7/7 Differentiate between the following: active income, passive income, and portfolio income? Portfolio income is derived from investments and includes capital gains, interest, dividends, and royalties. Various types of portfolio income are taxed differently. Passive Income, this type of income comes from activities in which you do not actively participate. Such activities include income from real estate and certain business arrangements, such as limited partnerships. Active Income, Income for
Words: 400 - Pages: 2
Business/Investment Losses and Passive Activity Losses Chapter 8: Deductions: Itemized Deduction Homework Questions: 7-7 and 7-13 Problems (Show your work.): 7-46, 8-34, and 8-40 Chp.7. 7. Differentiate between the following: active income, passive income, and portfolio income. Sol. 1.Active Income Income an individual earns through participating in some activity with the goal of earning income. Also referred to as earned income. 2.Passive Income Income earned through a trade or investment
Words: 323 - Pages: 2
1. (TCO E) Interest, dividends, and annuities income are classified as _____. (Points : 5) active income passive income portfolio income None of the above 2. (TCO D) Tom Tanner traded in a printing press with an adjusted basis of $20,000 for a smaller press valued at $12,000. In addition to the smaller press, Tom received $3,000 in cash and was relieved of the existing liability of $5,000 on the old press. What is Tom's recognized gain? (Points : 5)
Words: 2369 - Pages: 10
MANAGING INVESTMENT PORTFOLIOS WORKBOOK A DYNAMIC PROCESS Third Edition John L. Maginn, CFA Donald L. Tuttle, CFA Dennis W. McLeavey, CFA Jerald E. Pinto, CFA John Wiley & Sons, Inc. MANAGING INVESTMENT PORTFOLIOS WORKBOOK A DYNAMIC PROCESS The CFA Institute is the premier association for investment professionals around the world, with over 85,000 members in 129 countries. Since 1963 the organization has developed and administered the renowned Chartered Financial Analyst Program
Words: 96021 - Pages: 385
1992; Oman, 1996; Castells, 1996; Giddens, 1999; Held et al. 1999).2 Most definitions boil down to the fact that globalisation is both a process of geographical/spatial outreach and of an increased degree of interconnectedness and interdependence between people, groups and institutions based in different countries of the world. As a process of spatial outreach it is not new and has long historical antecedents (Held et al., 1999). Nonetheless it is argued in this chapter that the current process is
Words: 5461 - Pages: 22
|15 | |3 |Organization of a Mutual Fund |30 | |4 |Fund Management Style & Structuring of Portfolio |33 | |5 |Individual Scheme Analysis |49 | | |Thematic Funds
Words: 24333 - Pages: 98
strategy basedon value (versus growth), albeit with similar informationratios. A multivariate macroeconomic analysis shows that return differences between value and growth stocks can have a straightforward,intuitive o basis.In practice,theapproach f style timersmay vary,but successfulstyle timing dependson efficientimplementation. lan sponsors and portfolio managers recognize that style decisions can have a large impact on the performance of their equity funds. "Style" is broadly defined as any
Words: 4103 - Pages: 17
INTERNATIONAL FOREIGN EXCHANGE RESERVES BULGARIAN NATIONAL BANK Celebrating the BNB 130th Anniversary INTERNATIONAL FOREIGN EXCHANGE RESERVES Edited by Tsvetan Manchev, Doctor in Economics BULGARIAN NATIONAL BANK 2009 International Foreign Exchange Reserves Abbreviations BNB GDP BIS b.p. EIB EC EU ESCB ECB LBNB М1 М2 М3 IMF ERMII Fed − the Bulgarian National Bank − gross domestic product − the Bank for International Settlements − basis points − the European Investment Bank
Words: 55968 - Pages: 224
individual user/ reader/ organization/ institute. Thus NISM and SEBI do not assume any responsibility for any wrong move or action taken based on the information available in this publication. Therefore before acting on or following the steps suggested on any theme or before following any recommendation given in this publication user/reader should consider/seek professional advice. The publication contains information, statements, opinions, statistics and materials that have been
Words: 66892 - Pages: 268
and competition for quality deals will prove too great a resistive force. While we’ll analyze the industry in its broadest sense, our focus is decidedly on the outlook for middle-market private equity firms―those firms with assets under management between $100 million and $5 billion. Lacking the resources and capital reserves of the private equity industry titans, middle market private equity better reflect whether industry momentum is building or waning. We start by examining last year’s industry
Words: 12367 - Pages: 50
