Sentences with phrase «end values of your investment»

Next, add the beginning and year - end values of your investment portfolio.

In the above case, because all have positive average annual returns over the 17 years and no withdrawals are taken, the ending value of the investment is significantly higher than the initial investment.

The end value of the investment includes both the original amount invested and the reinvested income.

Not exact matches

That didn't end up happening — both the volume and value of investments at this stage increased from 2014.

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.

«Normally, one of the great disadvantages of investment - oriented life insurance is that front - end commissions are so high that it takes a few years to start building up any type of cash value.

Fidelity, which bought Zenefits shares in the May investment round, marked down the value of its stake by 48 % as of the end of September, according to data from the investment research company Morningstar.

It can be thought of as the growth rate that gets you from the initial investment value to the ending investment value if you assume that the investment has been compounding over the time period.

The following chart compares on a logarithmic scale monthly values of $ 1.00 initial investments in aggregated value and growth at the end of August 2001.

An ETF combines the evaluation feature of a mutual fund or unit investment trust, which can be bought or sold at the end of each trading day for its net asset value, with the tradability feature of a closed - end fund, which trades throughout the trading day at prices that may be more or less than its net asset value.

While the market value of TFSAs was $ 18 billion at the end of 2009, the year the investment product was introduced, money held in accounts had ballooned to $ 132 billion as of mid-2014.

This is having a negative effect on China's competitiveness at the very low end of the value chain, but higher wages are feeding into higher consumption, while the authorities continue to target transportation and environmental infrastructure for investment.

In addition to founding SecondMarket, Barry also created the Bitcoin Investment Trust, a private, open - ended trust that is invested exclusively in bitcoin and derives its value solely from the price of bitcoin.

The firm reported a loss of ¥ 58.1 billion ($ 555 million) from its financial instruments for the six - month period ended 30 September, largely due to a decline in the fair value of preferred stock investment, including embedded derivatives investments in Ola and Snapdeal.

BOSTON (April 23, 2018)-- MFS Investment Management MFS) released today the distribution income sources for six of its closed - end funds for November 2017: MFS Charter Income Trust (NYSE: MCR), MFS Government Markets Income Trust (NYSE: MGF), MFS Intermediate High Income Fund (NYSE: CIF), MFS Intermediate Income Trust (NYSE: MIN), MFS Multimarket Income Trust (NYSE: MMT) and MFS Special Value Trust (NYSE: MFV).

Net valuation gain on the investment portfolio reached $ 104million (against $ 53.9 million at the end of 2014) The fair value of the investment property and the investment property under construction as at 31 December 2015 rose 62.7 % to $ 677.1 million, compared to $ 416.1 million as at 31 December 2014.

To this end, each week The Value Line Investment Survey contains a listing of the 100 companies with the lowest price - to - earnings ratios out of the approximately 1,700 followed by the Survey.

Takeda, now worth $ 33 billion by market value, had 466.5 billion yen ($ 4.3 billion) in cash and short - term investments as of end - December.

Furthermore, closed - end funds can (and often do) trade at prices that are disconnected from the underlying value of their investments.

After a tumultuous start to the year, bitcoin is set for a dramatic surge in value by the end of 2018, according to David Drake, the crypto commentator and founder of investment firm LDJ Capital.

Treasury has also singled out several commercial brands in its troubled United States operations as «non-priority» but won't divulge which ones they are, as it attempts to move higher up the value chain and divert more investment into the luxury end of the market.

He said the «peanut butter approach» of spreading marketing investment into all of the company's brands was not working with Treasury Wine's getting better value for money by supporting its key premium brands and some bottom end commercial wines that are popular with consumers.

In 2008, following the collapse of listed managed investment scheme company Great Southern, which bought cattle stations for exorbitant prices, the value of stations crashed across Australia's Top End and have recovered only in the past 18 months.

Global sales of milk formula (including infant formula and follow - on milks) have increased from a value of about US$ 2 billion in 1987 to about US$ 40 billion in 2014... Political commitment, investment, and effective international, national, and local leadership are needed to end promotion of products that compete with breastfeeding.»

ALBANY (AP) The New York pension fund for state and local government workers reports an investment return of nearly 3 percent for the quarter that ended Dec. 31 with an estimated value of $ 178.3 billion.

