Sentences with phrase «portfolio holds several»

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

Not exact matches

She has held numerous positions in the industry including being a branch manager and several years as an Assistant Portfolio Manager with a boutique portfolioPortfolio Manager with a boutique portfolioportfolio manager.

Before joining Merrill Lynch in 1999, Ms. Patterson held a number of senior positions with several leading organizations including Goldman Sachs Canada, where she was National Sales Manager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio manager.

A country basket allows investors to hold several stocks in his portfolio and not subject him to numerous transactional costs, and / or multiple securities.

Own a portfolio of several, or invest through a diversified fund that holds many.

For over 20 years, Chris has raised capital, held board positions and managed several of the portfolio companies through successful IPO's or acquisitions, including DexCom (DXCM), DivX Networks (DivX), Khimetrics (Acquired by SAP) and Overture (Acquired by Yahoo).

Earlier, Katrine was Vice President, Business Development at Adnexus Therapeutics, and she held several positions at Biogen in business development, commercial operations, and portfolio strategy.

Sharon began her career with Inland in 1981 as a real estate paralegal, spent several years in property management overseeing the insurance risk portfolio and held positions with Inland Midwest Development Corporation before joining the acquisitions team in 2002.

JAB holding completed the acquisition of Keurig Green Mountain Inc. (GMCR) in Mar and as a result I got paid at $ 91.00 / share while my cost / share was close to $ 45.00; a nice capital appreciation, though, hate to let it go away, as I wanted to have some caffeine in my portfolio Due to addition of new companies over last several weeks and a reduction in one company, total number was 77 wonderful companies / etfs in my portfolio.

As many of you know, I have been heavily adding to my large Canadian banks (TD, BNS, RY) in my ROTH for several months, averaging down my purchase price and wanted to expand my portfolio holdings beyond the banks by adding an additional industrial name (DOV) and consumer staple (ADM).

In just the last two years, Alex's portfolio has locked in gains of 300 %, 210 %, 96 %, 90 %, 87 %, and much more, all with brief hold times averaging just several weeks.

As we discussed in a previous post, we historically have preferred cash distributions to in - kind distributions for several reasons, including the volatility that comes with holding public stocks in our portfolio.

Previously, I have held several banks for their dividend, as part of a high - yield portfolio.

Labour's front bench has been significantly under - staffed for much of the past few months, with several relatively inexperienced MPs holding multiple portfolios due to the scale of the opposition to Corbyn among his own MPs.

She has held the transport portfolio for several months and we have yet to see a new policy.

Dr. Dhingra holds several Board positions including at Forbion's portfolio company Exosome Diagnostics.

And to top it off, we saw a human tragedy of rare proportion directly and negatively impact the market values of several of the largest portfolio holdings of the Fund — with surprisingly little offset.

Interestingly, several years later one of the fund companies in my old portfolio was forced by the courts to make restitution to it's investors that held a certain fund.

One reason that several of the Fund's illiquid common stocks fell during the quarter is that many value managers, who might hold similar stocks, saw the opportunity to «upgrade» their portfolios during mid-late September.

I've held bank stocks in my RRSP portfolio for several years.

Several of the portfolio's holdings are random items that don't fit into any thoughtful plan.

For example, Warren Buffett's dividend portfolio has several holdings that exceed 10 % of his portfolio's overall value.

I've been cutting down the number of positions I hold in the active portfolio and putting more and more towards the passive portfolio, but have not yet gone fully passive — at this rate it will take me several years to wind down to that point.

As a result, Canadian dollar bond portfolios are very concentrated in several widely held issuers and a few industry sectors, banking and utilities in particular.

In just the last two years, Alex's portfolio has locked in gains of 300 %, 210 %, 96 %, 90 %, 87 %, and much more, all with brief hold times averaging just several weeks.

Several reasons, but the leading one is that much cash has to be held as part of portfolio margining, securities lending, or derivative agreements.

Third, there were some asset purchases and rationalizing of assets between the portfolio companies during the past 4 months; Several oil / gas well drilling companies / assets were acquired by different affiliates within the portfolio, then the companies / assets were consolidated under Steel Excel (the shell of the old ADAPTEC), presumably upstreaming some cash from Steel Excel to the holding company for further investments.

TOTAL ASSETS PLUS INVESTOR FUND OPERATING AGE: Regarding the total invested assets of these lowest cost investment funds and the length of time that they have existed, they hold several hundred million dollars of total investment portfolio assets or much more and have been operating a minimum of three years.

However, their nearly $ 1,000,000 portfolio in a taxable account holds several mutual funds that could make end - of - year capital gains and dividend distributions, and they're not certain how much (if any) will be distributed until very late in the year.

Jonathan Pinsler, a senior vice-president and portfolio manager at TD Waterhouse in Montreal, is one of several money managers who believe it is more important than ever to be holding higher cash levels than normal.

Eaton shares several characteristics with some of the companies we hold in our Top 20 Dividend Stocks portfolio.

He held various positions including Assistant Director General of the International Labour Organization, several ministerial portfolios in the Government of Jordan including Minister of Planning and International Cooperation and Minister of Information and Minister of Tourism and Antiquity, CEO of Jordan's Cement Company, Director of the Economic Mission to Washington DC, and Director General of the Investment Promotion Corporation of Jordan.

Tass has reported that in a recently held all - Russian competition called as «Digital Economy: Generation Z» school children in the age - group of 11 to 17 years old and with «experience in creating digital projects based on neural networks and blockchains and who own an investment portfolio of several cryptocurrencies» were invited to participate.

You can diversify by taking courses in art - related disciplines, such as graphics, or teaching, or become a «portfolio» worker, holding down several jobs to support your creative work.

The strategy for the newly - purchased portfolio is to perform a substantial rehab to the properties and hold them for several years.

Sharon began her career with Inland in 1981 as a real estate paralegal, spent several years in property management overseeing the insurance risk portfolio and held positions with Inland Midwest Development Corporation before joining the acquisitions team in 2002.