Sentences with phrase «of stock positions»
I built a lot of my stock positions like that in the past and just kept on adding regardless of the price.
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I built a lot of my stock positions like that in the past and just kept on adding regardless of the price.
Check out my latest blog post giving you the background on the portfolio and a link to the full listing of stock positions in the portfolio.
The total value of any stock position should not exceed 5 % of a portfolio.
How can I calculate the return on a series of stock positions with multiple uneven transactions that I can compare to the equivalent buy and hold return over the same period?
Instead, I just bought more shares of stock positions I already hold.
I reduced the maximum weight of any stock position from 15 % to 10 % of the portfolio.
During the year, the mutual fund realized $ 15 million in total capital gains from the sale of stock positions in its portfolio.
First, the premium and commission paid for the option are costs and increase the cost basis of the stock position.
Multiply the time needed by the number of stock positions and you're looking at having a second job which may or may not turn out to be profitable.
We also looked at full portfolios for a fundamentally weighted and an equal - weighted index and found they executed countercyclical trades (buying underperforming stocks and selling outperforming stocks) in 75 % of their stock positions at the latest reconstitution.
You need to adopt a trader's mind - set (plus some technical analysis) to properly manage and to scale in / out of your stock positions.
Meanwhile, Strategic International also remains fully hedged, and Strategic Dividend Value remains hedged at about 50 % of the value of its stock positions — its most defensive position.
If you want to hedge a small percentage of the current price risk of the stock you could buy 20 — 25 Delta puts, meaning you are hedging 20 — 25 % of your stock position.
As soon as the rest of the businesses in my investment portfolio will release 2016 results and dividend announcements, I will update my chart and briefly cover each of my stock positions.