolio development to learn the most from it, and the reflection phase holds the most promise for promoting student growth.

Specifically if the kind of stocks that you use with this strategy are different from the kind of stocks that you own in the buy and hold forever portfolios?

Active Share is a measure of the percentage of stock holdings in a manager's portfolio that differs from the benchmark index.

K. J. Martijn Cremers and Antti Petajisto introduced the new measure of active portfolio management, called Active Share, which represents the share of portfolio holdings that differ from the benchmark index holdings.

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