INVESTMENT VALUE PORTION in a sentence | Sentences WordTool (2024)

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

In the advancing portion of this cycle, Ben Bernanke's blind, stubborn recklessness made patient adherence to a value - conscious, historically - informed investment discipline itself indistinguishable from blind, stubborn recklessness.

The majority portion online trading companies are highly concerned and ready to earn profit and never appreciate the value to trader's investment that is really dangerous for traders.

Investments in commodity - related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their princInvestments in commodity - related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their princinvestments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value.

The Platform captures the financial value produced via landscape - scale restoration activities which are large enough in size to have an impact on a whole ecosystem rather than just piecemeal portions, yet also require major capital investment to accomplish.

The key to an effective tax - loss harvesting strategy is to evaluate what you own and why you own it, identify investments that have lost value, and then consider the sale of some portion of those holdings to offset realized gains, expected future gains, or even income.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

Nor would I recommend committing more than a tiny portion of your investment dollars to the so called «frontier markets» in which Royce Global Value does not invest.

The fund takes a value investment approach when selecting equity securities in its equity coverage and investing mostly U.S. government bonds and investment - grade cooperate bonds for its fixed income portion.

The rate of return (earnings) on the cash - value portion of whole life historically has lagged behind other investments, such as stock mutual funds.

More cynically, extensions can occur in CMBS because the juniormost surviving class directs the special servicer to extend because it maximizes the value that they will get out of their investment, because a foreclosure will wipe out a portion of their interests, since they are in the first loss position.

A large portion of your premiums payments will be invested in the insurance company's investment fund in whatever asset class you prefer (stocks, bonds, mutual funds, money market funds, etc.) Over time, this has the chance to generate a much larger cash value in your insurance account than a traditional whole life policy does.

In addition, you can utilize cash value life insurance as a tax - free savings tool vs. saving a portion of your paycheck and placing it into a taxed savings account, or fee - laden and taxed investment account.

Whereas whole life insurance provides fixed rates of return on the account value, at rates determined by the insurance company, variable life insurance provides the policyholder with investment discretion over the account value portion of the policy.

Reinstatement Privilege If all or a part of an Account Owner's Class A Units in the Advisor Plan are redeemed in connection with a withdrawal or transfer, and the Account Owner purchased the Class A Units subject to an Initial Sales Charge or paid a CDSC on their redemption, the Account Owner may reinvest an amount equal to all or a portion of the redemption proceeds in Class A Units of the same Investment Portfolio or any other Investment Portfolio at the Net Unit Value, without the imposition of an Initial Sales Charge, next determined after receipt in good order of the contribution, provided that such reinvestment is made within one year of the withdrawal or transfer.

Each Investment Option (with the exception of the Principal Plus Interest Option) indirectly bears its pro rata portion of the underlying Funds» expenses because when fees are deducted from an underlying Fund's assets, the value of the underlying Fund's shares is reduced.

If you need investments that can be liquidated quickly or you would like to maintain the current value of your portfolio, you might consider putting a larger portion of your investment portfolio in money market or short - term fixed income securities.

The 1st quarter loss was primarily due to losses at Moduslink (their portion, $ 5.1 million), where they made a significant investment during the first quarter, losses at Fox and Hound restaurant group (their portion, $ 5.2 million) and an unrealized loss in value of their investment in API ($ 9.1 million).

Like variable life, you can invest the cash value portion of the policy among the insurance company's portfolio of investments.

You can invest the cash value portion of the policy among the insurance company's portfolio of investments.

If you are going to try your hand at a strategy like Dollar Value Averaging, Moving Average Market Timing, frequent rebalancing or plan old market timing it might be a good idea to bump these investments up the priority list so at least the portion you would be willing to sell can stay in a registered account to avoid frequent capital gains taxes which hurts compounding.

Another important takeaway from the Callan table is the value of holding a portion of your nest egg in a safe haven like investment - grade bonds (as opposed to high - yield, or junk, bonds, which are more volatile and tend to move more in synch with stocks than bonds).

Klarman's attitude to liquidation value investment closely accords with our own, and so we've reproduced below the relevant portion of Chapter 8 The Art of Business Valuation in Margin of Safety, in which he provides the basis for making such investments and outlines his approach to assessing liquidation value:

The insurance company pays a guaranteed rate of return on the portion of your premium that is in its investment portfolio, building up the value of your policy.

