Sentences with phrase «average investment results»

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.

Not exact matches

According to an FAQ page on the CAQ website, Quebec spends about $ 4 billion on business tax credits every year, «and the results are not forthcoming: private investment in Quebec is significantly lower than the Canadian average.»

Given the above assumptions for retirement age, planning age, wage growth and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

Even measured against this bull market's impressive results, technology stocks have been excellent investments, outpacing the 19.4 percent annualized return of Standard and Poor's 500 - stock index by four percentage points per year, on average, since...

Our philosophy is to deliver above average long - term results, while reducing portfolio risk through the application of a disciplined, opportunistic, and unique investment strategy.

For the most part, lump sum investing outperformed dollar cost averaging two out of every three times, «even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.»

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.

Since the earnings season kicked off last week, shares have returned, on average, a loss of 0.12 percent on the trading day immediately after companies posted their quarterly results, according to data from Bespoke Investment Group.

But even after the event no one would know whether the average results in terms of the sums invested had exceeded, equalled or fallen short of the prevailing rate of interest; though, if we exclude the exploitation of natural resources and monopolies, it is probable that the actual average results of investments, even during periods of progress and prosperity, have disappointed the hopes which prompted them.

The result is that local government workers, faced with an average additional 3 % increase in their contributions which will then yield a much reduced pensions, are likely to abandon the local government pension scheme in droves as no longer worthwhile, thus adding to the State's welfare bill in retirement and perhaps collapsing the investment funds which this pension scheme feeds.

As a result, Fidelity Investments estimates that the average retired couple will spend $ 275,000 on healthcare during retirement.

These results suggest that the alpha that the average hedge fund investor thought they were accessing may have been almost completely offset by poor investment timing decisions.

The results for my backtest of the 5 - Year Average Return on Investment is similar to the previous trailing twelve - month ROI results.

However, after back - testing the idea, the results show that dollar - cost averaging rarely outperforms lump sum investments.

As the results indicate, investing 100 % of new dollar cost averaging contributions each month in an equity fund results in a slightly (only 0.7 %) increased return on investment over the 20 year period.

It is a way of averaging out all of the cash flows, and annualizing the result, so that it can be compared against other investments.

He retired in 1995 after 31 years (1964 - 1995) of market - beating investment results while the Vanguard Windsor Fund during his tenure as portfolio manager averaged +13.7 % against the S&P 500 Index of +10.6 %.

However, because of the structure of these products, their rebalancing methodologies, and the math of compounding, extended holdings beyond one day or month, depending on the investment objective, can lead to results very different from a simple doubling, tripling, or inverse of the benchmark's average return over the same period of time.

Jason Zweig, in his 2002 investigative report, documented that retail mutual fund investors underperformed the average mutual fund by 4.7 % per annum.7 Again, this poor result is driven by investors actively switching between funds and market - timing their investment contributions.

The result: a «possible investment return averaging 7 to 8 % a year.»

I have been considering a similar situation for a while now, and the advice i have been given is to use a concept called «dollar cost averaging», which basically amounts to investing say 10 % a month over 10 months, resulting in your investment getting the average price over that period.

Although past performance is no guarantee of future results, stocks have historically provided a higher average annual rate of return than other investments, including bonds and cash equivalents.

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in 9 out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

With moderate amounts of active fund tracking risk (2.5 % / year), for the initial lump sum investment scenario, there was only about a 2 % chance that an average cost active fund would result in a slightly higher terminal value after thirty years versus the low cost passively managed fund.

As a result of my investments, the principal has compounded at a rate of around 15 % on average, with a resulting monthly gross cash production of around $ 7,000.

They have a dollar cost averaging calculator where I plugged in a monthly investment amount of $ 1,000 as an example and got these results:

If your investments over the years result in a $ 22.48 average basis and you redeem 100 shares at $ 25 a share, for example, you'd have a $ 252 gain ($ 2,500 minus $ 2,248).

The industrious pig's underlying investments perform well, producing an average annual return of 6 % but 0.25 % is deducted every year in fees resulting in a T - Rex Score of 93 %.

The careless pig's underlying investments perform well, producing an average annual return of 6 % but 2 % is deducted every year in fees resulting in a T - Rex Score of 51 %.

The investment seeks to track the investment results of the MSCI USA Risk Weighted Index composed of U.S. large - and mid-capitalization stocks with relatively smaller average market capitalization.

On average, it finds that an LSI approach has outperformed a DCA approach approximately two - thirds of the time, even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.

Kinnaras aims to deliver above average long - term results through application of a deep value investment strategy.

It is important to note that Market - Linked CDs may have features such as a maximum return cap or averaging, which could result in the performance of the CD differing from a direct investment in the underlying index or reference asset.

I would hardly say that the full amount invested into a single investment vehicle should represent an «average» result.

Given the above assumptions for retirement age, planning age, wage growth, and income replacement targets, the results were successful in nine out of 10 hypothetical market conditions where the average equity allocation over the investment horizon was more than 50 % for the hypothetical portfolio.

A regular, fixed - dollar investment should result in a lower average price per share than you would get buying a fixed number of shares at each investment interval.

It should go without saying that if investors are paying a premium for investment «expertise,» then they should be receiving above average results consistently over time.

It ends with a great if somewhat understated quote: «A mildly non-conventional investment approach, emphasizing a business approach to security selection, gives some opportunity for long - term results slightly above average without corresponding increase in investment risk».

Deployed at over 1500 organizations worldwide, Intella lowers an organization's total cost of ownership for their digital investigation software by reducing processing time of large volumes of data by an average of 80 %, providing a comprehensive, user - friendly platform that reduces training investments and enables a broad range of reviewers to deliver accurate results quickly.

Although your average return over the 2 years was 0 percent -LRB--20 percent plus +20 percent, divided by 2), your investment at the end of the 2nd year would only be worth $ 960, resulting in a compound return of negative 2.02 percent per year.

Based on the findings, researchers estimate that for cities of a similar size averaging about 3,187 births a year, an annual investment of $ 2.2 million in nurse home visiting would result in a community health care cost savings of about $ 7 million in the first two years of a child's life.

• As an example of the results possible, US Realtor John McKenna hasn't missed a listing for over 4 years — you can view his video testimonial from my website homepage: - http://www.iangrace.com • Cold canvassing — everyone knows the law of averages — if you canvas enough people, of course you will stumble over some who have need of your services — what we are saying here is, there is a better way, to achieve a better result • Mr Willard — I have read Millionaire Real Estate Agent by Gary Keller and have a copy right here • I attended Keller Williams Mega Camp in Austin as a guest, when Jim Reitzel and his son Jeffrey were on stage with Gary Keller, talking about selling investment property, another area I cover in detail.