Sentences with phrase «generally hold some cash»

Not exact matches

A recent study from Singapore Management University (SMU) School of Accountancy found that firms with poor governance generally prefer to hold more cash.

It is generally more tax - effective to donate appreciated investments or assets held for more than a year than it is to donate cash.

NextShares generally don't need to hold a significant reserve of cash to accommodate shareholder withdrawals.

Cash is a perfectly reasonable thing to hold in a portfolio, but there's generally little benefit to paying a fund manager to hold it for you.

The Sweep Allocation will generally range from 6 % to 30 % of an account's value to be held in cash, depending on the investment strategy the client selects based on the client's risk tolerance and time horizon.

While mutual funds feature compounding, unlike cash accounts, any principal invested in these funds is at risk, whereas money held in cash accounts generally doesn't place your principal at risk (the exception being those rare cases where a financial institution fails, although in such cases there is often some form of insurance covering cash account holders).

During the final year of the Fund's operations, as the bonds held by the Fund mature and the Fund's portfolio transitions to cash and cash equivalents, the Fund's yield will generally tend to move toward the yield of cash and cash equivalents and thus may be lower than the yields of the bonds previously held by the Fund and / or prevailing yields for bonds in the market.»

He won't hesitate to hold cash in the absence of compelling opportunities («we won't buy just for the sake of buying») but «we work really hard, turn over a lot of rocks and generally find a substantial number of names» that are worth close attention.

To keep fund trading costs low and to enable the fund to be as fully invested as possible, Basket instruments generally consist of securities and other non-cash portfolio holdings, rather than cash, to the extent practicable.

Other proposed structures are generally limited to funds holding primarily U.S. equities and cash.

Although the Income Fund normally holds a focused portfolio of securities, the Income Fund is not required to be fully invested in such securities and may maintain a significant portion of its total assets in cash and securities generally considered to be cash equivalents.

Generally, Vanguard funds hold only small amounts of cash in custodian bank accounts for liquidity purposes.

Cash and stocks are generally required to be included in the calculation of a taxable estate for probate purposes, Spike, unless they were held in a TFSA or RRSP / RRIF account with a named beneficiary.

Purchases and redemptions of the creation units generally are in kind, with the institutional investor contributing or receiving a basket of securities of the same type and proportion held by the ETF, although some ETFs may require or permit a purchasing or redeeming shareholder to substitute cash for some or all of the securities in the basket of assets.

[* Which doesn't mean I was consistently building cash in my portfolio: As I've flagged along the way, I generally prefer to average in to a wide selection of holdings over time.

As a brief overview, the Management and Board have embarked upon a failed merger that garnered virtually no support from its shareholders, and was opposed by ISS, and continued on that path until the date of the special shareholders meeting and scheduled vote, spending lavishly in a failed effort to close it; attempted to implement substantial new options to itself, a plan opposed by ISS and the shareholders, which was withdrawn; continually paid itself outrageous sums of the shareholders money over the past three years; rejected highly qualified outside board members with deep, broad healthcare company experience supported by its shareholders; held many Board and Committee meetings with nothing to show for it; formed a new Strategic Transactions Committee that is highly paid but that has produced no deals for the shareholders to consider or for any outside valuation experts to formally review; spent lavishly on accountants, auditors and counsel; failed to successfully hire any outside professional negotiators and finally extinguish or remove the outstanding lease obligations; distributed no cash to the shareholders despite holding excess amounts; formed no special purpose entity to hold any royalty and milestone rights and payments for the benefit of its shareholders; and thus generally failed in its fiduciary duties to shareholders.

Russ Koesterich at Blackrock correctly points out the generally poor returns cash provides but notes certain cases when it makes sense to hold including for those with very short time and horizons and in the case of market timers.

Since the return on short - term cash investments is generally much less than that of riskier asset classes like equities, holding these higher cash levels can end up reducing an active manager's returns.

Publicly traded stock, closely held stock, corporate bonds, real estate and cash gifts generally entitle you to current income tax deductions.

Higher dividend payments will be paid when interest rates are higher, generally speaking, though life insurance dividend rates are notoriously slow to adjust both higher and lower which is in part a reflection on the duration of their bond holdings in the cash reserve account.

Generally, this feature of IUL insurance is related to the company holding these aggregate cash values in an account that is separate from the life insurance company's general account.

In truth, the cash value life insurance holdings by financial powerhouses such as Bank of America generally outpace real estate and range in the tens of billions of dollars.

While the Galaxy S6 is generally an excellent smartphone worthy of your hard - earned cash, I don't hold the Galaxy S6 Edge in same regard.

With respect to tax implications, when holding properties as a cash flow investor, the LLC (or LP) is generally the better choice because an LLC has more liberal distribution rules.

This holds on other assets also, like a long held stock portfolio, lots of capital gain in a business or classic cars, artwork... so generally when anyone has the chance to inherit, it's usually better to inherit directly, rather than to let the probate sell everything and distribute cash.