Sentences with phrase «stock holdings in»

Add concerns about shaky markets abroad and throw in the predictions from some analysts that U.S. stocks could be headed for a major setback, and scaling back the stock holdings in your retirement accounts — if not bailing out of stocks completely — might have seemed a no - brainer way to avoid the coming carnage.

With regard to dividends from six of my Swiss stock Holdings in 2017, I will get a refund of CHF 185.

You can get a sense of what sort of glide path might be right for you by seeing how the target - date retirement funds of companies like Fidelity, T. Rowe Price and Vanguard gradually wind down their stock holdings in the years leading up to, and then during, retirement.

'' [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

Here's an example from American Capital Agency's (NASDAQ: AGNC) 2013 annual filings:» [W] hile our stockholders bear the risk of our future equity issuances... diluting the value of their stock holdings in us, the compensation payable to our Manager will increase as a result of future issuances of our equity securities.»

If I buy into the merits of passive investing, do you think it makes sense to sell the 40 or so stock holdings in my present portfolio and start over with ETFs?

Besides my stock holdings in financial services giants HSBC, Banco Santander, UBS and Credit Suisse, I have two small regional banks in my portfolio: Liechtensteinische Landesbank (LLB) and Verwaltungs - und Privatbank (VPB).

However, in using ETF's as a base Personal Capital will also include various stock holdings in addition.

For the quarter ending June 30, 2007, Berkshire reported 40 stock holdings in its portfolio, including

As a rule, it's not wise to concentrate more than 10 % or so of your stock holdings in the shares of any single company.

In my latest post, I gave a summary of stock holdings in my portfolio boosting their payouts.

Three of the five largest stock holdings in each portfolio are the same, though with different weightings.

Active Share is the percentage of stock holdings in a portfolio that differ from the benchmark index.

Active share is the percentage of stock holdings in a portfolio that differ from the benchmark index.

From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios.

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

(And later they don't want to increase their stock holdings in a bear market because they don't want to risk further declines.)

The managers of Dividend 15 Split Corp.'s portfolio also aim to keep most of their individual stock holdings in the range of 4 % to 8 % of the fund's overall value.

While many people rush to unload their stock holdings in the years leading up to retirement, selling off stocks prematurely could also mean selling yourself short.

In one of the previous posts, Alpholio ™ made the case for increasing the mid-cap stock holdings in the portfolio.

Active Share is a measure of the percentage of stock holdings in a manager's portfolio that differs from the benchmark index.

But also consider whether you would be better off sticking with long - term stock holdings in your taxable account, while buying taxable bonds in your retirement account.

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.

Active Share is the proportion of stock holdings in a fund's portfolio that is different from the composition found in the benchmark.

- Buy $ 40k of indentical stock holdings in Roth.

- Sell $ 40k of stock holdings in taxable.

These clients, says Mr. Roth, dumped most of their stock holdings in 2008 and 2009 and never got back in.

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.

Those valuations would allow them to weight their stock holdings in the new combined venture.

While there are no Chinese stocks held in BOTZ, Jacobs said China is one of the biggest themes to come in the robotics boom as a buyer.

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

Most importantly, the portfolio of stocks held in the Strategic Growth Fund is now fully hedged with put options.

To vote all of your shares by proxy, please follow each of the separate proxy voting instructions that you received for your shares of common stock held in each of your different accounts.

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

A rising line indicates that the stocks held in the Strategic Growth Fund are outperforming the S&P 500.

I automatically reinvested all dividends in my Empire portfolio (except for stocks held in Loyal3).

The stocks held in the portfolio demonstrate speculation mixed with investing.

We also provide commentary and analysis about the stocks we hold in the portfolio and on any new dividend growth ideas to consider.

The Catholic MP linked to an Indonesian firm which manufacturer a pill which causes terminations, has dumped stock he held in a different pharmaceutical firm in India, which also sells abortion drugs.

The taxpayer, who simply assumed that foreign stocks held in taxable Canadian brokerage accounts for which trading summaries are filed annually with the CRA and income taxes are paid, has to file T1135 if the cost of foreign stock holdings exceeds $ 100,000.

Excess margin stocks: The stocks held in a margin account whose market value causes the equity in the customer's account to be more than 140 % of the debit balance in the account.

Do dividends earned from the stocks held in the fund flow back to the unit holder as pure dividend income?

Most of the Canadian blue chip stocks you hold in your portfolio should offer good «value» — that is, they should trade at reasonable multiples of earnings, cash flow, book value and so on.

All Empire holdings (except for the stocks held in Loyal3) are on DRIP and the stocks purchased through DRIP activities added $ 4 to my forward income.

The yield, before fees, of the portfolio of stocks held in the AlphaPro ETF was 3.1 per cent at mid-year, which means the net yield would be about 2 per cent.

(The average basis method is permitted for mutual fund shares and for stocks held in dividend reinvestment plans.)

You aren't allowed to identify shares while using the average basis method (which is optional for mutual fund shares and stocks held in dividend reinvestment plans).

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

Per my understanding, most Canadian stocks held in a tax - advantaged account aren't subject to Canada's foreign withholding.

The value of stocks held in the Fund will fluctuate in response to factors that may affect a single company, industry, market cap, country or region and may perform worse than the market.