Sentences with phrase «return advantage»

Much of the potential return advantage small - cap dividend growers have over other small caps can be attributed to quality.

This plan has a cash returned advantage for its users.

Over the long haul, those higher dividends have helped create a total return advantage over the S&P 500.

Over the long haul, those higher dividends have helped create a total return advantage over the S&P 500.

Second, when we try monthly, quarterly, and semi-annual rebalancing, we increase index turnover but find no appreciable return advantage over annual rebalancing.

Lots more in the publication The High Dividend Yield Return Advantage by Tweedy Browne.

There should be an expected premium return for illiquid assets, or else, invest in liquid risk assets, and wait for the day where there is a return advantage to illiquidity.

The findings of behavioral finance research nibbles away at the return advantage of a stock - heavy portfolio by demonstrating that, on average, we're not capable of holding assets which are so volatile.

In addition, there proves to be no return advantage on a risk - adjusted basis.

If something is obviously riskier, there should be a return advantage.

The emerging markets MV portfolios have about 50 % less volatility than the comparable cap - weighted index, with a return advantage of 97 — 409 bps.

Compared with the cap - weighted index, the US MV portfolios have about 25 % less volatility and a return advantage of 134 — 182 basis points (bps).

Integrating is still the better strategy, but its hypothetical risk — return advantage is appreciably less dramatic.

While the margin of benefit varies, it is generally positive and can mean a return advantage, over five years, of 2 percent or more.

In these markets with shorter histories, the benefit of sticking with the strategy with the best in - sample performance (i.e., low beta) offsets the return advantage of systematic rebalancing.