Sentences with phrase «average portfolios produced»

But during those months in which the Wilshire declined, in contrast, the newsletter's average portfolios produced an annualized loss of 58.4 percent.

Not exact matches

Recent data from mobile app analytics firm Flurry show that from Sept 2009 to Sept 2010, virtual goods went from producing $ 0.25 of average monthly revenue per user to nearly $ 9 for the mobile applications in their portfolio.

Looking at each of the CMOs in the NewSchools portfolio individually, we find that half are producing breakthrough results, with average proficiency rates that are at least 15 percentage points higher than their local districts.

I recommend our Classic Couch Potato Portfolio, which has the lowest fees going, and has produced an average annual return of 11.8 % since 1976.

What high fees really cost you To illustrate this point in real dollar terms, take a simple example: Two people invest $ 50,000 in a portfolio of stocks that produces an average annual return of 8 % over 40 years.

When stocks stay in the same portfolio for two successive years, i.e. they don't migrate, they produce returns that are close to the market average, regardless of the category.

Two portfolios, with the same average rate of return over a period of years, can produce dramatically different values outcomes because of portfolio volatility.

Dollar cost averaging into an all - stock portfolio produced two balances out of eight that were below $ 40000.

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.

Bond yield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuPortfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual basis.

Mostly emerging) and portfolio (just 70 % bonds plus income - producing equities and convertibles) are utterly distant from what you see in the average world bond fund.

• Portfolio Yield Calculator: This calculates the combined average income / dividend yield on your total combined investment portfolios; then estimates how much income, or paycheck, everything will produce over several time frames.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

The downside risk for the biotech fund particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

We found the do - nothing portfolio produced slightly better results than from either investor returns or a straight average of returns in every asset class except for fixed income, where investor returns came out on top.

Since then (through this past June 30), its several model portfolios have produced an average annualized gain of 16.4 %, vs. 9 % for the Dow Jones Wilshire 5000 index 97199001 Better yet, this market - beating gain was produced with slightly less volatility, or risk.

Over the past 20 years, Markel has produced pretax average annual investment returns — in both stocks (13.1 %) and its overall portfolio (7.0 %)-- that far exceed the investment returns that most P&C companies achieved over that period of time.

The portfolio, which was 87 % occupied at the time of the sale, contains 7.7 million sq. ft. and produces average annual sales of $ 328 per square foot.