Not exact matches
Under the terms of the LTICP, in addition to or in lieu of
stock options, we may award, and have awarded in
selected situations for retention purposes or to address other competitive pressures, other types of
equity - based long - term compensation, including restricted
stock, RSRs,
stock awards,
stock appreciation rights, performance shares, or performance units.
iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones
Select Dividend Index Fund («XDV»), iShares Dow Jones Canada
Select Growth Index Fund («XCG»), iShares Dow Jones Canada
Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred
Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX
Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.
Within
equities, we favor U.S. regional banks,
selected health care
stocks and companies able to expand their dividend payouts over time.
Sponsored by: Center for Value Investing and Investor Academy Location: Guiollettstraße 14, 60325 Frankfurt am Main 08:00 a.m. - 08:30 a.m. Registration and Welcome Tea 08:30 a.m. - 09:30 a.m. Robert Miles, Author & Conference Organizer & Host [USA] Topic: «The Warren Buffett Manager: Making Investments In The Right Partner» 09:30 a.m. - 10:30 a.m. Hendrik Leber, Managing Director, Acatis [EUROPE] Topic: «How to Value a Business» 10:30 a.m. - 10:45 a.m. Mid Morning Tea 10:45 a.m. - 11:45 p.m. Patrick Dorsey, Author & Director of
Equity Research, Morningstar [USA] Topic: «Using Economic Moats to Improve Investment Returns» 11:45 p.m. - 12:45 p.m. Alexis Eisenhofer, Founder and Director, ATACAMA Capital [EUROPE] Topic: «Criteria for
Selecting Stocks With Substance: Consider the Value Premium and Value Timing» 12:45 p.m. - 13:45 p.m. Conference Lunch 13:45 p.m. - 14:45 p.m. Prof. Max Otte, Author, Professor and Lecturer [EUROPE] Topic: «The Fallacy of Growth and How to Test for Franchises» 14:45 p.m. - 15:45 p.m. David Pastel, Founder & CIO, Pastel & Associés [EUR] Topic: «Margins of Safety: The Concept with a Thousand Faces.
While some observers will point to recent
equity market volatility as a sign that investors should remain defensive when
selecting stocks in the region, Philippe Brugere - Trelat, executive vice president and portfolio manager, Franklin Mutual Series ®, says he's encouraged by recent developments.
The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox
Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced
Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX
Selected American Shares S SLASX T. Rowe Price
Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard
Selected Value VASVX Artio International
Equity II A JETAX Dodge & Cox Intl
Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts
Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.
For the
equity part of the investment, the fund takes a value investment philosophy in
selecting which
stocks to invest.
Galapagos Partners
Select Equity Fund will pursue capital appreciation by investing in
stocks and ETFs.
In addition to VWIAX (2/3 in investment grade corporates, 1/3 in dividend - paying large caps — unusual for Vanguard in being actively managed, but with a 0.18 % expense ratio that's pretty Vanguardy anyway; — RRB - I find I have no trouble meeting my target 25 % allocation to fixed income (oh, I own a few individually
selected preferred
stocks as part of that allocation, too — technically
equity but pretty much fixed income in real life; — RRB -.
The adviser uses the following principal strategies: investing primarily in common
stocks,
selected for their appreciation potential; investing in certain event driven situations; engaging, within prescribed limits, in short sales of
equity securities; varying its common
stock exposure by hedging, primarily with the purchase or short sale of Standard & Poor's 500 Index futures contracts; and investing all or any portion of its assets in U.S. Treasury securities.
To
select stocks from this quality universe, GMO uses the
stock selection approach that it has used since 1982 in U.S.
equity portfolios.
The underlying index uses these factors to
select 300
stocks from the WisdomTree International
Equity Index.
If you've decided on a long - term investment strategy that includes
equities, and have
selected solid investments with fundamentally strong track records, then the emotionally charged
stock market climate today shouldn't sway you away from your current set up.
The strategy takes all
stocks with market capitalizations of at least $ 500 million, eliminates those whose debt is more than their
equity, and then
selects the ten with the lowest price / earnings ratios.
As I write in my new commentary, «Time to Take
Stock — and Advantage of Pockets of Value,» at BlackRock, we still favor a portfolio tilted toward
equities,
select credit, tax - exempt bonds and inflation protection through Treasury Inflation Protected Securities (TIPS) rather than physical commodities.
