Sentences with phrase «below average investment returns»

The Fund also borrows and sells a «Short Portfolio» of 15 - 35 listed equities, which the Manager deems to be of inferior quality and prospects, and expects to deliver a below average investment return.

Buffett turned the Washington Post investment into a huge return over the years, but compounded it was about 13 % per year, which was far below the average investment return.

Not exact matches

Attending one of these top public colleges can leave you with debt below the national average and a large return on your investment.

When the market is at least 10 % below the low I like to increase my dollar cost averaging which has greatly improved my return on investment.

«Buying a company below its historic average or intrinsic value (as that is how low quality businesses will often be valued when they are close to the nadir of their capital cycle) is a good starting point for any investment and has a track record of producing excess long - term returns» Marathon Asset Management

View the infographic below to see the return on investment (ROI) for an average K - 12 institution.

As for resale, owners can expect only an average return on their investment, with the SRX scoring well below the projected resale values of the Mercedes - Benz ML, Acura MDX, Lexus GX and BMW X5.

What's more, you can now choose the very best investments based on risk / return and choose «all - star fund managers», instead of having to choose a below average fund only because it pays out a high distribution.

Generally, investors look to alternative investments to deliver returns with below average market correlation.

For income, I'm targeting a 3 % withdrawal rate (vs. the historical «rule of thumb» of 4 %) from our investments due to my belief that equities will have a below average return in the coming decades.

Purchasing investment assets at prices below their fundamental or intrinsic value greatly improves the probability of above average returns.

The Fund simultaneously sells short an equal - sized portfolio of 15 - 35 companies that we believe to be of inferior quality and prospects — those that score highest on the factors that destroy wealth and are expected to deliver below - average investment returns.

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.

Our investment objective 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.

After the insurance company deducts their annual commissions and fees, your return on investment will be below average.

Dear Sreekanth, I have some investments in SBI Magnum balanced fund, last year's performance seems to be not good comparatively, Its returns are below category average though it has better number over 3 year's period.

We learned even though some of our highest returns were from opportunistic investments, our performance was below average when we considered our losses and permanent capital losses such as with retailer Body Central.

On the one hand, the average funding ratio (assets as a percentage of the present value of future obligations) is below 80 % because of inadequate contributions by sponsors (states and municipalities) and poor investment returns since the collapse of the technology bubble in 2000.

In a world of future return assumptions described by Richard Turnill, Global Chief Investment Strategist at the world's largest money manager BlackRock, as «now at or near post-crisis lows, with many expected returns below historical averages,» all this will matter.

Below are the actual returns for the same Model Portfolios assuming total annual investment management fees and trading expenses are 1.0 %, which is considered average.

Nerdwallet Millennial Savings Study If investment returns come in below historical averages, Millennials may have to save 22 % of income a year for retirement.

Since then, he estimates that CRG Mortgage Investment Corporation has provided average returns of slightly below 10.5 per cent to its 49 Coast Realty shareholders.

Compared to other investment options, apartment returns outperform bonds and T - Bills with somewhat higher risk, but are far below the average returns for the S&P 500 and NAREIT Equity REIT with their much higher risk volatility.