Sentences with phrase «assuming equal returns»

If you stay in the same tax bracket throughout your life, it makes no difference which account you put your money into assuming equal returns.

Not exact matches

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.

Let's further assume that the Nikkei companies in the aggregate have a net cash balance equal to 30 % of market capitalization and decide to return all the net cash to shareholders as a special dividend, the implied P / E multiple for the Nikkei would drop from 8x to 5x.

In fact, the company's assumed return on plan assets is so high that it allowed EK to book income from its pension plan equal to 2.2 % of its revenue last year.

Finally, we assume that renters will earn a return on their savings equal to the average growth of the S&P 500 over the past 20 years.

(Now no one would bother providing capital at 0 return, however essentially it is assumed that the wage and profit approaches but does not equal those 2 amounts) Now in addition we assume that a new method of utilising capital appears that allows the old capital that needed ten labourers to be utilised with 1.

The classic Global Couch Potato portfolio provided healthy average annual returns of 10.0 % from the start of 1981 through 2015, assuming the portfolio's four indexes were rebalanced back to equal dollar amounts each month instead of annually.

The month - to - month closing price is used to calculate the return, with equal investments in each stock at the beginning of each month assumed.

Assuming you buy equal amounts in Fortis, Royal Bank, and Telus today, that's an average expected return of 9.6 %.

As Ardrey points out, you assume that the rate of return will be equal to the mortgage rate to break even, but that's not the case.

If we assume that the risk - free rate is a 3 - month US Treasury (10 - year US Treasury is also common) and equal to 1.50 %, the portfolio beta is 1.60 (60 % more systematic risk or volatility than the benchmark), the benchmark has returned 10 % annualized, and the portfolio return is 20 %, we have:

Most investors just assume that number is equal to their actual return on all the money they have invested.

Assuming your house appreciates at a modest 3 % per year, the more equity you have in your house equals the less return on that equity.

Set out below is a matrix showing hurdle returns in the left column with corresponding target purchase prices under these scenarios assuming all else remains equal (hardly a realistic assumption!).

A Comparison of Expected Return Models The first model is a simple rearview mirror investment approach in which we assume returns for the next 10 years will equal the realized returns of the previous 10 years.

A Betterment account with the same amount of money is $ 260 — a much better deal, assuming equal rates of return.

The insurer projects that, assuming it meets this rate of return, the cash value would equal the policy's face value when you pass away.

If the average return on the collared Index over the next 30 years is equal to the worst rolling 30 - year period since 1920 (which, as noted in the chart, was 6.9 percent), the cash surrender value IRR at the end of Year 30 will be 5.56 percent rather than the 6.32 percent that is projected on the Policy illustration assuming a 7.5 percent Index return.

Finally, we assume that renters will earn a return on their savings equal to the average growth of the S&P 500 over the past 20 years.