Sentences with phrase «portfolio holdings against»

Then I take all of my ideas once per quarter, shortly after the 13Ds are filed, and compare them against existing portfolio holdings against a variety of valuation metrics, sentiment variables, and other factors.

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

Not exact matches

«I don't think it's realistic for Trump to wage an all - out war against recreational marijuana,» says Aaron Herzberg of CalCann Holdings, a portfolio of cannabis companies and brands in California.

There's been pushback, for example, against a proposal that would allow banks of all sizes to count mortgages held in portfolio as «qualified» under CFPB's QM rule — a provision that community banks have been urging.

Gold, a hedge against inflation and a non-correlated asset class to stocks and bonds, is a core holding in all portfolios.

The main purpose behind holding these options is hedging a portfolio against significant negative movement in the value of US equities, commonly referred to as tail risk.

Also, should our insight prove premature and the stock or investment that we own works against us, the position becomes smaller and thus less worrisome among our portfolio holdings.

The Commonwealth environmental water holdings comprise of a portfolio of assets (water entitlements) and the accumulated annual yield of water (allocations) against those entitlements.

With bond yields at historical lows since July, it's important to take a step back, understand your options, and diversify your portfolio to protect against what the future holds.

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

Someone holding this portfolio has a balance of 60 % stocks and 40 % bonds; the stocks are highly diversified across three major global groupings; and the bonds are split between those which are protected against inflation and the long - term bonds which are most valuable in a market panic or sell - off, when they (unlike everything else) tend to go up.

For all of these reasons, I would tend to advise against using a monthly income ETF as the only holding in a large portfolio.

This hedges my portfolio against downturns and I sell none of my holdings..

Holding a small percentage of your portfolio in stocks will help protect against inflation and interest rates while still providing the stability of bonds.

But held in tandem with bonds, they can offer a way to hedge against interest - rate risk and might cushion part of a portfolio against stock - market volatility

But as a wealth income generation tool and hedge against inflation, I like the idea of holding them in my portfolio.

As noted in my Nov post, the math works against me: An 11.3 % Zamano holding, in relation to the disclosed portion (at 57 %) of my entire portfolio, is more like a 20 % position when calculating performance here (i.e. the ZMNO collapse hit my blog portfolio twice as hard as my real world portfolio).

I use currency neutral funds in my portfolio and view the higher MER from holding a currency hedged fund as taking out a little insurance against a drop in the US dollar.

We prepare for pullbacks by owning balanced portfolios, diversifying our holdings, and reminding ourselves that pullbacks are normal so that we don't lose sight of our long - term goals when the market moves against us.

I have railed against mutual funds so many times that you would find it surprising (perhaps hypocritical) to find that a mutual fund is one of the top ten holdings in our combined portfolios.

We calculate our performance on a slightly different basis, recording the level of the S&P 500 index on the day each stock is added to the portfolio and then comparing the performance of each stock against the index for the same holding period.

Some investors choose sector funds when they believe that a specific sector will outperform the overall market, while others choose sector funds to hedge against other holdings in a portfolio.

Compare drawdowns and risk adjusted performance against annually rebalanced buy - and - hold portfolio.

You can view your holdings in your accounts, and compare your portfolio's performance against key indexes.

Recently, Mr. Korniczky was lead counsel for TCL Communication Technology Holdings in a three - week trial in a breach of contract and declaratory judgment action it filed against Ericsson Inc. et al. in the Central District of California seeking a FRAND license to Ericsson's 2G, 3G and 4G SEP portfolio.