Sentences with phrase «unrealized profits of»

The large unrealized profits of many investors in Japan are expected to impact consumer spending significantly.

You currently have an unrealized profit of 58.41 - 53.30 = 5.11 per share, less any commissions and exchange fees.

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.

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

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.

There will be times that you will have more losers than winners, trades go quickly against you, or you'll have to let go of some of your unrealized profits.

They think that the math of compounding does not work with unrealized paper profits.

The measurement of returns treats realized and unrealized profits exactly the same.

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 %.

Let's say your preferred allocation is 80:20 (equity: debt), markets reach new highs and your equity unrealized gains may soar, this may result in higher % of equity investments corpus in your portfolio, so you may have to book some profits and move the monies to debt category, to maintain 80:20 ratio.

Box 9 represents the unrealized profit or loss on open contracts at the end of the previous tax year.

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).

For purposes of this article we are only going to focus on selling strategies for stocks that have profits (unrealized gains).

Assuming you are willing to risk half of your unrealized profits, you decide to set your current percent stop at half of the 9.6 % gain you now have or 9.6 / 2 = 4.8 %.