Sentences with phrase «underlying holdings have»

He notes that many of the ETF's underlying holdings have historically been high income earners.

Hence, for the debt mutual funds, declining bond prices of underlying holdings have been impacting the return that is a function of changing bond price.

Not exact matches

Malcolm Gladwell may or may not have been completely right when he claimed that becoming a true expert in any subject requires 10,000 hours of practice, but whether his exact number stands up to scrutiny, the underlying truth still holds — getting good at things is time - consuming and involves a lot of hard work.

The underlying funds may have low turnover in their holdings but investors are increasingly trading ETFs at ridiculous rates (lately SPY is averaging 76 million shares traded a day).

«No longer did Talon have an underlying equity value: the right set of price moves in the financial markets could reduce the value of its holdings to zero,» the lawsuit says.

While Bitcoin and other cryptocurrencies continue to hold tremendous potential value as a medium of exchange, it is the underlying distributed ledger technology, blockchain, which has emerged to truly capture the interest of entrepreneurs, venture capitalists, financial institutions and other corporations.

When authorized participants — the special ETF market makers who have the ability to make and destroy ETF shares — wish to redeem their ETF shares, they can do so by trading them in to the issuer, which delivers an equivalent amount of the ETF's underlying holdings in an «in - kind» transaction.

Bond funds and bond holdings have the same interest rate, inflation and credit risks that are associated with the underlying bonds owned by the funds.

One quick note about «short ETFs» in general is that most of them have a tendency to underperform their underlying indexes as the holding period increases.

Shares counted toward these guidelines include any shares held by the executive directly or through a broker, shares held through the HP 401 (k) Plan, shares held as restricted stock, shares underlying time - vested RSUs, and shares underlying vested but unexercised stock options (50 % of the in - the - money value of such options is used for this calculation).

If you've bought a biotech ETF for example, and have no idea of its composition or the underlying value of the constituent portfolio, how can you possibly know what the right price is to buy, hold or sell?

Whereas in most markets an increase in short - selling puts pressure on the lending market and pushes up the interest rate at which short - sellers can borrow the underlying stock, the ready supply of gold loans from central banks seeking to earn some return on their gold holdings has, until recently, helped to keep lease rates low, generally in the range of 1 — 2 per cent (Graph B3).

For the past couple of years, underlying inflation has been held down by the lagged effects of the exchange rate appreciation that took place during 2002 and 2003, but the maximum impact from that source has now passed.

This partially reflects the view held by some respondents of a pick - up in underlying inflation, but it also reflects an increase in the number of respondents who have incorporated an estimate of the first - year effect of the GST into their inflation forecasts.

True, it would be slightly cheaper to hold all the underlying funds separately but it's not very practical.

If you are unable to think about stocks or the index funds that hold those stocks rationally — and understand that just because the market declined, say, 25 percent, does not mean you have lost 25 percent of your underlying earnings power, you stand virtually no chance of enjoying this sort of outcome.

However, only $ 15 million of that amount is attributable to underlying investments of the fund that have been held in excess of three years.

For some time, underlying CPI inflation has been held down by the lagged effects of the exchange rate appreciation that took place during 2002 and 2003, while domestically sourced inflation has been higher.

Though the ECB has acknowledged that one of the main factors underlying the eurozone's stagnation is a lack of credit growth, any potential use of QE seems unlikely to make much of an impact in this regard, even if an announcement of QE could drive yields down further, making it even less attractive for banks to hold government bonds.

He is striving towards helping others rise above their personal, group and organizational differences in order to see that underlying all the diversity there is much that we all have in common, and that what we all hold in common is much more important than the differences we are all fearfully clinging to.

Thus there is little hope for our recovering a feeling of truly belonging to the cosmos as long as we hold onto the assumptions about physical reality (such as the primacy of primary qualities and cognate assumptions) underlying scientism and materialism.5 For we will continue to have a gnawing suspicion that the real world is so different from our projections that we are still without a home in the universe as it runs on colorlessly and meaninglessly beneath our secondary and tertiary «subjective» projections.

Brief, but direct instruction about why you have a family rule and the underlying value you hold helps the child learn from consequences and discipline.

