Sentences with phrase «when stock funds»

When stock funds get to 53 or 55 %, or bonds get to 43 %?

There's also the idea that the whole point of investing in a bond fund is to diversify away equity risk — bond funds usually do well when stock funds are doing poorly.

When a stock fund in your taxable account trades stocks, you're on the hook for the capital gains taxes — even if you did nothing but buy the fund and hold it.

When stocks the fund owns go up, holders of its call options will exercise their right to buy the stock at the agreed - upon lower price.

Not exact matches

''... Because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it.»

«Oddly because we can't hold public stock as a fund, it's sort of a bummer for me when the company goes public, because then it moves on to someone else's plate and we don't hold the stake in it,» he added.

Capping off 2017, the company say its stock jump 3.9 % when Metro Inc. began selling back the majority of its Couche - Tard shares — about $ 1.55 billion worth — to help fund its purchase of sister drug store chain Jean Coutu Group Inc..

When CNBC's Jim Cramer worked at a hedge fund, his boss would make him wear a «Post-It note of shame» when he missed a good buy or gave up on a great stWhen CNBC's Jim Cramer worked at a hedge fund, his boss would make him wear a «Post-It note of shame» when he missed a good buy or gave up on a great stwhen he missed a good buy or gave up on a great stock.

What happens, according to a paper Martin Schmalz, assistant professor of finance at University of Michigan wrote with Jose Azar and Isabel Tecu of Charles River Associates, is that stock ownership becomes too concentrated when companies like Blackrock or Vanguard, two large managers of index funds, vote the shares of passive funds.

As he notes, while investors who have risked their funds in a company «lose real dollars» when a stock declines, option holders lose nothing and even get a second chance to buy the stock at a better price.

This crock has pretty much imploded over the last few years, although I sense a creeping rebirth when I hear the President talk about how the JOBS legislation is such a triumph of democracy since pretty soon every Tom, Dick and Harry will be able to buy and own cheap stocks, and raise money through new and virtually unregulated crowd - funding vehicles.

Pershing Square hedge fund manager Bill Ackman, now Valeant's largest shareholder (and a self - proclaimed value investor himself), said he thought the stock was undervalued when he bought into it early last year when it was trading around 14 times estimated earnings.

Or a double - down leveraged fund, so when a stock index gains — or loses — 10 percent, you gain — or lose — twice as much?

More from the Fortune Midyear Investor's Guide: • When Hedge Funds Are Toxic for Stocks • 6 Stocks You Should Own Because Hedge Funds Don't • 3 «Hedge - Fund Favorite» Stocks to Avoid

And those problems only deepen when other investors, including mutual fund managers and owners of ETFs that imitate hedge funds, join the stampede in and out of the stocks.

Those stocks also tend to hold up better in periods of volatility, when hedge funds often sell their large - cap stocks to boost their own liquidity.

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

When Cramer worked at a hedge fund, his boss would make him wear a «Post-It note of shame» when he missed a good buy or gave up on a great stWhen Cramer worked at a hedge fund, his boss would make him wear a «Post-It note of shame» when he missed a good buy or gave up on a great stwhen he missed a good buy or gave up on a great stock.

When you hold stock funds in a taxable account, you can gain additional tax savings by tax - loss harvesting.

Elliott owned only 4 % of Hess's stock — not enough to necessitate an activist warning - shot 13D filing with the SEC — in January 2013 when the fund went public with a proxy campaign to replace five of the board's directors.

On the other hand, when a fund buys control, some or all of the capital will go to purchasing shares of stock from the founder.

When you place an order to trade stocks or mutual fund shares, a broker has to complete the transaction on their end and they charge a fee for this service.

When you look at traditional investments — stocks, mutual funds and ETFs, bonds, gold / silver, real estate, currencies and art or other collectibles — every one of them violates Buffett's two rules.

As for the problem of redemptions, there were, as had been feared, a large number of mutual - fund shareholders who demanded millions of dollars of their money in cash when the market crashed, but apparently the mutual funds had so much cash on hand that in most cases they could pay off their shareholders without selling substantial amounts of stock.

