Sentences with phrase «by portfolio distributions»

Therefore, $ 60,000 of their core spending needs would be funded by portfolio distributions.

Not exact matches

Coupled with a lack of distributions from their existing private equity and real assets portfolios, many of these investors were left with disproportionately outsized remaining commitments to, and invested capital in, a number of investment funds, which significantly limited their ability to make new commitments to third - party managed investment funds such as those advised by us.

Real estate and an investment portfolio seeded by cash bonuses and distributions from the bank's private - equity funds add more than $ 600 million.

Another example is Eric's portfolio company Handshake, which has onboarded millions of students onto its college recruiting platform by partnering with universities for distribution, rather than by directly targeting students.

In our last blog post, Benefits of a rules - based trading system, we said the following: «On May 1 (Tuesday), the combination of heavy volume selling in the Nasdaq, bearish «stalling action» in the S&P 500, and a «distribution day» (higher volume selling) the prior day forced us to cut long exposure in our model swing trading portfolio from approximately 38 % down to 17 % by the following day's open (May 2).

As employers continue to shift benefit choices and the funding of those benefits onto employees, Unum is keeping pace by investing in its product portfolio, distribution and enrollment platforms, executives said.

Investors investing in companies raising under a profit - sharing agreement can further diversify their startup investment portfolio by investing in a security with a focus on distributions, potentially realizing returns as soon as the company they have invested in begins generating profits.

That in itself is noteworthy, as any fund prospectus from either ProShares or Direxion clearly warns that the turnover required by daily - rebalanced portfolios should create a greater likelihood of capital gains distributions.

The fund, managed by rural property veteran David Bryant, also grew distributions by 4 per cent to 8.92 cents in FY16 (a yield of about 5.4 per cent) as it benefited from rising global demand for the commodities its properties produce, the increasing scale and value of its portfolio and growing appetite for agribusiness from big institutional investors.

Managing director Beam Suntory South & Central America Stan Auber says: «Beam Suntory has a strong portfolio in Brazil led by the powerful Teacher's Scotch whisky brand, and this new distribution arrangement will further strengthen our prospects in this important emerging market.

The investment, provided through a fundraising initiative by Beyond Meat, will provide additional capital to help the company expand its product portfolio and distribution

With a distribution network operating in fifty states, the US Beverage portfolio of premium brands has attained nationwide attention by providing the US consumer with a variety of premium imported beers as well as national and regional craft beer brands.

With no clear leadership on the independent side, USB determined to bridge that gap and fill a void in the industry by streamlining the sales and distribution of a portfolio of International beer brands, domestic craft beer, ciders, and non-alcoholic brands.

BMO is competing with superior distribution: they have an army of advisors (most of whom have little or no interest in passive portfolio strategies, by the way) selling their products — and they're doing that extremely well.

The best Canadian ETFs can be a really good addition to your portfolio — if you choose carefully With the best Canadian ETFs you won't incur the regular capital gains taxes generated by the yearly distributions most conventional mutual funds pay out to unitholders.

During the 11th recession since WWII and the credit crunch when the S / P 500 Index declined by over 50 percent, my Portfolio only lost negative 8.73 % and during the post slow recovery period the Distribution Phase Portfolio increased by a better growth percentage than the Index.

Parkland Fuel Corp. (PKI / TSX) is another portfolio holding that's been on the hunt for deals, as the fuel distribution company whose biggest business is gas stations, has established itself as a growth - by - acquisition story.

In this analysis, the amount of money withdrawn from the portfolio each year was determined by the required minimum distribution (RMD)-- the annual withdrawal those aged 70 1/2 must make from their tax - deferred retirement accounts (e.g., traditional IRAs, 401 (k) plans, etc.).

However, the MCIP portfolios (except for the U.S. Treasury Money Market Portfolio) do not distribute any dividends or capital gains, so changes in the total returns are reflected by changes in the net asset value.Total return figures include changes in principal value, and any reinvested dividends and capital gain distributions.

