Sentences with phrase «achieve average returns»

However, investors don't actually achieve average returns.

Remember: If you invest via a tracker for the long term and take advantage of volatility through monthly savings, you sidestep a lot of these issues to achieve average returns.

Even those that did struggled hard to achieve an average return of 3.1 percent.

By taking this diversified and balanced approach, investors in the Growth Account have achieved an average return of 8.5 % before tax — higher than the target rate of 6 % — as shown in the chart below.

Following a consistent, well - defined approach has helped the portfolio achieve an average return of 16.1 % over the past 20 years.

So you add nearly 2 % of after - tax return per annum if you only achieve an average return by historical standards from common stock investments in companies with tiny dividend payout ratios.

So you add nearly 2 % of after - tax return per annum if you only achieve an average return by historical standards from common stock investments in companies with low dividend payout ratios.

That said, we do know that even achieving average returns is a challenge for most investors, so perhaps that explains the incredulity you encountered.

Not exact matches

Based on the definitions above, it might sound like index investors are «settling» for average returns while better, more skilled investors are out there achieving much better returns.

Studies have consistently shown that the returns achieved by the average stock or bond fund investor have lagged the reported returns of the average stock or bond index, often by a large margin.

It found that in the 17 - year period to December 2000, the S&P 500 returned an average of 16.29 % per year, while the typical equity investor achieved only 5.32 % for the same period — a startling 9 % difference!

As of last week, the S&P 500 was priced to achieve an estimated average annual total return of just 5.83 % over the coming decade, based on our standard methodology.

Most importantly, Brian's exited investments have achieved cumulative gross returns well in excess of industry averages.

Though past performance does not ensure future returns, the Fund's stock selections have strongly outperformed the major indices since inception, and my objective and expectation is to achieve that result, on average, in the future.

Logically, by taking more risk — in paying up to own «growth» stocks at higher multiples than the market average — one should expect to achieve higher returns.

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

«Over the past 25 years, accounts that we manage have achieved average annual returns of very close to 19 %»

And average returns achieved cheaply will actually put you ahead of most investors.

In a fairly poor scenario, even if only a 5.7 % long - term EPS / dividend growth rate is achieved (chosen to match the previous 7 - year average EPS growth), then the current price in the low $ 80's can still offer a 9 % long - term rate of return, based on the DDM again.

In a world in which, after inflation, even an average long - term return of 4 % annually might be hard to achieve, your own performance chasing could take a bigger bite out of your returns than anything else.

The low interest rate environment may also have encouraged a shift in investments towards hedge funds as, in the past, hedge funds have achieved higher average returns than traditionally managed investments, albeit in exchange for greater risk.

The Oakmark Global Select Fund has outperformed the average of Oakmark and Oakmark International in six of the nine ensuing calendar years and has also achieved a higher cumulative return.

On average these elite hedge fund managers have achieved average net annual returns of 15 % over 18

In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5 % (10.58 % Annual Average Return) versus 2.9 % obtained by the reference index, the MSCI World Index.

This just underlines the fact that the CPP provides better average returns at much lower costs than individuals can achieve by saving though RRSPs.

Based on our standard methodology (elaborated in numerous prior weekly comments), we presently estimate that the S&P 500 is priced to achieve an average total return over the coming decade of just 3.15 % annually.

My average gross savings rate exceeded 50 % for 9 years and the end result is: — 61 % of my wealth has come from saving; and — 39 % from investment return on a balanced low expense low tax portfolio of assets which has achieved a CAGR of 6.9 % over that period.

BondMason provides a unique way to target risk - adjusted returns, with low volatility, achieving an average gross return of 8 % p.a.

Your returns: BondMason clients have achieved a an average gross return in excess of 8.0 % p.a. from April 2015 to April 2017 (before fees).

This explains our attitude which while hopeful of achieving a striking margin of superiority over average investment results, nevertheless, regards every percentage point of investment return above average as having real meaning.

The first - of - its kind analysis of 42 hotels in 15 countries found that nearly every company achieved a positive return when investing in food waste - reduction programs, with the average site seeing a 600 percent return on investment.

With the 119bhp and 148bhp models both achieving 53.2 mpg, and even the range - topping 178bhp engine returning 46.3 mpg, Peugeot is able to claim an admirable average for the entire range of 52.3 mpg.

In my column Evolution of an Investment Style, I tried to describe how I achieve above - average returns while trying to squeeze out risk.

If you are reasonable in your return goals, you can safely achieve better than your average levered competitor through a crisis.

In this world, a rate of return that is below average but is achieved with very low volatility can be considered an exceptionally good result.

His short list of Canadian All Stars combines favourable characteristics for both value and growth and has achieved an average annual return over 10 years of 17.2 % (capital gains only, not counting dividends) for a period ending in late 2014.

Now if millennials could earn the seven per cent average annual return stocks have generated historically (since 1950), they could achieve the common goal of replacing 80 per cent of working income by age 67, merely by saving 13 per cent of annual income.

Those more reasonable valuations could be achieved by a big stock market crash or a sustained malaise similar to Japan's «Lost decade» or the US market's 2000 - 2010 timeframe (where the average annual return over the 10 years was negative).

So 9 % is a very conservative planning assumption at current valuations, is beneath the TSE / TSX index's long - term average return, and an acceleration in inflation is not required to achieve such return.

Studies have consistently shown that the returns achieved by the average stock or bond fund investor have lagged the reported returns of the average stock or bond index, often by a large margin.

To achieve a mere 5 % annualized average return over the next 5 to 10 years, it's likely that stocks will undergo dramatic variations possibly including a significant stock market decline or two.

Next is the Canadian Balanced Funds category, where you'll find that the Manulife Monthly High Income has achieved consistent, above - average returns.

In order to achieve returns like the 10 % average annual return of the Dow Jones, investors need to look for the lowest cost funds.

That is, one can not consistently achieve returns in excess of average market returns on a risk - adjusted basis, given the information publicly available at the time the investment is made.»

Because the fund achieved a higher than average return in the first year, the investors per annum return is higher than that of the fund itself.1

This is not to say the DIY investor can not achieve superior returns compared to the market over the long term (although the average DIY investor is by definition only expected to achieve a market return, since the average investor is the market!).

This typically means that you have an excellent chance to achieve returns that approximate market averages.

In justifying the alleged existence of a universal price equilibrium, Ross, Westerfield states on page 370, «All the efficient market hypothesis really says is that, on average, the manager will not be able to achieve an abnormal or excess return.»

By definition, this equates to the dollar - weighted return, and it represents the return the average investor actually achieves — the investor's bankable return.

Our goal is to achieve better than average returns by concentrating on asset allocation risk management (avoiding large drawdowns) and owning the best dividend growth stock opportunities (margin of safety).