Sentences with phrase «term hold in your portfolio»

Having made the streets safe for Truth, Justice and Krispy Kreme donuts, he now patrols the markets looking for companies he can lock up as long - term holdings in a portfolio.

I take it this is not an asset that you consider A quality for a long term hold in your portfolio.

On the acquisitions front, Haddad said the company is active in acquiring properties that will be long - term holds in the portfolio.

Not exact matches

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

That said, what do you think Sam about replacing at least half the bond holdings in traditional portfolios with short term TIPS?

MPT holds that investors should weigh an investment's potential risk and return in terms of how they can affect the overall risk and return of the entire portfolio.

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

A CORE HOLDING FOR ANY PORTFOLIO This Fund seeks high current income and some long - term capital appreciation by investing primarily in Canadian federal and provincial government and corporate bonds, debentures and short - term notes.

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.

Though the Near - Term Tax Free Fund seeks minimal fluctuations in share price, it is subject to the risk that the credit quality of a portfolio holding could decline, as well as risk related to changes in the economic conditions of a state, region or issuer.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

Today, in contrast, the Fed presides over a vast portfolio, with assets consisting mainly of long - term Treasury securities and mortgage - backed securities, instead of the short - term Treasuries it once held; and that portfolio is funded more by banks» holdings of substantial excess reserves than by circulating Federal Reserve notes.

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

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

David Tepper builds stake in Energy Holdings debt [ValueWalk] Mark Anson's formula for choosing a good hedge fund for your portfolio [CFA] How hedge funds need to adapt [All About Alpha] The mind of DoubleLine's Jeffrey Gundlach [Crossing Wall Street] George Soros» European solution to the Eurozone's problem [George Soros] JANA Partners says Rockwood worth $ 80 in possible takeover [Bloomberg] ValueAct takes $ 2 billion Microsoft (MSFT) stake [Yahoo News] John Paulson says he's staying the course on gold [Hedgeworld] Rob Arnott: most hedge funds disappoint [Term Sheet] Hedge fund managers mixed on 2013 outlook [HedgeCo] Billionaire Carl Icahn's tale of aggression [Forbes India] Hedge fund gold wagers defy worst slump in 33 years [Bloomberg] Hedge funds plowed into gold as market looked vulnerable [Hedgeworld] Devitt sees consolidation in outlook for fund of funds [Investment Europe] Hedge funds find new Swiss rules good for business [Reuters] Singapore will replace Switzerland as wealth capital [CNBC]

Planners may recommend that the portfolio hold at least two to three years of living expenses in cash, CDs and short - term bonds that can see you through a stock market decline.

In practical terms, a turnover of 100 %, for example, is the percentage of the Fund's portfolio holdings that have changed over the past year.

Investors are best served when grim headlines are in the news by remembering that geopolitical risks are a regular part of investing and that a long history of geopolitical developments shows us that holding a well - diversified portfolio may buffer the short - term market moves that are most often the result.

In this article, you'll discover 10 eLearning terms that every eLearning freelancer should know before they meet with their first client, hold a project kickoff meeting, or start building their online eLearning portfolio.

I consider Faber one of the most innovative strategists in the business today, and I found his research on shareholder yield to be compelling enough to make the Cambria Shareholder Yield ETF (SYLD) a core, long - term holding in multiple ETF portfolios I manage.

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

While I already own Microsoft (MSFT) in my long - term dividend growth portfolio — and plan on holding it for the long - haul — I'm always open to potential «10 % Trade» opportunities with the stock that could safely boost my income.

Gold can be held for the long - term, should there be a desire for diversity in a portfolio through the inclusion of precious metal holdings.

Most investors buy shares of various companies and depending on their trading mentality, either sock them away for the long term in their investment portfolios (buy - and - hold investors) or trade them on a short - term basis (day traders and swing traders).

Look at the people who are making the high returns, and they are not investors with just ten long - term quality investments held for 20 years in their portfolio, rather they are people who have some measure of turnover.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

While I already own Coke in my long - term dividend growth portfolio — and plan on holding it for the long - haul — I'm always open to potential «10 % Trade» opportunities with the stock that could continue to both boost my income and reduce my risk.

If the tax - exempt fund in which you invested earned short - or long - term capital gains from the sale of securities held in the fund's portfolio, the fund is required to distribute these capital gains in addition to its regular tax - exempt dividends.

I wouldn't recommend to make it a large part of your portfolio, but if you have some interest in having some «speculative long term hold strategy» in your portfolio, then you should take a look.

