Sentences with phrase «than the income investors»

As an opposite example, someone who is a little more aggressive than the income investor described above (as is the case with me personally) will want their mix skewed a little the other way.

That is good but a lot less than the income investors were expecting from writing calls.

Not exact matches

And that will require investors to adjust their strategy and their expectations henceforward — by paying more for equities, taking on more risk with fixed income and socking away more than they used to.

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

Investors who need more income from their portfolios have no option other than taking on more risk.

A bet on the price of oil is not exactly conservative investing, but MLPs are cheaper than they've been in years, and the income they can offer investors is substantial.

If these three goals are achieved, the income investor will be very satisfied, and will make a very good return over time, perhaps much more than he or she budgeted for.

You can raise up to $ 1 million this way from investors putting in no more than $ 10,000 each, or no more than 10 % of their income, whichever is less.

It's noteworthy that the implicit inflation «tax» was more than triple the explicit income tax that our investor probably thought of as his main burden.

Non-accredited investors also could invest in those deals, as long as they limited investing to no more than 10 percent of either their annual net income or net worth, whichever is greater, in offerings up to $ 50 million.

In any 12 - month period, non-accredited investors will be able to invest the greater of $ 2,000 or up to 5 percent of their income if they make less than $ 100,000, in company shares.

In fact, this kind of negotiated tax increase might be a far preferable outcome for the world's savers, investors and high - income earners than the increasingly likely alternative: persistent uncertainty over the global financial system or the consummation of that uncertainty in an asset - value - destroying economic downturn.

Wealthy investors will undoubtedly favor this provision, as any income from the startup will be taxed at a rate lower than their ordinary income.

Meanwhile, if an investor's annual income and net worth are equal to or more than $ 100,000, then the individual can invest no more than 10 percent of the lesser of their annual income or net worth.

If a potential investor's annual income or net worth is less than $ 100,000, then the investor can invest either 5 percent of his or her combined net worth or a maximum of $ 2,000 in a 12 - month period, whichever is greater.

Still, Shain believes that before committing capital, investors, particularly unaccredited ones (those with less than $ 100,000 in net worth and annual income), need to take multiple steps to ensure they know who they're investing with.

Previously, only accredited investors — wealthy people with an annual income of more than $ 200,000 or a net worth of at least $ 1 million — were allowed to put money into such risky ventures.

In their eyes, having announced plans to divest the business National Australia Bank is probably more worried about a smooth deal rather than squeezing a P / E-point or two out of incoming investors.

In fact, when valuing a company or stock, most professional investors use a form of modified free cash flow rather than reported net income applicable to common.

Given that rate volatility will likely remain elevated in coming months, investors may want to look to the high yield sector, which is typically less sensitive to rate movements than other fixed income sectors.

The initial interest rate on a floating - rate security may be lower than that of a fixed - rate security of the same maturity because investors expect to receive additional income due to future increases in the floating security's underlying reference rate.

The dividend yield is very important for those investors that need income rather than growth (for example when investing for income in retirement).

With rates at historic lows, many investors have used high - dividend stocks, rather than low - yielding bonds, in pursuit of income.

June, of course, is a favorite month among dividend investors as end of quarter months usually signify higher than average passive income received.

James Hymas has been managing fixed income investments using quantitative techniques since 1992; but an intelligent investor is more interested in results than experience.

Private companies are currently allowed to solicit only accredited investors - those with a net worth of at least $ 1 million, excluding the value of their homes, or annual income of more than $ 200,000.

NEW YORK — When health insurer Humana Inc reported worse - than - expected quarterly earnings in late 2014 — including a 21 percent drop in net income — it softened the blow by immediately telling investors it would make a $ 500 million share repurchase.

The lawsuit argues that hedge funds have been traditionally limited to «accredited investors» who have more than $ 200,000 in annual income and / or more than $ 1,000,000 in net worth, restricting these investments to those who can afford to lose their invested principal.

The proposal says that investors with a net worth and income of less than $ 100,000 can contribute only $ 2,000 or 5 percent of their net worth or income, whichever is greater.

As its name suggests, the blog is focused largely on dividend paying stocks rather than value or growth stocks, which makes it better suited for conservative income investors.

Rather than grow more professional investors, Saunders and her peers are now working to train armies of novice female investors at various levels of disposable income.

In general, to qualify as an Accredited Investor, individuals must have a net worth of more than $ 1 million (excluding their primary residence), or gross income for each of the last two years of at least $ 200,000 ($ 300,000 jointly with their spouse) with the expectation of a similarly qualifying income during the current year.

A bond investor typically seeks income and security, and in fact, investing in bonds is often considered a more conservative option than investing in stocks.

the difference between the stated redemption price at maturity (if greater than one year) and the issue price of a fixed income security attributable to the selected tax year; NOTE: Tax reporting of OID obligations is complex; if acquisition or bond premium is paid during the purchase, or if the obligation is a stripped bond or stripped coupon, the investor must compute the proper amount of OID; refer to IRS Publication 1212, List of Original Issue Discount Instruments, to calculate the correct OID

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.

For those investors who desire a monthly income with the flexibility of investment choice, and the potential for better returns than achievable from a savings account, then investing into stocks that pay their dividends monthly could be the answer.

If stocks go up more than fixed income and the portfolio becomes weighted 60 % stocks and 40 % fixed income, then it would be important to sell 10 % of stocks (i.e. take profits) and buy 10 % of fixed income to bring the portfolio back in to balance so that it remains consistent with the investor's predetermined long - term objectives.

The dispersion in bond fund returns has been fairly narrow compared to stock funds in the past, but I think there could be a much greater dispersion going forward as certain investors will be able to navigate the challenging fixed income environment better than others.

Investors should pay close attention to the composition of a target - date fund, as the whole will perform no better than the weighted average of the parts (i.e., the equity «sleeve» and the fixed income «sleeve»).

If you're an income investor, you're looking for stocks that have higher - than - average dividends and dividend yields, a steady track record of paying out dividends, stable performance, solid reputations, and rising dividends year over year.

This trend does not appear to be supported by stock valuations, but rather by investors searching for income who found these stocks to be cheaper than bonds.

If enough value is accumulated, the passive income will be high enough so that no shares ever have to be sold, and so the investor can live off of his or her accumulated wealth indefinitely while continuing to grow, rather than shrink, their net worth.

Floating - rate securities The initial interest rate on a floating - rate security may be lower than that of a fixed - rate security of the same maturity because investors expect to receive additional income due to future increases in the floating security's underlying reference rate.

After 10 years, the investor owns 134 shares, the total investment is worth over $ 8,300, and the dividend income is more than $ 268 / year.

Financial repression has continued much longer than we thought possible, and this has, in our opinion, encouraged investors to overpay for income in every security type.

For investors who are interested in generating steady passive income rather than quick wagers on the market, it is advisable to focus on long - term trades with low leverage, spread across a variety of instruments (or spread over a multitude of traders, with social trading).

More than 20 years ago, I recognized that the one blind spot for many investors was high - quality sources of income both before and during retirement.

Investors» perceptions about the intentions of these central banks, rather than economic fundamentals, are likely to remain the central driver of fixed income markets.

Investors who earn less than $ 100,000 per year or whose net worth do not exceed $ 100,000 are only allowed to invest 5 % of their income or no more than $ 2,000 per year.

For example, a portfolio that starts out with a 70 % equity and 30 % fixed - income allocation could, through an extended market rally, shift to an 80/20 allocation that exposes the portfolio to more risk than the investor can tolerate.