Sentences with phrase «average return»

With the high average return of stocks, that's where you'll get the biggest bang for your invested buck over the long - term.

Thus, investors can not consistently achieve returns in excess of market average returns on a risk - adjusted basis.

It is specifically designed to achieve above average returns for Investors through a diverse range of investments and lending approaches.

All of that said, all strategies that use insurance products are very expensive, and there is no proof that you can obtain above average returns on the assets.

... investors deploying cash today will be rewarded with above average returns over the months to come.

It uses 5 - year averaged returns in order to smooth the inherent volatility of capital gains and better show the relationship to dividends.

They show a 1 - year average return of 62 %.

With average returns of 5 % annually, she's hoping that will be enough to meet her $ 250,000 goal.

You will not earn a higher average return for accepting the unnecessary risk.

I heard that on average returns from certain periods are like 10 % (or less) on average.

So a portfolio that contains a balance of market - tracking equities and bonds will, history suggests, likely earn average returns of about 4 to 5 percent per year.

By various accounts, a long - term average return of the equity market is just over 10 %.

The best approach is to improve the probability of an above average return by purchasing assets that are priced below their real or intrinsic value.

Note that the annual average return over the years on cash is 6.2 %.

It's entirely possible that stocks might have below average returns for the next few decades.

I tend to be conservative and use 7 % returns for most of my projections, which is a little under the long - term historical stock market average return rate.

However, investors don't actually achieve average returns.

Ultimately, you will get a weighted average return of the two asset classes in the future.

Instead, you get above average returns across all your purchases.

In real life, of course, you don't get average returns; you get the return of the period in which you actually invest money.

Oh wait... if you invested that money in an index fund at historical average returns at around 11 % compounded over 5 year then it would have been $ 80,000.

Despite a lower average return and therefore lower average ending wealth, the 60/40 portfolio offers a higher probability of achieving the ultimate goal of funding retirement expenses until death.

It's another matter entirely with average returns as low as they are right now.

Note that if the bond was purchased at a discount to par, the investor's average return per year will be higher than the coupon payment.

If you're not reliant on your investment pot for daily needs, you're probably in a better position to sacrifice safety for better average returns.

As a result, the historical average return on stocks has typically been 6 % + 4 % = 10 %.

Don't bother paying the active managers for their research and offices, just buy the market average return for 97 % less cost to you.

Investment risk increases while average returns decrease with higher market volatility.

The example above might be best described as an indexed annuity with average returns during the last decade.

Let's be conservative and assume a 7 percent average return on that investment.

If your retirement will last 30 years, it's reasonable to assume average returns will be higher than their yields today.

The only other thing I didn't like about the presentation was that my advisor kept on emphasizing how PC can beat average returns.

This theory states that it is impossible for investors to gain above - average returns because all relevant information that may affect a stock's price is already incorporated within its price.

Mutual fund average return shows how much your investment has changed in a certain amount of time.

We haven't ruled out the possibility of yet another bubble, and we won't maintain a tightly defensive position except under conditions that have produced negative average returns.

Finding the last 12 months and last three years annualized average returns are harder than finding the year - to - date numbers.

Those results are above the 3.9 per cent average return required to sustain benefits for 75 years.

Pros do a geometric mean, which calculates the continuously compounded average return of a buy - and hold investor.

I demonstrated how 3 portfolios with the identical arithmetic average returns (i.e. 5 %) can provide different portfolio total returns, depending on their volatility.

The highly volatile nature and above average return potential is at risk.

Due to the effect of compounding interest, even average returns over the course of a few decades can amount to substantial increases in wealth.

If used to make conservative changes, the satellite can potentially deliver above - average returns without significantly altering the overall portfolio's risk profile.

I can see that on my statements, and can also look at trends and see what average returns are.

At the same time, this can turn out to be a disadvantage as it tends to reduce average returns on investment.

In contrast, high valuations have been associated with poor average returns, and a low probability of further increases in valuation multiples.

For what it's worth, a 10 % average return drops what you need to save down to 9 %.