Not exact matches
Taken at
face value, the Morningstar
Dividend Investor portfolios allow you to withdraw at least 5.54 % of the original balance (plus inflation)
on a continuing basis.
Are
dividends based
on the
face value of a mutual fund or is it based
on the NAV
value of a mutual fund?
For ex: The investor will receive 20 % of Rs 10 (
face value)
on 200 units = Rs 2 / unit = Rs 400 as
dividend.
Notes starting from February 26, 2007 Notes starting from March 25, 2007 covered the following topics: Taken At
Face Value, The Cost of Capital Appreciation, Switching with
Dividend Payers, More about
Dividend Payers and Switching, Woody Allan's Take
on the Efficient Market Theory, I Saw My Doctor Again, Gentle Failure Mechanisms, What Do I Really Think About Long - Term Timing?
Results were based
on an evaluation of the realized
dividends and cash surrender
values of a Whole Life policy issued 1/1/82 — 12/31/16 (35 - year old male, $ 250,000
face amount, select preferred rating, annual premium of $ 3,585) and the historical results of the S&P 500 and Bloomberg Barclays US Aggregate Bond Index.
[And as for any actual existential risk Saga Furs might
face, I've also written about that before: Based
on the company's ongoing earnings /
dividends, the substantial gap between the current share price & book
value (which I believe is fully realisable in a wind - down scenario), the likely implementation of transition periods / grandfathering clauses / a compensation regime / etc... I'd expect Saga Furs would turn out to be a decent investment regardless, even in such a (remote) scenario.]
The increase in cash
value and
face amount is usually tied to premium payments, as well as
dividends and interest paid
on the cash
value.»
These reasons for a change in the
face amount can include additional paid up insurance bought with
dividends, a
face reduction for the purpose of saving money
on insurance costs, and having an increasing death benefit based
on cash
value.