The company's moat is driven by its long - standing market positions, extensive product portfolio, massive distribution channels, and leading technologies.

The deal gave Eaton a larger product portfolio (its electrical addressable market expanded by $ 70 billion), more scale, and a denser distribution network to help it compete better with some of its bigger rivals.

By using in - kind distributions to meet redemptions, a NextShares fund can reduce required sales of portfolio securities to raise cash for redemptions.

Extra points if: Retirees can also improve their portfolios» positioning by strategically pruning their RMDs from holdings that have grown too large and / or are overvalued; once they've liquidated or reduced the position, they can then direct the proceeds to charity via the qualified charitable distribution.

Further, to the extent that the adjusted cost base of your units of the Portfolio would otherwise be a negative amount as a result of you receiving a distribution on units that is a return of capital, the negative amount will be deemed to be a capital gain realized by you from a disposition of the units and your adjusted cost base of the units would be increased by the amount of such deemed gain.

You can see from the above plot, if I retire at age 30 and we are able to not take distributions from our savings but fund it with side hustles, then our portfolio will grow past $ 2,000,000 by age 60.

If you group the above dividend stocks by sector, the distribution of our portfolio is as follows (based on market value at close of markets on July 31, 2016):

The distribution of the Company's insured CDO and related instruments portfolio by collateral type is presented in the following table:

Although the degree of diversification varies according to the type of asset used (ETFs allow for much more diversification), most are based on creating diversified portfolios by optimizing the distribution of assets.

In an equity mutual fund, the distribution is usually taken from dividends paid by the stocks in the portfolio.

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed - income securities.

The market price of closed - end fund shares generally reflects investment results of the underlying portfolio, but it may also be influenced by other factors, such as changes in investor perceptions of the fund or its investment advisor, market conditions, fluctuations in supply and demand for the fund's shares, and changes in fund distributions.

Portfolio Manager Ryan Kelley describes the Fund's investment strategy, which focuses on the distribution of natural gas by owning publicly traded members of the American Gas Association.

Under certain circumstances an underlying fund may determine to make payment of a redemption by a Fund wholly or partly by a distribution in kind of securities from its portfolio, in lieu of

Use the Bond Fund Income Illustrator chart to illustrate historical distributions and hypothetical future income for your bond fund portfolio — whether held by Fidelity, outside or hypothetical.

Such distributions may be made from the cash assets of the Fund or by liquidation of portfolio securities, if necessary (including when it is not advantageous to do so).

While on the subject, here's the way we like to think about the value of paying an advisor to construct an investment portfolio for the purpose of producing a sustainable retirement paycheck: Take the total amount of their fees, expenses, and commissions and divide that by the amount of income realized over the past year (don't count share sales as income, just dividends and capital gains distributions).

The table below illustrates the distribution of the 75 lives in the portfolio by death benefit as at 31 December 2014.

Investment portfolios will last much longer if you can get the spendable income needed to pay living expenses mostly by their normal income distributions (interest, dividends, and realized capital gains).

The Low Carbon Portfolio Standard bill backed by Exelon would have required the state's electric utilities to purchase credits from low - carbon energy sources, including nuclear energy, to match 70 % of the electricity used on the distribution system.

Designed and developed by a Certified Web Portfolio Practitioner, it allows you to present a unique brand, a deeper level of value, and a resource that you can leverage in resume distribution, telephone interviews, in - person presentations, networking, and much more.

For example, the Reitway BCI Global Property Fund, which has been approved by the South African Financial Services Board, offers a exposure to a portfolio of distribution - producing global real estate securities.

«By making strategic asset sales and redeploying proceeds into Class A West Coast office properties over the last several years,» Schugart continued, «we've been able to add to the overall quality and concentration of our portfolio, sustain attractive distributions to investors, and increase our net asset value per share.»