As depicted in Exhibit 1, total returns of New Zealand
equities, as measured by the S&P / NZX 50, and property
stocks, as measured by the S&P / NZX Real Estate
Select, have been relatively similar over the longer term, while volatility has been modestly lower for property
stocks.
«We're a value - oriented, research - driven firm that buys undervalued
stocks, shorts overvalued ones, and participates in
selected overseas debt and
equity markets.
The Underlying Index, created by Dhandho, utilizes a proprietary, rules - based methodology to
select approximately 100 U.S. equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ Stock Market from three categories of issuers: Share Buybacks, Select Value Manager Holdings, and Spin -
select approximately 100 U.S.
equity securities, master limited partnerships («MLPs») and American depositary receipts listed on the NYSE, NYSE Arca and the NASDAQ
Stock Market from three categories of issuers: Share Buybacks,
Select Value Manager Holdings, and Spin -
Select Value Manager Holdings, and Spin - Offs.
These include four
equity ETFs tracking new indexes based on Morningstar's CPMS strategies, which advisors and portfolio managers use to
select dividend, value and momentum
stocks.
For my US and International
equity exposure in the past I owned a large number of dividend paying
stocks, which has transitioned in the past 18 months to a
select group of individual
stocks and a larger allocation to VOO (S&P 500 ETF).
The allocation of
stocks to bonds is most commonly done by
selecting equity funds (
stocks), balanced or income funds (typically 50 %
stocks / 50 % bonds), or a bond fund.
Welch's
equity strategy is centered on individual dividend - paying
stocks that Smith and his team
select for clients.
Hartford Multifactor Low Volatility International
Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market stocks by selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size fa
Equity Index (LLVINX or the «Index») seeks to address risks and opportunities within developed (excluding the US) and emerging market
stocks by
selecting equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size fa
equity securities exhibiting low volatility and constructing the portfolio in a way that is designed to improve overall exposure to value, momentum, quality and size factors.
Given the extremely large number and variety of
stock —
equity, bond — fixed income, and
equity mutual funds and ETFs, investors need a rational basis to
select among them.
How to
Select the Top No Load Mutual Funds and ETFs Given the extremely large number and variety of stock — equity, bond — fixed income, and equity mutual funds and ETFs, investors need a rational basis to select among
Select the Top No Load Mutual Funds and ETFs Given the extremely large number and variety of
stock —
equity, bond — fixed income, and
equity mutual funds and ETFs, investors need a rational basis to
select among
select among them.
Notes: U.S.
stocks represented by Dow Jones U.S. Total
Stock Market Index through April 2005, MSCI US Broad Market Index through June 2013 and CRSP US Total Market Index thereafter; emerging markets
stocks are represented by MSCI Emerging Markets Index; REITs by FTSE NAREIT
Equity REIT Index; dividend
stocks by Dow Jones U.S.
Select Dividend Index; commodities by S&P GSCI Commodity Index; high yield bonds by Bloomberg Barclays U.S. Corporate High Yield Bond Index; emerging markets bonds by Bloomberg Barclays EM USD Aggregate Index; investment - grade corporate bonds by Bloomberg Barclays U.S. Corporate Index; U.S. Treasury bonds by Bloomberg Barclays U.S. Treasury Bond Index; Hedge fund index by HFRI fund - weighted total return Index and international bonds by Bloomberg Barclays Global Aggregate ex-USD Bond Index.
The Green Century
Equity Fund seeks to achieve long - term total return that matches the performance of an index comprised of the
stocks of companies
selected based on environmental, social and governance criteria.
PGF 257 PowerShares Financial Preferred RWW 181 RevenueShares Financials PFF 180 iShares S&P U.S. Preferred
Stock Index KIE 166 SPDR KBW Insurance KBE 165 SPDR KBW Bank Financial RYF 164 Rydex S&P Equal Weight Financials PSP 160 PowerShares Listed Private
Equity RTL 160 iShares FTSE NAREIT Retail Cp Idx XLF 152 Financial
Select Sector SPDR FIO 146 iShares FTSE NAREIT Industrl / Offc Cp Idx PGX 140 PowerShares Preferred IYR 129 iShares Dow Jones US Real Estate IAK 129 iShares Dow Jones US Insurance
The authors note that they
selected the S&P 500
stock index for comparison because of its status as one of the «most well - known and well - diversified representations of the U.S.
equities market.»
You must
select those ULIP plans that permit you to make investments across classes, from
stocks to bonds to
equities.