Sentences with phrase «capital gains exposure»

Thankfully there are ways to reduce your capital gains exposure.

If there are positions you wish to keep because of capital gains exposure, or for tax, sentimental, or any other purposes, DO NOT transfer those positions into your Personalized Portfolio.

For a more detailed explanation of how a fund with a large negative potential capital gains exposure is a very tax - efficient investment, see what Morningstar has to say on the subject.

Winners also start the year with strength in January as market players take profits to incur capital gains exposure.

Not exact matches

Trading Account: New [tag] stock picks [/ tag] this week: Stocks bought or added to portfolio this week: none Stocks dropped from portfolio this week: Stocks watched this week: Visa (V) Existing & new [tag] holdings [/ tag]: Symbol Qty Last Gain ($) Gain (%) Stop ATR Risk tostop (%) Contribution this week: $ 0 Current [tag] capital exposure [/ tag]: 0 % New positions available to open: Continue reading →

I also like the fact that capital gains tax exposure is minimized with ETFs, thanks to the way they are redeemed, along with the passive way they are managed, resulting in minimal turnover.

The Fund seeks long - term capital appreciation by gaining long and short exposure to stocks of U.S. companies.

For the purpose of evaluating Medicare tax exposure, it's important to know that «unearned» net investment income includes net rental income, dividends, taxable interest, net capital gains from the sale of investments (including second homes and rental properties), royalties, passive income from investments in which you do not actively participate (such as a partnership), and the taxable portion of nonqualified annuity payments.

Using this knowledge allows you to shift your portfolio positions in order to capture capital gains or losses while still retaining exposure to a specific security, sector or industry.

Through the TCIP, interns gain exposure to technology commercialization from at least three different perspectives: The 2 - year internship consists of three placements, each of 8 months» duration, in a technology - transfer office, a venture - capital organization, and a high - technology company.

I would be grateful if you could please advise me if my gain is to be treated as long term capital gain with equity exposure & attract nil tax or will I have to pay tax on gains and what is the treatment.

First Asset Global Momentum Class ETF (TSX: FGL) The First Asset Global Momentum Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Momentum (CAD hedged) Class ETF (TSX: FGM) The First Asset Global Momentum (CAD hedged) Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong price and earnings momentum characteristics.

First Asset Global Value Class ETF (TSX: FGU) The First Asset Global Value Class ETF's investment objective is to seek to provide shareholders with long term capital appreciation, through investing the ETF's portfolio to gain exposure to equity securities of companies primarily from developed markets that exhibit strong «value» characteristics like low price - to - book ratios and low price - to - cash flow ratios.

Market - linked GICs allow investors to get limited exposure to gains from the stock market while protecting against a loss of capital.

Depending on which method you choose, options trading can be used to hedge a portfolio, create yield or gain significant market exposure and returns with little capital risk.

If interest rates continue to fall, we have exposure to longer term maturity bonds with a higher yield, and we may also be able to generate some capital gains as well.

In fact, of all of the ETFs in Figure 2, I consider WisdomTree's DLN to have the best potential for capital gains in the years ahead specifically because of its exposure to quality blue chips.

Of course, it can be hard to predict what tax rate you'll face in the future, which is why I think it's reasonable to diversify your tax exposure by having some money in both traditional and Roth retirement accounts (not to mention taxable accounts with investments that generate much of their return in capital gains that will be taxed at the lower long - term capital gains rate).

Instead, 529 college savings accounts provide tax - free growth on contributions, allowing families to reduce their exposure to income and capital gains taxes.

In one single transaction an investor can gain exposure to a whole region or asset class; at Scalable Capital one of the ETFs we use is an Emerging Markets ETF which contains over 1,900 securities.

On the plus side, they may give you capital gains if you use them right, buying them when they are out of favor, and reducing exposure when everyone is buying them.

On the plus side, they may give capital gains if bought at the right time, when they are out of favor, and reducing exposure when everyone is buying them.

A fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

This is considered an active approach and investors holding these funds in taxable accounts will likely incur a higher exposure to tax liabilities due to short term and long term capital gains distributions relative to those incurred by passively managed funds.

The fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

We help artists gain exposure in one of the main capitals of the art world, our exhibitions are open to both international and UK based artists.

In statements, Alium Capital partner Rajeev Gupta suggested that the investment would help his firm gain further exposure to the burgeoning cryptocurrency space.

The Cboe President hits the nail on the head when he explains, «This approach will allow investors to gain exposure to more mature cryptocurrencies through ETPs without the additional complications and risks of the spot market and help to ensure that American capital markets remain fertile ground for capital formation and financial innovation.»

The company uses smart contract capabilities on the Ethereum blockchain to create crypto assets backed by real estate, allowing holders to gain exposure to real estate and profit from rental income and capital appreciation of underlying properties.

But the same issues with BDCs exist here: Investors may delay but can't avoid taxes — and the high yields are usually partly due to returned capital, so exposure to capital gains can rise.

Assuming you hold for a while, your cost basis could fall substantially, potentially increasing your exposure to capital gains taxes.

I have gained significant exposure to and helped enforce laws for consumer credit protection and bank capital reserves and liquidity.

# 25,000 - # 28,000 + Package and Bonus This is an excellent opportunity for individuals with some exposure to Capital Gains Tax Administration to join one of the UK's leading Private Client Investment...

What was even worse, had they met with a financial broker in advance, they would have been advised of this consequence, and if they still wanted to liquidate the stock fund, the broker could have advised them on which specific stocks to liquidate which would have resulted in capital losses rather than capital gains to minimize their tax exposure.

Referral Network A referral network where Realtors gain exposure and build «social capital» based on their contribution to and participation in various online communities will be part of MLS 5.0.

• In terms of using Trusts to reduce Estate Duty, Capital Gains Tax, Executors Fees and other related costs upon death — this would remain intact (unaffected) • In terms of using Trusts to provide for a virtually seamless transition of wealth upon death to the next generation by avoiding frozen Estate issues and bureaucratic delays — this would remain intact (unaffected) • In terms of using Trusts to reduce exposure to asset loss through litigation / divorce and so on — this would remain intact (unaffected) • In terms of using Trusts to reduce Income Tax using the «Conduit Principle» — this would not be possible any longer, but there are several other methods that can be used to reduce Income Tax.

Our client had owned these properties for decades and since their cost basis was depreciated to next to nothing, Capital Gains tax exposure was high if their exchange failed.