Sentences with phrase «about the total return»

Having proved his ability to handle crystal ball work, Buffett, 86, was asked by this writer — an 87 - year - old friend of his — whether he might care to make a prediction about total returns over the 17 years starting now and ending late in 2033.

When investing in either stocks or bonds, always think about the total return = principal performance + dividends.

Remember, it's important to think about total return investing — not just a handful of cute dividends.

Whether it's caring for people or helping them communicate, there's nothing old - fashioned about total returns that top the market.

Whether it's caring for people or helping them communicate, there's nothing old - fashioned about total returns that top the market.

The author contends that dividend investors often make three common mistakes: chasing yield, forgetting about total return, and not keeping track of their investments.

That brings us to this week's question: Are dividend investors guilty of chasing yield, forgetting about total return, and not keeping track of their investments?

Dean Harman, founder of Harman Wealth Management in The Woodlands, Texas, says concern about the Total Return Fund will not affect his decisions regarding other Pimco funds in client accounts.

That together, if you pay a fair price, is going to get you about your total return over time.

Discover everything you need to know about Total Return with easy access to fund literature and charts.

Not exact matches

The investment would have seen a lifetime total return of about 300 percent, including price appreciation and dividend gains reinvested.

A copy of Trump's 2005 tax return that was leaked earlier this year showed that he had to pay $ 31 million in AMT that year, accounting for about 80 percent of his total tax bill.

That's about the same as the ratio was in the 1990s, but in the decades prior, dividend appreciation accounted for between 24 % and 71 % of total returns.

GM said it expects to return about $ 7 billion in cash to shareholders in 2017, bringing total cash returns to about $ 25 billion since 2012.

The total transaction tax over a 10 - year period is only about $ 23, and our retirement saver gives up about $ 35 in 10 - year returns.»

Learn more about the positive outlook the BlackRock Total Return Fund portfolio management team has for bond markets in 2018.

The current dividend yield on XRE is about 5.25 % and about 4.90 % on CPD and their total year - to - date return is 8.76 % and 1.92 %.

All told, we see another coupon - driven year for high yield with total returns of about 6 % possible as spreads tighten in line with anticipated modest increases in interest rates.

As we've noted previously, MarketCap / GVA has a correlation of about 92 % with actual subsequent 10 - year S&P 500 total returns, even in recent market cycles.

From a valuation standpoint, we estimate that the S&P 500 Index would have to fall to the 1000 level to bring prospective 10 - year nominal total returns toward their historical norm of about 10 % annually.

We sold a portion of our Treasury inflation protected securities on the advance, moving the overall duration of the Strategic Total Return Fund to about 2.3 years.

At longer horizons, the 6.3 % growth rate that we've assumed for nominal GDP over the coming years will begin to bail investors out given enough time, and as a result, our projection for 10 - year S&P 500 nominal total returns peeks its head up above zero, at about 2.4 % annually from current levels.

In a nutshell, the normal run - of - the - mill expectation for S&P 500 total returns from present valuations is zero over the coming 10 years, but in the event of a secular low in the future, total returns from current valuations may turn out to be about zero for the coming 20 years.

Since earnings growth for the S&P 500 has never grown faster than about 6 % annually when properly measured from peak - to - peak or trough - to - trough, we're talking about a long term total return of about 7.2 % if - and it's a big if - P / E ratios were held at current extremes forever.

PIMCO Total Return Fund holds about $ 244 billion in assets spread across various share classes.

The Strategic Total Return Fund currently carries a duration of about 2 years, primarily in U.S. Treasury securities, with just over 15 % of assets allocated to foreign currencies.

In addition to the Total Return Fund's positions in TIPS and short - dated Treasury securities, the Fund continues to hold about 30 % of assets in a diversified group of precious metals shares, utility shares, and foreign currencies.

The Strategic Total Return Fund currently has an overall duration slightly over 3 years, primarily in straight Treasuries, with a small 1 % exposure to precious metals shares and about 4 % of assets in utility shares.

