Sentences with phrase «other individual stock holding»

Not exact matches

It also makes sense to review your individual stock and mutual fund holdings at this time, as well as other financial plans.

Individual stocks such as Cisco, Oracle, Amazon, and a wide range of others have kept their owners holding the bag by generating intermittent rallies on the order of 30 - 50 % before failing.

Third, it is no longer clear in many cases just who the owners are, with millions of shares of stock being held by the public, many by individuals but also many by pension funds, insurance companies and other investment concerns.

His investments in stocks, bonds and mutual funds, in addition to his Individual Retirement Accounts and other holdings, total more than $ 4.5 million when calculating the floor of the ranges provided to the Conflicts of Interest Board.

Index mutual funds that track a broad index of holdings that span multiple sectors may expose you to fewer risks than if you owned just a few stocks or other individual securities.

When equities show signs of weakening, but haven't shown definitive weakness relative to other assets, we go into «hold» mode — we sell individual stocks when our process signals a sell, but we will not add any new positions.

One noteworthy element of this ETF is the depth of holdings; with hundreds of individual stocks, VHT casts a considerably wider net than other health care ETFs such as XLV.

Mutual funds are a more diversified investment when compared to individual stocks because they hold large quantities of stocks or other investments inside of them.

The other 30 % of his TFSA holdings are in Tom's trading account and is made up of 20 individual stocks that he researched himself before buying them.

I hold accordingly... but for other individual shareholders, it will depend on their portfolio & perspective: On average, event - driven investments do offer attractive risk / reward, but if you're itching to buy a high potential growth stock right now (for example), you may prefer to raise some necessary cash.

And along with top - notch screeners for funds and stocks, Merrill provides Morningstar's powerful Portfolio X-Ray, a tool that can dig into your fund holdings and individual stocks and, among other things, analyze areas of overlap and market factors affecting your returns.