Sentences with phrase «average return by»

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.

If you try to time the market, missing only the ten best days of the year cut your average return by almost half!

So you add nearly 2 % of after - tax return per annum if you only achieve an average return by historical standards from common stock investments in companies with low dividend payout ratios.

So you add nearly 2 % of after - tax return per annum if you only achieve an average return by historical standards from common stock investments in companies with tiny dividend payout ratios.

Each chart also shows the average return by month for SPY as a broad market benchmark.

If returns on investments in your account over the next 35 years average 7 percent and fees and expenses reduce your average returns by 0.5 percent, your account balance will grow to $ 227,000 at retirement, even if there are no further contributions to your account.

The next three charts summarized average returns by calendar month, in groups of three, for the nine sector ETFs over the available sample period.

Our goal is to achieve better than average returns by concentrating on asset allocation risk management (avoiding large drawdowns) and owning the best dividend growth stock opportunities (margin of safety).

Not exact matches

Average annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaAverage annual core return on equity over a period is the ratio of: a) the sum of core income less preferred dividends for the periods presented to b) the sum of: 1) the sum of the adjusted average shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity for all full years in the period presented, and 2) for partial years in the period presented, the number of quarters in that partial year divided by four, multiplied by the adjusted average shareholders» equity of the partiaaverage shareholders» equity of the partial year.

GrowthWorks» longest - standing product, WOF Balanced Series I, has returned 0.35 % a year on average over the last 10 years (much improved by a 21.4 % surge year to date), according to Morningstar.

By building a portfolio that ties back to your Family Index Number — the average annual return needed to make sure you reach your financial goals — your advisor is able to create a customized yet repeatable process.

By far, the oddest thing about Donald Trump's 1995 tax returns, a portion of which was published by The New York Times on Saturday, is not the massive $ 916 million loss — some 9,385 times as large as what was taken by the average filer who claimed a similar loss — but this: 1995 was actually a very good year for Trump, perhaps one of the best of his careeBy far, the oddest thing about Donald Trump's 1995 tax returns, a portion of which was published by The New York Times on Saturday, is not the massive $ 916 million loss — some 9,385 times as large as what was taken by the average filer who claimed a similar loss — but this: 1995 was actually a very good year for Trump, perhaps one of the best of his careeby The New York Times on Saturday, is not the massive $ 916 million loss — some 9,385 times as large as what was taken by the average filer who claimed a similar loss — but this: 1995 was actually a very good year for Trump, perhaps one of the best of his careeby the average filer who claimed a similar loss — but this: 1995 was actually a very good year for Trump, perhaps one of the best of his career.

Research from the Kauffman Foundation Angel Returns Study and the Nesta Angel Investing study, compiled by Robert Wiltbank, have demonstrated that the average angel investor produced a gross multiple of 2.5 times their investment, in a mean time of about four years.

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

Research has shown that investment aids like these boosted 401 (k) returns by 2 - 3 % annually on average.

While he thinks Starbucks» EPS growth could slow from the 30 % it has averaged for the past five years, he still expects earnings to more than double by 2021, «enough conservatively estimated to get us to a strong double - digit return.»

It's calculated annually by dividing operating expenses by the average dollar value of the fund's assets — lowering returns for investors, which is why it's important to know.

Retirees are facing problems very similar to the average pension fund: In addition to not having enough cash contributions to keep up with the costs of aging, their returns have been hurt by interest rates that have been too low for too long.

The National Venture Capital Association has made available an analysis by Cambridge Associates of the internal rates of return for the average venture - capital fund that normally has a 10 - year life.

Finally, by substituting the historic linear trend above into the IRR term of this equation, and the industry average investment period of 13 years into the c term, we get the following formula, which shows that nominal R&D productivity / ROI currently stands at about 1.2 (i.e., we get only 20 % back on top of our original R&D investment after 13 years), is declining exponentially by about 10 % per year, and will hit 1.0 (zero net return on investment) by 2020:

By separating into three independent companies, reducing unnecessary corporate overhead, operating at average industry returns, and buying back stock, AIG can trade at over $ 100 per share — 66 % above its current $ 60 price,» John Paulson, President, Paulson & Co..

