I would be interested if in the future you see the fund significantly increasing the number
of stocks held in the portfolio?
Active Share is a measure of the percentage of
stock holdings in a manager's portfolio that differs from the benchmark index.
If the market value of
stock held as collateral increases after you have met the initial margin requirement, your available credit may increase.
Our equity process is focused on maintaining portfolios with a few dozen
stocks held for the long term.
Compared to
common stock held by shareholders, corporate bonds give their holders a more senior claim to the firm's cash flow to pay bond interest and principal payments.
(The rest of the dividends are
from stock holdings which pay dividends themselves, if I understand properly).
The result: If your taxable income falls below the threshold,
selling stocks held longer than a year could be a tax - efficient way to generate cash flow.
We plan to continue to track the market value of our
dividend stock holdings as well as the annual income of our dividend growth stock portfolio throughout time.
He advised investors to lighten common
stock holdings when the stock market is making new highs (buying bonds instead), and invest more heavily when the stock market is making new lows.
In order to get to his recommended target allocation the investor needs to
increase stock holdings by roughly $ 200,000 and bond holdings by roughly $ 100,000.
While stock prices vary in value over time, I am less concerned about the day to day movements on my
underlying stock holdings.
I learned by doing that it was easier (and more fun) to just buy the
same stock holdings that were in funds.
Taxes: If your company is a C corporation, you run the risk of facing double taxation on
appreciated stock held upon the liquidation of your company.
But also consider whether you would be better off sticking with long -
term stock holdings in your taxable account, while buying taxable bonds in your retirement account.
It also means that the value of
current stock held by founders, many employees, investors and the major labels would not been diluted by the addition of new shares.
The good news is that (believe it or not) there are
many stocks holding up well, including a bunch of recent earnings winners.
You can leverage your
own stock holdings personally to correct for this - but not as effectively as the company can.
You are only given the ability to lock
existing stock holdings if they make up a very small portion of your portfolio.
There are two major reasons that diversification within
stock holdings across these stock types is typically recommended.
During a market drop, it may be a good idea to assess the business fundamentals of any company
whose stock you hold to figure out if it is still a good investment.
You need to take a close look at it and make sure you are willing to accept that degree of risk from a
single stock holding.
If the dollar rises like it has lately vs. the euro and the British pound, my international
stock holdings get crushed.
In fact, the highest returns for individual and institutional investors seem to come from
local stock holdings.
Good companies can become
bad stock holdings if they no longer match the objective of your investment approach.
Since everything else (portfolio,
stock holdings etc) is exactly same in direct plans and regular plans, direct plans offer better returns than regular plans.
The T - bill holding is not there to generate income, but rather to balance against the
riskier stock holdings.
Phrases with «one's stock holdings»