Sentences with phrase «average market returns on»

That is, one can not consistently achieve returns in excess of average market returns on a risk - adjusted basis, given the information publicly available at the time the investment is made.»

They are more likely to be invested in index funds for bonds or stocks, or a collection of mutual funds which they periodically review, and are quite content with getting the average market return on their investment.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

Ramona Persaud, manager of Fidelity's Global Equity Income Fund, likes the company's «shrewd» instincts and its knack for delivering a return on capital «far superior to the market,» an average of about 27 % over the past five years.

But the city makes up for it with its first - place market potential ranking (out of 150 cities), and its house - flippers see the second - highest average gross return on investment compared with those in other cities.

Companies with a voting imbalance posted an annualized return of 8.8 %, whereas Family Index firms with balanced voting structures underperformed the market, returning 5.1 % a year on average.

Laredo's house - flipping market potential — which factors in metrics such as the number of real estate agents per capita and the average gross return on investment — ranks 58th out of the 150 cities that WalletHub analyzed.

Feb 7 - U.S. stocks overturned early losses to trade higher on Wednesday as some buyers returned to a market still shaking from a record fall for the Dow Jones Industrial Average earlier this week.

In the 38 years that the Democrats controlled all three bodies, the market returned, on average, 8.4 %.

On average, the markets have climbed just 4.1 % in the first year of a four - year presidential cycle, with the first quarter seeing the worst return -LRB--- 0.7 %).

When the market is at least 10 % below the low I like to increase my dollar cost averaging which has greatly improved my return on investment.

«On the other hand, using the same essential measures of valuation and market action, but including periods of major economic dislocation into the dataset, produces average return / risk inferences that are substantially less favorable.

That's because average stock market returns have been higher than those on bonds and savings accounts over time.

That's twice the average 74 % return for those who moved out of stocks and into cash during the fourth quarter of 2008 or first quarter of 2009.3 More than 25 % of the investors who sold out of stocks during that downturn never got back into the market — missing out on all of the recovery and gains of the following years.

Though we don't use the Coppock indicator in its popular form, the 29 signals in this measure since 1900 have been associated, on average, with market returns of 19.6 % over the following year, and only 3 yearly losses among those signals (one because of the entry into World War II, and the others because the signals were driven by the reversal of a very weakly negative reading, as was the case for the latest signal).

The stock market, on the other hand, has returned an average of over 10 % annually during the same time period.

Despite the variability in short - term outcomes, and even the tendency for the market to advance by several percent after the syndrome emerges, the overall implications are clearly negative on the basis of average return / risk outcomes.»

To expect normal or above - average long - term returns from current prices is to rely on the market bailing out the rich overvaluation of today with extreme bubble valuations down the road.

Seeing as how the stock market returns around 9 % on average, why would it be so hard to maintain a 4 - 6 % withdrawal rate?

Regardless of the period, 3 - month returns following the start of a period of steady tightening were on average negative and more volatile, as markets initially reacted negatively to the start of a tightening cycle.

For investors, 2014 was the sixth consecutive year that hedge funds have fallen short of stock market performance, returning only 3 percent on average.

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...

A beta of 1.00 indicates that the fund's returns will, on average, be as volatile as the market and move in the same direction; a beta higher than 1.00 indicates that if the market rises or falls, the fund will rise or fall respectively but to a greater degree; a beta of less than 1.00 indicates that if the market rises or falls, the fund will rise or fall to a lesser degree.

Although the average return to stocks has been poor in the current Climate, we certainly don't narrow that into an expectation of where the market will move on any particular day or week.

Instead, we expect that, on average, the return / risk profile in «favorable» Market Climates will significantly exceed the return / risk profile in «unfavorable» Market Climates.

Diversification strategies appeared to have «worked» during the golden years of the 1980s and 1990s, simply because US stock markets were returning 17 % to 18 % every year on average during those two decades and Stevie Wonder could have pointed to a bunch of stocks from a newspaper listing the components of the US S&P 500 during that period and likely would have fared very well.

In their October 2012 paper entitled «Quantifying the Behavior of Stock Correlations Under Market Stress», Tobias Preis, Dror Kenett, Eugene Stanley, Dirk Helbing and Eshel Ben - Jacob relate average stock return correlations to stock market conditions with focus on dramatic market lMarket Stress», Tobias Preis, Dror Kenett, Eugene Stanley, Dirk Helbing and Eshel Ben - Jacob relate average stock return correlations to stock market conditions with focus on dramatic market lmarket conditions with focus on dramatic market lmarket losses.

Given any particular set of market conditions, we establish our exposure to general market fluctuations based on the average historical return / risk profile those conditions have produced.

