Sentences with phrase «addition to my dividend long»

Now I always keep some cash for what I think are short term opportunities, in addition to my dividend long term stock.

Not exact matches

In addition to its reasonable valuation and solid long - term prospects, Caretrust also pays a substantial dividend, yielding over 6 % at recent prices and with a history of regular increases.

In addition to individual Long Ideas, we provide Model Portfolios that provide well - screened lists of companies based on specific criteria such as return on invested capital (ROIC) or dividend yield.

Long - time shareholders have earned double - digit annual returns, in addition to a steady stream of growing dividends.

In addition to capital gains distributions, fund distributions may include nonqualified ordinary dividends (taxed at ordinary income tax rates), qualified dividends (taxed at rates applicable to long - term capital gains if holding period and other requirements are met), exempt - interest dividends (not subject to regular federal income tax) and nondividend, or return of capital, distributions, which are not subject to current tax.

If the tax - exempt fund in which you invested earned short - or long - term capital gains from the sale of securities held in the fund's portfolio, the fund is required to distribute these capital gains in addition to its regular tax - exempt dividends.

In addition to the four risk factors mentioned above, investors should understand beta (price volatility) and take advantage of their long - term holding periods to improve their dividend portfolios.

In addition to the 27.2 % Annualized ROR (w / o Div)(green circle), long - term shareholders of DICK's Sporting Goods Inc, assuming an initial investment of $ 10,000, would have received an additional $ 7,621.95 in total dividends paid (blue highlighting) that increased their Annualized ROR (w / o Div) from 27.2 % to a Total Annualized ROR plus Dividends Paid of 27.9 % versus 7.2 % in thedividends paid (blue highlighting) that increased their Annualized ROR (w / o Div) from 27.2 % to a Total Annualized ROR plus Dividends Paid of 27.9 % versus 7.2 % in theDividends Paid of 27.9 % versus 7.2 % in the S&P 500.

In addition to the 7.6 % capital appreciation (Closing Annualized ROR), long - term shareholders of Franklin Resources Inc would have received an additional $ 27,243.83 in dividends that increased their total return from 8.3 % to 7.6 % per annum.

In addition, although not guaranteed, the company has a long history of paying dividends to participating policyholders.

Gain on a full surrender Gain on partial distributions IRA distributions TSA / ORP distributions Correction of excess contributions to IRAs Conversion of IRA assets to a Roth IRA Gain on surrender of Paid Up Additions (PUAs)(Note: Automatic surrender of PUAs for Value Pay is not a taxable event) Processing of Non-Forfeiture Option (NFO) to Extended Term Insurance (ETI) or Reduced Paid Up (RPU) Interest earned on dividend accumulations Loan on a MEC Dividend used to reduce loan interest on a Modified Endowment Contract (MEC) Dividend used to reduce loan on a MEC Compound of loan interest on a MEC Gain recognized on lapsed contract with a loan Collateral assignment on a MEC Non-qualified Annuity (NQA) Collateral Assignments Special interest paid on money held too long Interest earned on advance premiums 1035 exchange without paying off loan first Earnings on non-individual owner contracts for which an exception under section 72 (u) of the Internal Revenue Code does ndividend accumulations Loan on a MEC Dividend used to reduce loan interest on a Modified Endowment Contract (MEC) Dividend used to reduce loan on a MEC Compound of loan interest on a MEC Gain recognized on lapsed contract with a loan Collateral assignment on a MEC Non-qualified Annuity (NQA) Collateral Assignments Special interest paid on money held too long Interest earned on advance premiums 1035 exchange without paying off loan first Earnings on non-individual owner contracts for which an exception under section 72 (u) of the Internal Revenue Code does nDividend used to reduce loan interest on a Modified Endowment Contract (MEC) Dividend used to reduce loan on a MEC Compound of loan interest on a MEC Gain recognized on lapsed contract with a loan Collateral assignment on a MEC Non-qualified Annuity (NQA) Collateral Assignments Special interest paid on money held too long Interest earned on advance premiums 1035 exchange without paying off loan first Earnings on non-individual owner contracts for which an exception under section 72 (u) of the Internal Revenue Code does nDividend used to reduce loan on a MEC Compound of loan interest on a MEC Gain recognized on lapsed contract with a loan Collateral assignment on a MEC Non-qualified Annuity (NQA) Collateral Assignments Special interest paid on money held too long Interest earned on advance premiums 1035 exchange without paying off loan first Earnings on non-individual owner contracts for which an exception under section 72 (u) of the Internal Revenue Code does not apply

One of my biggies: Back in 2012, not long after I decided Dividend Growth Investing was the right strategy for me, I identified Lockheed Martin (LMT) as a worthy addition to my portfolio.

In addition to the 5.5 % capital appreciation (Closing Annualized ROR), long - term shareholders of General Mills Inc would have received an additional $ 50,404.63 in dividends that increased their total return from 5.5 % to 7 % per annum.

Moreover, in addition to just presenting fairly valued Dividend Champions and Challengers, my more personal motivation is to illustrate to the reader how the P / E ratio of 15 applies to real companies over long - term timeframes.

In addition to dividend yield at each point in time, we use the long - term growth in real earnings per share to forecast cash flow growth, and the reversion in the Shiller P / E multiple for expected changes in the cash flow multiple.

After 10 years you no longer have to pay premiums, although you may still want to add paid up additions via periodic cash payments and policy dividends.

In a case where dividends are not high enough to cover the paid up additions, the policyholder may be faced with paying higher premiums for longer.

In addition, although not guaranteed, the company has a long history of paying dividends to participating policyholders.