Sentences with phrase «total value of the investment»

The black line shows the total value of the investment when a stock's price remains unchanged at $ 20 throughout 20 years.

To me the biggest indicator is if the distribution yield on a closed end fund is higher than the yield of the investments inside of it, that's an indication that I should take a closer look — it might be trading at less than the total value of the investments inside of it.

Once your equity (the total value of your investment less the margin amount) goes below a certain percentage, you must deposit enough into the margin to get it back to the initial margin percentage.

If you choose to re-invest your distribution in the same fund, then you will own more shares at a lower NAV per share but the total value of your investment will not change at all.

The portfolio turnover rate is usually expressed as a percentage of the total value of an investment fund.

View the total value of your investment accounts or the performance of individual stocks and mutual funds over time.

For example, if Coinbase allocates ten percent to Token X, you would then own $ 10,000 worth of X. Increase in the price of X would increase the total value of your investment, but only for ten percent of your portfolio.

Not exact matches

ACWA Power, which develops both power and water desalination projects, said that the total investment value of the projects was $ 190 million, and that they would have a total capacity of 165.5 megawatts.

Adjusted book value per share is total common shareholders» equity excluding net unrealized investment gains and losses, net of tax, included in shareholders» equity, divided by the number of common shares outstanding.

$ 523 billion The total value of U.S. PE deals in 2014 was up more than 34 percent from 2010, when investment activity was still recovering from the economic crisis, according to PitchBook.

The acquisition price implies a total equity value of approximately $ 52.4 billion and a total transaction value of approximately $ 66.1 billion (in each case based on the stated exchange ratio assuming no adjustment) for the business to be acquired by Disney, which includes consolidated assets along with a number of equity investments.

Per the Journal, Elliott's investment is about 2 percent of EMC's total equity value of $ 55 billion and would make Elliott the fifth largest shareholder in the Hopkinton, Mass. — based company.

Data compiled by Bloomberg shows the company's investment totals up to 2.94 million shares or 2.9 percent of Tesla's stocks, with an indicated value of $ 690 million.

The HFRI Relative Value (Total) Index is managed by maintaining positions in which the investment thesis is predicated on realization of a valuation discrepancy in the relationship between multiple securities.

According to the Investment Monitor operated by the Asia Pacific Foundation of Canada, Asia Pacific investment in Canada between 2003 - 2016 saw 96 deals with a total value of over C$ 2.8 billion in the technology services and equipmeInvestment Monitor operated by the Asia Pacific Foundation of Canada, Asia Pacific investment in Canada between 2003 - 2016 saw 96 deals with a total value of over C$ 2.8 billion in the technology services and equipmeinvestment in Canada between 2003 - 2016 saw 96 deals with a total value of over C$ 2.8 billion in the technology services and equipment sector.

Historical successful investments include divestment of Dezima Pharma to Amgen for up to USD 1.55 billion in total deal value and in Acerta Pharma for up to USD 7 billion with a guaranteed payment of USD 4 billion.

You'd think that corporate debt would grow in proportion to total sales, as this additional debt is used to fund investments in productive activities that create more sales and contribute to the economy, and that higher sales, and presumably higher earnings would create a proportionate increase in the value of the company, and thus in its stock price, and that they all go up together, not in lockstep but over time more or less at the same rate.

Gross domestic product (GDP): The total value of goods and services produced by the economy, the sum of aggregate consumption, investment, government purchases, and exports, less the value of imports.

As of June 7, 2017, the Company's investments include two cryptocurrencies greater than 10 % of their total portfolio value, Bitcoin («BTC») at 24.67 % and Ethereum («ETH») at 41.25 %.

The investment firm lets you know that you can only borrow up to 50 percent of the total value of your 401 (k) account, $ 50,000.

Cumulative market value illustrates a hypothetical total return for an initial investment of $ 10,000.

Hartford Schroders Tax - Aware Bond Fund uses a value - driven approach to seek total return on an after - tax basis by investing in a portfolio of predominantly investment grade, fixed - income securities.

After - tax average annual total returns represent the average change in value of an investment on an annualized basis.

The same year, the stock of known EU direct investment in Canada was valued at more than $ 171 billion, representing over 24 percent of total foreign investment in Canada.

Morgan Stanley was involved in more mergers and acquisitions in emerging markets than any other investment bank in 2013, for a total deal value of $ 99 billion, which represented a 14.7 % market share, according to Thomson Reuters.

