Sentences with phrase «total account equity»

«Clients with total account equity (amongst all accounts) less than 100,000 will be charged a spread of 1.99 % for both margin and registered accounts.
The key is very tiny bets on these trades versus total account equity.

Not exact matches

According to a report published by Morningstar in 2015, U.S. equity index funds account for about 37 % of the total market share of mutual - fund assets, up from 26 % five years earlier.
The US saw the biggest increase in private equity transactions with a 52 percent rise in deals led by buyout funds, accounting for a total of $ 46.4 billion so far this year.
In the U.S. and U.K., reinvested dividends would account for nearly half of an investor's total annualized return from equities in the last century.
The broad index, which comprises 500 large - cap companies, accounts for about 80 percent of the total market capitalization of the US equity markets.
Ken: If you think about that return on our equity or the return on our total assets including debt based on normal accounting, of which of course normal accounting is not terribly accurate, they're double - digit returns.
Movements in equity prices, however, provide only a partial measure of returns; a comparison of total returns requires also that dividends be taken into account.
But we observe that the proportion of the total student population accounted for by special education students in the top performing countries is about half the proportion accounted for by special education students in the United States, and those countries typically do better on equity than we do.
Revolving debt utilization ratio — compares the current total balances to the cumulative credit limits on revolving accounts (credit cards, home equity line of credit, etc.).
The equity allocation needs to be $ 243,000 (50 % of the total), but we only have $ 225,000 in the non-registered account.
Your account will be reset to the greater of either USD 100,000 or five times the total equity of the your production account.
This provides ABC clients the highest level of account protection available in the brokerage industry to the total net equity with no limit for the amount of cash or securities.
For example, if the 1,000 shares you bought for $ 10 a share with a $ 5,000 margin loan declined in price to $ 6 a share, your equity would be $ 1,000, or just 16.6 % of the total market value of your account.
The total account value is divided by the total market value to calculate your account equity percentage.
The benefit of investing in equities of companies with higher accounting quality is fewer defaults (4 vs. 5) and a higher total return (13.2 % vs. 11.6 %).
Therefore, in this example, all of your Roth account assets would be equities, since 10 % of your total assets currently are equities.
U.S. equities accounted for 36 % of the total market capitalization of all equities markets worldwide on 10/21/14.
Clients with total equity (amongst all accounts) more than 100,000 will be charged a spread of 1.7 % for margin accounts and 1 % for registered accounts
Since 1932, dividends have accounted for almost one - third of total equity returns on US stocks.
So if I contribution $ 2k and invest it in a money market fund (very close to riskless with minimal yield), at the end of the year, my companies will put in another $ 2k into my account for a total of $ 4k — equating to a 100 % return on my invested equity with nearly zero risk.
Specifically, the Fund holds the same 40 to 50 stocks that are concurrently held in our segregated accounts and which have produced an annualized compound return of approximately 11.3 % per year (10.1 % net of all fees) since July 2006, or more than double the 5.5 % for the TSX Composite Total Return (see Monthly Canadian Equity Report).
True about diversification — I go big (relative % to my total account value) into different positions, but not so big that a wipe out of one equity would kill me.
This so - called «other comprehensive income» is directly booked into the equity and accounts for about 35 % of total net income.
Visible in the accounts chart is the same result as in the Tutorial, Table 2.2, namely, the current assets grand total is CAD 135, whereas the equity minus expenses is CAD 128.
Clearly visible in the accounts chart is the absurdity, also seen in the Tutorial, Table 2.2, whereby the current assets grand total is CAD 135, whereas the equity minus expenses is CAD 128.
In 2010, first mortgage loan write offs, installment loans and revolving accounts of home equity totaled to $ 304.6 billion.
We used three measures to capture the pertinent information: return on equity (ROE) to reflect growth and profitability; the debt coverage ratio to represent the likelihood of default; and the accruals - to - average - total - assets measure defined by Sloan (1996) to quantify possible accounting red flags.12 To arrive at company - specific quality measures, we used the simple arithmetic average of each stock's percentile rank for these three variables.
Its clean energy portfolio, which accounts for over 18 % of the total equity capacity at end - 2011, includes hydro - electric, solar, wind and biomass plants.
If the total carbon budget to give the world a 66 % chance of keeping warming below 2 °C is 270 gigatons carbon (GtC), then because the US population is 5 % of world population, a case can be made that the United States carbon budget must be below 13.5 GtC even before this number is adjusted on the grounds of fairness or equity that takes into account the US's world leading share of historical emissions.
Replacement cost takes inflation and equity into account, if your house is totaled.
Currently Ulip products, which are equity linked insurance schemes, account for about 80 per cent of the total premium collected by the 23 private life insurance companies.
Irda has also stipulated that the maximum loan amount that can be sanctioned under any Ulip will not exceed 40 per cent of the net asset value (NAV) in those products where equity accounts for more than 60 per cent of the total share, and 50 per cent of the NAV where debt instruments account for more than 60 per cent of the total share.
Total capitalization of asset cryptocurrencies linked to real world asset prices (e.g. equity, debt, commodities, real estate) may account for at least 80 % of total market share by 2025 as, in addition to the benefits of traditional cryptocurrencies, they are less volatile and provide new opportunities for portfolio optimizaTotal capitalization of asset cryptocurrencies linked to real world asset prices (e.g. equity, debt, commodities, real estate) may account for at least 80 % of total market share by 2025 as, in addition to the benefits of traditional cryptocurrencies, they are less volatile and provide new opportunities for portfolio optimizatotal market share by 2025 as, in addition to the benefits of traditional cryptocurrencies, they are less volatile and provide new opportunities for portfolio optimization.
Prudential: General Account: $ 2.1 billion CMBS: $ 643 million Interim: $ 314 million Total: $ 3.1 billion WMF Group: Fannie Mae: $ 828 million FHA: $ 368 million High Yield: $ 138 million Conduit: $ 207 million Third Party: $ 391 million Other (including equity): $ 368 million Total: $ 2.3 billion
The report, «Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth,» compared assets in households headed by those between the ages of 25 and 64, computing the share of assets comprised of home equity and retirement plans (e.g., 401 (k), IRA)-- the other key source of income in retirEquity in Family Total Wealth,» compared assets in households headed by those between the ages of 25 and 64, computing the share of assets comprised of home equity and retirement plans (e.g., 401 (k), IRA)-- the other key source of income in retirequity and retirement plans (e.g., 401 (k), IRA)-- the other key source of income in retirement.
These top five states combined account for 34 percent of the total amount of negative equity in the U.S. Of the total $ 658 billion in aggregate negative equity, first liens without home equity loans accounted for $ 323 billion aggregate negative equity, while first liens with home equity loans accounted for $ 334 billion.
Combined, the four self - storage REITs account for a total market capitalization of about $ 23 billion — a minute fraction of the $ 413 billion equity REIT industry.
Households headed by someone age 55 or older account for two - thirds of the nation's total home equity, according to data from the most recent (2016) Survey of Consumer Finances.
[monthly house payment (PITIA - the front end DTI as discussed above)-RSB- + [second mortgage, home - equity loans or home - equity lines of credit payments if any] + [credit card payments] + [auto loan or lease payments] + [alimony] + [any other payments on credit accounts or loans] / [total gross monthly household income]
In fact, five states (NV, FL, MI, AZ, & GA) account for 33 % of the total negative equity in the U.S., and in twenty - five states, 15 % or more of total mortgages are in negative equity.
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