Sentences with phrase «as the portfolio return»

To determine allocation effect, we compare the average weight in each of the 11 GICS ® sectors held by active large - cap managers relative to the S&P 500 during the measurement period, and the sector contribution to benchmark return as well as the portfolio return.

We calculated the incremental return associated with replacing a portion of the equity portfolio with commodity futures as the portfolio return minus the all - equity return, and refer to it as the return difference.

Not exact matches

With geopolitical tensions in places like Ukraine, emerging market selloffs in countries like Turkey and U.S. stocks» choppy start to 2014, more investors are seeking out hard assets as an opportunity to diversify a portfolio, hedge against inflation and pursue a solid return in something unrelated to the equity markets.

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

«There is an immediate expectation that as interest rates go up, investors can find greater return on capital by investing it in lower - risk portfolios.»

She eventually returned to Fidelity in 1988 as an analyst, but she quickly transitioned into a portfolio management role.

As an investor in start - ups, I have heard the accepted wisdom that out of 10 portfolio companies, only one is likely to be a big success, the rest will either fail or barely return the investment — «only» half of my investments failed.

The 30 - year - old fund overtook Pimco's Total Return last year as the fund world's largest bond portfolio.

Using a fairly moderate portfolio as an example, this annuity illustration projected an average return of 7.68 percent — but 11.5 percent for the first four years.

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

According to Tomasz Tunguz, a partner at Redpoint Ventures, «Typical portfolio company failure rates across the industry defined as either shutdowns or returning capital are roughly 40 % -50 %.»

Martin: As an active portfolio manager, most of your day job involves trying to achieve superior risk - adjusted returns for clients.

You're right about the main reason, but that's because most people don't understand the purpose of Absolute Return investments is to diversify a portfolio — not act as a substitute for long - only equity exposure (which as you say can be obtained very cheaply)

As always, more return leads to more risk but by spreading out your portfolio over a number of different assets you can continue to decrease your risk of holding only one type of investment.

«HCGRT's value proposition of achieving stable, predictable returns from a growing portfolio of single tenant buildings leased to federal government agencies is compelling to me as a financial professional.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetAs long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetas the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

As cash has no negative returns, the volatility might not be any higher than it would be in a portfolio that includes bonds.

We see muted returns across asset classes in the coming five years, as structural dynamics such as aging populations help keep us in a low - return world, and we believe investors need to go beyond broad equity and bond exposures to diversify portfolios in today's market environment.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

As you can see when looking at the other asset allocations, adding more fixed income investments to a portfolio will slightly reduce one's expectations for long - term returns, but may significantly reduce the impact of market volatility.

We enhance the potential for incremental return as well as risk management by accessing select externally managed solutions to build prudently diversified portfolios.

The Australian Financial Review has also reported on the spectacular returns generated by unlisted portfolio investments such as its student housing project, losses at shoe brand Aquila, and a breach of covenants at artisan bakery Wild Breads.

Bottom Line: I think this is a good time for investors to return to tried - and - true risk management techniques, like diversification (including into foreign markets) and active portfolio management, as opposed to indexing.

As a result, investors seeking additional returns from fixed - interest portfolios have been prepared to accept greater credit risk than in the past.

You tell them when you want to retire and they chase higher returns (with more risk) while you're young, preserving those gains with a lower - risk portfolio as you near the end of your career.

On a total return basis, the Safest Dividend Yields Model Portfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio laPortfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio laportfolio last month.

Naples also seeks to educate Millennials about Modern Portfolio Theory and the importance of consistent contributions in a tax - free environment, as well as diversification and rebalancing concepts to smooth long - term returns through bear and bull markets.

On a price return basis, the Safest Dividend Yields Model Portfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laPortfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laportfolio last month.

In addition to his track record of above average returns, Shamit has differentiated himself as a successful advisor to portfolio companies, where he has developed unique relationships with CEOs and helped drive sustainable, long - term value.

The Fund utilises a research driven, fund of fund approach to generate returns and is designed to complement traditional investments, such as stocks, bonds, and property, and form part of a diversified and balanced portfolio.

However, asset managers usually base their voting on low - cost policies that tend to enhance the returns on their portfolio as a whole.

Ideally, investors want to take three factors into account in portfolio construction: the expected return for each asset, the expected risk (normally expressed as the standard deviations of return) and the co-movement of each asset.

While most investors focus on potential returns in their portfolios, Russ discusses why risk and correlation are just as important.

Looking only at the glass as half - empty will leave you on the sidelines while some great opportunities to boost your income and your overall portfolio returns pass you by.

These funds generally view lending as a strategy for portfolio diversification and a way to gain double - digit returns.

As more investors tailor their portfolios to drive positive social and environmental change while still realizing a financial return, one issue that is gaining momentum across individual and institutional investing is gender diversity.

Using monthly values of sentiment measures as available and monthly index / portfolio returns during January 1990 through December 2015, he finds that: Keep Reading

As a result, even though expected returns on stocks were actually negative on a 10 - 12 year horizon in 2000, and are presently 0 - 2 % on that horizon, the expected return on a traditional portfolio mix is actually lower at present than at any point in history except the 1929 and 1937 market peaks.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

Using the S&P 500 as a benchmark may be an inaccurate measure of portfolio return for individual investors.

«We believe that exceptional returns are created by concentrated portfolios, as excellent ideas are few and far between.

If that's the case then the portfolio's asset allocation reflects the fact that you can take more risk on the equity side — in the hope of better returns — as long as you're not banking on those returns to enable you to live.

As I noted in my previous post, our personal portfolios returned 9.5 % over the year, dragged down by losses in Loblaws (TSX: L, down 10 %), CGI Group (TSX: GIB.A, down 9 %), EPCOR Power (TSX: EP.UN, down 7.5 %) and a few other small - cap names.

The equities will provide our portfolio (and thus our future spending opportunities) with growth and the bonds will both provide today's retirement income and serve as a buffer from the volatile returns of a long - term growth portfolio.

Using the responses of 215 online investors to a 2001 internet survey and actual portfolio returns for these investors during 1997 - 2000 as calculated from their holdings during that period, they find that:

We should see many corrections and modest performance from the market as a whole this year, but that does not mean your portfolio can't achieve significant returns.

Flowserve also returned to the portfolio as its share price slumped during the oil price collapse.