Sentences with phrase «annualized portfolio performance»

You can not easily measure your annualized portfolio performance, and it's difficult to compare your portfolio's performance to a benchmark.

Not exact matches

In professors Gerald Martin and John Puthenpurackal's study of Berkshire Hathaway Inc. (NYSE: BRK.A)(NYSE: BRK.B)'s stock portfolio's performance from 1980 to 2003, they discovered that the portfolio's 261 investments had an average annualized rate of return of 39.3 %.

IRR is also comparable against annualized market and fund returns, and cost of debt or leverage so it gives an excellent idea of portfolio performance.

And it's not just the medium - term results that look impressive: according to the historical performance data on the Crawling Road website, the annualized return on the portfolio was 9.7 % from 1972 through 2008.

The recent performance of my model portfolios has been excellent: in 2013, the humble Global Couch Potato returned more than 15 %, and over the last five years, a balanced index portfolio could easily have achieved 10 % annualized returns.

Fidelity, Merrill Edge and Schwab score extra points for offering customers annualized performance data for their portfolios.

Ibbotson also simulated the performance of those three portfolios when annualized three - year return for large - caps were flat, down 10 %, up 10 % and up 20 %.

Investment performance figures for the Classic Couch Potato Portfolio by annual nominal value, annualized rate of return and annual return.

† Annualized MERs for the period ending August 31 2017 (as disclosed in each fund or portfolio's interim management report of fund performance).