In the Strategic Total Return Fund, we shifted about 25 % of the Fund into Treasury Inflation Protected Securities with a variety of maturities.

Total inflation has been close to 2 per cent and is expected to dip to about 1.7 per cent in the middle of the year before returning to near its target.

With the S&P 500 within about 8 % of its highest level in history, with historically reliable valuation measures at obscene levels, implying near - zero 10 - 12 year S&P 500 nominal total returns; with an extended period of extreme overvalued, overbought, overbullish conditions replaced by deterioration in market internals that signal a clear shift toward risk - aversion among investors; with credit spreads on low - grade debt blowing out to multi-year highs; and with leading economic measures deteriorating rapidly, we continue to classify market conditions within the most hostile return / risk profile we identify — a classification that has been observed in only about 9 % of history.

According to Yahoo Finance, if you had reinvested dividends in AT&T during this time period, the total return on AT&T would have been about 106 %, not 50 %.

At present, the valuation measures we find most strongly correlated with actual subsequent S&P 500 total returns suggest zero total returns for the S&P 500 over the coming 10 years, and total returns averaging only about 1 % annually over the coming 12 - year period.

As usual, we need not make specific interest rate forecasts - the fact that prevailing valuations and market action are unfavorable is sufficient to hold the Strategic Total Return Fund to a relatively muted duration of about 2 years, largely in Treasury inflation - protected securities.

If we add on the average dividend payment of 4 % for the two years, we've got about a 11 % total return in AT&T vs. a 500 % return for Tesla.

This is the fourth time that Bill Gross has been a member of the IA 25, and while money has been flowing out of PIMCO's flagship Total Return Fund for some time, we know that advisors continue to be keenly interested not simply in the drama surrounding Mohamed El - Erian's departure, but in Gross» thoughts about the future behavior of the Fed and the direction of interest rates.

Among these, the ratio of nonfinancial market capitalization to corporate gross value - added has the strongest correlation (about -93 %) with subsequent 12 - year S&P 500 total returns.

«We are optimistic about CNH credits going into 2014 and expect a total return of 3 % to 4 % in dollar terms,» HSBC analysts say.

After climbing about 2 percent on above - average volume on Thursday, the iPath Bloomberg Copper Subindex Total Return ETN -LRB-...

Conversely, the other 92 % of historical periods actually capture about (1 /.07 =) 14 times the cumulative total return of the S&P 500 index itself.

The most recent rally occurred in December and January, lifting the MLP index by about 15 % and leaving them up about 50 % (or about 65 % on a total return basis) from their early 2016 trough.

The Strategic Total Return Fund continues to carry an average duration of about 4 years, primarily in straight Treasuries.

The Strategic Total Return Fund continues to hold a portfolio duration of about 6 years, meaning that a 1 % (100 basis point) change in interest rates would induce a roughly 6 % change in the value of the Fund.

For example if you bought Vanguard High Dividend Yield ETF (VYM), a holding in the Dividends Diversify Model Portfolios, during the market peak of 2007 and held though summer of this year, you would have earned about a 7.5 % annual total return including dividends.

If you combine the two, it happens that the average full market cycle is 5 years in duration, and generates an average total return of about 10.9 % over the entire cycle.

Strategic Total Return continues to carry a duration of about 3.5 years in Treasury securities (meaning that a 100 basis point move in interest rates would be expected to impact the Fund by about 3.5 % on the basis of bond price fluctuations), and holds about 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

The Strategic Total Return Fund continues to carry a duration of about 2.5 years, mostly in Treasury inflation protected securities, as well as a roughly 8 % position in precious metals shares.

The Strategic Total Return Fund continues to carry a duration of just under 2 years, mostly in Treasury inflation protected securities, and about 20 % of assets in precious metals shares, for which the Market Climate continues to be favorable at present.

On the basis of nominal total returns (including dividends), we estimate zero or negative returns for the S&P 500 on every horizon shorter than about 8 years.

The Strategic Total Return Fund has reduced its exposure to precious metals shares to about 8 % of assets, but is likely to increase rather than decrease this exposure on weakness in this group.