Sentences with phrase «unrealized profits from»

Index collars are generally employed to protect unrealized profits from the portfolio being protected, and the index option class chosen will generally have an underlying index that most closely tracks the performance of the portfolio.

Often the market value of the option exceeds the unrealized profit from opening the underlying position at the strike price.

Not exact matches

The lawsuit, filed by employees led by John Meiners, from St. Louis, seeks to recoup excess fees and unrealized profits stemming from Wells Fargo's alleged breach of fiduciary duties to all 401 (k) participants over the last six years, the complaint said.

In contrast, the typical private equity fund will charge a management fee of, say, 2 %, and also allocate 20 % of profits from operations, realized gains and unrealized appreciation to the general partner after the limited partners receive a priority return of, say, 6 % to 10 %.

The more basis there is, the more withdrawals will come from tax - free returns of original principal, and the more unrealized capital gains (profits) there are, the more is taken from there, taxed, and used to make up any withdrawal shortfalls.

This is all because when it comes to the distribution phase, the vast majority of the withdrawals come from basis (return of the original money you invested), and not «profit» (AKA unrealized capital gains).