Depending on the quality of the program you choose, and its alignment with the values that are important to you, the time and money you devote to your education can be the best investment you ever make - or it can end up being a costly detour away from your goals.

So, to compute the compound annual return of an investment over a 10 year period, you divide the end value by the start value, raise it to the 1⁄10 power, then subtract 1.

After n years, your original investment will increase by a factor of (1 + r) n; this equals the end value divided by the start value, so we have the following equation:

Richard filed and paid the tax before the usual deadline of April 15, 2018, but the value of the investments in his Roth IRA was down to $ 30,000 by the end of July of that year.

Recently, we reported that a nationwide panel of over one hundred economists, real estate experts and investment & market strategists projected that home values would appreciate by approximately 8 % from now to the end of 2015.

Years Ending value 20 $ 6,728 40 $ 45,259 60 $ 304,488 80 $ 2,048,400 100 $ 13,780,612 I think those numbers are amazing, considering that this started with a single investment of only $ 1,000.

A $ 5,000 annual investment would have produced an ending value of $ 10.8 million.

On the opposite end are variable annuities which carry more risk of investment loss AND also may offer the opportunity for higher returns and cash value growth.

The shares of the Spain Fund, Inc., a closed - end mutual fund investing in publicly traded Spanish securities, were bid up in price from approximately net asset value (NAV)-- the combined market value of the underlying investments divided by the number of shares outstanding — to more than twice that level.

No investment exceeds 3.3 % of overall portfolio value or income, and the portfolio is well - diversified across geographies, industries, transaction types and end markets.

So, just to confirm, if you don't re-invest your dividends, are you losing out on this potential to minimize your capital gains because the dividends are paid out in cash and then you just get taxed on it at the end of the tax year and when you sell your investment, you potentially will have a larger difference between the sale price and book value (assuming your security increased in value), and thus pay a higher capital gains tax.

Over the time horizon analyzed, the ending value of a $ 100,000 investment in the S&P 500 after ten years could have been as high as $ 209,470 or as low as $ 87,006, based solely upon which January 1st the individual opted to make the initial investment [1].

If I were to purchase $ 10,000 of an S&P Index Fund today, and the S&P Index were to rise by 30 percent over the next 12 months, would you be able to tell me at the end of the 12 months a number that is a better assessment of the true value of my investment than the number I would get by looking in the newspapers?

That means on 3 separate occasions, you would have opened up your account statement, or read your investment advisor's end of year client letter, and seen the value of your investment cut in half (or less!)

For example, it might be possible to tell the investor holding his stock investment for 30 years that the real value of his investment at the end of the 30 percent increase and the 50 percent drop is a number between x and y, with a z level of percentage confidence.

If you go to a typical portfolio manager or broker at a large financial investment advisory firm, you will in most cases be pitched on the value of a closed end fund that offers diversification and the advisor some type of commission payment for selling it to you.

For those looking for a real life example (I suspect I know the answer but I will defer to Charles to provide the numbers in next month's MFO), contrast the performance over time of the closed - end fund, Source Capital (SOR) run by one of the best value investment firms, First Pacific Advisors with the performance over time of the mutual funds run by the same firm, some with the same portfolio managers and strategy.

At the end of the third quarter, Chimera's investment portfolio had a total value of $ 17 billion, with (agency) residential - mortgage backed securities and loans accounting for 95 % of assets.

For example, if you add $ 1,000 to a portfolio at the beginning of the year, it works for you (or against you if the investment sours) for a longer time than if you were to put it in at the end of the year, yet in both situations you have added the same amount — $ 1,000 — to the same original portfolio value.

An interval fund is a type of investment company that is legally classified as a closed - end fund, but is different from traditional closed - end funds in that their shares typically do not trade on the secondary market and they are permitted to continuously offer their shares at a price based on the Fund's net asset value.

Mutual funds are typically purchased from and sold back to the investment company and priced at the end of the trading day, with the price determined by the net asset value (NAV) of the underlying securities.

Shares of closed - end investment companies frequently trade at a discount to net asset value.

So the way to look at this investment is that by the end of 2010, there should be approximately 70 - 75 cents per share of liquidation value left if the drug failed.

Bear in mind that the fund may not give outstanding returns because at the end of the day, it is a large cap fund with focus on value - based investments.