Sentences with phrase «represented in your stock portfolio»

Not exact matches

A non-Berkshire stock portfolio of $ 533 million was calculated for 2010, consisting of $ 61 million in Wells Fargo stock he held directly at that time based on SEC filings and $ 472 million in cash representing undisclosed share holdings.

Now if one of your stocks outperformed the others and ended up representing say 25 % of your portfolio, instead of just 10 %, then you would rebalance by selling some of your shares in that company until it represented 10 % of your total portfolio.

Altogether, this represents a month - to - date gain of 5.0 % in our model ETF portfolio and a gain of 4.1 % in our model stock portfolio (click here to see detailed, cumulative history of trading profits of ALL our trades since 2002).

Their analysis involves (1) estimating the factor characteristics of each stock in a broad index; (2) aggregating the characteristics across all stocks in the index; and (3) matching aggregated characteristics to a mimicking portfolio of five indexes representing value, size, quality, momentum and low volatility styles, adjusted for estimated expense ratios.

By the end of 2008, according to the 12/31/2008, Berkshire represented 22.8 % of the fund, Progressive was gone totally from the portfolio, and there were 26 individual stock positions in the fund.

The final step, resulting in Portfolio 7, is to add 10 % in emerging markets stocks, representing some countries with expanding economies and prospects for rapid growth.

An important chunk of my portfolio would be invested in a stock market index ETF such as one representing the S&P 500.

The blue line represents the performance, since January 2000, of T. Rowe Price Spectrum Income (RPSIX) which holds 80 % or so in a broadly diversified income portfolio and 20 % or so in dividend - paying stocks.

After experiencing that sort of growth in portfolio value, he becomes «immune» from feelings of emotional panic over losses of $ 40,000 or so ($ 40,000 represents a 50 percent loss from the original $ 80,000 stock investment).

The difference represents the percentage of stocks you should keep in your portfolio.

In a sense, an index fund is diversified because the portfolio of securities it represents consists of numerous stocks or bonds.

If, by contrast, you create a well - balanced portfolio that contains a wide spectrum of stocks large and small and growth and value that represent all market sectors around the globe — which you can do by investing in just a few low - cost U.S. and international index funds — you don't have to predict (or guess) how different themes and stocks will perform.

Such growth seems a good prospect, based not only on the long - term track records of the companies in various TAM portfolios but, more importantly, assuming that the independent appraisals represent reasonable estimates of future cash flows for existing properties, then future cash flows should be relatively large compared to the current discount market prices for the relevant common stocks.

Almost all the companies represented in the Fund's common stock portfolio seem to be extremely well managed.

In my case a single stock represented 100 % of my portfolio which goes against the very basics of investing.

So now let's plot the stocks that have the youngest median owners (this is according to data from SigFig, which tracks 2.5 million portfolios representing about $ 350 billion in assets... their data is awesome).

By far the biggest holding in that category is the Bombay Stock Exchange that represents 13.42 % of the portfolio value.

Over 80 % of the Fund's common stock portfolio are in the issues of extremely well - capitalized companies that were acquired at prices, which at the time of acquisition, represented meaningful discounts from readily ascertainable net asset values.

In contrast, a majority of the common stocks held in the TAVF portfolio are issues of companies with ultra-strong balance sheets where the issue was acquired at prices that represent a substantial discount from readily ascertainable net asset values; e.g., Toyota Industries, Tejon Ranch, MBIA, Millea Holdings, Forest City Enterprises, Radian Group, St. Joe, and BrascaIn contrast, a majority of the common stocks held in the TAVF portfolio are issues of companies with ultra-strong balance sheets where the issue was acquired at prices that represent a substantial discount from readily ascertainable net asset values; e.g., Toyota Industries, Tejon Ranch, MBIA, Millea Holdings, Forest City Enterprises, Radian Group, St. Joe, and Brascain the TAVF portfolio are issues of companies with ultra-strong balance sheets where the issue was acquired at prices that represent a substantial discount from readily ascertainable net asset values; e.g., Toyota Industries, Tejon Ranch, MBIA, Millea Holdings, Forest City Enterprises, Radian Group, St. Joe, and Brascan.

Financial services, health care and technology are again the leading sectors represented in a portfolio that leans toward the smallest micro-cap U.S. stocks.

Unlike regular stocks, closed - end fund stock represents an interest in a specialized portfolio of securities that is actively managed by an investment advisor, and typically concentrates on a specific industry, geographic market or sector.

In Edwin J. Elton and Martin J. Gruber's book «Modern Portfolio Theory and Investment Analysis,» they concluded that the average standard deviation (risk) of a single stock portfolio was 49.2 percent, while increasing the number of stocks in the average well - balanced portfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents market riskIn Edwin J. Elton and Martin J. Gruber's book «Modern Portfolio Theory and Investment Analysis,» they concluded that the average standard deviation (risk) of a single stock portfolio was 49.2 percent, while increasing the number of stocks in the average well - balanced portfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents markPortfolio Theory and Investment Analysis,» they concluded that the average standard deviation (risk) of a single stock portfolio was 49.2 percent, while increasing the number of stocks in the average well - balanced portfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents markportfolio was 49.2 percent, while increasing the number of stocks in the average well - balanced portfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents market riskin the average well - balanced portfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents markportfolio could reduce the portfolio's standard deviation to a maximum of 19.2 percent (this number represents markportfolio's standard deviation to a maximum of 19.2 percent (this number represents market risk).

Bottom line: You would be much better off investing in this portfolio than investing in the broader Canadian stock market represented by the S&P / TSX Composite Index.

At its peak this summer, Valeant represented 32 percent of the fund's portfolio, according to Sequoia, a hugely concentrated bet even for a fund like Sequoia, which invests in a smaller number of stocks than most funds.

Since this portfolio represents the extreme safety side to investing in gold, it will be very heavy with physical gold and cash, but will still diversify slightly into gold production stocks.

Even though the non-U.S. small / mid cap stock universe is large and represents 8 % of the global marketplace, international small cap stocks are substantially underweighted in investors» portfolios.

In a well - balanced gold investment portfolio, gold stocks account for 45 % of the total portfolio, while physical bullion and cash represent 25 % and 30 %, respectively.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

Out of the 53 stocks in my portfolio, this represents the 17 of them that have already increased their dividends this year.

Paul, Weiss was awarded «Deal of the Year — Capital Markets» by the Asia Business Law Journal for our role in representing IDG Capital and its portfolio company Titan Gas Technology Investment in Shun Cheong's reverse takeover and new listing on the Stock Exchange of Hong Kong in connection with the takeover of Shun Cheong by Titan Gas.

I am capable of implementing efficient and innovative portfolio management for all energy stock trades, while assessing and managing risk to the client and company I represent, while ensuring each company's daily operational aspects are conducted in a highly professional manner and adhered to corporate standards, industry regulations, professional ethics, and applicable laws.

REITs (Real Estate Investment Trusts) are less effective than other high dividend - paying stocks in a taxable portfolio because dividends represent a large portion of returns of the real estate asset class, and REIT dividends are taxed at significantly higher rates than other stock dividends.

One of the oldest personal finance rules of thumb held that one should subtract his or her age from 100, and that number would represent the percentage of stocks to hold in a portfolio, with the rest held in bonds.