Sentences with phrase «stocks held»

Having a very ETF / CEF heavy portfolio, I was a unhappy about dropping Waddell & Reed Financial as it was one of the few company stocks I held.

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.

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.

A conservative portfolio is a group of stocks held by an investor with the goal of achieving steady returns, including dividends, while maintaining a lower level of risk.

What happens to dividends on stocks held within a RRSP mutual fund?

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

In evaluating how the stocks held by the Strategic Growth Fund have performed, we estimate a positive correlation between the brokerage costs we incurred in any given quarter and the performance of our stock holdings relative to the S&P 500.

On the other hand, if your portfolio of mid-sized company stocks held steady in a year that the S&P MidCap 400 lost 10 %, you might decide that you've done well under the circumstances, even though your return was flat.

Except in the event of a significant market decline, most of the day - to - day fluctuation in Fund value can be expected to be driven by the difference in performance between the stocks held by the Fund and the indices it uses to hedge (primarily the S&P 500 Index).

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.

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.

We frequently find large blocks of these stocks held by small cap investment funds focused on likely take - over targets, leading to a surprisingly high percentage of total insider ownership (management plus holders of more than 5 %).

Since 2009, the level of international stocks held by households under age 35 has fallen by 8 percentage points.

Any stocks held are not sold during an account transfer, so a tax event does not occur during an account transfer.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.

If we build on the previous example and say that each share of the fund costs $ 5.50, then the shareholder can participate in ownership of 1,000 different securities for mere pennies compared to the commission cost that would be required to purchase even a single share of each of the stocks held by the fund, not even counting the cost of each share itself.

Instead, plutonium and uranium are coming from the huge stocks held at nuclear power plants and research institutes.

Basically, I'm holding only the higher paying stocks held by dividend mutual funds.

However, the Fund may experience a loss even when the entire value of its stock portfolio is hedged if the returns of the stocks held by the Fund do not exceed the returns of the securities and financial instruments used to hedge, or if the exercise prices of the Fund's call and put options differ, so that the combined loss on these options during a market advance exceeds the gain on the underlying stock index.

Bond yields rose and stocks held on to most of their gains after the Fed's announcement, which was widely expected.

While the average value of stocks held by families has soared, there is an alarming countertrend: the percentage of families that actually own stocks has been shrinking since 2001:

A fund's yield may differ from the average yield of dividend - paying stocks held by the fund.

Follow this list to discover and track stocks held by Berkshire Hathaway, the holding company of Warren Buffett.

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

David Trainer also provides a detailed overview into his two favorite stocks held within these funds.

In other words, the market expects the stocks held by FSRFX to grow economic earnings for the same length of time as the S&P 500 and 1 year less than the stocks held by the benchmark.

The only thing which his father would have to do would be to sign an NDA (Non Disclosure Agreement) and with this inform the biggest shareholder (MCT Consulting & Controlling AG) about the number of stocks he held.

Underscoring the mixed - to - lower tone that emerged over the course of the day — not only was the NASDAQ off by nearly 50 points at its nadir — but the small - cap Russell 2000 had turned down by more than a full percentage points, as well, as losing stocks held a strong lead over gaining issues throughout.

I wanted to show the portfolio of all the stocks held through ownership of the nine funds.

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

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

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

As for inventories, OECD stocks held steady in July from a month earlier, which is actually a bullish sign given that they typically rise at this point in the year.

The result: If your taxable income falls below the threshold, selling stocks held longer than a year could be a tax - efficient way to generate cash flow.

The common stocks held by Berkshire provide diversification for the individual investor.

This continuous pricing and the ability to place limit orders — means the ETF's performance for any given time period is based largely on the market price return during the holding period, rather than on the ETF's net asset value (NAV)-- the value of the stocks held by the ETF.

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

Out of the six, Merrill Edge leads with the cheapest base - trade fee, but also imposes a restriction 20 % account value for penny stocks held by an investor.

CNBC's Sharon Epperson reveals the five most widely held stocks held by companies sponsoring retirement plans.

Money managers including Warren Buffett's Berkshire Hathaway (BRK) and William Ackman's Pershing Square Capital Management will file reports with the SEC that show what stocks they held as of the end of the second quarter.

Stocks held gains following the release of minutes of the Federal Reserve's last policy meeting.

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 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.

As a result, the public filings do not always present a complete picture of a management firm's stock holdings.

This is because the turbulence that rocked markets earlier this year forced them to shed stock holdings as they tried to rebalance their exposure to volatility.

To some attendees» disappointment, Pershing Square hedge fund manager Bill Ackman did not unveil a new investment idea, but rather talked up his longtime stock holding, Howard Hughes Corp. (hhc).

One of them, Berkeley's Emmanuel Saez, said the incomes of the richest Americans surged last year in part because they cashed in stock holdings to avoid higher capital gains taxes that took effect in January.

The more you know about the stocks you hold, the better you'll do.

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

Similarly, the SBA considers options to purchase stock held by non-disadvantaged entities when determining ownership.