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

Investing may earn you more based on oft - quoted long term averages but, consider this, if the market tanks by 50 % in one year, it would take over 7 years of so called «average stock market returns of 10 %» to return to the same position you were in just prior to the loss, and that is not even factoring in inflation.

That tendency is behind the relatively poor short - term market returns that emerge, on average, from the combination of overvalued, overbought, and overbullish market conditions.

USA Today ran a piece noting that the historical average return on stocks has been 10.4 %, with various analysts voicing the opinion that, basically, last year's sub-par return increases the odds that future market performance will revert higher.

On a 12 - year horizon, we project likely S&P 500 nominal total returns averaging close to zero, with the likelihood of an interim market loss on the order of 50 - 60 % over the completion of the current cyclOn a 12 - year horizon, we project likely S&P 500 nominal total returns averaging close to zero, with the likelihood of an interim market loss on the order of 50 - 60 % over the completion of the current cyclon the order of 50 - 60 % over the completion of the current cycle.

If Democrats win a majority in the House of Representatives this November, history tells us that U.S. equity - market returns have been lower under this scenario, but they still have been double - digit returns (on average).

While past returns do not ensure future results, our objective is to substantially outperform a buy - and - hold approach over the full market cycle, with smaller periodic losses, on average.

As you can see — and so many financial experts like to say — «the market» has returned right around 10 % per year on average.

It's also extremely cost effective with the average return on investment # 38 for every # 1 spent on email marketing according to DMA.

In my view, the necessary objective is to accept market risk when the likely return / risk profile is attractive, based on observable measures of valuation and market action, and to avoid, hedge, or diversify away those risks that don't carry attractive return / risk profiles on average.

On February 14, the week after the Dow Jones Industrial Average experienced two separate days of more than 1,000 - point losses, the House Financial Services» Subcommittee on Capital Markets, Securities and Investment convened a hearing to discuss various legislative proposals to return to the wild west era of derivatives trading on Wall StreeOn February 14, the week after the Dow Jones Industrial Average experienced two separate days of more than 1,000 - point losses, the House Financial Services» Subcommittee on Capital Markets, Securities and Investment convened a hearing to discuss various legislative proposals to return to the wild west era of derivatives trading on Wall Streeon Capital Markets, Securities and Investment convened a hearing to discuss various legislative proposals to return to the wild west era of derivatives trading on Wall Streeon Wall Street.

Looking back through history, whenever value stocks have gotten this cheap, subsequent long - term returns have generally been strong.3 From current depressed valuation levels, value stocks have in the past, on average, doubled over the next five years.4 Not that we necessarily expect returns of this magnitude this time around, but based on the data and our six decades of experience investing through various market cycles, we believe the current risk / reward proposition is heavily skewed in favor of long - term value investors.

U.S. stock markets returned 7.9 percent a year on average between 1985 and 2014, a track record that Koller and other economists say is unlikely to be repeated.

For benchmarks, they consider the value - weighted market portfolio (VW), the equal - weighted market portfolio (EW), the minimum variance portfolio (MVP) and a maximum Sharpe ratio portfolio based on 5 - year moving average actual returns (HIST).

On a market exposure basis, the average return / risk profile of the market varies across the Climates we identify, but it's certainly not true that the market always rises in favorable Climates and falls in unfavorable ones.

But during this time, the Strategy has compounded at 6.99 % per year on average, beating the market's 5.12 % average annual return by over 30 % annually.

While these returns vary, the dividend is calculated based on a five - year average in order to smooth out the short - term effects of market fluctuations.

For a mass - market paperback book with a minimum first printing of 25,000 copies, an average return rate of 50 %, an average $ 6.50 cover price, and an average 6 % royalty rate, an author would earn only $ 4,875 on the sales of that book — and 15 % ($ 731.25) of that sum would go directly to the author's agent, leaving the author with a gross (before taxes) profit of $ 4,143.75.

Granted, if the money market fund returns lower than 8 % on average, she won't be able to beat the index, but still, the performance gap won't be that wide.

If the interest rates on your other debt - car or student loan or mortgage - is higher than what you could earn by saving or investing (consider that the average annual inflation - adjusted historical return of the U.S. stock market is just over 6 %), you'd be wise to pay that down first too.

Ever since the S&P 500 Index (500 of the stock markets biggest stocks) has been tracked, the stock market has returned on average around 11 % annually!

Over time these volatile periods in the stock market's history have «evened» out to a real «average return» of 8 %, however, unless your investment time frame is 50 or more years, you can not rely on these skewed returns with any degree of certainty.