Sentences with phrase «multiplied by the bond»

To calculate how much bonds she has to sell, she takes the new portfolio value ($ 48,100) multiplied by the bond allocation (40 %) = $ 19,420 which is how much she should have in bonds.

Not exact matches

The actual calculation takes the present value of the remaining loan payments and multiplies this number by the difference between the loan's interest rate and the interest rate of comparable U.S. Treasury bonds.

estimate of annual income from a specific security position over the next rolling 12 months; calculated for U.S. government, corporate, and municipal bonds, and CDs by multiplying the coupon rate by the face value of the security; calculated for common stocks (including ADRs and REITs) and mutual funds using an Indicated Annual Dividend (IAD); calculated for fixed rate bonds (including treasury, agency, GSE, corporate, and municipal bonds), CDs, common stocks, ADRs, REITs, and mutual funds when available; not calculated for preferred stocks, ETFs, ETNs, UITs, international stocks, closed - end funds, and certain types of bonds

For 2010, the quarterly investment credit was determined by multiplying the amount of the Account balance at the beginning of the quarter by 25 % of an average of 30 - year U.S. Treasury bond rates (adjusted quarterly).

Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax - Exempt Income Dividends received during the year as reported on their annual Year - End Asset Summary Statement.

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Taking that number and multiplying it by 70 % for stocks and 30 % for Bonds I tested this over a 48 year period.

In summary, we calculate the portfolio - level allocation for each stock slice by multiplying the slice x domestic / foreign ratio x (the stock side of the) stock / bond ratio.

Other shareholders can determine the AMT reportable specified private activity bond interest by multiplying the percentage shown by the total Tax - Exempt Income Dividends received during the year as reported on their annual Year - End Asset Summary Statement.

This result occurs because the face amount of the bond $ 10,000 multiplied by 1/4 of one percent, multiplied by 10 years until maturity, equals $ 250.

In the case of a taxable bond, if the OID is less than one - fourth of one percent (1/4 %) of the principal amount of the bond multiplied by the number of full years until the bond's maturity, the OID is treated as de minimis and is ignored.

So just multiplying the value by P (default) is conservative — it's at least slightly underestimating the value of the bond (but maybe not enough to make up for our optimism in estimating P (default)-RRB-.

Simply multiply the coupon by the face value of the bond to determine the dollar amount of your annual interest payments.

The FINRA TAF for a covered TRACE - eligible security (other than an asset - backed security) and / or municipal security is $ 0.00075 multiplied by the number of bonds, with a maximum charge of $ 0.75 per trade.

The coupon interest rate of the bond (multiply this by the par or face value of the bond to determine the dollar amount of your annual interest payments)

the dollar amount of all interest earned on government and corporate debt obligations and short - term certificates of deposit, as well as interest earned from cash in a brokerage account; for bond ladders it represents the estimated annual income that will be received from the securities that make up the rung; the income is calculated by multiplying the coupon rate by the quantity of bonds (face value)

DTS is an industry - accepted measure of credit risk for corporate bonds, and is calculated by multiplying spread duration and OAS (see Equation 2).

MCR borrows the concept of DTS by multiplying spread duration by the difference between bond OAS and portfolio average OAS, instead of OAS directly.

Calculate interest expense by multiplying the net carrying value of the bond by the effective interest rate.

In both cases the OID shown multiplied by the number of bonds you hold is what should appear on your tax form 1099 - OID for the year.

The amount is calculated by multiplying the interest of the bond by its face value.

For example, if you own 10 of the same issue of Intel bond, then multiply the current market price and maturity value of the individual bonds by ten, and input those figures.

He has called his approach «expected value analysis»: it is based on calculating the percentage likelihood of various outcomes and multiplying them by the current bond price, after which he compares the expected value with the current market price to determine whether he should buy or sell.

Instead of dividing the taxable bond's yield by 0.7 or 0.76, you would multiply it by these figures.

At maturity, the original face value of the bond would be multiplied by the cumulative inflation rate registered since the date of issue to obtain the final yield at maturity.

Your annual statement will show you the number of units held at the statement date and the value of a policy can be calculated by multiplying this by the current unit price (bid price for With Profits Bonds).

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