The AMG Funds survey found that Millennials expect an average return of 13.7 percent on their investments — well above the 7.7 percent expected by baby boomers.

They make some bad calls, and their advertising is borderline scammish, with over the top claims, but I average about 25 % annual returns by reading all the newsletters and following the ones I choose to follow.

It's based on the idea — borne out by the numbers since 1950 — that equity returns follow seasonal patterns: best between Halloween and May 1 (up around 7 % on average) and essentially flat in the six months that follow.

This strategy can boost after - tax returns by an average of 0.48 % per year which adds up to an impressive ~ 15 % savings over 30 years.

If you save $ 10,000 when you're 30 and earn an average return of 8 % by investing it, you'll have an account balance of $ 100,000 by the time you're 60.

Fairfax seeks to differentiate itself by combining disciplined underwriting with the investment of its assets on a total return basis, which Fairfax believes provides above - average returns over the long - term.

An above - average return of equity, accompanied by no debt or a modest level of debt, indicates that a corporation's growth should be easier to sustain.

The lines show the cumulative total return in the S&P 500 Index in all strictly negative market return / risk profiles we identify, partitioned by whether the S&P 500 was above or below its 200 - day average at the time.

Studies have consistently shown that the returns achieved by the average stock or bond fund investor have lagged the reported returns of the average stock or bond index, often by a large margin.

The current Market Climate is characterized by a wide range of potential outcomes - which is what we call «risk», but an average return that is quite negative.

If you immediately see yourself as an enterprising investor — solely because Graham says an enterprising investor can expect a higher return than a defensive investor — that's good but consider this: by using the strategy that I will describe later in this article, a defensive investor can expect to earn a return equal to the overall market's return (which has averaged 9.77 % per year since 1900).

These returns are in line with 8 % ROIC earned by Financial Select Sector SPDR Fund (XLF) holdings and slightly below above the 9 % average for 465 Financials stocks under coverage.

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

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).

Still, the current return / risk profile features highly «unpleasant skew» - in any given week, the single most likely outcome is actually a small advance, yet the average return in the current classification is quite negative, because those small marginal gains have typically been wiped out by steep, abrupt market plunges that erase weeks or months of gains in one fell swoop (see Impermanence and Full - Cycle Thinking for a chart).

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.»

Of the funds, the Highland Energy MLP Fund has had the best absolute performance through August 25, with year - to - date returns of 18.64 %, but these gains actually fall short of the category average by 0.21 percentage points.

In this example, the «inflation portfolio» improved the average real returns of both the conservatively positioned income - oriented retiree's and the young worker's portfolios by 0.7 percentage points per year during the extremely inflationary period from 1965 to 1980.

According to the complaint, an index fund - based suite of target - date funds offered by Fidelity Investments yielded, on average, more than 4.5 times the returns of the suite of Intel TDPs.

Among the valuation measures most tightly correlated across history with actual subsequent S&P 500 total returns, the ratio of market capitalization to corporate gross value added would now have to retreat by nearly 60 % simply to reach its pre-bubble average.

We gradually scale our investment exposure in proportion to the average return / risk profile that stocks have provided under similar conditions (primarily defined by valuation and market action).

Crash Warnings are characterized by strongly negative average returns, but also high volatility, which means that strong rallies can also occur, which we've seen in the past couple of days.

By leveraging our Robo - Analyst technology to parse and analyze company filings, including the footnotes and MD&A, we have identified companies with multiple years of after - tax profit growth and above average returns on invested capital.

While the market increases by about an average of 4.5 % annually in REAL terms, investors give away the vast majority of those returns.

Logically, by taking more risk — in paying up to own «growth» stocks at higher multiples than the market average — one should expect to achieve higher returns.

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...

Rather, favorable trend uniformity speaks only to speculative merit - the likelihood of positive average market returns driven by falling risk premiums.

Indeed, once our estimated market return / risk profile is strictly negative (as it is at present), the negative implications for the S&P 500 aren't affected by the position of the market relative to that average, except that the market tends to experience higher volatility once the market breaks that average.

In any event, this remains a Climate characterized by extreme risk and quite negative average returns.