Sentences with phrase «unrealized capital gains which»

This assumes that all impacts to book value run through earnings which is not the case given Berkshire's large balance of unrealized capital gains which are not recognized in earnings each year but flow into book value.

Not exact matches

You are now sitting on $ 4,396,600, of which $ 260,000 represents your original investment and $ 4,136,600 represents unrealized capital gains.

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.

Tax - conscious mutual fund investors should determine a mutual fund's unrealized accumulated capital gains, which are expressed as a percentage of its net assets, before investing in a fund with a significant unrealized capital gain component.

The company's first - quarter net income was comprised of total investment income of $ 70 million and net realized capital gains of $ 1.8 million, which were partially offset by total expenses of $ 8.5 million and net unrealized depreciation or mark - to - market losses of $ 2.2 million.

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.

If you're sitting on unrealized capital losses in investments in taxable accounts, you may want to consider selling shares before the end of the year to realize the loss and apply it against realized capital gains in other investments (including mutual funds, which are expected to make sizable distributions this year).

The fund distributes to shareholders at least annually any net capital gains which have been recognized for federal income tax purposes, including unrealized gains at the end of the fund's fiscal year on futures or options transactions.