Sentences with phrase «same stock holdings»

HSWR100V has the same stock holdings as HSWR50VT.

The two funds have the same stock holdings; however one is cheaper than the other one, but has a higher minimum investment.

I learned by doing that it was easier (and more fun) to just buy the same stock holdings that were in funds.

Not exact matches

Shareholders who held stock on the date of Bertolini's announcement and still hold it today have seen the value of their original stake more than double (compared with the more modest 34 % gain for the S&P 500 during the same period).

Berkshire Hathaway has always been the quintessential buy - and - hold company — and helps ensure that its Class A shareholders are focused on the same long - term goals by refusing, for example, to indulge in gimmicks like stock splits.

Logistics and car retailer Automotive Holdings Group has acquired two dealerships in Victoria for $ 8.5 million plus stock and assets, in the same precinct where it is building a new Jaguar and Land Rover dealership.

The four conglomerates originated in different sectors, but their underlying business model is the same: cultivate powerful allies in the Communist Party; use those relationships to win regulatory and property concessions; gather investment from friends, family and other proxies of party elites into a murky, unregulated private holding company; borrow heavily from state - owed banks and other sources to finance prodigious growth plans; invest as aggressively as possible in stock and property overseas as a hedge against slower growth in China and the risk of a weaker Chinese currency.

What's more, hedge funds might have trouble justifying their high fees if they are holding the same stocks as a rival.

Donating stock held for less than a year or depreciated stock does not carry the same tax advantages.

The New York City Employees» Retirement System; the New York City Fire Department Pension Fund; the New York City Teachers» Retirement System; the New York City Police Pension Fund; and the New York Board of Education Retirement System, as joint filers (NYC Retirement System), c / o The City of New York, Officer of the Comptroller, 633 Third Avenue, 31st Floor, New York, New York 10017, which in the aggregate held 12,707,578 shares of common stock on November 15, 2011, the New York State Common Retirement Fund, whose address is the same as that of the NYC Retirement System, which held 19,560,008 shares of common stock on November 22, 2011, and the Illinois State Board of Investment on behalf of the State Employees» Retirement System of Illinois, c / o 180 N. LaSalle Street, Suite 2015, Chicago, Illinois 60601, which in the aggregate held 928,927 shares of common stock on November 18, 2011, the Judges» Retirement System of Illinois and the General Assembly Retirement System of Illinois, as co-filers, intend to submit a resolution to stockholders for approval at the annual meeting.

Sibling JSML employs the same methodology but holds only small - cap stocks.

At the same time, we are maintaining something of a «stop loss» a few percent below current levels in the form of put option coverage for about 90 % of our stock holdings.

Interesting criteria for a list of unique stocks I don't have any of those names in my portfolio but I have other companies within the same industries such as the mega cap Chevron Corp Which has a forward P / E of 11.4 x so it's more expensive relative to Noble or CNOOC but I hold it in my hedge fund for hedging purposes.

Investors receive shares with the same voting rights and the same terms as founders and employees holding stock options.

For her part, Beder wonders what happens when stock markets fall, and those same institutional investors start looking for things to sell so they can hold more money in cash and other safer investments.

However, those same stocks that previously showed relative weakness are now exhibiting relative strength because they have held up well over the past few days.

The «Oracle» contends that what makes sense in business also makes sense in stocks: An investor should ordinarily hold a small piece of an outstanding business with the same tenacity that an owner would exhibit if he owned all of that business.

Employee stock ownership under ESOPs gives workers confidential voting rights on major corporate issues, so that they have some formal corporate governance rights in closely held corporations, and in stock market companies, employee owners have the same rights as other public shareholders.

An ETF holds assets such as stocks, supplies, or bonds and trades at approximately the same price as the net asset value of its underlying assets over the course of the trading day.

We allow that short - term interest rates may be pegged well below historical norms for several more years, and we know that for every year that short - term interest rates are held at zero (rather than a historically normal level of 4 %), one can «justify» equity valuations about 4 % above historical norms — a premium that removes that same 4 % from prospective future stock returns.

