Sentences with phrase «want individual stock holdings»

Drill down to a potential Irish allocation in your portfolio, and capital becomes even more limited... This is especially true if you want individual stock holdings to be (somewhat) meaningful (say, 2 % +) within your overall portfolio.

Not exact matches

In addition, I didn't want to hold individual stocks anymore.

If you do not want to hold multiple individual stocks, you may be able to find an ETF that will give you reasonably close results.

But if you're like me and you don't hold many individual stocks, then you're going to want out as soon as possible.

If you want to hold some individual bio-tech stocks in your portfolio, or buy some Apple stock just for fun, feel free!

In addition, I didn't want to hold individual stocks anymore.

For a $ 200,000 portfolio (perhaps the smallest you'd want for holding all 27 stocks in the AAII portfolio), five - year ongoing costs would then be: Mutual Funds $ 10,000 (yikes...) Index Funds $ 2,000 (much better) 27 Individual Stocks (including $ 20 for Kahneman's book): Annual turnover 35.8 % $ 681 Annual turnover 20.0 % $ 452 AAII Model portfolio $ 948 (116 $ 8 transactions 2007 - 2011) Investors with smaller portfolios will not show the same advantage for stock investments and may prefer index funds over mutual funds or sstocks in the AAII portfolio), five - year ongoing costs would then be: Mutual Funds $ 10,000 (yikes...) Index Funds $ 2,000 (much better) 27 Individual Stocks (including $ 20 for Kahneman's book): Annual turnover 35.8 % $ 681 Annual turnover 20.0 % $ 452 AAII Model portfolio $ 948 (116 $ 8 transactions 2007 - 2011) Investors with smaller portfolios will not show the same advantage for stock investments and may prefer index funds over mutual funds or sStocks (including $ 20 for Kahneman's book): Annual turnover 35.8 % $ 681 Annual turnover 20.0 % $ 452 AAII Model portfolio $ 948 (116 $ 8 transactions 2007 - 2011) Investors with smaller portfolios will not show the same advantage for stock investments and may prefer index funds over mutual funds or stocksstocks.

If you already have a nice core of index ETFs and want to diversify and grow with a few individual holdings, I suggest you read up on «The Motley Fool's Top Stock for 2012.»