The good news is they provide long - term history on all of the asset classes we suggest investors hold in their portfolio.

Finding comfort in holding a long - term compounder but reluctance in buying additional quantity of it (to maintain portfolio allocation discipline) gives the view that the conviction of the investor in holding such a position is coming from the difference between the initial purchase price and the current market value.

Should you find yourself in a down market but have many long - term holdings with low cost basiss, ample yields and the ability to keep producing returns once the market recovers, the SH allows you to essentially recover some of the losses in your long portfolio.»

The guide advances the argument for a well - diversified, long - term, buy - and - hold portfolio that is principally invested in common stocks or common stock mutual funds.

It effectively means long - term «buy and hold» positions in your portfolio.

Someone holding this portfolio has a balance of 60 % stocks and 40 % bonds; the stocks are highly diversified across three major global groupings; and the bonds are split between those which are protected against inflation and the long - term bonds which are most valuable in a market panic or sell - off, when they (unlike everything else) tend to go up.

Portfolio analysis which shows a breakdown of your holdings in terms of Equity, Debt, Cash; Large, Mid, Small cap; Top 10 Holdings, Sectors as also key information on youholdings in terms of Equity, Debt, Cash; Large, Mid, Small cap; Top 10 Holdings, Sectors as also key information on youHoldings, Sectors as also key information on your funds.

Even the Vanguard Dividend Appreciation ETF (NYSE: $ VIG), a core long - term holding in my ETF portfolios — barely yields 2 %, and this is a dividend - focused product.

In terms of how this relates to asset allocation in retirement, if you are comfortable with any given 5 year period being slightly below breakeven on a worst case basis, you could consider having about 5 years» worth of expenses in more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty welIn terms of how this relates to asset allocation in retirement, if you are comfortable with any given 5 year period being slightly below breakeven on a worst case basis, you could consider having about 5 years» worth of expenses in more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty welin retirement, if you are comfortable with any given 5 year period being slightly below breakeven on a worst case basis, you could consider having about 5 years» worth of expenses in more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty welin more liquid and safe assets and have comfort that the rest of your portfolio in stocks will at least hold their value pretty welin stocks will at least hold their value pretty well.

With that said, any of the ETFs mentioned in this article could be considered as long - term holdings for investor portfolios.

Some are passive investors who intend to hold ETFs in an indexed portfolio for the long - term.

As a sector - specific ETF, VHT probably isn't all that useful in a long - term, buy - and - hold portfolio; most of the underlying companies will be included in broader U.S. equity products.

Daily access to information concerning the Fund's portfolio holdings also is permitted (i) to certain personnel of those service providers that are involved in portfolio management and providing administrative, operational, risk management, or other support to portfolio management, including affiliated broker - dealers and / or Authorized Participants, and (ii) to other personnel of the Advisor, Sub-Advisor, and other service providers, such as the Administrator, and fund accountant, who deal directly with, or assist in, functions related to investment management, administration, custody and fund accounting, as may be necessary to conduct business in the ordinary course in a manner consistent with agreements with the Fund and / or the terms of the Fund's current registration statement.

In addition to the four risk factors mentioned above, investors should understand beta (price volatility) and take advantage of their long - term holding periods to improve their dividend portfolios.

In any portfolio, assets held for two or more years represent long - term strategic holdings.

Fortunately, the bulk of the portfolio's bond position is held in short - term bonds, which are less sensitive to interest rate movements.

As you think about your stock portfolio, remember that if you're a part time or small investor, holding on to longer term positions should result in better returns than if you traded in and out of stocks.

These decisions are especially risky for retirees, whose greatest investment risk entails holding too much of their portfolio in assets that won't produce an acceptable long - term return, such as low - returning bonds.

Here, we'll note some of the things to keep in mind about this type of strategy, including how they can help you grow the holdings in your portfolio over the long term.

Most of the funds in our portfolios are held for at least a year, so don't fret too much about NTF availability unless you're purchasing less than $ 7,500 or so (in which case, the fee can be quite large in percentage terms, and raise the total cost higher than the lower non-NTF fund) or adding money regularly.

In other words, absent compelling reasons to sell, most of the common stocks in the TAVF portfolio are very, very, long - term holdingIn other words, absent compelling reasons to sell, most of the common stocks in the TAVF portfolio are very, very, long - term holdingin the TAVF portfolio are very, very, long - term holdings.