Sentences with phrase «average returns as»

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

Performance Tracker — Average Returns as on Aug 23, 2016 (moneycontrol)

1 year average return of large cap - 11 %, Diversified 11 %, small and mid - 16 % 2 year average return of large cap - 8.5 %, Diversified 8.3 %, small and mid - 15.5 % 3 year average return of large cap - 20 %, Diversified 16 %, small and mid - 22 % Performance Tracker — Average Returns as on Aug 23, 2016

The Permanent Portfolio has conservative foundations, but because it is conservative, it is able to provide above average returns as it is less likely to be abandoned due to roller coaster volatility.

(11 % is the same historic average return as the stock market, so maybe we've just found the next stock market.)

Not exact matches

One study, which looked at Canada's hotel industry, found a 25 % average return on investment for training programs, with some participating companies reporting returns as high as 300 %.

As long as Alberta grows as fast as the experts say it will, then you should see better - than - average returnAs long as Alberta grows as fast as the experts say it will, then you should see better - than - average returnas Alberta grows as fast as the experts say it will, then you should see better - than - average returnas fast as the experts say it will, then you should see better - than - average returnas the experts say it will, then you should see better - than - average returns.

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 career.

Adjusted return on capital spread is calculated as the difference of the adjusted return on capital and the weighted average cost of capital.

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.

Prospera clients get, on average, a 500 % return on their investment in the service and, as data and analytics improve, Koppel thinks they can do much better.

But Exxon pays half its annual bonus in cash immediately and in its proxy, it cited one - and five - year return on average capital, current - year and five - year average earnings, and current - year as well as the ten - year average annual shareholder returns as part of the justification for its pay.

The chief reason the OMP has no foreign diversification is that long - run returns on Canadian stocks are better than the global average, and nearly as good as returns on U.S. stocks (best performing country over the past two centuries).

Using a fairly moderate portfolio as an example, this annuity illustration projected an average return of 7.68 percent — but 11.5 percent for the first four years.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetAs long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assetas the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

Put differently, as intuition would suggest, below median P / E multiples typically lead to higher average returns, while above median multiples have historically been associated with periods of below - average returns.

As Russ Koesterich points out, cash typically produces lower returns than stocks or bonds, and once you invest for both inflation and taxes, average long - term rates are negative.

As of Nov. 8, the Dow Jones Industrial Average has generated a trailing one - year return of 21.5 percent.

If you've ever had occasion to look into the academic research comparing different types of returns from stocks that have different characteristics, as a class, dividend stocks tend to do better than the average stock over long periods of time.

[01:30] Introduction [02:30] Tony welcomes Alexandra [03:40] Launching in 2007 — it came from a place of passion [04:25] Establishing clear roles among founders [05:40] Flexing her multilingual skills in business [06:25] Adjusting how you speak to someone based on their objectives [08:10] The secret to Gilt's growth [09:20] Building a business that would thrive during winter [10:20] Finding the capital to purchase inventory [10:40] Moving from venture to private equity funding [11:20] It's all about smart money [11:40] The future of traditional retail [12:20] The subscription model [12:40] Catering to the time - starved customer [12:55] Bringing services into the home [13:10] Leaving Gilt to lead Glamsquad [16:10] Glamsquad started as an app [17:10] Vetting employees [18:10] Building trust with customers [19:00] Taking massive action — now [20:20] Launching the first sale on Gilt — without a return policy [21:30] Fitz [22:00] The average person wears only 20 % of their wardrobe [23:00] Taking the time to understand your customer [23:20] Challenges as a woman in business [24:40] Advice to a female entrepreneur that's just getting started [25:25] The importance of networking [25:50] Knowing the milestones to hit along the way

That trend following behavior exacerbates the reflexive process and leads to higher highs and lower lows, resulting in lower overall returns for the average investor and institutions as a group, but also leads to truly outstanding returns for investors like Soros who understand Reflexivity and have the discipline to take the other side of these short - term investors» movements.

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).

Builder Plus IUL keeps the popular features found in previous Builder Series products as well, including a zero percent floor on any index credits, the minimum account value, which guarantees a 2.5 percent average annual return to the account value, and index credits included on the first annual statement.

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).

I am frustrated as someone who feels like I should have that FU money already, if I lived anywhere else than in the SF Bay Area an / or if rates returned to anywhere approximating reasonably historical averages.

Figure 1 shows that the difference between return on invested capital (ROIC) and weighted average cost of capital (WACC), also known as the economic earnings margin, explains 67 % of the changes in valuations between stocks in the S&P 500 [1].

Investors are exiting as the U.S. government intensifies its probe of insider trading at the Stamford, Connecticut - based firm, once one of the most successful in the hedge - fund industry, with returns averaging 25 percent since 1992.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

It was a mixed bag for precious metals this last month, as our four metals holdings returned an average of -0.63 %.

As of last week, the S&P 500 was priced to achieve an estimated average annual total return of just 5.83 % over the coming decade, based on our standard methodology.

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

While a shortage of workers is pushing wages higher in the skilled trades, the financial return from a bachelor's degree is softening, even as the price — and the average debt into which it plunges students — keeps going up.

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.

The point I'm trying to make... I will continue to make monthly buys at market highs and market lows as over time it all averages out and being a dividend growth investor I'm looking to take advantage of time in order to maximize my compounding returns.

As crowdfunding is relatively new, there is no data yet on failure rates or average returns on equity investments.

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

In addition to his track record of above average returns, Shamit has differentiated himself as a successful advisor to portfolio companies, where he has developed unique relationships with CEOs and helped drive sustainable, long - term value.

Obama cited statistics released the same day in the White House's new report from his Council of Economic Advisers which show that conflicts likely lead, on average, to 1 percentage point lower annual returns on retirement savings as well as $ 17 billion of losses every year for working and middle - class families.

But as usual, expected return is what tends to occur on average.

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.

This makes sense for the obvious reason that paying lower prices / valuations for stocks should lead to higher than average returns just as paying higher prices / valuations should lead to lower than average returns.

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.

To measure our success in these areas, we track meaningful metrics such as employee engagement and satisfaction (i.e., employee volunteering, employee giving and results of the Organizational Health Index survey), total employees receiving performance reviews, average hours of training, turnover rates and rate of return from leave.

About 30 % of respondents rate their returns as average.

US large - cap stocks returned more than 9 percent in the first half of 2017, the most since 2013, and although prices are close to all - time highs, analysts are of the opinion that valuations are not very expensive for a majority of these stocks, as stronger earnings upped the price - to - earnings ratio, which has generally remained above average for quite a few years.

Longer - term metrics, such as cyclically adjusted price - to - earnings, or CAPE, ratios, are even more troubling, suggesting that U.S. stocks are likely to produce, at best, average to below - average returns over the next five years.

They define a «performance gap» between the time - weighted (buy - and - hold) return and the dollar - weighted (actual investor average) return as the measure of investor timing ability.

Valuations in 1949 and 1982 were like paying $ 13.70 for the future $ 100 cash flow, as valuations were consistent with subsequent annual S&P 500 total returns averaging 18 % over the following 12 - year period.

Specifically, they relate spot West Texas Intermediate (WTI) crude oil price to: the U.S. dollar exchange rate versus a basket of developed market currencies; Dow Jones Industrial Average (DJIA) return; U.S. short - term interest rate; the S&P 500 options - implied volatility index (VIX); and, open interest in the NYMEX crude oil futures (as an indication of financialization of the oil market).