Sentences with phrase «unrealized capital losses»

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).

Mismatch long to earn extra money, and if rates rose higher, write more business to get out of distress caused by unrealized capital losses.

I can't tell you how big his current unrealized capital loss is, but he is stubbornly focused on current income, because his bonus is largely based on that.

Notably, in 2008, Buffett had most of the assets exit the trust into National Indemnity, when they were in a position of unrealized capital loss.

Most advisors and investors are very cognizant of ensuring they sell stocks with unrealized capital losses in years when they have substantial gains.

The combined trade is currently down 2,532, mostly in unrealized capital losses.

I would estimate that 2 / 3rds of the stocks that I currently hold have been at a unrealized capital loss for over a month of time at some point at minimum.

Yes, with the slow rise, there will be unrealized capital losses, most of which will evaporate with time.

Many if not most of the companies that I hold for years run into disappointments, become an unrealized capital loss in my portfolio for a while, and come back to greater success.

(No unrealized capital losses right now.)

At least half of my winners spent time as an unrealized capital loss at some point.

If you have realized capital gains and unrealized capital losses, consider taking a loss to offset earlier gains.

URCL: Unrealized Capital Losses.

I don't fully understand the tax and capital effects here, but it seems that Buffett found it to his advantage to move assets out of the trust, and into National Indemnity once the assets were unrealized capital losses.