Sentences with phrase «stock holdings in my portfolio»

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.

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.

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

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.

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.

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

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

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

You can buy a put on a stock you hold in your portfolio.

OTTAWA — The stocks held in your portfolio may get all the attention when looking at the performance of your investments, but advisers say finding the right mix in your fixed - income holdings is also important.

Not exact matches

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Bill Miller, the famed value investor who manages the Miller Opportunity Trust mutual fund and holds 16 % of its portfolio in airline stocks, imagines a new normal in which airlines remain profitable during slumps because of their newfound discipline on capacity.

(In addition to its stock holdings, Berkshire owns a large, diverse portfolio of companies outright.)

He did buy some stock in January 2016, when markets corrected, and he's holding about 20 % of his portfolio in cash that he intends to deploy when the companies he wants to own take a dive.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

Higher income consumers are also expected to rein in spending after seeing their stock portfolios oscillate, due to the turmoil in the global stock markets following the devaluation of the Chinese yuan and the Federal Reserve's decision to hold off raising interest rates.

If you're a buy - and - hold investor, these healthy dividend stocks in the utilities industry can generously contribute to your monthly portfolio income.

Gold, a hedge against inflation and a non-correlated asset class to stocks and bonds, is a core holding in all portfolios.

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

The Hussman Strategic Growth Fund holds a well diversified portfolio of stocks, custodied at Firstar Bank in Cincinnati, one of the largest mutual fund custodian banks in the nation.

Are you already holding a stock in your portfolio that you are unsure what to do with?

A country basket allows investors to hold several stocks in his portfolio and not subject him to numerous transactional costs, and / or multiple securities.

For boomers already holding a great deal of their portfolios in the stock market, Jeff Rose, a certified financial planner and owner of investing blog Good Financial Cents, recommended safe investing through peer - to - peer lending.

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.

Most recommend that you hold a minimum of 5 - 10 stocks in your portfolio and that no sector account for more than 20 % of your total portfolio.

I agree that it is a very good stock to have in your portfolio for long - term hold!

Interesting criteria for a list of unique stocks I don't have any of those names in my portfolio but I have other companies within the same industries such as the mega cap Chevron Corp Which has a forward P / E of 11.4 x so it's more expensive relative to Noble or CNOOC but I hold it in my hedge fund for hedging purposes.

It seems that we are getting some early Christmas sales in the market and one shouldn't fret about market dives, rather use this opportunity to buy that stock you have been watching for a while, perhaps average down on a holding already in your portfolio or simply maintain the course and keep investing as you always have.

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

In spite of this data, you could make an argument for people holding more stocks in their portfolios for the simple fact that people are living longer than ever, so maybe they need more stocks to grow their money in retiremenIn spite of this data, you could make an argument for people holding more stocks in their portfolios for the simple fact that people are living longer than ever, so maybe they need more stocks to grow their money in retiremenin their portfolios for the simple fact that people are living longer than ever, so maybe they need more stocks to grow their money in retiremenin retirement:

A non-Berkshire stock portfolio of $ 533 million was calculated for 2010, consisting of $ 61 million in Wells Fargo stock he held directly at that time based on SEC filings and $ 472 million in cash representing undisclosed share holdings.

And if you choose funds that hold a broad range of stocks and bonds and work in synch with each other, you can put together a well - diversified portfolio with just a few funds, or even less.

We make stock recommendations in our various premium newsletter services and actually hold some of these shares in our portfolio services.

One of my long time holdings in my IRA portfolio reported decent results and the stock went up $ 6,000 the next day.

Even though the Vanguard ETF holds plenty of dividend stocks in areas that aren't rate - sensitive or can even benefit from rising rates, many of the dividend - paying giants in its portfolio were among those stocks that led the market to the downside.

You should never hold more than 5 % of your total stock portfolio in a single company.

Their portfolio simulation approach: (1) is restricted to the technology, industrials, health care, financials and basic materials sectors; (2) assumes an extreme sentiment day for a stock has at least four novel news items (prior to 3:30 PM in New York) and is among the top 5 % of average daily positive or negative events; (3) makes portfolio changes at market close; (4) holds positions for 20 days, subject to a 5 % stop - loss rule and a 20 % take - profit rule; (5) constrains any one position to 15 % of portfolio value; and, (6) assumes round - trip trading friction of 0.25 %.

For this reason, some of the world's wealthiest investors — including Bill Gates, George Soros, and Warren Buffett — hold these stocks in their portfolios.

For those holding stocks long term and worried about volatility in the market, adding a bit of VXX could help to hedge your portfolio.

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

Lesson from this investing mistake, I now have a rule that I don't hold more than 3 % of my portfolio in any individual stock.

He's knows for i) outperforming the S&P 500 ii) for holding about 1500 stocks in his portfolio.

Buffett's bet, a company called Protege Partners a decade ago that he could get superior returns by simply investing in a bargain - priced stock - index fund, which held a static portfolio.

Instead of more diversification always being better, it becomes a trade - off of risk versus return: Holding more stocks in a portfolio lowers risk, but at the cost of also lowering expected return.

Please note the reader mentioned he never holds more than 5 % of his portfolio in any of his stocks and that he follows his holdings carefully.

Our research shows that constructing a portfolio holding tax - efficient broad - market stock investments in taxable accounts and taxable bonds in tax - advantaged accounts can minimize taxes and add up to 0.75 % of additional net return in the first year, without increasing risk.

The market timing model of my Wagner Daily newsletter is now in «buy» mode, and the model portfolio is now holding a handful of stocks and ETFs (most positions presently showing unrealized gains).

With both outcomes, we will also be adding more cash to our dividend stock portfolio in order to buy some new holding later on.