Sentences with phrase «significant holding in our portfolios»

While IWG's shares performed quite strongly in the first quarter, we see substantial upside from current levels and the company remains a significant holding in the portfolio.

Resources continue to be a significant holding in our portfolios.

Not exact matches

There's no doubt that buying into BRK adds instant portfolio diversity as it owns many different businesses as you mentioned as well as significant stock holdings in others.

The main purpose behind holding these options is hedging a portfolio against significant negative movement in the value of US equities, commonly referred to as tail risk.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

Exchange fund - A exchange fund is a type of investment fund where investors having significant holdings in a single stock can exchange that stock and diversify meaning they can exchange the holdings in that stock for smaller units or assets in a portfolio.

You may have amassed significant shares in your employer's company, sold a business in return for company shares, or hold a portfolio with concentrated stock positions.

There's no doubt that buying into BRK adds instant portfolio diversity as it owns many different businesses as you mentioned as well as significant stock holdings in others.

Short - Term Goal # 1: As previously detailed, a significant amount of my portfolio is held in my Employer's stock.

My criteria is simple enough: the stock must be a significant holding in the guru's portfolio and it must pay a respectable dividend.

In addition, the Jensen Quality Growth Fund may update its holdings information at other times during a quarter in the event that the Fund makes a significant change (s) to its portfolio holdingIn addition, the Jensen Quality Growth Fund may update its holdings information at other times during a quarter in the event that the Fund makes a significant change (s) to its portfolio holdingin the event that the Fund makes a significant change (s) to its portfolio holdings.

When finding dividend stocks, look at these key factors By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

By finding dividend stocks to hold in your portfolio, the income you earn can supply a significant percentage of your total return — as much as a third of your gains.

The 10 stock in my public portfolio are a reasonable significant part of my holdings.

I recommend these forum conversations to anyone who has or intends to hold a significant portion of his or her personal investment asset portfolio in Vanguard's index funds, managed funds, and / or ETFs.

You don't ever want to hold a significant portion of your portfolio in company stock but sometimes it might not be worth the hassle if it only makes up 1 or 2 % of your portfolio.

If you were holding JCP in your IRA then this could have a potentially significant impact on the overall performance of your retirement portfolio.

For example, a portfolio with a large holding of long - term bonds is vulnerable to significant loss from changes in interest rates.

However, one fact is obvious — in recent years trend trading this particular ETF portfolio has outperformed buy and hold by a significant margin, with lower drawdowns and less volatility.

As it currently stands, this is a significant issue that can negatively impact the portfolios of many Canadians who hold premium bonds (or bond ETFs and mutual funds) in their taxable accounts.

Although the Income Fund normally holds a focused portfolio of securities, the Income Fund is not required to be fully invested in such securities and may maintain a significant portion of its total assets in cash and securities generally considered to be cash equivalents.

«This is a significant issue that can negatively impact the portfolios of many Canadians who hold premium bonds (or bond ETFs and mutual funds) in their taxable accounts,» he writes.

They don't hold enough weighting to make a significant impact on your portfolio AND most of those companies are already held in your CAD ETFs.

So we are still strongly advocating portfolios that hold a significant percentage of assets denominated in other currencies.

In a recent post (See Vanguard Canada initial ETF offering falling short), PWL Capital's Justin Bender took a look at the risk and return characteristics of two balanced portfolios with significant foreign stock holdings.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

It is the only company in the hospitality sector to hold such assets of quality within a wide - ranging portfolio — from leisure resorts and business hotels to those in religiously significant locations of Makkah and Madinah Al Munawarra.

The identification and valuation of these assets, which can be held in both domestic and offshore vehicles such as trusts, limited liability entities and the like, can trigger significant discovery disputes and involve multiple valuation experts (and the related review of valuation reports), lengthy depositions and the related forensic accounting and valuation of both funds and underlying portfolio companies.

Investment professionals recommend maintaining a diversified portfolio to avoid significant impact upon the value of your holdings in the event of a shift in market forces.

Yet many banks have written down the principal balances of a significant number of underwater mortgages held in their own portfolios.

«We continue to see very little to no secondary market activity,» he says, meaning smaller lenders that can't afford to hold jumbos in their portfolios remain financially unable to make the loans, at least in significant volume.