Sentences with phrase «unrealized gains on»

«We estimate the wealth effect from unrealized gains on bitcoin trading by Japanese investors since the start of fiscal year 2017, and estimate a potential boost to consumer spending of 23.2 to 96.0 billion yen ($ 206.0 million to $ 852.5 million).»
We estimate the wealth effect from unrealized gains on bitcoin trading by Japanese investors since the start of fiscal year 2017, and estimate a potential boost to consumer spending of 23.2 - 96.0 billion yen.
Unrealized gains on securities determine the mutual fund's net asset value until they are sold.
Trend and momentum swing traders (like me) surely gave back a chunk of unrealized gains on their winning positions (and stopped out of a few stagnant trades).
Net income as an ROE for the quarter was 11.5 %, and net operating income as an ROE, excluding net unrealized gains on fixed maturities, was 14.6 %.
«The deferred taxes that are applicable to unrealized gains on securities would all be applicable to us,» Buffett said during Berkshire Hathaway's annual shareholders meeting.
Net unrealized gains on investments (net of taxes) were $ 3.4 billion as of March 31, 2017, down from $ 3.7 billion at the end of last quarter.
Markel's comprehensive loss to shareholders — which notably includes a $ 116.1 million decline in net unrealized gains on available - for - sale investments (net of taxes)-- was $ 174.8 million.
Trend and momentum swing traders (like me) surely gave back a chunk of unrealized gains on their winning positions (and stopped out of a -LSB-...]
Debt - to - capital ratio excluding net unrealized gain on investments, net of tax, included in shareholders» equity, is the ratio of debt to total capitalization excluding the after - tax impact of net unrealized investment gains and losses included in shareholders» equity.
In 2016, the net foreign exchange gain was # 2.3 million, primarily as a result of the unrealized gain on translation of cash deposits held primarily in U.S. dollars at year end, reflecting a strengthening of the U.S. dollar against pounds sterling during the year.
Unrealized Gain: The weighted average unrealized gain on all current portfolio stakes (vs. original avg.

