Sentences with phrase «single asset they hold»

For most owners a home is the largest single asset they hold, so it makes sense to protect that asset.

Not exact matches

They also don't hold more than 6 % of assets in a single name.

China now has accumulated so much of that single asset class that its appetite appears to be waning — its holdings of U.S. Treasuries are actually expected to decline this year.

Another provision that he singled out allows foreign megabanks, such as Deutsche Bank and HSBC, to put their American assets into a separate holding company to avoid US regulatory scrutiny.

A firm grasp that no single approach will always be consistently accurate should help when one sets their allocations, either to individual holdings or to broader asset classes.

The new release is the first to utilize Abra's new, advanced multi-signature Bitcoin technology for holding various digital assets in a single wallet.

True to the value mantra, its managers partly follow Buffett's lead — his Berkshire Hathaway is the fund's single largest holding, amounting to 9 % of its $ 135 million in assets.

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.

While these systems are difficult to encapsulate in a single measure, a traditional way to look at bank liquidity is to look at their holdings of cash plus others assets which the Reserve Bank would accept in exchange for ES funds (Graph 3).

Single - family offices hold about $ 1.2 trillion in assets and multi-family ones manage about $ 500 billion, according to Bob Casey, senior managing director for research at consulting firm Family Wealth Alliance.

XRP is not a mined digital asset so every single unit of the currency that exists now has already been created, with most owned by Ripple (55 billion of which was placed in escrow) and the rest held by companies and individuals.

The single most important thing you want to confirm is your asset allocation, or the percentage of your holdings that are invested in stocks vs. bonds.

ETFs can not hold more than 25 % of their assets in a single security.

First, the ETF holdings of both robo - advisors do show a focus on core building blocks such as total market solutions and capturing entire asset classes in a single ETF.

But the Hot Potato diverges significantly from the classic version because it employs shorter holding periods and focuses on a single asset class at a time.

However, single - stock risk is minimal, with top holding Iron Mountain (IRM) accounting for a mere 3.4 % of SPHD's assets.

I don't hold a single grain of asset, but I can create a derivative and have to find somebody to buy my option.

It held as assets of $ 118.9 billion in single - family loans, of which $ 52.9 billion were «option adjustable rate mortgages» (Option ARMs), with $ 16 billion in subprime mortgage loans, and $ 53.4 billion of Home Equity lines of Credit (HELOCs) and credit cards receivables of $ 10.6 billion.

This wouldn't work if all the converted assets were held in a single Roth IRA, because then you would have to look at the investment performance of the overall IRA, which was positive, in determining how much to return to a traditional IRA in a recharacterization.

Thanks to a large single market, an average ETP had much more AUM in the US than elsewhere (however, this does not take into account the typical right skew of the AUM distribution, whereby a small number of funds hold the majority of assets):

Furthermore, while investing in a single mutual fund provides diversification among the basic asset classes of stocks, bonds and cash (funds often hold a small amount of cash from which to take their fees), the opportunities for diversification go far beyond these basic categories.

By holding assets with low correlation to each other in a portfolio, positive returns from other investments may help buffer the impact of a sharp downturn in a single investment or asset class.

• Major source of retirement assets — Combined, individual retirement accounts (IRAs) and Keoghs (for the self - employed) account for a sizable portion of the assets held by Americans in tax - preferred retirement plans and are likely to become the single largest source of retirement income outside of Social Security benefits for private - sector workers.

Individual retirement accounts (IRAs) represent the largest single repository of U.S. retirement plan assets, holding more than one - quarter of all retirement plan assets in the nation.

Concentration in single stocks is high with the top 3 holdings typically accounting for 50 % or more of fund assets.

However you can request anytime your mutual fund distributor or AMC (Asset Management Company) to consolidate all your holdings into a single folio number.

You should look at all of your investments as a single account when determining asset allocation, then choose the best accounts to hold which investments.

Usually dn't add shrs whn a single co holding exceeds 7.5 %, bt I nw consider NTR an event - driven / activist investment w / imminent asset sales

Prior to this hiatus, I worked for ten years for one of the largest, privately held oil & gas companies, as the creator and maintainer of complex allocations for their largest single asset, a gas processing plant, and the related oil field.

M&M Mars Inc. (Boston, MA / Los Angeles, CA) 9/2003 — 5/2005 Region Sales Manager • Oversaw all aspects of both the Massachusetts and Los Angeles sales territory for the Mars Inc. brand Flavia, a gourmet, single cup office coffee system • Held responsibility for managing five independent distributor partners, five outside sales representatives, and two customer service representatives, ensuring client service, brand development, market penetration, and profit growth • Led the territory from inception in September of 2003 to $ 3.5 million territory for the calendar year 2005, utilizing a sales team that finished 2004 at 21 % over target and 36 % over target in 2005 • Earned award for territory profitability — based on return on total assets — in 2004, also achieving the ranking of the top territory nationwide based on sales growth and cost reduction

Stratafolio's technology enables investors to view portfolio data from various sources in one dashboard or to look at data in a single asset class, delivering insights into past, present and future performance of real estate holdings.