Before we start that series it is worth looking at the underlying reasons why the Tories have a good shot at re-election if, if, if the Coalition holds together *.

One can only conclude that the fundamental reasons underlying women's poor prospects in science are not being tackled, otherwise we would not still be holding these conferences.

Among postmenopausal women with normal body mass index (BMI), those with higher body fat levels had an increased risk for invasive breast cancer, according to data presented at the American Association for Cancer Research Special Conference Obesity and Cancer: Mechanisms Underlying Etiology and Outcomes, held Jan. 27 - 30.

Geologists had predicted the plunge for weeks, citing the retreat of an underlying glacier that had held the rock in place.

«I wouldn't hold my breath for one single rule underlying why some animals have one or two kneecaps,» says Regnault.

An MDI Biological Laboratory assistant professor says he has identified processes that underlie how heart tissue regenerates, which in turn holds out hope of finding new drugs that can help the body grow muscle cells and get rid of scar tissue.

My advice is to hold off the dried fruits because they are a concentrated form of sugar, and this is not a good idea if you have a potential underlying yeast infection!

I don't think I have an underlying sensitivity to spices that's holding me back, but n = 1 and all that.

I would, therefore, ask Hanushek and Lindseth to stop tilting at windmills and to join with me in instituting a dialogue in major areas in which we do agree, like the fact that courts can and should hold states and school districts accountable for better performance, and that «school funding policies must recognize the underlying heterogeneity of students and their educational challenges and ensure that all schools have the means to succeed» (Hanushek and Lindseth, Schoolhouses, Courthouses, and Statehouses, page 218).

If someone manages to open up the underlying Android, it might be a bit more interesting, but the lack of memory (and possibly lack of touch support, not sure if pen alone is sufficient) would still hold it back even then.

Less developed markets are generally less well regulated than the UK, they may be less liquid and may have less reliable arrangements for trading and settlement of the underlying holdings.

If so, it seems that they would have a higher risk profile than buying and holding the underlying bonds to maturity.

But the overall cost is still substantially higher than it would be if you held the underlying funds directly in your RRSP.

Would selling another call help compensate for any loss on the buy close of the covered call and help the investor hold on to the underlying?

In real life, the actual delivery rate of the underlying goods specified in futures contracts is very low as the hedging or speculating benefits of the contracts can be had largely without actually holding the contract until expiry and delivering the good.

However, the same transparency that allows large investors to keep an ETF's price tied to its underlying securities would give skinflints a chance to piggyback off a manager's research by simply choosing to hold the same securities as the fund (although they'd pay a lot in transaction fees if they did this frequently).

In making tradeoffs among competing alternatives, we have distinguished ourselves from other professional investors in several ways: our willingness to hold cash balances, sometimes substantial, awaiting opportunities; our preference for investments with a catalyst for the realization of underlying value; our willingness to accept varying degrees of illiquidity in exchange for incremental return; and our flexibility in pursuing opportunities in new areas.

How can these two funds have such different yields when their underlying holdings are exactly the same?

Since the underlying holdings of VFV and VOO are identical, you might expect the two funds to have the same dividend yield.

These funds have oftentimes been scrutinized for underperforming the dividend growth rates of the underlying holdings

I have added Yahoo Finance links to each investment so you can get an independent look at the underlying holdings, performances, and profiles.

A slowdown in the U.S. has prompted repositioning of the global portfolios at Cougar Global Investments, a Toronto - based firm that employs tactical asset allocation while using exchange - traded funds as the underlying holdings for its portfolios.

It has a high management fee of 1.37 %, but investors can take comfort in knowing it trades at about 15 % under the value of the underlying stocks held.

With the ETF 20/20 portfolio, you don't have to worry about «false diversification» a.k.a. a large amount of overlap in the underlying holdings of your ETFs.

And finally, we've got the iShares Diversified Monthly Income Fund, which holds a bunch of underlying ETFs.

Aside from checking the basic rules governing the underlying index, you'd probably want to compare the expense ratios, number of holdings, sector breakdowns, top holdings with percentages, and yields.

I've been told in the past that holding them for any extended period pretty much locks in losses since the underlying options are steadily losing value.

The tax status of a capital gain distribution is determined by how long the fund held the underlying security that was sold, not by how long you have owned the fund.