Sentences with phrase «unrealized gains over»

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.

Not exact matches

So if there's a large unrealized gain, it might make sense to sell the fund gradually over two or three calendar years to spread out the tax bill.

Harvest to reduce risk — If you will eventually need the proceeds from the security to fund your living expenses, selling other securities in your portfolio with unrealized losses can be one way to offset some gains realized over time as you trim down the position.

Investment performance measure over a stated time period which includes coupon interest, interest on interest, and any realized and unrealized gains or losses.

Unrealized capital gains compound untaxed over time, and there is the option to donate appreciated stock if you want to get a write - off and eliminate taxes at the same time.

Most insurers invest entirely in fixed income, so investors almost always look at returns based on net income excluding changes in comprehensive income (where the impact of the equity portfolio shows up) over equity ecxluding AOCI (unrealized gains / losses).