Sentences with phrase «assumed value return»

i have jevan anand policy paid 3 year last 2 year not paid person death, premium is yearly 14995 assumed amount is 175000 today how much amount to return full assumed value return or not?

Not exact matches

If you monetize the pension, assuming a 4 % return, the value of the pension is $ 3.5 million ($ 140,000 /.04) added to our net worth of $ 2.5 million, it puts us squarely within your above average category for our age.

Very few stocks in the S&P are priced to deliver long - term returns of 10 % annually, and even this view assumes that recent earnings can be taken at face value.

If we assume the market returns to appreciation matching inflation at 3 %, our portfolio is appreciating in value by about that same amount, $ 5,555 a month.

And EK is already stretching the limits on how it values its pension assets by assuming the long - term return on plan assets will be 8.73 % for the life of the plan.

However, in order to both keep the model as simple as possible and give predictions that are in reality a best - case scenario, our model simply assumes that each household's income grows at a steady, fixed rate each year, that retirement savings grow and accumulate returns at a steady pace, etc. (For more detail on the values used in the model for growth in home values, retirement assets, etc., see the Methodology Appendix below).

At his current lease rate of $ 3 / square foot, Mr. Gomez can add another $ 288 / year in implied real estate value to the benefit of the conversion, leaving him with a 27 % return on investment (assuming a useful life for the equipment of 10 years).

For example, in The Netherlands, the tax office assumes investments return 4 % of their value, and this is then taxed at 30 %.

He also says that, if I assume the mpg for the common approach and common return journeys are consistent from day to day, and that all the numerical values are exact, I should get a whole number answer for the mpg for the journey from my house back to his.

The sponsors of private plans must therefore contribute much more for every dollar of promised benefits than governments contribute to teacher pension plans that value liabilities using an 8 percent assumed return on portfolios heavily weighted with stocks, hedge funds, or private equity.

Virtually all professional economists agree that calculating the value of guaranteed pension benefits using the assumed return on a portfolio of risky assets «understate [s] their pension liabilities and the costs of providing pensions to public - sector workers.»

For example, if short - term rates were to rise 1 %, you would lose about 2 % on a short - term bond fund (assuming a 2 year duration), and your total return over 1 year would be about 0 % (2 % interest minus 2 % decrease in value).

In order to turn a projected return figure into a «fair value» number, you have to take the extra step of assuming, on behalf of investors, what level of long - term returns is «fair» - and this is one of the ways that the Fed Model invites absurdity.

Total return: On a mutual fund, the increase in value of an investment in the fund over a given period, assuming reinvestment of distributions.

Assuming a six percent return over 30 years the final portfolio value would be # 287,000.

Therefore, assuming a similar rewards rates on both cards, the PenFed Power Cash Rewards will provide consumers with the better short - term value, and a bigger gross return on spending overall.

At an assumed 4 % rate of return, he receives «2,63,400 (Fund Value) on maturity At an assumed 8 % rate of return, he receives «3,63,554 (Fund Value) on maturity

Among other measures, they examined the «success rate» (cases where the portfolio did not run out of money) for different expected future return scenarios assuming 4 % of the portfolio value (inflation adjusted) is withdrawn annually for 30 years.

Here are the six worse stock market collapses during that entire period and the time it took for those stocks to return to their former value (without inflation adjustment) and assuming dividends are reinvested annually.

The analysis in the «Achieving Success with Target Date Funds» article assumes the same kind of early investment (s), but uses Monte Carlo simulated returns in a portfolio of all small - cap value plus emerging markets then diversifies adding the rest of the Ultimate Buy and Hold asset classes as well as fixed income in the later years.

Assuming the global economy continues to expand, the recent selling has returned some value to many financial assets.

Extrapolating the median 20 - year difference in annual returns observed by Cambridge Associates on an investment portfolio of $ 50,000, with $ 5,000 contributed annually over a 45 - year period (assuming quarterly interest compounding) implies a portfolio value spread of approximately $ 4 million at the end of the period.

Sree, Calculated an FV for education (assuming current value 15 L, 10 % inflation for 20 years, rate of return 10 %).

Your return from the fund, ignoring dividends and assuming there is no tracking error, would be 22 %: 10 % from the increase in the value of the S&P 500 and 11 % from the increase in the value of the greenback.

But when we adjust the DJIA's value to look at «total return» (assuming that dividends were reinvested), we see that there is an amazing similarity.

Assuming that its convenient, would you be able to post what the % return is over the 1951 - 2013 period, if we traded on the lowest quarter of the value decile (i.e., about 30 stocks)?