This contradicts some of the normal objective related to the cash portion of your investment portfolio, which is to reduce risk and value fluctuations.

The margin purchaser puts up a portion of the value of the securities, borrowing the remainder from the investment dealer.

Whole life is the simplest and least risky version because its cash value portion is a simple savings account, whereas the other three all incorporate an investment product with variable returns.

For myself, I have a small portion invested in Third Avenue Real Estate Value Fund (TAREX), which happens to be my third best mutual fund investment in terms of returns, thanks to the real estate boom in the early years of the decade (following chart shows the performances of DJ Equity REIT Total Return Index, DJ Industrial Average, and S&P 500 since 2001).

With respect to any portion of a Fund's assets that are invested in one or more open - end management investment companies registered under the 1940 Act, a Fund's net asset value is calculated based upon the net asset values of those open - end management investment companies, and the prospectuses for these companies explain the circ*mstances under which those companies will use fair value pricing and the effects of using fair value pricing.

This is where the theory and reality diverge: The majority of companies that don't pay out a significant portion of cash flows in dividends (or stock buybacks, though I place more value on dividends, as stock buybacks could be postponed) more often than not end up destroying shareholder wealth in empire - building acquisitions or marginal capital investments (if they had better investments to begin with they would spend cash right away).

It covers the full value of the financial flow rather than the share associated with the climate change benefit; e.g., the entire investment in a wind turbine rather than the portion attributed to the emission reductions.

The appellant did not provide any evidence relating to its investment, appraised value, or the portion of the purchase price allocated to the land in the original purchase.

Although clients complain about high legal bills, the law firm that makes a large capital investment in efficiency has a very difficult time capturing a reasonable portion of the value created.

Investment Uncertainty: As with any kind of investment, it is difficult to ascertain the growth of the cash valuInvestment Uncertainty: As with any kind of investment, it is difficult to ascertain the growth of the cash valuinvestment, it is difficult to ascertain the growth of the cash value portion.

VUL is another form of permanent insurance with the exception that a portion of the premiums and the cash value account are allocated to investment options offered through the policy.

Both the cash value investment portion and the death benefits are tax deferred which means the IRS will not bother you when there is a payout.

The rate of return (earnings) on the cash - value portion of whole life historically has lagged behind other investments, such as stock mutual funds.

The cash value accumulation feature allows the insurer to take a portion of the premium for investment purposes, so you earn interest which builds over time.

In accordance with the prime feature of this Life Insurance plan which is loyalty to the consumer, ROP Term Insurance will provide that you receive all your investment back, not a portion of it, like under Permanent Life Insurance contracts with the cash value feature.

Because these policies carry a cash value, many insurers will allow you to borrow against the investment portion of the policy in the form of a low - interest loan, or you can close out the policy entirely and take the cash value.

You can invest the cash value portion of the policy among the insurance company's portfolio of investments.

Whole life is the simplest and least risky version because its cash value portion is a simple savings account, whereas the other three all incorporate an investment product with variable returns.

The money in the cash value portion of your whole life insurance policy is tax - deferred, meaning you don't pay taxes on it until you withdraw it, but many other investment vehicles (like 401 (k) s and traditional IRAs) also offer this option.

Like variable life, you can invest the cash value portion of the policy among the insurance company's portfolio of investments.

Decide on the Investment Portion / Cash Value — You will be guaranteed a specific rate of return regardless how well the market performs.

After that, their cash value may fluctuate with interest rates or the earning power of the investments into which the savings portion of the policies is invested.

Variable Life — Cash value life insurance in which you manage the cash value portion of the policy by selecting variable investment options offered by the policy.

Whole life insurance coverage can be utilized as an investment vehicle since future value is guaranteed and a portion of your premiums get placed into an tax - deferred cash value account.

Universal life insurance also contains an element of long - term investment strategy because it required you build the values in the investment portion through part of the amount you pay monthly.

Whole life insurance premiums are much higher because the coverage lasts for a lifetime, and the policy has cash value, with a guaranteed rate of investment return on a portion of the money that you pay.