Sentences with phrase «stocks held in»

The basics: It's harder to use tax - loss harvesting when you're buying an index, so Wealthfront replicates the U.S. stocks index by buying the stocks held in it directly — up to 1,001 of them.

While small - cap and growth stocks held in a TFSA can provide potentially large tax - free capital gains, they are risky.

OTTAWA — The stocks held in your portfolio may get all the attention when looking at the performance of your investments, but advisers say finding the right mix in your fixed - income holdings is also important.

For stocks this generally means shares purchased after 2010; for mutual fund shares and stocks held in dividend reinvestment plans it means shares purchased after 2011.

My understanding was that dividends on US stocks held in an RRSP were tax free.

I am currently automatically reinvesting all dividends in my Empire portfolio (except for stocks held in Loyal3) until my income reaches $ 500 / quarter.

The other key point is that Canada has tax treaties with the US and many other countries that have agreed to waive withholding taxes on stocks held in registered retirement accounts, including RRSPs, RRIFs and Locked - In Retirement Accounts (LIRAs).

Just as importantly, you get the best tax break going on dividend income from Canadian stocks held in non-registered accounts.

I would (potentially) want to hedge my CAD investment in US stocks held in the XSP ETF.

AAII employees may own some or all of the stocks held in the DI portfolio.

In contrast, a majority of the common stocks held in the TAVF portfolio are issues of companies with ultra-strong balance sheets where the issue was acquired at prices that represent a substantial discount from readily ascertainable net asset values; e.g., Toyota Industries, Tejon Ranch, MBIA, Millea Holdings, Forest City Enterprises, Radian Group, St. Joe, and Brascan.

The value of stocks held in the Fund will fluctuate in response to factors that may affect a single company, industry, market cap, country or region and may perform worse than the market.

Per my understanding, most Canadian stocks held in a tax - advantaged account aren't subject to Canada's foreign withholding.

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

You aren't allowed to identify shares while using the average basis method (which is optional for mutual fund shares and stocks held in dividend reinvestment plans).

(The average basis method is permitted for mutual fund shares and for stocks held in dividend reinvestment plans.)

The yield, before fees, of the portfolio of stocks held in the AlphaPro ETF was 3.1 per cent at mid-year, which means the net yield would be about 2 per cent.

All Empire holdings (except for the stocks held in Loyal3) are on DRIP and the stocks purchased through DRIP activities added $ 4 to my forward income.

Do dividends earned from the stocks held in the fund flow back to the unit holder as pure dividend income?

Excess margin stocks: The stocks held in a margin account whose market value causes the equity in the customer's account to be more than 140 % of the debit balance in the account.

The taxpayer, who simply assumed that foreign stocks held in taxable Canadian brokerage accounts for which trading summaries are filed annually with the CRA and income taxes are paid, has to file T1135 if the cost of foreign stock holdings exceeds $ 100,000.

The stocks held in the portfolio demonstrate speculation mixed with investing.

I automatically reinvested all dividends in my Empire portfolio (except for stocks held in Loyal3).

A rising line indicates that the stocks held in the Strategic Growth Fund are outperforming the S&P 500.

With the exception of stocks held in my Loyal3 account, all dividends were automatically reinvested.

Most importantly, the portfolio of stocks held in the Strategic Growth Fund is now fully hedged with put options.

While there are no Chinese stocks held in BOTZ, Jacobs said China is one of the biggest themes to come in the robotics boom as a buyer.

Those valuations would allow them to weight their stock holdings in the new combined venture.

As long as you do your due diligence, looking out for phenomenon such as value traps, viewing both the individual stocks you hold in your portfolio, and your portfolio as a whole, through this lens can help you avoid getting swept away in bubbles, manias, and panics.

There's no doubt that buying into BRK adds instant portfolio diversity as it owns many different businesses as you mentioned as well as significant stock holdings in others.

To vote all of your shares by proxy, please follow each of the separate proxy voting instructions that you received for your shares of common stock held in each of your different accounts.

These clients, says Mr. Roth, dumped most of their stock holdings in 2008 and 2009 and never got back in.

- Sell $ 40k of stock holdings in taxable.

- Buy $ 40k of indentical stock holdings in Roth.

Active Share is the proportion of stock holdings in a fund's portfolio that is different from the composition found in the benchmark.

We also provide commentary and analysis about the stocks we hold in the portfolio and on any new dividend growth ideas to consider.

The Catholic MP linked to an Indonesian firm which manufacturer a pill which causes terminations, has dumped stock he held in a different pharmaceutical firm in India, which also sells abortion drugs.

There's no doubt that buying into BRK adds instant portfolio diversity as it owns many different businesses as you mentioned as well as significant stock holdings in others.

But also consider whether you would be better off sticking with long - term stock holdings in your taxable account, while buying taxable bonds in your retirement account.

Active Share is a measure of the percentage of stock holdings in a manager's portfolio that differs from the benchmark index.

In one of the previous posts, Alpholio ™ made the case for increasing the mid-cap stock holdings in the portfolio.

While many people rush to unload their stock holdings in the years leading up to retirement, selling off stocks prematurely could also mean selling yourself short.

The managers of Dividend 15 Split Corp.'s portfolio also aim to keep most of their individual stock holdings in the range of 4 % to 8 % of the fund's overall value.

(And later they don't want to increase their stock holdings in a bear market because they don't want to risk further declines.)

Liquid Alternatives are simply hedge fund strategies wrapped in a mutual fund format... From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios, cushion portfolios against downside risks, and improve risk - adjusted returns.

Most of the Canadian blue chip stocks you hold in your portfolio should offer good «value» — that is, they should trade at reasonable multiples of earnings, cash flow, book value and so on.

From a practical standpoint, investors should view these strategies as a way to diversify either bond or stock holdings in order to provide non-correlated returns to their investment portfolios.

Active share is the percentage of stock holdings in a portfolio that differ from the benchmark index.

Active Share is the percentage of stock holdings in a portfolio that differ from the benchmark index.

Three of the five largest stock holdings in each portfolio are the same, though with different weightings.