Sentences with phrase «asset for investment purposes»

For a 1031, you need to hold the asset for investment purposes for a certain period of time in order to qualify for section 1031.

The key intuition is that, by creating a bubble in the market price, savers» demand for the housing asset for investment purposes imposes a negative externality on borrowers, who only demand the housing asset for utility purposes.

Not exact matches

Dual - class structures can be a good thing for investors if they're set up properly, says Som Seif, founder and CEO of Purpose Investments Inc., a fund manager with more than $ 1 billion in assets under management.

You are now dealing with the executor of Aunt Irma's estate, who may be 1) a greedy relative who sees the «gift» as an investment for which the estate is entitled to a substantial piece of your business, 2) a local estate lawyer whose main purpose in life is to squeeze as many assets out of the estate as possible so as to maximize their fees, or 3) someone even worse.

Some assets, however, may no longer serve a public policy purpose and are of particular interest to, for example, Ontario's large pension plans as good long - term investments.

As at the end of March 2013, international investment position (IIP) data indicated that Australian entities overall had a net foreign currency asset position equivalent to 27 per cent of GDP before taking into account the use of derivatives for hedging purposes (ABS 2013a).

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

Almost everything you own and use for personal purposes, pleasure or investment is a capital asset.

This discussion applies only to a U.S. Holder that holds our ordinary shares or ADSs as a capital asset for tax purposes (generally, property held for investment).

Goldman Sachs Asset Management is reportedly gearing up to buy direct minority stakes in private equity companies, initially through its Petershill II LP pooled investment vehicle but eventually via a new $ 1.5 billion dedicated fund that may be raised for the purpose.

References to specific securities, asset classes, and financial markets are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations or investment advice.

The return on your investment could be an asset with different kinds of value (for example, marketing, defensive, offensive, funding purposes, exit strategy).

We deployed an Affinity Propagation algorithm to find three distinct clusters of crypto assets, at the top end of the market capitalization table, with similar movements.IntroductionA few months ago Radicle's Crypto team began working on a Crypto Index, not as an investment vehicle, but rather for the purpose of having a clear and unbiased benchmark...

Disclaimer # 1: This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services by Boyles Asset Management, LLC («BAM») or any other entities related to or owned by BAM.

For tax purposes, virtual currencies are treated as capital assets or income depending on whether the virtual currency was held for investment purposes, or if the virtual currency was received as a form of compensation (e.g., if the donor is a miner or received compensation in the form of virtual currencFor tax purposes, virtual currencies are treated as capital assets or income depending on whether the virtual currency was held for investment purposes, or if the virtual currency was received as a form of compensation (e.g., if the donor is a miner or received compensation in the form of virtual currencfor investment purposes, or if the virtual currency was received as a form of compensation (e.g., if the donor is a miner or received compensation in the form of virtual currency).

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

But owners of Enron bonds knew they would receive at least a portion of their investment back — Enron had lots of physical assets they could sell for repayment purposes.

Under normal market conditions, it will invest at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in Senior Loans.

The Master Fund may invest, including for defensive purposes, directly and indirectly, some or all of its assets in high quality fixed - income securities, money market instruments and money market mutual funds, or hold cash or cash equivalents in such amounts as the Advisor or general partner, manager or equivalent of the underlying Investment Fund (the «Investment Fund manager (s)») deem appropriate under the circumstances.

The fund invests under normal circumstances at least 80 % of its net assets (plus any borrowings for investment purposes) in senior secured floating rate loans made by banks and other lending institutions and in senior secured floating rate debt instruments, and in derivatives and other instruments that have economic characteristics similar to such securities.

The Portfolio A portfolio is a combination of different investment assets mixed and matched for the purpose of achieving an investor's goal (s).

Under normal circumstances, the fund invests at least 80 % of its net assets (plus the amount of any borrowings for investment purposes) in obligations of the U.S. government, its agencies and instrumentalities.

This chart is for illustrative purposes only and does not predict or depict the portfolio's asset allocation, investment selection / types of investments, or percent holdings the account can invest in.

If this website contains information regarding capital markets, financial instruments and / or other topics relevant for investments of assets, the exclusive purpose of this information is to give general guidance on investment management services provided by members of our group.

The fund invests, under normal circumstances, at least 80 % of its net assets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoassets plus any borrowings for investment purposes (measured at the time of purchase)(«Net Assets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic expoAssets») in sovereign and corporate debt securities of issuers in emerging market countries, denominated in the local currency of such emerging market countries, and other instruments, including credit linked notes and other investments, with similar economic exposures.

The fund seeks to achieve its objective by normally investing at least 80 % of its net assets (plus borrowings made for investment purposes) in health sciences - related companies.

