Sentences with phrase «addition to the capital appreciation»

This asset mix may be appropriate for investors with a significant tolerance for fluctuations in market value, and who seek to emphasize dividend and interest income (in addition to capital appreciation) as a component of total return.

The listed properties are basically rent - generating offices residential blue - chip organizations as well as extend over 7 - 8 % rental yield in addition to the capital appreciation of over 10 - 15 %.

Not exact matches

In addition, the Fund's investment objective of providing both current income and capital appreciation will remain the same and the Fund will continue to invest in the following categories...

In addition to a current - year tax deduction, «time in the market» (i.e. the length of time funds are invested) can be very important in terms of potential for capital appreciation.

JAB holding completed the acquisition of Keurig Green Mountain Inc. (GMCR) in Mar and as a result I got paid at $ 91.00 / share while my cost / share was close to $ 45.00; a nice capital appreciation, though, hate to let it go away, as I wanted to have some caffeine in my portfolio Due to addition of new companies over last several weeks and a reduction in one company, total number was 77 wonderful companies / etfs in my portfolio.

In addition, the Fund's investment objective of providing both current income and capital appreciation will remain the same and the Fund will continue to invest in the following categories... Read More... Read More

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

In addition, this stylistic diversification affords the ability to construct a portfolio with a total return profile driven by dividend yield, supported by dividend growth, and exposed to capital appreciation potential.

In addition to high current income, the Fund offers the potential for capital appreciation.

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, this stylistic diversification affords the ability to construct a portfolio with a total return profile driven by dividend growth, supported by dividend yield, and exposed to capital appreciation potential.

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.

In addition to providing higher yields than Treasuries, dividend stocks give you a chance for capital appreciation that Treasuries don't, assuming you hold them until maturity.»

This was mostly due to capital appreciation with market being happy and addition of extra capital in JNJ, GE, DLR and DRIPs in CVX, COP, PM, BBL, CLX, VZ, IBM, ABBV, CL, and XOM.

That's in addition to your capital base growing four fold from the $ 70k initially invested to $ 280,000 of paid off real estate (if we assume zero appreciation).