Sentences with phrase «us equities component»

The equity component is typically restricted or deferred until the director retires from the board, thus postponing taxes and enabling the director to amass a portion of equity in the company to align his or her interests with shareholders (it is believed).

Their investments are typically hybrids, involving subordinated debt with an equity component.

At issue for Land & Buildings is the equity component of the deal.

Non-cash interest expense related to convertible notes - We record the accretion of the debt discount related to the equity component and amortization of issuance costs as non-cash interest expense.

Within the equity component, we utilize a value approach to stock selection, applying bottom - up, fundamental analysis to all investment decisions.

Portfolio managers often like to include an international equity component to expose the investor to economies other than the United States.

Shouldnt it instead be based on the actual dividends received from the equity component vs bond component?

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

The equity component consists of $ 2 million of Series «G» convertible preferred stock (the «Preferred Stock») convertible into 1,897,983 shares of the Company's Common Stock, based on a conversion price of $ 1.05375 per share.

Speaking at a press conference at Teamsters Local 237, she continued her recent public efforts at promoting the «Women's Equality Agenda,» with a particular focus today on the pay equity component of that agenda and proposed law.

Climate change related issues that have an equity component include heat waves, air quality, and extreme weather and climate events.

This provides your RESP with good growth in the early years, even if returns fluctuate because of the higher equity component.

I believe because of the small equity component -LRB--LSB-...]

I hold VTI (no hedge) for my US equities component and hold XIN (hedged) for my international component.

Thanks for prompt response Vipin My goal is to distribute my Debt portfolio from Bank FDs Debt funds are as good as FD but with TAX benefit I beleive because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on eiher side of investments Hence I believe along with Bank FDs, Debt Mutual Funds a person should also diverisfy and invest in Agrresive MIPs as one of the debt instruments

In 2010, the returns from the equity component of my portfolio were 70 % capital gains and 30 % dividends.

Our portfolios allocate capital to an equity component, a bond component and an inflation - hedging component.

An MIP is what you call a hybrid investment with a mix of debt and equity components.

The Canadian equity component of the Streetwise Balanced Fund is pegged to the S&P / TSX 60 Index, which includes large - cap stocks only.

The equity components can be subdivided further into large - and small - cap stocks, and value and growth stocks.

In the comments section of last week's post about the Cheapskate's Portfolio, reader W.B. asked why I recommend US - listed ETFs from Vanguard for the US and international equity components.

For the equity component of the portfolio the fund, FCISX focuses on stocks that maintain relatively high dividends, which tend to be large - cap blue - chip stocks.

I believe because of the small equity component (0 % to 30 %) in Aggresive MIPs they can offer a good return in debt portfolio with low risk which makes it better than Balanced Equity Funds and Debt Funds on either side of investments.

I knew that there are debt funds with a tiny equity component, and I knew there are MIPs, but I didn't know they are the same.

The equity component is expected to result in higher returns than just a pure debt fund.

The first leg of the stool, the equity component, does well when markets go up.

The targeted equity component follows the S&P 500 index, the fixed income reserve component is made up of the most recent 5 - year Treasury note, and the cash component tracks a 0 - 3 month T - bill index.

It is especially valuable in low - rate regimes by serving as a partial hedge against likely declines in the equities component of financial assets.

Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to the global portfolio yielding a superior risk / return trade - off set.

There is no question that there is support in historical data for slicing and dicing equity components into small and value.

As a part of the Insider's view series, we bring to you insights shared by Gautam Sinha Roy, Fund Manager of the MOSt Focused Multicap 35 Fund (Equity component) at Motilal Oswal AMC.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

These funds can adhere to a relatively fixed mix of stocks and bonds (that range from an aggressive strategy, with a higher equity component, to a...

Then you can populate the equity component of the portfolio with a mix of low - cost index funds, ETFs and Honour Roll funds.

«If your equity component is split between Canada, U.S. and international, now is the time to rebalance,» he says.

But last month BlackRock announced a significant change to its iShares Core MSCI EAFE IMI Index ETF, ticker symbol XEF, which makes up the international equity component of my Global Couch Potato portfolio.

Corporate bonds may feature equity components, floating coupons, or other unique features.

As on September 30, 2016, the equity component in the fund is 98.30 percent with debt being at 0.25 percent; and others at 1.45 percent.

In economic fact, there are many liabilities that have an equity component.

iShares, PowerShares, and BMO ETFs have all introduced low volatility equity ETFs for those who are interested in adding a less volatile equity component to their portfolios.

These price level of the equity component in these funds reflect the market, but so are the index funds / ETFs you are purchasing.

For equity component of the index, as TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR of S&P BSE 200 PRI values series is used till 31st July 2006 and TRI values is used since 1st Aug 2006.

The Canadian equity component seeks to replicate the S&P / TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

The Canadian bond component seeks to replicate the FTSE TMX Canada Universe Bond Index; the Canadian equity component seeks to replicate the S&P / TSX 60 Index; the U.S. equity component seeks to replicate the S&P 500 Index; and the international equity component seeks to replicate the MSCI EAFE (Europe, Australasia and Far East) Index.

The Canadian and international equity components use double - leveraged ETFs, and Sheldon found the sweet spot to be a 7.49 % leveraged long position, paired with a 12.51 % inverse position, for a total of 20 %.

The international equity component (like the Vanguard Total International Stock ETF) also includes emerging markets.

The equity component of NUXIX employs a quantitative and systematic strategy to identify repetitive patterns of price behavior in U.S. equities that are indicative of prevailing market sentiment.

The Fund's portfolio is comprised of an actively managed U.S. equity component and a broadly diversified managed futures component, providing both long and short exposures across a wide variety of financial and commodity markets.

The Equity Component employs a systematic process to identify repetitive patterns of price behavior that are indicative of prevailing market sentiment and / or institutional money flows into or out of individual securities and sectors.

Whether you're just starting to build out your portfolio or are looking to further diversify your equity component, domestic stocks are a staple in countless portfolios as they offer exposure to what is arguably the most robust stock market in the world.