Sentences with phrase «value of their holdings»

T. Rowe dropped Dropbox shares by 16 percent, meaning the current value of its holdings in that company is reportedly under water — 13 percent below the firm's original purchase price in 2012.

Blackstone said on Thursday first - quarter earnings per share fell 20 percent year - on - year, as a stock market slump weighed on the value of its holdings.

Even in the weeks before the Fed's move, highly valued private companies faced other pressures as prominent mutual fund companies, such as Fidelity Investments, bid down the value of their holdings, potentially over concerns that they had become too bloated.

Mutual funds, for example, have to determine the value of their holdings on a daily basis.

«If you look at our holdings, you would assume that we like them in the order in which they rank by dollar value of holdings, but if you look at them in terms of recent purchases over the last year we've bought more Apple than anything else,» he said in a wide - ranging interview Monday on CNBC's «Squawk Box.»

Bitcoin owners should not expect, however, to see the value of their holdings double.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

Many EM funds also carry currency risk — that is, the value of their holdings vary not just by increasing or decreasing security prices, but by the value of their currencies relative to the dollar.

It bought its stake using a mix of newly issued shares and secondary, but the value of that holding is around $ 1.5 billion based on a rough $ 20 billion valuation for Spotify.

Meanwhile, whether Gal and Saar's plans are realized or thwarted by Krieger, QualiTau's current shareholders are benefitting from a rise in the value of their holdings.

He cited Wanda Cinema Line, which jumped tenfold last year, as an example of the value of holding a good company for the long term.

«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.

He pulled from his pocket his most recent Vanguard statement and proudly announced that the value of his holding in that statement had grown to $ 461,771.

In fact, I would bet good money that junk bond investors will wake up one day and find that the value of their holdings will be down 40 - 50 % overnight.

If the benchmark used in beta calculation is a volatile index, then the calculated beta will look deceptively small for investors who have diversified portfolios and do not expect significant fluctuation in the values of their holdings.

Clearly the Investment Masters understand the value of holding ownership in great businesses for the long term.

«If the investment is a well - run company with sufficient financial strength, even the greatest bear market will not erase the value of holding» Phil Fisher

Investors can simply hold on to their shares, collect the dividend checks, and see the value of their holdings increase over time.

Where the reference currency is different from the reporting currency, foreign exchange movements will directly impact the value of the holdings.

All of your assets are fully accounted for in the vaults, and the Hard Assets Alliance and its partners do not use pooling, margin, or any other method to leverage the value of your holdings.

You won't see a rise in the value of your holdings with cash during a recession and if you're keeping it in fixed term accounts then it will be adversely affected by rate rises, same as bonds.

Because your account is entirely online, you are able to see the value of your holdings in real - time — which means you don't have to manually calculate their value on your own!

The company blamed the third quarter loss on lower investment income, earnings derived from the value of holdings abroad and a hefty restructuring charge of $ 274 million.

Instead of paying dividends to its shareholders, Iconomi rewards them with an increase in value of their holdings.

You are right to question the value of holding several single - member, First - past - the - post elections.

Will Vivian's attempt to subvert marriage backfire as each couple comes to recognize the value of holding onto a partner for life?

In the last row, you should mention the current value of your holding or portfolio, along with the date on which the value is taken.

SBI magnum multiplier plus give 21.24 % annualized return on SIP investment if we divided it from 12 then monthly growth rate is 1.77 % Now total value of his holding in near 7 lacks.

For each separate holding, enter the number of shares or units, the security name, the original cost per share — the weighted average of purchase prices — recent price quote, date of recent price quote, and the total value of the holding.

Stockholders» equity: The dollar value of all holdings of preferred and common stock, including any Paid - In Surplus, plus retained earnings.

[The debt fund holdings are marked to market (MTM), to reflect the current market value of those holdings.]

The irony is you can actually choose a growth option in a Monthly Income Plan where the value of your holding keeps going up.

If that's the case, selling half your holdings this year and half next year would still result in the same overall tax liability (assuming the value of the holdings don't change), and there isn't a lot of value in deferring a few thousand dollars in taxes for 12 months.

The stated value of your holdings remains stable, thus insulating investors from the chaos of the market.

If you transfer the shares to a non-registered account, you'll have to pay income tax on the current market value of the holding, which is $ 1,700.

The recent crash slashed the value of their holdings and created a $ 600 - a-month gap between their needs and their means, says Mahabir.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

Even if only a few shares are owned and the dividend amount is small, reinvesting the dividends could help increase the value of the holdings over time.

Your money is very safe, since it is backed by the treasury, however you might not win any prizes and the impact of inflation could erode the real value of your holding over time.

The concept of this product is that depending on the value of your holdings in your demat account, a corresponding amount will be opened up by the broker for you to trade in other segments.

«Even if you don't want to see the value of your holdings, you need to know where you are invested, how risky your holdings are and if this is how you want to be positioned in this market.»

The second method uses an approximation equation that compares the total market value of all holdings at the end of the period to the total market value of all holdings at the beginning; it also adjusts for the impact of net additions or withdrawals to the overall portfolio.

But the rest of the time you will be wiser to form your own ideas of the value of your holdings, based on full reports from the company about its operations and financial position.

The market value of each holding at the start and end of the period is indicated, along with the percentage of the total portfolio that each holding represents.

SEBI has given the responsibility of determining the value of the holdings to all the DPs.

As a retail investor it is very important for you to remember that once the value of your holdings exceeds the maximum slab of $ 2 Lakhs, your DP has the authority to bring your AMC at par with any regular demat account charges.

These information pieces will provide you details of the status, the monetary value of your holdings at that point in time.

Despite some short - term setbacks and having made several mistakes, I am pleased with the development of the book value of my holdings and the decent returns of my stocks.

Collars allow you to own stocks — even when worried about a bear market — because it establishes a floor for the value of your holdings.

The bankruptcy trustee has valued the loss of the account holders, including myself, according to the value of their holdings at the time of the bankruptcy.