Sentences with phrase «position in my portfolio»

In anticipation of improving performance, we have increased the China positions in our portfolios.

«So as long as these stocks all screen favorably in our momentum work, and for the most part they do — they still have bullish trends, they've been leadership — we think they're still worth a position in your portfolio.»

May still have 1 - 2 short positions in the portfolio if the buy signal is weak and the prior decline was significant

In this post I break down my reasons for adding to the existing QCOM position in my portfolio and what this means for my forward dividend income.

I would love to add a new position in my portfolio with them as they have been on my watch list for a while.

I have over 30 positions in my portfolio and as of today, dividend increases have already been announced resp.

Maybe I can fetch some side jobs and get my emergency funds back to a convenient level and maybe even add some positions in my portfolio.

Wow, 67 positions in your portfolio?

My May saw two dividend growth stock purchases — both of which were new positions in the portfolio.

We write commentary associated with the companies in the portfolio or stocks in the news and notify you immediately via email if our thoughts or opinions have changed on any company or position in the portfolio.

It delivers the ultimate combination of performance and Range Rover luxury, befitting its unique position in the portfolio.»

I need to admit that this is a big position in my portfolio and this goes against my dedication to diversification, but this individual stock is still a small portion of my overall portfolio once all accounts considered.

When I first bough QCOM in February, I said, «Who knows, some day Qualcomm may become a major position in the portfolio.»

It became the 20th position in the portfolio.

Check out my latest blog post giving you the background on the portfolio and a link to the full listing of stock positions in the portfolio.

# 2 Take investment positions in your portfolio when the market is stable or depressed.

In order to hedge an ETF position in a portfolio, one might consider purchasing put options to protect against a decrease in price over some period of time.

Maybe I can fetch some side jobs and get my emergency funds back to a convenient level and maybe even add some positions in my portfolio.

November 30, 2009 marked the end of Greenbackd's fourth quarter and first year, and so it's time again to report on the performance of the Greenbackd Portfolio and the positions in the portfolio, a...

In the past, when I hit a major downdraft in the market, I find myself debating whether I should reduce the number of positions in my portfolio, or shrink the mean position size.

It effectively means long - term «buy and hold» positions in your portfolio.

We argue that when writing covered calls against the 20 underlying positions in the portfolio on a monthly basis to generate additional income, that doing this in a WRAP account can be very advantageous and offer a competitive total return based on the amount of risk that is being taken.

This preserves confidentiality of positions in the portfolio.

«You should always have a cash position in your portfolio,» said wealth manager Kirk Chisholm of Innovative Advisory Group.

Given its broad mandate, PRWCX can be used as a low - cost core position in a portfolio.

With its focus on a single emerging - market nation, MCHFX should only be used as a satellite position in a portfolio.

Among the main risks affecting the funds, ProShares warns of inherent volatility associated with futures markets as well as the risk of holding speculative short positions in the portfolios, which could expose the investor to losses.

I like to evaluate each position in the portfolio, and each stock is different.

I have over 30 positions in my portfolio and as of today, dividend increases have already been announced resp.

The return diminish if we select a maximum weighting for a single position in the portfolio.

During December, I didn't open any new positions but I did add to some of my existing positions in my Portfolio.

I need more small cap positions in my portfolio and I love picking up stocks on recent weakness.

The positions in my portfolio has all, more or less, had the same weighting.

Although it will depend a great deal on the allocation strategy you choose, you may see a larger number of positions in your portfolio than you would expect.

I still have many companies I'd like to invest in at some point in time, but valuations will determine the timing, not the number of positions in my portfolio.

At Modera Wealth Management, Westwood, N.J. - based investment analyst Peter Somich says many clients called after Gross's departure, inquiring about Pimco positions in their portfolios.

I hardly ever have more than 30 positions in my portfolio, as that is the maximum number of companies I can comfortably keep track of.

Many positions in the portfolio have grown over time as the stocks have appreciated.

For me I counter this approach with preserving a 5 - 10 % cash position in the portfolio or using leverage (when appropriate).

However, I am primarily in a holding pattern, waiting for a couple of the larger positions in my portfolio (BBEP and ASCMA) to reach their target sell prices.

The company with the disappointment must compete against the rest of your portfolio for capital, so after a disappointment, remeasure how you think it would rank as a new position in your portfolio.

I noticed your «target price» of $ 15 on NovaGold — I'm wondering if you would sell at a lower price / earlier or is it a perpetual position in your portfolio as «insurance»?

Monish Pabrai began accumulating shares almost 2 years ago when they were in the $ 9 / share range and its now the largest position in his portfolio.

Once I've decided I shouldn't have a position in my portfolio I'm in no mood to wait around for the best price.

For the past year I've been trying to reduce the number of positions in my portfolio and concentrate my investments in the few «best» opportunities I've identified.

During the year, the mutual fund realized $ 15 million in total capital gains from the sale of stock positions in its portfolio.

This is the 41st position in my portfolio.

The Select Value Manager Holdings bucket is composed of the largest positions in the portfolios of certain value fund managers as reported in their quarterly 13F filings.

But I think we have to take strategic positions in the portfolio.

August 31, 2009 marked the end of Greenbackd's third quarter, and so it's time again to report on the performance of the Greenbackd Portfolio and the positions in the portfolio, discuss the evoluti...