Not exact matches

Shareholders» equity of $ 22.979 billion decreased 3 % from year - end 2017 due to the impact of higher interest rates on net unrealized investment gains.
In the opinion of the Company's management, adjusted book value per share is useful in an analysis of a property casualty company's book value per share as it removes the effect of changing prices on invested assets (i.e., net unrealized investment gains (losses), net of tax), which do not have an equivalent impact on unpaid claims and claim adjustment expense reserves.
Segment operating income excludes unrealized gains and losses on hedging activities (which are a component of cost of sales), general corporate expenses (which are a component of selling, general and administrative expenses), amortization of intangibles, gains and losses on divestitures and acquisition - related costs, in all periods presented.
For example, in our Wagner Daily ETF and stock picking portfolio, we are presently sitting on unrealized gains of 49 % in Silica ($ SLCA) and 35 % in Yelp ($ YELP).
Hamblin Watsa emphasizes a conservative value investment philosophy, seeking to invest assets on a total return basis, which includes realized and unrealized gains over the long - term.
Leading stocks like $ TSLA (we are still holding with an unrealized gain of 48 %), $ FB (we recently sold for a 49 % gain), and $ KORS must hold on to their rising 50 - day moving averages / 10 - week moving averages to keep the dominant stock market rally alive.
On a different note, all 7 open positions in our model portfolio of The Wagner Daily (3 ETFs and 4 stocks) are presently showing unrealized gains, and are technically well positioned to climb higher in the coming days.
Although the position is still open, the ETF is presently showing an unrealized gain of 4 % since our initial buy entry on the last day of 2012.
Below is the daily chart of SolarCity ($ SCTY), which I bought in The Wagner Daily newsletter on December 19 (still long as of January 10, with an unrealized price gain of 26 %):
This momentum trade has been working out well so far, as this ETF swing trade is presently showing an unrealized share price gain of 13.8 % (based on our July -LSB-...]
Either be a unpopular macro guy acknowledging drivers undiscounted or a performance chaser sitting on unrealized gains looking in the rear view mirror.
Adjusted EPS is defined as diluted earnings per share excluding, when they occur, the impacts of integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation and timing impacts of preferred stock dividends.
Adjusted EBITDA is defined as net income / (loss) from continuing operations before interest expense, other expense / (income), net, provision for / (benefit from) income taxes; in addition to these adjustments, the Company excludes, when they occur, the impacts of depreciation and amortization (excluding integration and restructuring expenses)(including amortization of postretirement benefit plans prior service credits), integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and equity award compensation expense (excluding integration and restructuring expenses).
Adjusted EPS is defined as diluted earnings per share excluding, when they occur, the impacts of integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, and nonmonetary currency devaluation (e.g., remeasurement gains and losses), and including when they occur, adjustments to reflect preferred stock dividend payments on an accrual basis.
Adjusted EPS is defined as diluted earnings per share excluding, when they occur, the impacts of integration and restructuring expenses, merger costs, unrealized losses / (gains) on commodity hedges, impairment losses, losses / (gains) on the sale of a business, nonmonetary currency devaluation (e.g., remeasurement gains and losses), and U.S. Tax Reform, and including when they occur, adjustments to reflect preferred stock dividend payments on an accrual basis.
You are now sitting on $ 4,396,600, of which $ 260,000 represents your original investment and $ 4,136,600 represents unrealized capital gains.
The result is years, sometimes decades, of unrealized capital gains that increase the value of your mutual fund's share price but don't ever get distributed — and thus, you never pay taxes on them.
Although we already have an unrealized gain of 6.3 % since buying $ GLD in our swing trading newsletter (on January 27), the technicals indicate there may be substantially more upside to come, so pullbacks in gold are relatively low - risk buying opportunities.
The film largely consists of old women reflecting on the good and bad parts of their anonymous singing careers, material complemented by looks at the striking, hopeful Hill, who rehearsed singing with Jackson for his unrealized final concert tour and then gained notice for a performance at his memorial service.
With close to a $ 10.5 trillion economy, the unrealized gain for 2002 alone would have amounted to $ 450 billion, or more than the nation's total annual expenditure on K - 12 public education.
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.
Open Trade Equity: This refers to any unrealized gains or losses on open futures positions, (those futures positions that have not been offset).
Gains that are «on paper» only are called «unrealized gains.&rGains that are «on paper» only are called «unrealized gains.&rgains
In summary, where there is a large unrealized capital gain on a family cottage, there will be no income tax panacea.
WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.
I also don't see how not paying taxes on unrealized capital gains differs from home appreciation or increases in value of a 401K or Roth IRA.
If I owed IBM common stock, it would be nice to click on one menu to see the dollar amount of the IBM gains that are realized - and what my current unrealized gains are for that security.
But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.
As for private equity, they could not disclose changes in unrealized capital gains as part of their returns without being taxed on it.
Tax us year - by year on an estimate of our increase in income including unrealized capital gains and losses.
Move back to the Tax Reform Act of 1986, and eliminate all of the deductions, and then go further, tax us all like traders, and make us pay each year on the net increase in unrealized gains.
Derivative instruments, including currency forwards, are only included to the extent of any unrealized gain or loss on such instruments and are shown in the not - rated category.
Traciatim: As to your on - line account, what you don't see is the realized and unrealized gains that are part of a bond portfolio.
The blue bars represent the unrealized gains and losses on the account.
Also termed an «unrealized gain or loss», any profit or loss on an investment (mutual fund shares or securities a fund owns) that is not realized because they have not actually been sold.
Now, could Obama enact real tax reform that would be fair, and cause Buffett (and others) to pay taxes on his unrealized capital gains?
That is, if the stock has appreciated, your grandmother never paid capital gains on those unrealized capital gains, and you don't have to pay tax on those capital gains either; your basis is the appreciated value and if and when you sell the stock, you pay tax only on the gain, if any, between the day that Grandma passed away and the day you sell the stock.
Gains may also accrue on unrealized amounts at year - end, for specific items [in general in the US, gains do not accrue at year - end for most thiGains may also accrue on unrealized amounts at year - end, for specific items [in general in the US, gains do not accrue at year - end for most thigains do not accrue at year - end for most things].
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