Yield to maturity is a bond's expected internal rate of return, assuming it will be held to maturity, that is, the discount rate which equates all remaining cash flows to the investor (all remaining coupons and repayment of the par value at maturity) with the current market price.

For terminal value to be anything other than liquidation value we are implicitly assuming that the competitive advantage of the business will last for ever i.e. there will never be perfect competition in this industry which brings the return on capital to the same level as cost of capital..

A more detailed discussion of the calculation is given here, but all I really do is assume that a company which earns only its required return is worth no more than its book value.

The second line of the tables provides information about hypothetical account values and hypothetical expenses based on each Fund's actual expense ratio and an assumed rate of return of 5 % per year before expenses, which are not the Funds» actual returns for the period presented.

When you provide money to others, by investing in bonds or buying stocks, you receive a return in proportion to what you have put in (assuming, in the case of many investments, that the value has increased).

All increases in value would be taxed, and assets where the increase can't be measured would assume a 15 % annual return for taxation purposes, with a true - up at the sale of the asset.

While lower down, I assume its shares actually converge to my fair value 15.0 P / E multiple, which implies (see line B.) a Potential Total Return of 89 % to 144 % in Scenarios I & II (and possibly as high as 392 % in Scenario IV).

Its five - year return significantly exceeds the benchmark without assuming incremental risk, reflecting value added from active portfolio management.

Wexboy, Reference your 30th Sept current summary in KR1, From my point of view I am in awe of your 2 % holding in KR1, The figures are very compelling and staggering in forward potential, I might have this projection all wrong but here goes, As of today 22/10/17 we have an sp of 7p, quoting your average roi on holdings within the table we have x 15 within the last 7 months giving us a current book to value of x 3.5 = sp 24.5 p, Should we assume another x 15 (I appreciate the x 15 was on the back of Ethereum, s metaphoric rise and other crypto, s tracking) over the next 12 months and and sp follows suit to say 100p, THEN we factor in a us listing and as you state the us markets award much higher book value with the average p / b in the blockchain cc sector of x 20, Then we are looking at (without dilution) in 12 months - = MC of # 2 BILLION = # 20 SP AS you state in your summary the figures are staggering so is the ablove a realistic projected mc based on the last 7 months growth and returns on investments made in CC ICO, s?

Assuming a historical balanced fund return of about 8 percent on the same starting value, your initial withdrawal will be that same $ 3,774, but it will peak at $ 17,553 at age 98.

@bev: The returns reported here assume that the distributions were reinvested.If you look at change in value plus distributions, ZWB returned 1.43 % over the 1 year period ending Jan. 31, 2012.

The company values under each scenario are shown below assuming a return to December 2008 values in that period.

If an investor used 100 % cash to acquire a house worth $ 100,000, and the house increased in value by $ 5,000 in one year, then the investor made a return of 5 % (assuming no other costs in this case).

With the Chase Sapphire Reserve, it takes $ 6000 annual spend in travel / dining to net a 2 % return after the $ 450 (annual fee)-- $ 300 (travel credit) = $ 150 (net annual fee) assuming a point redemption value of $ 0.015 / point.

According to my estimates, assuming conservative historical underwriting profitability (combined ratio of 96 %), 5 % after - tax investment return, and Markel Ventures» 2013 pre-tax profits, then taxing the sum of those three pieces and applying a 14x earnings multiple, I arrive at an intrinsic value base case of $ 900-1000 / share.

Josh Levin, CSO of OpenInvest says, «Many people commonly assume that you need to sacrifice returns to invest with your values.

Clearly the best return is airline miles, assuming you value them at 2 cents each as I do.

Assuming that you value Membership Rewards at a rate of $ 0.013, this gives a return of $ 25.35 / month or $ 304.20 / year.

This return does assume that you are strategically redeeming your Membership Rewards for good value.

The possibility of financial success and a great return on investment are not typically elements of a solicitor's opinion, but when legislation directly affects the value and cash flow of a property, it is risky for the real estate bar to blithely assume that the impact of the statutory regime is beyond the scope of the purchase or mortgage retainer.

With mortgage rates yet to rise, it is reasonable to assume that when they do, there will be a second wave of claims, and who is to say that that won't include present - day transactions, given the occasional return of high loan to value loans and an uncertain outlook for property prices?

Assuming equivalent investment returns, because of the way the polices are written, it takes a lot longer for a whole life policy to accumulate significant cash value (often 12 - 15 years) than if you invested on your own.

The insurer projects that, assuming it meets this rate of return, the cash value would equal the policy's face value when you pass away.

These assumed rates of return are not guaranteed and they are not upper or lower limits of what you might get back, as the value of your policy is dependent on a number of factors including future investment performance.