Sentences with phrase «as portfolio income»

Investment income, also known as portfolio income, is generated from the buying and selling of investments or assets.

That may be true on the basic definition but not for the IRS, which categorizes it as portfolio income.

Not exact matches

There are rules already in place for investments in specific registered accounts — RRSPs, RRIFs and TFSAs — to prohibit certain advantages, such as the shifting of taxable income into a registered fund, swap transactions, non-arm's length portfolio investments, and the making of prohibited asset investments in a registered plan.

Withdrawals that are not part of a planned annuitization of the account per the terms of the contract will also be fully taxed as ordinary income until all the gains from the portfolio are distributed.

David Reyes is founder of Reyes Financial Architecture of La Jolla, Calif., a Registered Investment Advisory firm that acts as a fiduciary and specializes in portfolio risk management strategies, retirement income distribution and Social Security planning.

FFO as adjusted is generally calculated by the Company as NAREIT FFO excluding certain transactional income and expenses and non-operating impairments which management believes are not reflective of the results within the company's operating real estate portfolio.

As I noted in my most recent column, most retail portfolios have a lower fixed income allocation than what is warranted.

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

Another major faux pas: having too much risk in your portfolio the closer you get to retirement, or investing for wealth, as opposed to income.

Insurance should exist in a family's portfolio as a way of buying, as cheaply as possible, the protection of income replacement.

That has been part of the appeal of the so - called «4 percent rule» — an investment - income strategy that says as long as you withdraw no more than 4 percent of your initial portfolio, adjusted for inflation, on an annual basis during your retirement years, you shouldn't run out of money.

How much risk you can afford to take with your investment portfolio during retirement, or when approaching it, depends on your cash flow from available income streams — such as pensions, Social Security benefits or annuities — and doing a thorough cash - flow analysis is paramount.

By reinvesting dividends, interest income, and capital gains for an entire working career of 40 + years, it would be a virtual certainty, or as much as such a thing is possible in a non-certain world, that the portfolio owner would retire with millions of dollars in assets due to the power of compounding.

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principal.

But it's possible to ballast a portfolio using fixed income as well, and not just through Treasuries.

As always, I urge investors to think hard about what role they want bonds to play in their portfolio — be it to mitigate stock volatility, diversify a portfolio or offer steady income potential — and make sure that their investment matches that goal.

In addition, Mr. Fink spent four years with Credit Lyonnais Securities, where he most recently served as the Operating Treasurer, managing the security firm's fixed income portfolio.

The start of every month is exciting for all dividend income investors as we look back at the previous month and see how much passive dividend income our portfolios generated.

High income shoppers are scaling back due to oscillations in their stock market portfolios, and the Federal Reserve's delay in raising interest rates has also worried shoppers who see the hesitancy as a reflection of uncertainty in the economy, analysts said.

This is why I urge everybody to build income producing assets, acquire rental property, start your own website, take advantage of real estate crowdsourcing investments, build a dividend equity portfolio and hold on to these assets for as long as possible.

And if stock markets continue to move higher, pension funds are likely to add to their fixed - income exposure as they rebalance their portfolios.

In other words, as Fannie Mae and Freddie Mac's stock prices increase — and they have so far more than doubled since the election on the expectation that the incoming Trump administration will be more lenient toward the financial sector than Obama — Trump's portfolio benefits.

The second big insight is that this plan essentially treats Social Security as the guaranteed - income portion of your retirement portfolio.

As part of my process towards increasing and sharing my passive income, I post my trading activity for my dividend growth portfolios.

My dividend income portfolio mainly consist of dividend equity and bond ETFs such as DVY, VYM, MUB, TLT, and IEF.

As you can see when looking at the other asset allocations, adding more fixed income investments to a portfolio will slightly reduce one's expectations for long - term returns, but may significantly reduce the impact of market volatility.

While I'm not as concerned about my total portfolio value as I am about dividend income, it's still nice to see the value increase with additions of new capital and capital gains.

He serves as a Portfolio Manager and Fixed Income Analyst for Cumberland Advisors» Fixed Income Department.

The correct fiduciary decision - making process for selecting an investment under the Employee Retirement Income Security Act, or ERISA, is to investigate the particular investment in question so as to fully understand it and, based on the facts gathered, make a rationale decision as to whether it fits the role prescribed for it in the plan's investment portfolio.

Of course, looking back I too wish I had invested in BRK but today I would not consider it for my portfolio as I am looking for monthly passive income to be generated and not capital gains as much.

Many investors look to their bond portfolio as a source of income, and therefore favor higher yielding securities.

The BlackRock ® Diversified Income Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount ofIncome Portfolio is flexible in nature, meaning the investment managers have the ability to adjust or shift its asset allocation as market conditions change in order to find attractive income opportunities with an appropriate amount ofincome opportunities with an appropriate amount of risk.

As you've probably read on other blogs, the first few years you invest you'll really increase your portfolio and income quickly.

Wow very inspirational as all of your income sources are diversified like a portfolio.

This may not be palatable to fixed income investors, especially those who rely on their bond portfolio as a source of relative safety and stability.

As you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielAs you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielas ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yield.

The BlackRock Diversified Income Portfolio is composed of exchange - traded products (ETPs)-- primarily exchange - traded funds (ETFs)-- but may contain other investment vehicles such as mutual funds.

And as Neil says in the final paragraph, the income generating capacity of the portfolio has not been affected by the recent portfolio activity — in fact, the prospects for dividend growth have improved.

An individual portfolio manager who specializes in fixed income investments would no longer be qualified to manage the portfolio as the allocation has shifted outside his area of expertise.

Not only do the peoples of India, China, Turkey and other countries have a strong cultural affinity to gold — an obsession that will only intensify as incomes rise — but the metal still plays a vital role as a portfolio diversifier in times of economic and political uncertainty.

But dividend stocks can be viable for diversification as you get older or as you begin to draw income from your portfolio.

That's because many of the benefits of bond ladders — such as an income plan and managing interest rate and credit risk — are based on the idea that you keep your bonds in your portfolio until they mature.

She previously served as co - head and senior portfolio manager in charge of the Montgomery fixed - income division at Wells Capital Management; a senior bond strategist at Goldman Sachs; and managing director responsible for the global fixed - income research and economics department at Credit Suisse First Boston.

Looking only at the glass as half - empty will leave you on the sidelines while some great opportunities to boost your income and your overall portfolio returns pass you by.

If you don't live in San Francisco, NYC, or similar expensive cities, your passive income portfolio definitely does NOT have to be as large.

«Specifically, fixed income investors should respect the technicals for now, emphasize the front end of curves on the basis of the policy pivot (from [quantitative easing] to forward guidance), and consider TIPS as a source of endogenous portfolio hedging,» El - Erian writes.

If you are the kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your portfolio.

Tech and Healthcare - related stocks are piquing my interest for our taxable portfolio both due to some opportunity for growth as well as income.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

My other observation is the Woodford Equity Income fund — a rare active fund in my portfolio -, has done incredibly well and behaved more like a bond fund as the main markets have tanked over the last year.