Sentences with phrase «average investment return»

Many mutual funds, especially ones which are actively traded and have 200 % to 300 % portfolio turnover, not only have higher expenses but often have below average investment returns.

A problem with talking about average investment returns is that there is real ambiguity about what people mean by «average».

Together, these two tactical plays will hopefully allows me to generate above - average investment returns over the long run.

The difference between average investment returns and average investor returns is often called the behavior gap.

Peter Lynch averaged an investment return of 29.2 % between 1977 and 1990 when he ran the Magellan Fund.

The Fund invests in a «Long Portfolio» of 15 - 35 equities, which the Manager deems to be of higher quality and prospects, and expects to deliver above average investment returns.

And increasing the long - term average investment return of your IRA or 401 (k) by just 1 % per year can have a PROFOUND (six figure) impact on your retirement.

Davis advised early retirement savers to allow for big purchases and emergencies separately from investment funds, «so when average investment return is calculated, those funds are not included in principal.»

The average investor makes decisions that cause them to underperform average investment returns.

«If you are still picking stocks using a discount - to - hard - book - value model or relying on dividend models to tell you when the stock market is over or under - valued, it is unlikely you have enjoyed even average investment returns,» Hagstrom writes.

Now, if your lights are turned on, you're correctly thinking, «Yeah that's true in 529 plans because the time frame is much shorter than IRAs, and you're assuming paltry 21st century average investment returns.»

The Fund also borrows and sells a «Short Portfolio» of 15 - 35 listed equities, which the Manager deems to be of inferior quality and prospects, and expects to deliver a below average investment return.

The Fund invests in a «Long Portfolio» of 15 - 35 equities, which the Manager deems to be of higher quality and prospects, and expects to deliver above average investment returns.

And over a period of several decades (we're talking about retirement after all), a single percent difference in your average investment return because of bank fees can add up to hundreds of thousands of dollars.

Given today's low bond yields and projections for lower - than - average investment returns, however, many retirement experts suggest starting with a lower initial withdrawal rate, say, 3 % or so.

JA: You know you look at the Behavior Gap, you know, Dalbar does their study, and you take a look at the average investment return versus the average investor return.

Researchers come up with an idea for what they see as an «anomaly» — some economic or investment pattern that can be harnessed to generate above - average investment returns, or what some would call «free money.»

This can be an average investment return on a portfolio, or an inflation rate, for example.

The Fund simultaneously sells short an equal - sized portfolio of 15 - 35 companies that we believe to be of inferior quality and prospects — those that score highest on the factors that destroy wealth and are expected to deliver below - average investment returns.

The Montgomery Alpha Plus Fund (The Fund) purchases a portfolio of what we believe to be 15 - 35 high quality companies — those that score highest on the factors that create wealth and are expected to deliver above - average investment returns.

The Fund also borrows and sells a «Short Portfolio» of 15 - 35 listed equities, which the Manager deems to be of inferior quality and prospects, and expects to deliver a below average investment return.

This can be an annual interest rate on a loan, or an average investment return of a portfolio, for example.

From 2000 through 2015, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500.

Buffett turned the Washington Post investment into a huge return over the years, but compounded it was about 13 % per year, which was far below the average investment return.

An investment approach that accepts above - average risk of loss in return for potentially above - average investment returns.

We have assumed an average investment return of 4 % over the years.

The average investment return on rental homes is strong and getting stronger.

Solid returns In the past five years, encompassing 150 million sq. ft. of space, the average investment return from redevelopment for CenterAmerica has been a little bit above 12 %.