«In our view, what makes sense in business also makes sense in stocks: An investor should ordinarily hold onto a small piece of an outstanding business with the same tenacity that an owner would exhibit if he owned all of that business» Warren Buffett

A momentum strategy applied to stocks with high search frequencies outperforms the same strategy applied to stocks with low search frequencies across all holding horizons.

In other words, the market expects the stocks held by FSRFX to grow economic earnings for the same length of time as the S&P 500 and 1 year less than the stocks held by the benchmark.

If stock price changes are caused by economic realities, the market is efficient and Buy - and - Hold is the ideal strategy (and the safe withdrawal rate is always the same number).

As a result, in many of our strategies, we are once again finding opportunities in stocks like Ally Financial, Cummins, and Fiat Chrysler that are cheap on traditional «value» metrics while at the same time continuing to hold «growth» stocks that still do not trade at an appropriate premium.

That means these stocks aren't held to the same standards, especially when it comes to financial reporting, that stocks traded on exchanges are.

This is in contrast to a passive fund, which mimic the performance of an index like the S&P 500 by holding the same stocks the index does, and in the same proportion.

Our 2 warehouses hold substantial stocks of all our Products enabling IBIS Packaging to offer a same day despatch for all Order received before 16.30

The blue keepcase, which holds directions for downloading the iTunes / UltraViolet digital copy included with your purchase and a coupon for $ 3 off the Blu - rays of the other two Cornetto films and fellow R - rated comedies The Big Lebowski and Lock, Stock and Two Smoking Barrels, is topped by an embossed slipcover reproducing the same artwork below.

Fun with Dick and Jane is a loose remake of the 1977 George Segal / Jane Fonda film of the same name, revamped to incorporate a running commentary on the greed and corruption of corporate America, where CEOs leave with millions, leaving others to take the fall, while the thousands of employees are left holding worthless stocks and no promises of a job.

If you really want to go ahead with selling the losing stock, you can immediately purchase an ETF that holds the same investment you sold.

If your fund holds all the same stocks in all the same percentage as its benchmark, then its active share is zero.

This means, if you hold a contract to sell stocks, you purchase a contract to buy the very same stocks.

Think about it: The rich own the same stocks as you and I. Temasek Holdings wants the STI to succeed as much as we do.

It uses all the same stock, and there are no other holdings besides those mentioned.

Could you compare the total return of a 10 - yr Treasury bought fresh and new anywhere from 1976 - 1980, and held to maturity (sending the coupons to cash)-- to the total return from an equal - sized basket of stocks or residential real estate over the same time period?

How can I calculate the return on a series of stock positions with multiple uneven transactions that I can compare to the equivalent buy and hold return over the same period?

They'll include a monthly income fund that holds the same stocks and bonds they own elsewhere.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

Many of these funds held the same stocks, as seen in hindsight.

Q. My wife and I have several duplicate holdings in our respective accounts: for example, we both hold some of the same stocks and ETFs directly, and our mutual funds may also include these in their holdings.

Unless one is holding 100 % stocks, the portfolio's return is not the same as the stock market's return.

That's 0.5 % less than if you had simply held those same bank stocks and not engaged in any call writing.

The cap - weighted iShares Canadian Large Cap 60 (TSX: XIU) charges just 0.17 %, while Claymore's CRQ holds almost all of the same stocks, but has a management expense ratio (MER) of 0.65 %.

State Street Global Advisors offers the SPDR MSCI ACWI ex-US ETF (CWI), which tracks the same index as its iShares competitor, but holds a larger sample of 1,800 stocks (its MER is 0.34 %).

Which leads us to our next question — why doesn't the same hold true for JOE, a stock that is already selling at half the price it was trading at less than two months ago, with ZERO responsibility for the spill?

The «privately - held» stocks are reduced in the same way.

Very few investors have the discipline to buy and hold stocks to the same degree they do so with index ETFs or mutual funds either.

There are no active ETFs tracking the MSCI World Information Technology Index, but several of those low - fee alternatives to mutual funds hold many of the same stocks.

I have nearly my entire savings in the same exact holdings that make up the portfolios of clients in Hylland Capital, though allocations may vary (such as a higher allocation to stocks compared to older clients), you and I hold the exact same stocks and funds.