Sentences with phrase «position in one's portfolio»

Thus there are almost always more than the 20 - 25 target number of positions in my portfolio at any one time.

The largest position in my portfolio over the last 12 years has been 8 %, and it has been rare to have a position larger than 4 %.

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

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.

I currently have 35 positions in my portfolio after this purchase, as this was another new investment (I'm on a roll!).

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

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

Really, I'm looking for a further decline in price with the next quarterly and then I'll decide if this becomes a real position in my portfolio.

Let's say you have several long positions in your portfolio and expect the market to continue to be strong and generate positive returns for you.

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

The two worst positions in my portfolio are ones I researched quickly after reading some great «tips» on the stock on the internet.

I view it as complementary to DE, and I view both as ancillary positions in the portfolio.

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

The only saving grace was that this was little more than a tracking position in my portfolio.

We are available to discuss the content shared here, individual positions in our portfolio, or any questions you might have.

The pre-order campaign surpassed our expectations significantly and the game has taken a clear position in our portfolio, where we believe it will have a longer period of long - tail sales.

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

We may tactically add to or trim existing positions in the portfolio on the basis of sector or broader market considerations, but we seek to capture a stock's entire pricing cycle (from being underpriced with strong momentum to being overpriced with poor momentum).

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

O now sits side - by - side with Crown Castle International (CCI) as the largest REIT position in my 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.

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

With its focus on current income, VEIPX could find a home as a satellite position in the portfolios of income - seeking investors who already have exposure to fixed - income securities.

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»?

Whether you are broadcasting your letter to recruiters, responding to ads or contacting companies directly, contacting venture capital firms to inquire about positions in their portfolio companies, or sending a letter to people in your personal - professional network — you will be prepared!

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

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.

John has been in the investment industry since 1999 and his previous experience includes working with Bank of Ireland Asset Management (Dublin), where he led teams and held various positions in portfolio management and execution with specialist responsibility for active currency management.

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.

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.

However, the above analysis covered a prolonged period of decreasing and historically low interest rates that drove the returns of intermediate - and long - term bonds, the dominant positions in the 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.

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

Given its low costs and focus on value equities overseas, MINIX makes for a great subcore position in a portfolio.

Given the high liquidity of the derivatives contracts and offsetting asset class positions in the portfolio, this degree of leverage is associated with very conservative levels of posted collateral (estimated at less than 20 %), and greatly reduces the potential danger of forced selling during times of stress due to insufficient collateral.

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.

This is the 41st position in my portfolio.

I have been slowly adding to several positions in my portfolio on market dips (of which we've had far too many in the past couple of months).

However, the associated dollar amount that came with the raise wasn't big since ENSG has a low yield and is one of the smaller positions in my portfolio.

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

I have other short positions in my portfolio, so for long bond yields to continue to tank, it would probably take some sort of exogenous event or major market malaise, which would translate into gains elsewhere in the portfolio.

Finally, I added to one of the largest positions in my portfolio after Philip Morris International Inc. (PM) continued its downward slide with seemingly no major catalyst.