Sentences with phrase «generates capital gains»

Buying back stock generates capital gains while dividends create income.

It's a switcheroo, not a sale; thus, it too generates no capital gains.

The token is treated as being sold, thus generating capital gains or losses.

Growth funds are typically focused on generating capital gains rather than income.

This is much simpler than mutual funds; any time an investor wishes to exit a mutual fund, the issuer usually must sell securities to raise enough cash to satisfy that redemption request, potentially generating capital gains.

Wall Street investors hope to buy low and sell high to generate a capital gain.

For starters, unlike equity ETFs, some use a cash - based redemption mechanism, which generates more internal turnover and can lead the funds to generate capital gains.

If you never sell your stocks you'll never generate capital gains.

Yes, I'm limiting my potential upside (if AT&T shares climb to $ 40, for example, I'll still be forced to sell at «just» $ 35)...... but that would still generate a capital gain for me... AND I'm generating immediate income in the process.

Yes, I'm limiting my potential upside (if SBUX shares climb to $ 65, for example, I'll still be forced to sell at «just» $ 55)... but that would still generate a capital gain for me... AND I'm generating immediate income in the process.

Yes, I'm limiting my potential upside (if Kimberly - Clark shares climb to $ 120, for example, I'll still be forced to sell at «just» $ 115)...... but that would still generate a capital gain for me... AND I'm generating immediate income in the process.

Yes, I'm limiting my potential upside (if Cisco shares climb to $ 34, for example, I'll still be forced to sell at «just» $ 32.50)... but that would still generate a capital gain for me... AND I'm generating immediate income in the process.

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.

Outside RRSPs or TFSAs, such an action might generate capital gains taxes or — depending when it was bought — some capital losses that could be applied against previously booked or future capital gains.

Yes, I'm limiting my potential upside (if Kroger shares climb to $ 24, for example, I'll still be forced to sell at «just» $ 22)... but that would still generate a capital gain for me... AND I'm generating immediate income in the process.

Furthermore, some stocks can pay dividends and generate capital gains.

In doing this job they buy and sell frequently, often generating capital gains taxes, which the unitholders also pay.

This is an advantage over taxable accounts, which generate capital gains tax liability every time you sell a holding at a profit and every time you receive a dividend or interest payment.

While REIT investors can generate capital gains as the share price ideally increases over time, when you buy an investment property, you're continuously building equity in a tangible asset.

Such sales can generate capital gains, which are then distributed to individual investors who are responsible for paying taxes on them.

In non-registered accounts, owning investments that generate capital gains is more efficient than dividends in most cases and, Canadian dividends are more tax efficient than foreign dividends and interest income that bonds and GICs produce.

If your position's value rises above your cost basis by the time you close your position, you have generated a capital gain.

So there are advantages to holding investments that generate capital gains and Canadian dividends outside of your RRSP and TFSA if you're tight on contribution room.

Gains and losses You may generate capital gains on a corporate bond if you sell it at a profit before it matures.

The only exception is if you have to sell appreciated shares in a taxable account that will generate a capital gains tax.

Liquidated holdings generate capital gains for the investors.

Risk assets should primarily generate capital gains over a full market cycle.

These people are flipping houses and generating capital gains based on their own hard work.

Redemptions may generate a capital gain or loss.

Many times, those for whom PPLI was designed want to invest in hedge funds, but hedge funds can carry significant taxes: If the wealthy individual invests in them in his or her personal name, in a taxable account or in a trust, every trade the manager makes can generate a capital gains distribution, and any ordinary income is taxable at particularly high rates.

Selling your equity positions in a taxable account could generate capital gains.

A disposition or sale of personal property can generate capital gains and / or depreciation recapture income taxes.

Not exact matches

At the cost of capital of 6 % real, those retained would generate overall real profit growth ---- and hence capital gains ---- of 3 % (that's 50 % of annual earnings at a 6 % inflation - adjusted return), plus 2 % inflation.

By that, I mean real estate — both debt and equity — but also everything ranging from agricultural investment, infrastructure debt, and other real assets that are generating both income and capital gains.

With a 3.77 % yield, it's perfect for income - seeking retirees who want to own stable, divided - paying large - cap companies that have the potential of generating modest capital gains.

Mutual funds buy and sell securities all the time inside their portfolios, and investors have to pick up the tab for the capital gains generated.

Interest, dividends, and capital gains generated by assets inside a TFSA are exempt from taxes.

The snowball effect that happens when your earnings generate even more earnings, not only on your original investments, but also on any interest, dividends, and capital gains that accumulate.

Companies with «defined benefit plans» are obliged contractually to set aside earnings in a special fund that will generate enough interest, dividends or capital gains to be paid out to a growing number of retirees.

First, there are the capital gains (and losses) generated by the fund manager, as he or she buys and sells securities.

Of course, looking back I too wish I had invested in BRK but today I would not consider it for my portfolio as I am looking for monthly passive income to be generated and not capital gains as much.

Other issuers, like Nationwide or Point Bridge Capital, launched their ETFs so recently that these funds likely did not have enough time to generate much in the way of capitalCapital, launched their ETFs so recently that these funds likely did not have enough time to generate much in the way of capitalcapital gains.

In addition, high turnover in a fund's investment portfolio can generate higher capital gains taxes and other expenses.

A partnership may generate royalty income and capital gains or losses, and those items are allocated to each partner's Schedule K - 1, based on the partnership agreement.

She clearly expects the stock to generate more capital gains or dividends down the road.

Purchasing mutual funds through a regular (i.e.) taxable brokerage account may generate tax liabilities from capital gain distributions or dividends.

When it comes to capital gains, profits generated through the sale of real estate, stocks, and securities fall in this category.

While cryptocurrency is a relatively new investment vehicle, gains generated through trading or investing in cryptocurrency are considered by the IRS to be capital gains.

But TARP's capital purchase program for banks is projected to generate an $ 18 billion net gain, the CBO concluded.

In the past, taxpayers weren't required to pay Medicare tax on income generated from investments such as capital gains, dividends, and taxable interest.