Sentences with phrase «oriented investments held»

Tax Benefits — Growth oriented investments held in an after - tax account such as a traditional investment account with a brokerage firm, are taxed as capital gains.

Not exact matches

Average holding periods of stock in mutual funds is under 11 months and the SPY turns over its assets once a week (investment periods which are too short for fundamental oriented investment returns to manifest themselves).

JAB will be investing equity capital from JAB Holding Company as well as through JAB Consumer Fund, an investment fund backed by a group of like - minded, long - term oriented investors.

I agree with the author when he states «there is a strong preference for holding income - oriented investments in tax - advantaged accounts and holding growth - oriented investments in taxable accounts» Following that reasoning, it would seem preferable to put cash and taxable bond, which are taxed as ordinary income, into a tax advantaged accounts and putting equities (beyond what can be stashed in tax advantaged accounts) into taxable accounts where they can benefit from lower capital gains and qualified dividend tax rates.

We will begin with the presumption that portfolio investment strategy would focus on broad - based, market oriented financial investments that can be acquired economically and held inexpensively in your portfolio for an extended period.