Sentences with phrase «holding the asset generate»

Rate of return — does holding the asset generate a cash income?

Not exact matches

Many conglomerates have been holding onto non-core assets because they didn't want to generate a big tax bill on the sale.

Direxion's iBillionaire Index ETF is barely five weeks old and holds only $ 35 million in assets, but it's generated buzz by investing in 30 companies chosen from the portfolios of asset managers with personal net worth of $ 1 billion or more.

Elder son Victor, 53, will take over a conglomerate that touches the lives of practically everyone in Hong Kong — the family's Power Assets Holdings Ltd. generates their electricity and ParknShop supermarkets sell their groceries.

Anadarko has some of the highest quality assets in the U.S. onshore market, generating high returns on invested capital and holding a large inventory of undrilled locations.

This money too can be spent on foreign assets, real estate, stocks, bonds, luxury cars, clothing, and the purchase of political favors, as well as to pay taxes to foreign governments on these holdings and the income they generate.

Johnson is the third generation to lead the company, which holds more than $ 2 trillion in assets and successfully generates wealth for America.

Assuming your RRSP is maxed out, there is one overarching principle to keep in mind when deciding where to hold securities, says Matthew Ardrey, vice-president at Toronto - based wealth management firm T.E. Wealth: «Place the asset class that generates the most tax - efficient income in the non-registered account first, due to the dividend tax credit and capital gains treatment.»

That imbalance of eagerness between buyers and sellers has clearly affected prices of risky assets, but it does not generate new cash flows - it simply raises the valuation that the market places on existing streams of future cash flows, and thereby lowers the subsequent rate of return on holding those securities.

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.»

A sale of any asset held for more than a year to the day, and sold at a loss, will generate a long - term loss.

The covered - call strategy is often employed when an investor has a short - term neutral - to - bearish view on the asset and for this reason decides to hold the asset (long) and simultaneously have a short position via the option to generate income from the option premium.

Covered calls are an options strategy whereby an investor holds a long position in an asset and writes (sells) call options on that same asset in an attempt to generate increased income from the asset.

That's why Heath recommends that TFSA investors hold high - growth or income - generating assets to take full advantage of the tax break.

A Passive NFE is a business client whose main source of income (more than 50 %) is generated from holding financial instruments earning dividends and interest, otherwise known as passive income, or more than 50 % of its assets held are used to produce passive income, e.g. certain family trusts or holding companies.

An Active NFE is a business client whose main source of income (more than 50 %) is generated from the sale of goods and / or services, and, less than 50 % of assets held are used to produce passive income e.g. restaurants and retailers.

While bonds and savings generate some return, and gold holds its value well over time, none of these other assets generate real earnings because none of these other assets actually generate profits from providing a good or service.

«The returns you generate hold a low correlation with other asset classes in your portfolio» and, further, currencies managed this way are not very volatile despite their reputation, he says.

There are people who are under the mistaken belief that to generate good returns the average investor's portfolio must have complex asset allocation and esoteric holdings.

You just enter five data points (asset name, dollar amount of it held, when it pays, and its annualized estimated yield - get it from the fund's prospectus, website, other source, or guess) into the green - shaded areas, and it automatically calculates all of the income generated in all of the different time frames (along with all of the totals).

A «buy and hold» investment management approach where a fund manager holds a portfolio of assets aimed at generating a return before fees similar to the index it is tracking, such as the ASX All Ordinaries Index or the ASX200 Index.

Often the overseas assets are located in Mainland China in the form of lucrative factories and operating companies that generate large sums of income, or in substantial real estate holdings in China, Hong Kong and elsewhere in the world.

The combination of Osisko and Orion's portfolios will result in the Company holding a total of 131 royalties and streams, including 16 revenue - generating assets.

While other funds actively trade crypto assets in an attempt to generate a larger return, he said BitWise will simply hold a portfolio of assets that represents the broader market.

Holding a significant number of popular IP, such as Monster Hunter and numerous others, the Company will strive to leverage these valuable assets to generate synergy and break through the current situation of its online games and mobile contents businesses.

It took a lot of convincing to get him to see the value in riding out the final payoff of the buildings and to use the rent of new tenants to hold onto an asset that generates a liveable income and when sold can be converted into other income generating assets.

Individual Retirement Account (IRA) funds are ideal for investing in private real estate because properties are typically an income generating asset that is held long - term.