Sentences with phrase «portfolio holdings»

The possibility of heavy losses from having a large portion of portfolio holdings in one investment, asset class, or market sector is known as concentration risk.

Or is it ok to have 95 % investment portfolio holdings in equity.

Several issuers are currently seeking regulatory approval for a quarterly reporting of portfolio holdings by active ETFs, same as for traditional mutual funds.

A new time limit on portfolio holdings triggered the removal of four stocks that no longer qualify and have lackluster long - term returns.

Indeed, the very fact so many investors acted rather eagerly to upgrade has recently pushed the value differential that much further in favor of current portfolio holdings.

What do requests for confidentiality reveal about hedge fund portfolio holdings?

I currently have a 5.1 % stake, my 3rd largest portfolio holding now.

In most cases, the largest ones are also those best suited to act as core portfolio holdings.

The diagram shows the essentially constant expected return of a diversified investment portfolio held constant with 50 % stocks and 50 % bonds.

So it is possible to have a completely diversified portfolio holding with just one purchase.

Presented below are are my Dividend Growth Stocks portfolio holdings.

Start with a well - diversified portfolio holding high - quality stocks.

The open ETF positions in our model portfolio held up well yesterday.

Current and future portfolio holdings are subject to risk.

Who knows I may even confirm a new portfolio holding!

Some investors prefer to add smart beta strategies that target one factor as a way to complement existing portfolio holdings.

My timed portfolio holds the same asset classes as my buy - and - hold portfolio.

By requiring line of sight into portfolio holdings of its strategy managers, K2 has set new standards for transparency, liquidity, and control in the hedge fund industry.

The trick is to be ready to adjust portfolio holdings in the anticipation of rate hikes.

The flip side to this is convincing clients to evaluate portfolio holdings against one another.

Investors can research earnings and performance metrics, explore real estate portfolio holdings and read news about each company.

But how did portfolios hold up amid recent turmoil?

There is no guarantee that the index put options included in the program will effectively protect the investor's actual portfolio holdings.

The first part of the table presents a listing of this investor's total portfolio holdings during the first quarter.

The long — short portfolio holds recent winners and shorts recent losers.

A lack of gender and ethnic diversity in venture portfolios holds back innovation.

The time series portfolio holds all currencies weighted each day according to their respective prior - day overall momentum signals.

In fact, portfolios holding alternative investments have been shown to do worse during a stock market recovery.

Is there a preferred frequency and are there preferred months for rebalancing conventional asset class portfolio holdings?

And finally, right now the couple's portfolio holds several stocks and ETFs.

The first portfolio held the 30 % of stocks with the highest yields and the second contained the 30 % of stocks with the lowest yields.

This is a hallmark feature of mutual funds and means a fund must be able to convert portfolio holdings to cash on a frequent basis to meet redemptions.

These two measures are combined to select portfolio holdings.

Each presentation portfolio holds a set of all 10 prints signed by the artists.

Produced value added reports for management that captured client portfolio holdings, client fees, and A / R.

They should also increase their Canadian bank holdings, bringing their total Canadian equity portfolio holdings to 25 %.

Table 1 lists the top 20 portfolio holdings by weight prior to rebalancing.

I'll be commenting periodically on portfolio holdings and specific positions on this blog, along with continued discussion of investment theory.

Below is a list of my current portfolio holdings.

Payments from the fund that may include dividends from capital gains or earnings from sale of securities with the funds portfolio holdings and / or return of capital.

Funds request confidentiality where timely disclosure of portfolio holdings may reveal information about proprietary investment strategies that other investors can free - ride on without incurring the costs of research.

But, I don't see it as a core portfolio holding.

Both current and future portfolio holdings are subject to risk.

-- Peer Stocks: Stocks which offer an interesting peer comparison, or even an investment alternative, to an existing portfolio holding.

Presented below are are my Dividend Growth Stocks portfolio holdings.

In addition, visibility into portfolio holdings — or transparency — was limited.

Imagine this scenario, it's the end of 2008, you are 30 years old and your investment portfolio holds 70 % stock mutual funds and 30 % bond mutual funds.

Then you can compare the asset allocations, the returns, and the differences in returns, between the model allocations and the actual portfolio held.