Sentences with phrase «than capital appreciation»

While the cashflow may look attractive now, the income you receive will probably be much lower than the capital appreciation of your home, that you are forgoing.

I think that real estate investors are probably better off focusing on cash flow than capital appreciation.

To the investor that is depending on the income their portfolio produces to live off of, the income component is significantly more important than capital appreciation.

Additionally, since the fund is comprised of NASDAQ stocks, it will tend to more more volatile than a broader market index like the S&P 500 and of course, other safe investments with lower volatility that rely on income for net returns rather than capital appreciation.

But kindly note that if your withdrawal amount is more than the capital appreciation then the payout is made from your Principal amount.

Instead, it simply means that a greater portion of your return will come from income rather than capital appreciation.

Dividend investing is a great approach because it's about more than capital appreciation.

In other words, dividend funds may be more stable than capital appreciation funds.

Not exact matches

Between the Hartford Capital Appreciation fund, which has $ 8.5 billion in assets under management, and the $ 4.5 billion Hartford Growth Opportunities Fund, Uber accounted for more than $ 30 million in losses in June alone, according to the new disclosures (released at the end of the following month).

Then the stock appreciation is subject to capital - gains tax rather than ordinary income tax.

When you dispose of the stock, any appreciation will be taxed at the capital - gains rate, which is far lower than the general income rate,» he says.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on iCapital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on icapital, return on invested

HCI's research also suggests that investing in farmland has also provided capital protection and appreciation, with lower volatility, that has exceeded investing in gold along with an income stream that gave stronger income distribution than investing in S&P / TSX Index tracked investments.

But skeptics may be surprised to learn that the majority of hedge fund managers focus on providing capital appreciation with lower volatility than the broad markets.

And I'd rather invest in stocks with higher capital appreciation than dividend stocks for now (since I'm younger).

· Trump's plan would replace the estate tax with a capital gains tax on the appreciation of inherited assets of more than $ 5 million of gains per decedent or $ 10 million per married couple, subject to some exemptions for small businesses and family farms

Yet on the whole, given their positive experience both with receiving more income than they could get from the fixed - income sector in recent years and the potential for capital appreciation over the long haul, dividend stocks and the ETFs that own them have demonstrated their long - term value to the investors who've gravitated toward them during the low - rate environment of the past decade.

We know that Warren Buffett's Berkshire Hathaway hasn't paid a dividend in more than 30 years because Buffett feels that the return on capital that he generates by retaining those earnings will create eventual share price appreciation value for the shareholder that will exceed the share price / dividend capital appreciation that his shareholders would receive.

A mutual fund that achieves hefty capital appreciation is far less risky than investing in funds that come from the stocks of untested companies.

For example, without an inheritance tax, more resources would shift to zero sum real estate investments that rely on appreciation in real estate values and away from retailing and manufacturing and construction sectors that generate current income more than capital gains.

I like Dream because they have a higher yield than most other REITs and also have the prospect of future capital appreciation.

Actually, the firms with dividend yields over 2 % provide better capital appreciation performance than those with yields under 2 %.

Rather than using Capital Appreciation Bonds, maybe a mortgage - style note could have done it, even over 40 years, and at a much cheaper rate.

The fund seeks high current income and capital appreciation consistent with the preservation of capital, and is looking for yields that are better than those available via traditional money market funds.

Of course, because you are writing in the money calls there is no upside potential for capital appreciation — this is purely a yield play designed to do better than treasury rates for fixed income investors.

TCW / Gargoyle Hedged Value seeks long - term capital appreciation while exposing investors to less risk than broad stock market indices.

Monitoring dividend based strategies is much easier during retirement than monitoring the safety of capital appreciation strategies.

Rather than loading up on bank stocks with limited growth and diversification, you may prefer to invest in dividend stocks that cover a range of industries, which will give you more of an opportunity to profit from capital appreciation.

Determining dividend quality is much easier than evaluating the potential for capital appreciation.

The variability of returns is expected to be greater than the index as the intent of the portfolio is to provide both protection in rising interest rate environments as well as ultimately provide a higher level of return through both income and capital appreciation.

Due to the compounding nature of capital appreciation, this type of growth will lead to more tax savings than if you were to take out dividends every year.

Astute investors recognize that investing at a higher valuation will typically lead to a lower future level of capital appreciation than the business being invested in is capable of generating.

Investors who purchase growth stocks receive returns from future capital appreciation (the difference between the amount paid for a stock and its current value), rather than dividends.

The role of long equity positions is to drive returns through dividends, capital gains from purchase prices below intrinsic value, and appreciation from faster - than - expected increases in intrinsic business value.

However, double - digit capital appreciation in excess of 12 % was more than acceptable considering how much more dividend income it paid versus the S&P 500.

As indicated above, the capital appreciation component is less predictable than the income component.

Donating appreciated securities carries valuable tax savings, too — namely, the donor won't owe capital gains taxes on the appreciation in the shares, and he or she can deduct the full market value of the shares at the time of the donation, provided the investor has owned them for up to one year and provided the deduction is less than 30 % of adjusted gross income.

[The fact a large percentage of UK trusts focus on capital appreciation for their investors, rather than dividends, obviously helps].

very nicely explained... but I have seen many analyst and brokerage companies provides high yield dividend stock to pick... I would like to know why do then prefer to invest dividend paying stock rather than fail to check the capital appreciation on the stock.

The investor hopes that despite operating at a loss, the property will appreciate in the long run (and long - term capital appreciation is typically taxed at a lower rate than current income).

And though their risks are greater, dividend - paying stocks also offer more capital - appreciation potential than most bonds do.

I think it is still a steal now and that you will make more money on capital appreciation than on dividends.

In addition to providing higher yields than Treasuries, dividend stocks give you a chance for capital appreciation that Treasuries don't, assuming you hold them until maturity.»

Dividend income is far safer than relying on capital appreciation.

Conceptually, if a corporation can support a long term return of 10 % (nominal), it carries less risk to a retiree if the return is strictly from dividends alone than an alternative that requires capital appreciation as well as dividend income to deliver the same return.

Value funds tend to focus on safety rather than growth, and often choose investments providing dividends as well as capital appreciation.

This is because preserving capital in big down markets can allow for appreciation to begin earlier than if higher losses had to be recouped.

Also, buy - and - hold mutual fund and ETF investors usually are much less concerned about short - term fluctuations than they are about achieving their longer - term investment capital appreciation goals.

We know that Warren Buffett's Berkshire Hathaway hasn't paid a dividend in more than 30 years because Buffett feels that the return on capital that he generates by retaining those earnings will create eventual share price appreciation value for the shareholder that will exceed the share price / dividend capital appreciation that his shareholders would receive.

A growth investing strategy emphasizes capital appreciation and typically carries a higher risk of loss and potential reward than a value investing strategy; a value investing strategy emphasizes investments in companies believed to be undervalued.