Sentences with phrase «average rates of return»

Companies which have unique advantages are able to fend off competitors and provide above average rates of return on capital.

The upside of valuation timing is that it greatly increases your odds of above average rates of return in the long run.

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

Why would anyone want to give up the chance for more, by «locking» in average rates of return in bonds?

Improve the probability of above average rates of return by increasing your asset allocation to investments whose valuations are bargains.

The market weighted average rate of return anticipated on the bonds held in a portfolio if they were to be held to their maturity date.

If you have bonds mixed in with your stocks you'll see a different average rate of return.

Natural by - products of slower potential growth are not only weaker corporate profits and dividends, but also a lower average rate of return on investments.

These types of behavior doom investors to below average rates of return.

In the long run a true buy and hold passive investor will most likely achieve average rates of return.

I'm going to do a post fairly soon on Actual rate of return versus Average rate of return.

At minimum, you'll get 1.0 percent cash back on every purchase, which is a very average rate of return.

The chart at the right summarizes the estimated average rate of return if you kept this particular life insurance policy 5, 10, 15 or 20 years.

We are committed to preserving your investment capital, and strive to earn an above average rate of return on all investments.

When asset prices are expensive compared to their fundamental value they provide lower than average rates of return in the long run.

Yes, it may take patience to wait for favorable prices before taking aggressive positions; but it is the difference between below and above average rates of return.

We like the Capital One ® Venture ® Rewards Credit Card since it's a great all - around travel credit card with minimum fuss and a higher than average rate of return for travel rewards.

It may not be glamorous, but Ibbotson & Associates data shows that those who were capable of doing this for long periods of time earned average rates of return of 10 % per annum.

Buying stocks when valuations are low provides greater that average rates of return with less risk.

7 Calculate the savings you need to put in every month, after reducing for existing portfolio (Assumption: Same average rate of return as for the retirement portfolio)

For instance, did you know that the S&P 500's geometric average rate of return from 1928 to 2013 is 9.55 %?

In fact, when Jason Heath ran the numbers with an annual average rate of return of 5 % — just one percentage point higher than Lamontagne's conservative 4 % rate — he found that the couple will never run out of money, even if they choose to spend more than $ 72,000 a year.

The growth of funds under management in recent years has been encouraged by the high average rates of return yielded by these investments relative to those that can be earned on traditional savings vehicles.

Passive management produces average rates of return less expenses and fees.

The Liu camp also pointed to a 13.4 percent average rate of return the city's pension fund recorded over the last five years.

This often serves as the benchmark in most portfolio discussions and has been around for ages as the go - to portfolio.The average rate of return on this portfolio since 1972 has been of 5.8 % with a low standard of deviation of 11.6 %.

Each different ending valuation represents the result of one distinct AVERAGE rate of return over the period.

Intrinsic value of any business should get compounded at the long term average rate of return of the market or industry in which it operates.

Finally, based on the different rates of return on the chosen asset classes, assign multiple sets of weights to each asset class and compare the total weighted average rate of return under each set of weights with one another and against the expected investment return as defined in the investment goals.

In the investment world, it's common to discuss average rates of return, both in a backward - looking fashion (e.g., to report investment results), and in a more forward - looking manner (e.g., to project the average growth rate of investments for funding future goals in retirement planning software).

Even if you held this policy for 10 years, your estimated cash value average rate of return works out to only 2 percent because you're still making up ground for those expensive first few years.

MVA Example: You purchase an annuity with a current average rate of return at 7 %, and for the next three years interest rates drop to 4 %.

Buying stocks when valuations are high produces lower that average rates of return with greater risk.

No matter where you shop, you will get 1.5 % cash back by using the USAA Preferred Cash Rewards Visa Signature ® — that is an above - average rate of return as far as credit cards are concerned.

Our investment goal is to compound our investors» capital at above - average rates of return over extended periods of time, while incurring a below - average level of risk.

Suppose you were to invest just $ 100 each month in an RRSP from ages 30 to 65 and could obtain a long - term, average rate of return of 5 per cent on your investments.

Here are Buffett's greatest investments of all time, ranked by annual average rate of return.

Equity investors often feel obligated to remain fully invested, because equities have a much higher average rate of return, at least historically.

We know from history that when asset prices are lower than their fundamental or intrinsic value they provide higher than average rates of return in the long run.

When we are looking for businesses that can do this we are looking for businesses that can reinvest their free cash flow back in the business to continue to earn above average rates of return on that capital and therefore compound the owners capital» Chuck Akre [on compounding machines]

Purchasing an investment whose price is less than its value greatly improves the odds of above average rates of return on investment.

Reinganum found that the portfolio containing the smallest firms realized an average rate of return more than 20 % higher than the portfolio containing the largest firms.

However, if I were to invest the same $ 100,000 in a taxable account, then instead of earning an annual 7 % average rate of return, I will probably only make 5 % after tax.

If you've not done so, it literally pays to check on the average rate of return of your 401 (k) plan.

Equity crowdfunding is an equally high - risk investment strategy and because it's still relatively new, pinning down an average rate of return is difficult.

It would make sense then that many would want to see the average rate of return on 401 (k) plans as high as possible.