Sentences with phrase «one's stock holdings»

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).
Maybe by then I will be back adding to my individual stock holdings on a more regular basis.
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.
The fund's largest stock holding include some very familiar Canadian companies.
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.
This year, I decided to get rid of all direct Canadian stock holdings as well.
Every day I try to review the market overall and read about stocks I hold.
My entire stock holdings don't look that rosy.
Since 2009, the level of international stocks held by households under age 35 has fallen by 8 percentage points.
While stock prices vary in value over time, I am less concerned about the day to day movements on my underlying stock holdings.
Money you make on stocks held outside a registered plan is subject to tax.
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.
Basically, I'm holding only the higher paying stocks held by dividend mutual funds.
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.
Adding value stocks to your growth stock holdings can lower your portfolio's volatility.
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.
That suggests to me that your particular stock holdings were a lot more aggressive than the stock market as a whole.
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.
The actual stocks held in these funds are held in the currency of the local stock market.
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.
Starting from today's valuations, the most likely outcomes at year 10 favor lower stocks holdings.
Per Figure 1, these 25 ETFs have drastically different stock holdings and, therefore, allocations.
She said state pension systems often have a similar variety of diverse stock holdings.
Take note, as well, that financial stocks dominate preferred stock holdings.
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.
These funds offer a diversified basket of high yielding stock holdings.
High yielding dividend stocks hold great appeal for some investors.
If the dollar rises like it has lately vs. the euro and the British pound, my international stock holdings get crushed.
So there is an opportunity this winter to modestly extend stock holdings.
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.
This account will allow us to create Stocks held by this investment.
Since everything else (portfolio, stock holdings etc) is exactly same in direct plans and regular plans, direct plans offer better returns than regular plans.
When the price of stock you hold goes down, you have not lost anything.
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»

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