Sentences with phrase «held in cash»

Though lenders require proof of employment and income to show you will be able to make your monthly mortgage payments, they also like to see assets that are held in cash or can easily be converted into cash (liquid assets) as well as other valuable items borrowers own (non-liquid assets).
The duplication process happens by lending and repayment of money that is typically held in the cash value of a permanent life insurance policy.
These deposits are held in a cash - accumulation account within the policy.
According to Mr. Michaelson, all of that was held in cash and used over the next few years to cover the school's mounting operating deficits.
The percentage held in cash isn't nearly as high as Schwab's allocation, which is a minimum of 6 %, but it's worth noting for investors who would prefer the fractional shares offered by other robo - advisors.
Since then, no companies have passed the screen, so it is assumed that it is held in cash, but not earning interest.
Returns are calculated net of fees, include dividend reinvestment, and reflects cash drag (funds held in cash or cash equivalents).
5 For US mutual funds, 41 % of total assets were held in cash equivalent money market mutual funds, 20 % of assets were held in bond funds, and 39 % of assets were held in stock or equity mutual funds.
Dividends are assumed to be paid and held in cash until the end of the year.
They do not include income on $ 1,382,000 of financial assets held in cash, business, personal and registered accounts.
When you buy units of HXT, your investment is held in cash.
In the current 2018/19 tax year you can invest up to # 20,000 into an ISA — and this can be entirely held in cash.
When the ETF is below the 10 month SMA, the position is sold and proceeds are held in cash.
If a company was acquired, it was not replaced and the proceeds were simply held in cash.
Was the rest held in Cash?
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).
Since the portfolio is made of ETFs, the distributions are held in cash until reinvestment.
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.
Diversified investment management company: An investment company with 75 % of the value of its assets held in cash or cash equivalents, government securities, securities of other investment companies, or securities of other issuers; no more than 5 % of its total assets in the securities of any one company; and ownership of no more than 10 % of the outstanding voting stock of any one company.
For the third consecutive year the proportion of total assets held in cash and term deposits decreased slightly (by 2 %).
As fund asset size increased, the proportion of assets held in cash and term deposits decreased significantly while the proportion of assets held in trusts and other managed investments increased.
A ratio of 100 % or more shows that all of the securities that the fund held a year ago have since been sold and either replaced with other holdings or held in cash.
Investment Funds shall be invested in securities or other properties or held in cash while awaiting investment.
The new US tax code requires companies to pay tax of 15.5 % on accumulated overseas profits held in cash and other liquid assets, regardless of whether or not the company repatriates the money.
The company expects to pay its bills through interest on funds held in cash accounts, margin lending, and eventually fees for higher - value brokerage services.
But if it's held in cash that that's not the case.
Shames keeps 5 % of his noncompany holdings in cash, but most of his other investments are in real estate.
If you want sellers not to be able to borrow your stock, hold it in a cash account.
If you make the stimulus check non-fungible via some kind of expiry or the requirement to only hold in cash youre going to run into some big problems.
For calculations of cash and other investable assets, a hybrid return based on holdings in cash, government bonds, equities and commodities is applied.
Times like now, I wonder if I should just hold it in cash until the market crashes (which it eventually will) and then grab everything up for a bargain?
But, let's say if you do this, instead of reinvesting that dividend back into that particular security, you just hold it in cash, right?
And maybe when other asset classes are low, you take that cash to buy the asset classes that are lower, so you're not necessarily selling any securities, you're just taking the dividend and holding that in cash, either to take distributions for income, or to help you with the overall rebalance.
You should keep a healthy allotment of your holdings in cash, bonds, real estate and other alternatives to stocks.
Why would I buy bonds right now instead of holding it in cash?
They can determine the right asset allocation for your goals i.e. the proportion of your investments you hold in cash, shares, fixed income and property.
You could decide to live with it, and reduce your designated cash holdings accordingly, or else pare back your holdings in the cash - heavy stock fund.
If I don't find anything interesting, I'll bank the remaining 25 % equally across the three passive components or hold some in cash bonds.
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.

Not exact matches

«Strikingly, those under 35 — the furthest away from retirement — are holding twice as much cash as those over the age of 65, about 33 % versus 15 %,» CIBC said in a release.
M&A: Health insurer Cigna Corp. plans to buy Express Scripts Holding Co. in a cash - and - stock deal worth $ 67 billion (includes the assumption of $ 15 billion in debt).
Trimble — Trimble bought privately held Viewpoint from Bain Capital for $ 1.2 billion in cash, and the software company also raised its revenue outlook.
WICHITA, Kan., May 2, 2018 / PRNewswire / — Spirit AeroSystems Holdings, Inc. (NYSE: SPR) today announced a definitive agreement to acquire S.R.I.F. N.V., the parent company of Asco Industries, N.V. (Asco), for $ 650 million in cash, subject to customary closing adjustments, including foreign currency adjustments.
As Lascelles commented in The Globe and Mail, «It is far from clear that firms are holding more cash than they should.»
Bitcoin's down today, but with its recent rebound in value, holders — even the enthusiasts who want to bypass banks — could find it hard to resist the potential to hold onto their Bitcoin in hopes of seeing substantial cash returns.
Thanks to the new law, the largest tech companies repatriated more than $ 470 billion in cash from their overseas holdings at the beginning of the year, Materne said, adding that the mass movement «should result in a bottomless well of capital to fuel a significant wave of software M&A.»
Jarden shareholders will receive $ 21 in cash and 0.862 Newell shares for each share held, the companies said on Monday.
How concerned are you about the fact that your margin requirements are going to be in cash versus like on the BitMEX exchange people are holding their their margins in bitcoin.
Meanwhile, others who did not rely on a third party custodian like Coinbase to hold their bitcoin had immediate access to the Bitcoin Cash, and have been trading it in the market.
The cash allowed Aber to deepen its development at the nearby Diavik mine it had long held an interest in, which started production in early 2003 and appeared undervalued by the market, in Gannicott's view.
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