Sentences with phrase «portfolios at your brokerage»

Not exact matches

If you have 10 % of your investment capital in cash in a trust company, 40 % in bonds at an independent brokerage firm, and 50 % in equities at a bank - owned firm, how many portfolios do you have?

At the start of each month I detail all the buy / sell activity here for each of my 3 individual stock portfolios: Loyal3, Roth IRA, and Taxable Brokerage accounts.

At the start of each month I detail all my buy / sell activity for each of my 3 individual stock portfolios: Loyal3, Roth IRA, and Taxable Brokerage accounts.

At the start of each month I plan on detailing all my buy / sell activity for each of my 3 individual stock portfolios: Loyal3, Roth IRA, and Taxable Brokerage accounts.

It's not for everyone, but at least two online brokerage firms specialize in putting together pre-set portfolios for investors who would rather own pieces of individual stocks instead of a fund.

Design your own portfolio by picking a selection from thousands of options available at most banks and brokerages.

Using a data on the portfolio holdings and trades of a sample of 41,039 individual investors (with demographics) at a large U.S. discount brokerage house during 1991 - 1996, they conclude that: Keep Reading

Using quarterly survey data (617 total respondents, with at least 130 in each of nine rounds) and associated investment portfolio characteristics / activity (49,372 trades) for several hundred investors having online brokerage accounts with a UK bank between June 2008 and December 2010, he finds that: Keep Reading

Using personal characteristics and portfolio / trading data from tens of thousands of individual brokerage accounts at a major U.S. discount broker for the period 1/91-12 / 96, they conclude that:

«[Buyers»] stock portfolio is higher, they are seeing prices are more negotiable, and they are coming off the sidelines,» brokerage president Donna Olshan said, adding that figures indicate sellers are getting prices that are at least 12 percent lower than the original asking price.

PRMSX is not a very significant piece of my overall portfolio (at 2.6 %), so I plan on leaving this untouched in my taxable brokerage account.

A recent article from the Globe and Mail this past week reiterates much of what is covered in our special series comparing commission - free ETFs at online brokerages — namely that while paying low or now commissions is nice, ultimately you have to look at what exactly you are buying and whether that is the right fit for your portfolio needs.

We recommend setting up an RESP account at your bank's discount brokerage, and then buying low - cost exchange - traded funds or index mutual funds to build an RESP Couch Potato portfolio.

You can buy into these funds just like you would buy any U.S. stock through your broker or online discount brokerage, said James Telfser, an associate portfolio manager at Caldwell Investment Management in Toronto.

He's set up a TFSA at a discount brokerage and makes automatic contributions to a portfolio of low - cost mutual funds.

As a portfolio strategist at Desjardins Online Brokerage, I am pleased to announce the launch of Disnat GPSfootnote 1 reports.

If you are a big contributor with a small portfolio and are keen (but not superkeen) to save costs then it might make sense to start at a discount brokerage instead of at TD and then switching.

At their platform, a retail investor can select model stock portfolios that are crafted by proven investors (the model publishers), and have their trades be automatically mirrored in her or his own brokerage account.

Over the last 20 years, first as an investment advisor working at a major Canadian brokerage firm and then as a portfolio manager at a private counsel, I've witnessed investor frustration.

Another option is for you to manage the portfolio yourself at a discount brokerage.

Anyone who wants mutual funds or bonds in their portfolio should hold those assets at a different brokerage.

Of the $ 950 you have lost in your portfolio, more than a third would have been from brokerage commissions if you have done three rebalances (12 trades at $ 29 = $ 348).

In other words, it's just a regular old brokerage account that you own but one that someone else manages for you (in this case, our team at Motley Fool Wealth Management) so you don't have to worry about all the «heavy lifting» that goes along with running a portfolio... including all the buying, selling, and rebalancing.

Fool Wealth's Personalized Portfolios are composed of actively managed, individual securities held in a brokerage account at Interactive Brokers, our exclusive custodian.

So why bother paying any MER at all when you can build the exact same portfolio today with a minimal amount of one - time brokerage commissions?

(My book, Findependence Day, is aimed at just these types of investors who want to build low - cost portfolios of ETFs at discount brokerages, but who also value good advice).

However, we suspect that many MoneySense readers are largely self - directed investors who are acutely cost - conscious: perhaps they set up Couch Potato portfolios of ETFs that they buy themselves at a discount brokerage.

«Is it safe to invest in a portfolio of dividend stocks yielding 7 - 9 % with the money borrowed at 3 - 4 % from one of these brokerages?»

If you're dead set on using ETFs, you'll either need to find a new advisor who is appropriately licensed, or you'll have to manage your own ETF portfolio at an online brokerage, which also means giving up the services you're currently getting from your advisor.

Let's say you have a traditional Couch Potato portfolio at a discount brokerage, with 40 % in a bond ETF and 60 % in Canadian, U.S. and international equity ETFs.

Is it safe to invest in a portfolio of dividend stocks yielding 7 - 9 %, with the money used to buy the stocks borrowed at 3 - 4 % from one of these brokerages?

Since June 30th, 2010, the Powerfunds model portfolios have been invested with real dollars in brokerage accounts at TD Ameritrade, and have captured the actual returns earned by investors, including commissions charged to buy and sell funds at that particular brokerage platform, as well as short - term redemption fees charged by the fund or broker, if any.

SigFig helps you optimize your portfolio's performance while continuing to hold it at a brokerage of your choice.

Unfortunately, if you don't see your brokerage in this list, you won't be able to add accounts held at that institution to your funds transfer portfolio.

The book Rocking Wall Street: Four Powerful Strategies That will Shake Up the Way You Invest, Build Your Wealth And Give You Your Life Back received a highly complimentary statement from a senior portfolio manager at a major brokerage firm that lead the firm's compliance department to issue a written warning to Mr. Marks not to use his quote to promote the book.

«For someone who went with the portfolio of 10 holdings, that would potentially cost $ 80 - plus to execute the trades at most brokerages.

«These are the same kind of people that you would imagine would have accounts at brokerages and want to invest in cryptocurrency... As the asset class has matured, I think there are a lot of people who are adding it just like any other asset class to their portfolio.»

Announces Successful Sale of a Multifamily Condominium Property in Naperville, Illinois Oak Brook, Ill. — Inland Real Estate Brokerage & Consulting, Inc. («Inland Brokerage & Consulting») announced today the successful sale and closing of a portfolio of 313 units at Huntington Condominiums, located in Naperville, Illinois, for $ 34 million.

Robert Mains and Daniel Bernstein, research analysts at Stifel, a full - service brokerage and investment banking firm based in St. Louis, suspect that the perceived void of available seniors housing portfolios for sale will only increase after the merger agreement.