Sentences with phrase «investment gains or losses»

So, for example, if you've decided to invest your $ 250,000 in a mix of 60 % stocks and 40 % bonds, each month you might move $ 12,500 into stocks and $ 8,333 into bonds, which, ignoring any investment gains or losses, would leave you with $ 150,000 in stocks and $ 100,000 in bonds after 12 months.

Consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

Realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

These documents are important to lenders because they not only verify your salary but also show trends in your earnings and important information about investment gains or losses.

Consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

These documents are important because they not only verify your salary but also show trends in your earnings, as well as details about investment gains or losses.

Please realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

In addition, consult your personal investment and / or tax advisers prior to investing money and realize you are solely responsible for any investment gains or losses as a result of the investments you enter into.

Buffett has said Berkshire's operating earnings are a better measure of how the company is performing in any given period, because those figures exclude the value of derivatives and investment gains or losses.

Every year after matching all the up days and down days, you are left with about seven days that represent the entire year's investment gain or loss.

Not exact matches

Some of these measures exclude net realized investment gains (losses), net of tax, and / or net unrealized investment gains (losses), net of tax, included in shareholders» equity, which can be significantly impacted by both discretionary and other economic factors and are not necessarily indicative of operating trends.

Revenues for insurance companies include premium and annuity income, investment income, and capital gains or losses, but exclude deposits.

The National Association of Real Estate Investment Trusts («NAREIT») defines funds from operations («NAREIT FFO») as net income / (loss) attributable to common shareholders computed in accordance with generally accepted accounting principles in the United States («GAAP»), excluding gains or losses from sales of operating real estate assets and change in control of interests, plus (i) depreciation and amortization of operating properties and (ii) impairment of depreciable real estate and in substance real estate equity investments and (iii) after adjustments for unconsolidated partnerships and joint ventures calculated to reflect NAREIT FFO on the same basis.

For insurance companies, revenue includes premium and annuity income, investment income, realized capital gains or losses, and other income, but excludes deposits.

Investment return and principal value will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

You can use a range of strategies — including setting a maximum loss or gain that causes you to sell, an amount of time you plan to hold the investment for, or even certain company fundamentals to check to help you decide whether to buy more, hold or sell.

Tax gains can be offset by tax losses through regular investment activity or tax loss harvesting.

In addition, the amount of the fund's income distributions will vary over time and the breakdown of returns between fund distributions and liquidation proceeds will not be predictable at the time of your investment, resulting in a gain or loss for tax purposes.

Investment return and principal value for our Funds will fluctuate with market conditions, and you may have a gain or loss when you sell your shares.

Investment return and principal value of investments in the 529 Plans will fluctuate with market conditions, and you may have a gain or a loss upon sale.

Financial risk: The potential for gain or loss on a financial level measured in terms of revenue, return on investment, return on equity, shareholder value, profitability, debt level, capital expenditures and free cash flow.

Investment return and principal value will fluctuate, so you may have a gain or loss when shares are sold.

Put simply, valuations have enormous implications for long - term investment returns, and for prospective market losses (or gains) over the completion of any market cycle, especially those that feature historically extreme valuation peaks (or troughs).

Investment return, net asset value, and market price will fluctuate, and you may have a gain or a loss when you sell your shares.

We believe the amount of investment gains / losses included in earnings in any given period typically has little analytical or predictive value.

The fund may invest in derivatives, which are often more volatile than other investments and may magnify the Fund's gains or losses.

Hedging / Fencing — Essentially, this is when you alter or change your method of investment towards a specific asset to apply risk - reduction based on previous loss or gains.

One important thing to remember is that there are two different types of gains / losses from investments — short - term gains (if you held an asset for one year or less) and long - term gains (over one year; i.e. one year and one day).

I don't focus too much on the stock price or book gains / losses regarding my investments, but it is still interesting to see how some short term market expectations can lead to quite a nice entry price.

Return on Investments (ROI)-- Measures a business's gains and / or losses generated by spending activities; a standard profitability ratio.

That's because the money in these accounts, unlike an investment account, grows tax - deferred — meaning you don't pay taxes on the gains or losses that you realize from selling investments in the account.

In addition, because baseball is a moneyline sport, we show the return on investment (ROI), or the gains / losses divided by betting dollars at risk.

Any potential dividend gains though, have to be considered against the risk that the share price could drop and mean that I would have to wait for a period of up to three years before I could withdraw my investment without incurring a loss, or worst - case scenario I could be faced with an overall loss at the end of up to a long and painful three year wait.

If you sell it for less than your inherited basis, the result is a capital loss, which you can use as a tax write - off against other investment gains or other income.

Investors may be better off in unhedged investments when foreign currencies appreciate or remain unchanged, as hedging may limit potential gains or increase losses.

The key to an effective tax - loss harvesting strategy is to evaluate what you own and why you own it, identify investments that have lost value, and then consider the sale of some portion of those holdings to offset realized gains, expected future gains, or even income.

You as an investor will make either Short Term Capital Gain (STCG) or Short Term Capital Loss (STCL) on that investment.)

You can do it year round, taking a capital loss on a stock or mutual fund unit and using that loss to offset a capital gain later on in the year on a different investment.

This can be from part - time earned income, self employment, dividends or other passive investment income, triggering non-registered capital gains (and offsetting losses) or taking out some RRSP or RRIF income earlier than required.

+ / -20 %, and I invest $ 100k the next day - do I share the 20 % loss or gain automatically in a pooled investment fund?

The following table includes certain tax information for all Investment Grade Corporate ETFs listed on U.S. exchanges that are currently tracked by ETF Database, including applicable short - term and long - term capital gains rates and the tax form on which gains or losses in each ETF will be reported.

Checking the investments in your portfolio can entail assessing your gains / losses, rebalancing your asset mix, or reconsidering some of your specific investments.

The funds» investment returns and principal values will change with market conditions, and you may have a gain or a loss when you sell your shares.

To monitor how your investments are doing, you can use the realized return formula, which takes into account the total amount of gain or loss you incurred from holding the investment.

How to calculate capital gains and losses Taxable and non-taxable investment accounts Tax brackets and marginal tax rates Prepare taxes by hand or use software

With Portfolio Slicer you can see investment capital gains / loss over last 30 days, last 12 months or last 5 years.

This is easier if they really are separate accounts, but you can treat a single bank / investment / loan account as two or more separate accounts that just happen n to be in the same place as long as you allocate gains and losses proportionally.

And the investor will make either Short Term Capital Gain or Short Term Capital Loss on that investment.

You will make either Long Term Capital Gain (LTCG) or Long Term Capital Loss (LTCL) on that investment.

When a stock is sold, the selling price less the book value is the capital gain (or loss) from the investment.