Sentences with phrase «income portion»

His duties include analyzing the fixed income portion of client portfolios and recommending customized bond purchases before performing those trades.

* If the fixed income portion of your strategic asset allocation is less than $ 500,000, you may want to consider purchasing bond funds for purposes of diversification.

Instead, investors are taxed at their individual tax rates for the ordinary income portion of the dividends they receive from REITs.

As many tax and legal advisors know, a taxpayer may exclude from income a portion of the gain resulting from a sale of the taxpayer's principal residence.

I understand why you want to keep the active and bonus income portions private since each person is in a different occupation with different skills.

Sounds good, so what do you use for your fixed income portion if you don't invest in bonds?

At first glance it definitely looks like the fixed income portion seems quite high.

When it comes to the fixed income portion of your portfolio, you may want to consider these two strategies.

You may eventually consider getting back to your target asset allocation by rebalancing — in other words, by selling some of the fixed income portion of your portfolio and buying more stocks.

I believe we are still taxed on ordinary income portion for the employee W - 2.

I suppose an investor could sacrifice some liquidity for a higher rate and put part of their fixed income portion in GICs.

For instance, within the first 13 weeks you can use as much of your own RESP contributions as you wish, but there are restrictions on how much you can take out from the Educational Assistance Payments (EAP), which is the government grants and accumulated income portion of the RESP.

This indicates that the lower income portion of borrowers overall comprise the majority of defaulted student loans.

You can replace the Passive Income portion with W2 active income of $ 60,000 and the math still works.

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

Every five years or so, consider making your retirement portfolio more conservative, by bumping up the fixed income portion by 5 % or so.

«I take my defined benefit pension from work as my fixed income portion so I feel I can squeeze more growth from by TFSA,» says Rick.

The passive income portion of my portfolio is chugging along nicely.

«I'd like to up that fixed income portion over the years.»

The cash can go into a one - year GIC, the fixed - income portion into the iShares 1 - 5 Year Laddered Corporate Bond Index ETF (CBO) and the equity portion in low - fee equity mutual funds, like those sold by Mawer or Phillips, Hager & North..

FYI «buyer beware» on preferreds.I built the dividend income portion of my retirement portfolio on (mostly trust type) preferreds.

The remaining income portion of the RESP — called an Accumulated Income Payment (AIP)-- is taxable to you.

Preferred stock and corporate bonds do very well as the high income portion of a dividend blend portfolio.

Of course if you're the worrying type and you would freak out every time the markets swing, it might be a good idea to increase your fixed income portion just so you sleep better at night.

Annuities are an option for people who want to bulk up the guaranteed income portion of their retirement portfolio.

And while the stream of income portion holds true today for an Immediate Annuity or Deferred Income Annuity, it is best to use the original descriptions for one of these two and not the Fixed or Fixed Index Annuity.

Others invested their fixed - income portions in funds heavily weighted in mortgage - backed securities that tanked.

Reduce your RRSP contributions appropriately so that you will have enough room next year to contribute the accumulated income portion of the RESP.

This indicates that the lower income portion of borrowers overall comprise the majority of defaulted student loans.

You can increase your fixed income portion with new money (and it won't take very long at all to get from ~ 20 % to your target of 32 %).

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

The equity portion of the fund is managed by Davenport's Investment Policy Committee; the fixed - income portion by two of the guys who manage their fixed - income separate accounts.

As REITs do not pay taxes at the corporate level, investors are taxed at their own individual tax rate for the ordinary income portion of the dividend.

Mike: I suppose investors who bought 30 - year bonds for their fixed income portion in the eighties would be very satisfied with the results.

That might be a good time to maximize payments from the accumulated income portion of the account (EAP).

Adds Timmer: «I think rates can stay low for quite a long time, and so I wouldn't be in too much of a hurry to abandon the fixed - income portion of my portfolio.»

Bottom line: Whatever your normal allocation is, add 10 % to the fixed income portion, equally at the expense of your cash and equity allocations (5 % each).

Managing the fixed - income portion of your portfolio in a rising - rate environment is a delicate balancing act, said Elliot Herman, a certified financial planner with PRW Wealth Management in Quincy, Massachusetts.

The second big insight is that this plan essentially treats Social Security as the guaranteed - income portion of your retirement portfolio.

The fund's fixed - income investments fell 0.37 percent in the quarter, outperforming a 0.44 loss in its benchmark index's fixed - income portion.

While some investors choose to go it alone and select individual stocks for the income portion of their portfolio, the beauty of high yield ETFs is that they spread the individual company risk across several issues, often across sectors, and sometimes, even across countries.

I'm a fan of bond index funds for the fixed - income portion of a portfolio.

Keep in mind that this yield incorporates only the income portion of return, ignoring possible capital gains or losses.

Joanna's second question is what financial instruments should make up her fixed - income portion, which is the portion she will be drawing on, and in which account should she keep this fixed - income allocation — her RRSPs or TFSAs?

Within the fixed - income portion of your portfolio you should avoid investing heavily in long - term bonds.

«But I plan to draw on the fixed income portion of the investments to achieve the $ 60,000 annual withdrawal for the first five years that I'm retired — from age 45 to 50,» says Joanna.