Sentences with phrase «so unrealized gains»

They assume insurers have bonds which they will hold until maturity, so unrealized gains / losses in the investment portfolio are not relevant, which is all true for most insurers.

Not exact matches

This momentum trade has been working out well so far, as this ETF swing trade is presently showing an unrealized share price gain of 13.8 % (based on our July -LSB-...]

But, if you are going to make a donation anyway, especially a large one, giving crypto where you have a big unrealized / untaxed gain is a very efficient way of doing so.

Although we already have an unrealized gain of 6.3 % since buying $ GLD in our swing trading newsletter (on January 27), the technicals indicate there may be substantially more upside to come, so pullbacks in gold are relatively low - risk buying opportunities.

So if there's a large unrealized gain, it might make sense to sell the fund gradually over two or three calendar years to spread out the tax bill.

But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.

I currently hold XIU in a taxable account and it has unrealized capital gains, so switching to VCE is not immediately practical.

The source of that emotional involvement isn't so much the fluctuation of those unrealized gains, it's a lack of preparation.

So even if the portfolio has lost value that is unrealized, there is still a tax liability on the capital gains that does have to be realized.

Let's say your preferred allocation is 80:20 (equity: debt), markets reach new highs and your equity unrealized gains may soar, this may result in higher % of equity investments corpus in your portfolio, so you may have to book some profits and move the monies to debt category, to maintain 80:20 ratio.

So if you input a 10 % gross rate of return, a 1 % dividend rate and a 2 % realized capital gains rate, then the amount of unrealized (and un-taxed) capital gains in that year will be 7 %.

So highly appreciated assets with large unrealized capital gains that are transferred at death can be sold by the beneficiaries shortly afterwards with minimal income tax impact.

Their unrealized gains in securities dropped from $ 541 million to $ 146 because of this, so this part of the «hidden value» in the shares went down.

At this point, the market price of your two houses is $ 10,000 more than what you paid for them, so you have an unrealized capital gain of $ 10,000.

Most insurers invest entirely in fixed income, so investors almost always look at returns based on net income excluding changes in comprehensive income (where the impact of the equity portfolio shows up) over equity ecxluding AOCI (unrealized gains / losses).