Sentences with phrase «current investments held»

For those new to this site, the Estimated passive income is the income I estimated to receive in a year based on my current investments holding and their distribution rate.

SIA Engineering do look like a good investment if we look at it on its own, but when we put it against FLT, a current investment holding, it might not look as appealing.

Then they input current investment holdings into a portfolio optimizer simulation, to see where it fits onto an efficient frontier.

When you have all of their accounts separated, decide which asset class each current investment held in the account should be assigned to (these are judgment calls on your part).

Then you'll need to gather their current investment holdings to input.

Not exact matches

There are two primary use cases for Bitcoin futures: hedging current Bitcoin investments and profiting from Bitcoin without holding coins in your own portfolio.

If the year's current run rate holds steady in the last quarter, global fintech investment dollars and deal activity could hit records.

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.

(Sec. 13309) This section requires a three - year holding period (one year under current law) for certain net long - term capital gains with respect to partnership interests held in connection with the performance of investment services.

But the international sector involves not only export and import trade and other current account items (emigrants» remittances, and above all, military spending) but also foreign investment and income — and foreign central bank reserves held in U.S. Treasury and other securities, that is, loans to the U.S. Government.

We have the right to acquire all of our then - outstanding common units at the then - current trading price either if 10 % or less of our common units are held by persons other than our general partner and its affiliates or if we are required to register as an investment company under the 1940 Act.

We recommend investors be prepared for a potential pullback by holding a diversified portfolio and making sure that current allocations correspond with their original investment plan.

Similar to Fairfax Financial Holdings Ltd., a company that is a part of my current investment philosophy, Berkshire Hathaway has subsidiaries in a wide variety of industries.

Blackrock Muni Holdings Quality (MUS) is a closed end fund that seeks current income exempt from regular Federal income tax through investment in investment grade municipal bonds.

Equities are essentially 50 - year duration investments at current valuations, and even if investors are passive and don't hold any view about future market returns at all, one of the basic principles of financial planning is to align the duration of ones assets with the expected horizon over which the funds are expected to be spent.

Prior to Kraken, Bernstein was the Chief Compliance Officer at Merriman Capital, Inc., a publicly - held investment bank, where he designed and implemented a completely new compliance program to meet SEC and FINRA requirements and also drafted and implemented the firm's current AML program.

Because we do not expect to earn revenue from our business operations during the current taxable year, and because our sole source of income currently is interest on bank accounts held by us, we believe we will likely be classified as a «passive foreign investment company,» or PFIC, for the current taxable year.

Robert Kleinschmidt, portfolio manager of the Tocqueville Fund (TOCQX), discusses the Fund's investment strategy and current holdings.

As a member of the Investment Team, Ameet is responsible for identifying investment opportunities while continuously assessing currentInvestment Team, Ameet is responsible for identifying investment opportunities while continuously assessing currentinvestment opportunities while continuously assessing current holdings.

The two most immediate effects: First is the hit to sterling, as uncertainty reduces nonresidents» appetite for UK assets against the background of the UK's record current account deficit; second is the hit to growth, as firms hold back on investment, and households increase precautionary savings.

Portfolio Managers Bill Nygren and Win Murray answer questions from GuruFocus readers on a variety of subjects, including value investing, Harris Associates» investment process and current portfolio holdings.

The Motley Fool interviewed Portfolio Manager Bill Nygren about the firm's value investment process, current holdings and stock market valuations, among other topics.

The remaining shares are held by minority shareholders including Gold Shine Investment with 9.9 % ownership and a number of current and former employees of the Bank.

Three quarters of the companies expect to maintain or expand the current workforce, 95 % will increase or hold current research & development investment and 80 % expect capital expenditure to remain at current levels or grow.

Mr. Callender oversees a portfolio that encompasses over $ 27 billion in Federal credit assistance to intermodal, highway, transit and rail projects totaling more than $ 92 billion of infrastructure investment in the U.S. Prior to his current position, he held positions in DOT's Office of Budget and Programs where he was responsible for oversight of the Maritime Administration budget, in DOT's Inspector General's Office and the Budget Office of the District of Columbia's Metropolitan Police Department.

