Sentences with phrase «of stocks held»

Firstly, the total number of stocks held, then, the annual expenses ratio or MER, and lastly, the ease of use, ie.

The Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

The position amounts to less than 1 % of assets, and most of the day - to - day fluctuation in the Fund tends to be attributable to differences in the performance of the stocks held by the Fund and the indices we use to hedge, but we expect the higher - strike put options to fortify our defense against the risk of indiscriminate selling should the market encounter more than a moderate amount of weakness.

AAII employees may own some or all of the stocks held in the DI portfolio.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge.

The value of stocks held in the Fund will fluctuate in response to factors that may affect a single company, industry, market cap, country or region and may perform worse than the market.

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

Risks involved with futures contracts include imperfect correlation between the change in the market value of the stocks held by the portfolio and the prices of futures contracts and options, and the possible lack of a liquid secondary market for futures or options contracts, and the resulting inability to close a futures contract prior to its maturity date.

The yield, before fees, of the portfolio of stocks held in the AlphaPro ETF was 3.1 per cent at mid-year, which means the net yield would be about 2 per cent.

A conservative portfolio is a group of stocks held by an investor with the goal of achieving steady returns, including dividends, while maintaining a lower level of risk.

We frequently find large blocks of these stocks held by small cap investment funds focused on likely take - over targets, leading to a surprisingly high percentage of total insider ownership (management plus holders of more than 5 %).

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

While the average value of stocks held by families has soared, there is an alarming countertrend: the percentage of families that actually own stocks has been shrinking since 2001:

The only thing which his father would have to do would be to sign an NDA (Non Disclosure Agreement) and with this inform the biggest shareholder (MCT Consulting & Controlling AG) about the number of stocks he held.

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

This continuous pricing and the ability to place limit orders — means the ETF's performance for any given time period is based largely on the market price return during the holding period, rather than on the ETF's net asset value (NAV)-- the value of the stocks held by the ETF.

Most importantly, the portfolio of stocks held in the Strategic Growth Fund is now fully hedged with put options.

Act Like a Corporation Before doing business, stock certificates should be issued to all stockholders, and a corporate record book should be established to hold the articles of incorporation, records of stock holdings, the corporation's bylaws, and the minutes of board and shareholder meetings.

Stargroup has easily placed the 16 % of its stock held by retiring director David Dickinson in an oversubscribed on market book build managed by the company's Executive Chairman and CEO Todd Zani.

The family in question may have not just a strong position in terms of the stock it holds; they may also bear the name that's emblazoned on the company letterhead.

There is also a complete list of Goldman partners at the time of its I.P.O. and the value of their stock holdings after the first day of trading.

Common stock ranks as the lowest priority in a company's capital structure, and consequently, is often the class of stock held by company founders and employees.

Nearly half of millionaire investors are considering selling some of their stock holdings, according to a new survey.

Nearly half of millionaire investors are considering selling some of their stock holdings, and nearly a third may withdraw from the market entirely depending on the results of the presidential election, according to the findings of a new poll.

Those who sold more than 30 percent of their stock holdings wound up losing 4.9 percent for the year compared to a loss of 2.6 percent for the median investor.

WHAT!?! cashed out 90 % of her stock holdings - OMG - the writing is on the wall, our quality sucks, our financial performance is heading south - let me cash out and be on my way!

The performance of each stock fund is determined by the performance of its stock holdings.

At the same time, we are maintaining something of a «stop loss» a few percent below current levels in the form of put option coverage for about 90 % of our stock holdings.

Again, however, we continue to have a put option defense below about 90 % of our stock holdings with strike prices within a few percent of current levels, which should relieve any concern about unacceptably large downside exposure.

In any event, I'm pleased with the overall behavior of our stock holdings, and I expect that we'll have plenty of opportunity to increase our exposure to market fluctuations at more appropriate valuations.

We are no longer leaving a portion of our stock holdings unhedged, but we always build our positions with the expectation that our favored stocks will outperform the indices that we use to hedge.

These clients, says Mr. Roth, dumped most of their stock holdings in 2008 and 2009 and never got back in.

We know that many investors react to market conditions without really knowing or understanding the intrinsic worth of the stocks they hold.

In the Strategic Growth Fund, we've got put option coverage below nearly all of our stock holdings, but we are not short the corresponding call options.

For that reason, we continue to have nearly all of our stock holdings defended with put option coverage.

Our fund ratings are based on aggregations of the ratings of the stocks they hold.

- Sell $ 40k of stock holdings in taxable.

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

Strategic Dividend remains hedged at about 50 % of the value of its stock holdings.

The couple also owns an array of stock holdings — bought mostly according to «a few simple guidelines.»

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.

and how is he greedy if he was obsessed with making more money from arsenal he would put us on the stock market thus driving the price of his stock holding up lots, but i don't see him doing that at all.

In all elections of directors, each shareholder shall have the right to vote the number of shares owned by him for as many persons as there are directors to be elected -LSB-...] and in deciding all other questions at meetings of shareholders, each shareholder shall be entitled to one vote on each share of stock held by him; -LSB-...]

The lawyers, represented by the Public Employees Federation union, are protesting the demand, which would make public some of their and their spouses's financial details — such as the value of stock holdings, rental income or money earned from outside jobs.

In addition, because of the stock holdings, there is a good chance of ending up with a very large portfolio balance at the end of 30 years during times of normal valuations.

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

Typically, target date funds will reduce the amount of stocks they hold and increase their bond allocation in a bid for a more conservative allocation over time.

Start by adding up the value of the stocks you hold after separating them out into each of those five main economic sectors.