Bloomberg's Tracy Alloway has pointed out the parallels to John Brooks's account of the stock market crash of 1962, in which mutual funds, then a relatively untested and worrying sector of the market, actually bought when others were selling.

When purchasing stocks from a brokerage or fund company directly, there are typically commissions and transaction fees on the purchase.

Hedge funds designed to protect against falling and volatile markets have made a strong pitch to investors: Trust us with your money, and we'll make lots of it for you when years of relatively smooth, positive stock returns inevitably end.

So since an S&P 500 index fund owns stock in all 500 of those companies — when the S&P 500 Index goes up, your fund goes up; when it goes down, your fund goes down.

When you put your money in an index fund, you're investing in a broad range of stock or bonds (again, usually an entire market), so you don't have to deal with — or do the research associated with — buying and selling individual stocks.

If you invest your emergency fund money in the stock market, a market crash could leave you in the dust when you need that cash most.

Even when investors stick to stock, bond, and mutual fund ownership, their rejection of simple investing basics such as low turnover results in pathetic returns on their money.

When you are mindlessly buying a index fund, mutual fund, or a set list of dividend stocks on a list with every paycheck are you really an investor, especially if you consistently underperform?

This strategy includes a broad range of investment options including stocks, bonds, mutual funds, exchange - traded funds (ETFs), and separately managed accounts (SMAs) when appropriate.

Unless you have the luxury of a trading account with virtually unlimited funds, it is crucial to scan for stocks that provide you with the most potential «bang for the buck» (highest profit potential when they take off).

When you invest in a mutual fund, you join other investors with similar financial goals whose money the portfolio manager has pooled to invest in a portfolio of stocks, bonds, money market instruments, and other securities.

When you go with them you are essentially signing up for a actively managed mutual fund.A fund that uses reits, etfs and individual stocks and possibly bonds.

As usual, the performance of our stocks relative to the major indices tends to drive day - to - day fluctuations in Fund value when we are hedged, but that differential has also been our primary source of return over time.

When I said that the cult of equity was dying, what I meant was that those investors and those liabilities structures such as pension funds and insurance companies that have depended on a 6.5 % constant real return from stocks such as we've have had over the past century are bound to be disappointed.

Big - money players such as banks, mutual funds, hedge funds, and other institutions are also more confident buying stocks when the S&P, Dow, and NASDAQ are all above their 50 - day moving averages.

In the event you are taking withdrawals from your four year cash reserve due to being in a severe, long - term falling market, when the market turns up again, continue taking your withdrawals from the cash reserve for an additional 18 months to two years to allow the market to rise significantly (the market almost always rises fast during the first two years of an up market period) before switching back to taking withdrawals from your stock mutual funds.

When you retire, your portfolio should consist of your four year cash reserve plus stock mutual funds allocated appropriately.

Those investors got a reminder of the potential volatility in recent weeks, when emerging - market stock funds lost just as much as S&P 500 index funds during the sell - off in late January and early February, even though the trigger for the market's fear was an economic report out of the United States.

When you buy a mutual fund, an index fund, a stock fund, an exchange - traded fund or whatever else, you pay an annual management fee.

While I didn't get into individual stock investing until last year, I actually started out investing in mutual funds back when I was around 14 years old, kind of by accident.

In fact, from the middle of 1983 through October of 1987, there were just two months when more money flowed into stock funds than into bond funds — April 1987 and August 1987.

That means you will have more stocks when you are younger and your allocation will shift to favor bond funds as retirement approaches.

Bogle: There was a big acceleration around 1980, when companies began using stock options to fund corporate compensation.

When you say you're in growth stocks, do you mean you own individual stocks or a particular index fund?

Historically, other than in times of extreme market turmoil, when the stock market sells off with force, the funds flow into the Treasury bond market.

Generally speaking, brokers and exchanges are not yet required to report cryptocurrency transactions to the I.R.S., as they do when you sell a stock at a profit or loss (and you receive a 1099 - B or a 1099 - DIV for a mutual fund).