Karl Schmidt, the current CEO of Morrie's Automotive Group in Minnetonka, Minn. and Fremont Private Holdings, the investment arm of the family that owns construction firm Bechtel Corp.... Read more

Similar to Fairfax Financial Holdings Ltd., a company that is a part of my current investment philosophy, Berkshire Hathaway has subsidiaries in a wide variety of industries.

He rationalized that the extent to which investment accounts, especially retirement accounts, are earmarked as future income, investors may not view the cash held within them as being available for current spending needs.

Insane to see a swing like that, but it has been worth holding onto my current investment, because it has put my portfolio back on track!

I see NTII is liquidating, but their holding in ARS will be an important determinate of the success of an investment at current prices.

Generally speaking, it is best to hold on to your current investments until after you move.

Under current conditions in the traditional investment arena, don't be surprised by larger than usual cash holdings (certainly not «Smart Cash»).

Still, investors who do so should make that decision explicitly, with an understanding of the implications of that choice — as in «I am consciously choosing, here and now, to ignore the potential for the current market cycle to be completed by a bear market, either because I am willing to hold stocks regardless of their future course, or because I will adhere to some well - tested investment discipline that has been reliably capable of avoiding major losses.»

We tallied up her investments — held at different institutions — to identify her current asset allocation.

Keep in mind that only 10 stocks are held in the portfolio and the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

Keep in mind that only 10 stocks are held in the portfolio, the current holdings are italicized (the 2 new additions in bold) and the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

Keep in mind that only 10 stocks are held in the portfolio, the 4 new additions are in bold and the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

Keep in mind that only 10 stocks are held in the portfolio, the current holdings can be viewed on the right - hand side of Scott's Investments and in the second table below.

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.

As noted above, we are open to a more constructive shift in our investment position particularly if economic data and market internals can hold to reasonably upbeat levels over the next 6 - 8 weeks, but this would be an unusual outcome given the current condition of the data, so we'll evaluate the evidence as it arrives.

But if you check the current portfolio of its investments (stock holdings), the fund has primarily invested more in mid-cap companies.

Personally, I will take profit on a stock under 2 circumstances: 1) if / when its share price reaches / exceeds its intrinsic value or 2) there exists another investment opportunity providing at least 2x risk - adjusted returns compared to holding the current stock

Aberforth Smaller Companies Trust adds to my current holdings of Aussie LIC's; Barrack Street Investments and Cadence Capital.

Finsbury Growth and Income Trust complements my current holdings of Aussie LIC's Barrack Street Investments and Cadence Capital and UK listed trust Aberforth Smaller Companies Trust.

The basic tenants of the framework go as follows: For retirees who hold the majority of their assets in tax - deferred accounts, assets can fairly easily be turned into income by setting up an automatic withdrawal plan from their current holdings or purchasing an investment that is specifically designed to provide regular distributions.

Data bank includes current and historical pricing; net asset value; performance; asset allocation; sector allocation; top holdings; load type; trailer fees; MER; distribution amount and frequency; investment minimums; PAC eligibility; and fund manager information.

For an investment company or similar entity, the total current value of assets held less the amount of outstanding liabilities, divided by the number of shares outstanding.

In a bond swap, you sell one fixed - income holding for another in order to take advantage of current market and / or tax conditions and better meet your current investment objectives or adjust to a change in your investment status.

In fact, if you don't think that «alternative investing» is for you, ask your current adviser if you have any alternative investments in your portfolio (retirement included) or if any of your existing holdings in funds have them.

Rather than follow a «buy and hold» strategy, our Investment Committee meets weekly to direct tactical asset allocation, based on the most current investmentInvestment Committee meets weekly to direct tactical asset allocation, based on the most current investmentinvestment research.