Sentences with phrase «term unrealized gains»

Not exact matches

Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.

However, I have an unrealized 100 % + gain in one of my long - term DG stocks that I bought just last year!

Presently, $ UNG is showing an unrealized gain of 6 % since our April 8 buy entry, and is well positioned to continue higher in the near - term.

If you own stocks or mutual funds in a non-retirement account and some of them have unrealized long - term gains, you have a tax planning opportunity.

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

However, recent market news has made you feel your stock ETF will go down in value in the near - term and you need a way to protect your unrealized gains.

Also termed an «unrealized gain or loss», any profit or loss on an investment (mutual fund shares or securities a fund owns) that is not realized because they have not actually been sold.

You can see the result of this compounding of unrealized price gains in the long - term charts of stock indexes.

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

These sheets were added to show the long - term results of investing in them, given the fact that they are still popular and have three unique characteristics: Insured safety of principal, all interest is taxed annually at ordinary income rates (unless it's a Roth IRA), and there are never any dividends, realized or unrealized capital gains or losses to account for.

If that currency decreases in value, then the amount you have to pay also decreases (in terms of your own currency), and therefore you experience an unrealized gain.

Call us... we can help by analyzing unrealized gains and losses in your portfolio and discussing how they relate to your financial situation and long - term financial goals.