Finally, with the decline in market interest rates, the inflation protected bond fund increased in value 13 % and grew to 38 % of his total investment portfolio.

Changes in the creditworthiness of the issuer (whether or not reflected in changes to the issuer's rating) can decrease or increase the current market value and may result in a partial or total loss of your investment.

This money is matched by your employer up to a certain amount; together, the combined total is then used in a portfolio of investments so that the total value grows over time.

VPC Specialty Lending Investments has reported a total net asset value (NAV) return of 3.07 per cent for 2017 — below its target return levels.

Given that this new block of investors can now be unleashed on the gold market, if even a mere 1 percent of the overall value of Islamic investment is allocated to the yellow metal, it would be equivalent to approximately USD 65 billion or 1,700 tonnes of new global demand, nearly double China's estimated total demand for gold in 2015.

This would help dampen house price volatility; the total tax burden on a property rises with the value of the property, pushing up the overall purchase price and making the property less attractive as an investment.

In total, a # 387 million investment in claiming unpaid tax has seen an additional # 4.32 billion received over the last five years, but MPs warned even more could have been reclaimed if the HMRC approaches spending cuts on the basis of delivering value for money.

The main intention of the endowment is to invest it, so that the total asset value will result to an inflation - adjusted principal amount, along with additional income which will be used for further investments and additional expenditures.

While job creation and total investment were important considerations when SIDA provided tax exemptions to projects like the two new Tops and expanded Nojaim's on the North, South, and Near West sides, respectively, perhaps what was more important was the immeasurable value of ensuring access to healthy and affordable food for thousands of city residents.

The projects represent an investment of 1.8 billion Ecus (# 1.4 billion) and bring the total value of the programme to 15.3 billion Ecus.

Best Value — this refers to consideration such as how «fit for purpose» the product is, its «value» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including traiValue — this refers to consideration such as how «fit for purpose» the product is, its «value» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including traivalue» (based on the total cost of ownership), service level agreements, such as whether the company issues new, ideally free upgrades through an investment in development and support services including training.

The strategy uses a value - driven approach and seeks to maximize after - tax total return by investing in a portfolio of investment grade, fixed income securities.

SBI magnum multiplier plus give 21.24 % annualized return on SIP investment if we divided it from 12 then monthly growth rate is 1.77 % Now total value of his holding in near 7 lacks.

For both individuals and businesses, net worth is simply the total value of your cash, investments, and other assets minus everything that you owe (your liabilities).

To calculate the investment's total return, the investor divides the total investment gains (105 shares x $ 22 per share = $ 2,310 current value - $ 2,000 initial value = $ 310 total gains) by the initial value of the investment ($ 2,000) and multiplies by 100 to convert the answer to a percentage ($ 310 / $ 2,000 x 100 = 15.5 %).

I'd like to have an investment portfolio with a few items, each having a target proportion (e.g. I want to have stocks of Apple and the total value of those should be 25 % of my portfolio's total worth).

This is riskier however because it assumes they can get the foreclosure for cheap, fix it up inexpensively, result in appraised value of more than their total investment thus far and finally be able to find renters willing to pay the monthly mortgage.

Investment advisers have discretionary asset management responsibilities and are paid a fee, usually a percentage of the total value of the assets managed.

I also have 3 investment properties valued at a total of $ 100 000 debt free aswell and earn $ 1 000 rentals from these.

Total return: On a mutual fund, the increase in value of an investment in the fund over a given period, assuming reinvestment of distributions.

Even though each fund has a investment style, such as large - cap value or mid-cap growth, the fund's style itself can't be used directly to determine the allocation of a portfolio because each fund contains many, possibly hundreds (for example an index fund that tracks the S&P 500) or even thousands (such as a total market fund), individual stocks that belong to different categories.

Diversified investment management company: An investment company with 75 % of the value of its assets held in cash or cash equivalents, government securities, securities of other investment companies, or securities of other issuers; no more than 5 % of its total assets in the securities of any one company; and ownership of no more than 10 % of the outstanding voting stock of any one company.

Suggest you to go through these articles; Calculate Future Value of investments Calculate total interest amount payable.

IF YOU HOLD YOUR INVESTMENTS in a margin account at a brokerage firm, you can typically take out a margin loan equal to 50 % of the account's total value.

From 01 October 2016, the Consolidated Account Statement (CAS) issued to investors is required to provide information in terms of total purchase value / cost of investment in each scheme.