Sentences with phrase «sell shares of an index fund»

ETF's trade on a stock exchange like individual stocks, so when you buy or sell shares of an index fund, you incur a standard commission fee.

Not exact matches

In other words, you would buy $ 354.42 more of the International stock index fund and sell $ 107.58 worth of shares of the U.S. stock fund and $ 246.84 of the bonds, so that the percentages return to the original proportions, as shown in the value of the target asset allocation row.

Investment Strategy: Roth IRAs: How to Optimize Yours From Dollars to Millions: How to Invest in Stocks 6 Smart Investment Strategies for Superior Returns Contrarian Investing: How to Stay a Step Ahead Discounted Cash Flow Analysis: A Comprehensive Overview International Investing: Be Aware of This Common Pitfall Covered Calls: How to Get a Ton of Investment Income Selling Put Options: How to Get Paid for Being Patient Index Funds: Yes, There Are Some Downsides Thrift Savings Plan (TSP): Fund Overview Risk vs Volatility: How to Profit from the Difference The Shiller PE (CAPE) Ratio: Current Market Valuations How to Invest Money Intelligently Equal Weighted Index Funds: Pros and Cons How to Generate Investment Income from Precious Metals 5 Rock - Solid Blue Chip Dividend Stocks Share Buybacks: The Good, The Bad, And The Ugly

The index fund is divided equally between all companies that are included in the index, so when shares of company A go up and shares of company B go down, the fund has to sell some shares of Company A and buy some shares of Company B in order to balance it equally again.

In order to bring your portfolio's asset allocation back into balance, you sell some of your stock index fund shares and use the proceeds to buy more bond funds.

Yet while index mutual funds owned the same stocks in the same proportions as their ETF counterparts, what ETFs offered was the ability to trade those fund shares in real time on stock exchanges, rather than having to wait until the end of the day to buy or sell.

Spinoffs can also offer value opportunities, since often major holders of the stock, such as index funds, are required to sell off the shares of the new company they receive.

If your portfolio consists entirely of an S&P 500 index fund, and you're selling shares each day to fund living expenses, the volatility you'd be concerned with is the daily volatility of the S&P 500.

ETFs can be used to track various investments such as commodities, bonds, or a basket of assets like an index fund and can be bought and sold in the same way as other shares on an exchange.

These mutual funds and exchange traded funds such as First Trust US IPO Index Fund (Symbol: FPX), Direxion Long / Short Global IPO Fund (DXIIX), IPO Plus Fund by Renaissance Capital (IPOSX), and others like it are some of those very same institutional clients that the investment bankers work directly with and sell shares to before they are ever available on the open market and to individual investors.

Security futures contract — a legally binding agreement between two parties to purchase or sell in the future a specific quantify of shares of a security (such as common stock, an exchange - traded fund, or ADR) or a narrow - based security index, at a specified price.

In these funds, the fund manager buys and sells shares to match the performance of shares in a specific category or index.

While Dimensional funds are easily parsed into index categories based on geography, market - cap size and value / growth dimensions, there are other rules that drive the decision to invest in one company at a given time — none of which are based on short term forecasts or speculation, and all of which are based on those pre-determined rules of construction, including the firm's willingness to assess how badly a seller needs to part with their shares, and the seller's desire to sell the lot quickly, and at a discount.

Index funds, especially the actively managed ones, incur taxable events for their investors when they sell shares of companies they own for a profit, which can take place each year.

I decided recently to sell off the individual shares and rather take an approach of just buying and holding long term in diversified index funds.

Units / Shares of the PowerShares ® Funds and of the underlying PowerShares ETFs are not in any way sponsored, endorsed, sold or promoted by any of the PowerShares ® Funds» or PowerShares ETFs» underlying Index providers or their affiliates, and these companies make no representation or warranty, express or implied, as to the results to be obtained from the use of the Index.

Skandia's funds, including its index - tracking funds, have sold a total of 1.26 million H&M shares in the past year and now hold 2.87 million shares, or 0.2 percent of the share capital (Skandia's pension arm holds some additional H&M shares.)