The fund invests at least 80 % of its net assets (plus any borrowings for investment purposes) in securities issued by small - and mid-capitalization companies.

An asset is anything you own for business, for personal use, or for investment purposes.

Investments / Insurance: Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value The video commentaries presented on this page are provided for informational purposes only by USAA Asset Management Company (AMCO) and / or USAA Investment Management Company (IMCO), both registered investmentInvestment Management Company (IMCO), both registered investmentinvestment advisers.

A mutual fund is a type of investment vehicle where money collected from various investors is pooled together for the purpose of investing in different assets including bonds, stocks, and / or money market investments like cash, gold, etc..

The Information in the Asset Allocation Tool is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, accounting or other advice to you.

It invests at least 80 % of the value of its net assets, plus any borrowings for investment purposes, in bonds of Asian issuers, and derivatives that reflect the performance of bonds of Asian issuers.

The fund invests at least 80 % of its net assets, plus any borrowings for investment purposes, in equity securities, including common stocks, American Depositary Receipts and Global Depositary Receipts, of emerging country issuers.

The fund normally invests at least 80 % of its net assets (plus borrowings for investment purposes) in the equity securities of publicly traded domestic micro-cap companies.

The term for this strategy is purpose - based asset management (PBAM), in which investors subdivide investments and associate each subdivision with a specific purpose (Figure 2).

i want to go with these funds Sbi blue chip - 2000 Mirae asset emer blue - 3000 Icici pru value discovery - 2000 Franklin smaller cos - 2000 all these are as a long term investment and HDFC balanced - 4000 ICICI pru Balanced - 4000 for mid and long term purpose.

Under normal market conditions, the fund invests at least 80 % of its net assets (plus borrowings for investment purposes) in equity securities of companies that the sub-adviser («Sub-Adviser») believes have significant potential for capital appreciation, income growth, or both.

Under normal circumstances, the Fund will invest at least 80 % of its net assets, plus the amount of any borrowing for investment purposes, in equity securities.

Financial advisors view investment vehicles as asset class categories that are used for diversification purposes.

For purposes of the Fund's investments, Asia region companies are companies that are organized under the laws of, or with principal offices in the Asia region; companies whose principal trading markets are in Asia region countries; or derive at least 50 % of their revenues from goods or services sold or produced in Asia region countries; or companies that have at least 50 % of their assets in Asia region countries.

Your investment decisions should be driven by when you will need to convert the assets to cash for spending purposes.

It will invest at least 80 % of its net assets, plus any borrowings for investment purposes, in financial instruments with economic characteristics that should perform opposite to the securities of companies included in the underlying index.

However, if more than 15 % of Fund assets (defined as net assets plus the amount of any borrowing for investment purposes) are illiquid, the Fund's investment adviser will reduce illiquid assets such that they do not represent more than 15 % of Fund assets, subject to timing and other considerations which are in the best interests of the Fund and its shareholders; or

securities and securities of other regulated investment companies, and other securities (for purposes of this calculation, generally limited in respect of any one issuer, to an amount not greater than 5 % of the market value of a Fund's assets and 10 % of the outstanding voting securities of such issuer) and (ii) not more than 25 % of the value of its assets is invested in the securities of (other than U.S. government securities or the securities of other regulated investment companies) any one issuer, two or more issuers which the Fund controls and which are determined to be engaged in the same or similar trades or businesses, or the securities of certain publicly traded partnerships.

Margin deposits, security interests, liens and collateral arrangements with respect to transactions involving options, futures contracts, short sales and other permitted investments and techniques are not deemed to be a mortgage, pledge or hypothecation of assets for purposes of this limitation.

The fund invests, under normal circumstances, at least 80 % of its net assets (plus any borrowings for investment purposes) in corporate bonds, and in derivatives and other instruments that have economic characteristics similar to such securities.

iii) Alternative Asset Opportunities & Altas Investments (NB: I stopped tracking both at end - 2016 for performance purposes) paid out interim / final distributions (Altas dividend was almost 150 % of the grey market price at the time!)

Installment Sales related items, Foreign Tax Credit, Passive Activities, Net Operating Loss carryovers, Schedule D amounts containing unrecaptured section 1250 gain (or anticipated for AMT purposes), sale of disposition of business assets, investment interest expense election including net capital gains in investment income, and items covered under «at risk» rules will not be accommodated by the system.

The fund invests at least 80 % of its net assets (plus any borrowings for investment purposes) in equity securities of European companies.

The fund invests at least 80 % of its net assets (plus any borrowings for investment purposes) in securities of European issuers, and in derivatives and other instruments that have economic characteristics similar to such securities.