Sentences with phrase «generating equity income»

Not exact matches

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.

Selling equity in a business only makes sense for a business if there's a potential to generate substantial income on the investors» money.

JPMorgan generated around $ 21 billion in fixed income and equity sales and trading revenues in 2016.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

Equity Income Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds typically distribute most of their income in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iincome in the form of Qualified Dividends, which for many taxpayers are taxed relatively lightly, allowing most Equity Income Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable iIncome Funds and ETFs to be considered High Tax Efficiency investments when compared with other investment options that generate taxable incomeincome.

Additionally, bonds typically generate regular income for investors, which can potentially help stabilize portfolios when equity markets decline.

Covered call writing strategies have been used for years to generate income, especially when equity markets are flat to slightly positive.

In our view, its intrinsic value must be zero: a bitcoin is a claim on nobody — in contrast to, for instance, sovereign bonds, equities or paper money — and it does not generate any income stream.

I have purposefully invested in equities, and not so much income generating assets because of taxes.

The investment bank now generates most of its income from equities, dealmaking and underwriting and benefited from a return to volatility in the first quarter, though Ermotti warned in a Bloomberg TV interview that client activity was more muted in February and March.

That $ 20,000 in income from real estate will actually generate me additional equity, and I can depreciate the asset, thus increasing my net worth more than the $ 20,000 from an eBook would.

TSLX seeks to generate current income primarily through direct senior secured loans and, to a lesser extent, originations of mezzanine loans and investments in corporate bonds and equity securities.

«Given what looks to continue to be a low - interest - rate environment for some time in many countries, along with uncertainties about government safety nets, individuals may need to think more strategically about investing for retirement — and how to generate income after,» said Ed Perks, executive vice president, chief investment officer, Franklin Templeton Equity.

«A bitcoin is a claim on nobody — in contrast to, for instance, sovereign bonds, equities or paper money — and it does not generate any income stream.»

To that end we were pleased to learn from Dalbar that investors in Equity and Income had captured most of the return that the Fund has generated.

In 2013, our employees delivered record net income of 8.3 billion dollars, up 11 per cent from last year and generated a return on equity of 19.7 per cent with diluted earnings per share of 5 dollars and 49 cents.

(Money magazine)- Becoming a landlord has always been a well - worn path to millionaire status, with good reason: Not only does owning properties let you generate a second source of income, your tenants» checks will help you build equity in your investment.

If at some point my brain can't keep up with generating an income from equities then I'd probably switch to an annuity and forget about investing altogether.

You will also generate returns that are uncorrelated to the institutional fixed income markets and the equity markets.

It is very encouraging to see the money I have invested in equities generating some passive income.

All of our businesses had earnings growth this quarter; generating net income of 1.5 billion dollars, and a return on equity of 17.5 per cent, while maintaining our strong Tier 1 capital ratio of 12.7 per cent.

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CIncome Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CEquity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cincome - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity holdings in securities domiciled in Canada.

An American Funds Capital Income Builder generates equity as time passes.

This type of fund generates income and builds equity.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

You may need to generate income from investments and have a personalized equity portfolio that reflects retirement cash flow needs while also considering growth to counter the effects of inflation.

Those 280 youth represent 560 housing units, each generating wealth through equity and rental income.

High - quality assessments generate rich data and can provide valuable information about student progress to teachers and parents, support accountability, promote high expectations, and encourage equity for students of color and low - income students.

Additionally, bonds typically generate regular income for investors, which can potentially help stabilize portfolios when equity markets decline.

The table below details the levels of returns the 60 % position in equity must generate in order to achieve different levels of total portfolio returns, assuming the fixed income return is locked in at 2 %.

Return on equity (ROE) is the amount of net income returned as a percentage of shareholders equity, and typically measures a corporation's profitability by revealing how much profit a company generates with the money shareholders have invested.

While it may take a million in capital to generate $ 40,000 a year in passive investment income, a «retirement business» can generate that much income with much less capital: the difference being of course your own ongoing sweat equity.

Purpose Premium Yield Fund uses cash - covered put and covered - call options strategies blended with fundamentally selected equities to generate income while mitigating risk, according to the firm's announcement released on Tuesday.

Meanwhile, equities can potentially generate more income than bonds in a diversified portfolio, since dividend yields in many markets exceed bond yields.

For instance, some homeowners might tap their home's equity to invest in rental property that will both generate monthly rental income and, hopefully, grow in value over the years.

Templeton Foreign Smaller Companies Fund (FINEX), Templeton Global Balanced Fund (TAGBX) and Templeton Global Opportunities Trust (TEGOX) have each added the ability to «sell (write) exchange traded and over-the-counter equity put and call options on individual securities held in its portfolio in an amount up to 10 % of its net assets to generate additional income for the Fund.»

Income generated for the 1 - year period ending March 31, 2012 Horizons Enhanced Income Equity ETF (HEX): 13.34 % iShares S&P / TSX 60 Index ETF (XIU): 2.25 %

Capital Wealth Planning is at the front lines and is one if the industries rising all - stars when it comes to offering a mega cap equity blue chip SMA with a tactical covered call overlay that covers 30 - 60 % of the portfolio on average, generating a modest 5 - 7 % income stream from dividends and covered call premiums.

Equities are typically considered to be the riskier of the two asset types (with the exception junk bonds and other lowly rate bonds) and have traditionally generated higher returns than fixed income assets.

If your QLAC or other annuities generate enough income to cover your retirement expenses, you have even more flexibility to invest the equity portion of your portfolio without putting your livelihood at risk.

Purpose Premium Yield Fund combines options strategies with equities to generate income and mitigate risks

There is absolutely no tax to be paid on the income this account will generate but I can't hold US equities in it as IRS would keep 30 % of the dividends since they don't recognize that account as a retirement savings account.

The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.There is no assurance or guarantee that the investment objective of the scheme will be achieved.

The income is generates post retirement with the collected money invested into equity and debt.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Equity Fund benchmark, defined as the S&P / TSX Equity Equity Index.

The Conservative Countercyclical portfolio is designed for the investor seeking income and safety who understands that bonds won't generate sufficient returns in the coming decades and is therefore willing to take some equity market risk to offset this low return environment.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities and 50 % to 85 % of assets in fixed income and cash.

If your DIA or other annuities generate enough income to cover your retirement expenses, you have even more flexibility to invest the equity portion of your portfolio without putting your livelihood at risk.

Conservative allocation portfolios seek to preserve capital and generate income by investing 15 % to 50 % of their assets in equities...

Funds in the Canadian Dividend & Income Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CIncome Equity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in CEquity category must have a stated mandate to invest primarily in income - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cincome - generating securities and must invest at least 70 % of their equity holdings in securities domiciled in Cequity holdings in securities domiciled in Canada.