Sentences with phrase «drag down returns»

Sometimes these fees are referred to as annual investment fees, and according to CNN Money, these fees are often 3 % or more and can «really drag down your returns.»

Cash would drag down the returns.

We created this book as a guide to help employers and plan sponsors navigate through confusing issues, such as biased reports and excessive fees that drag down returns, while providing a basic understanding of investments and financial markets.

If there's not an attractive place to put the money, it will eaither sit in cash or be invested in less - than - desirable alternatives which will drag down returns.

Because the interest you get from bonds is taxed at a much higher rate than the capital gains and dividends you get from stocks, and those extra taxes drag down your returns.

The versions involving taking money out of the investments to pay off the mortgage more quickly drag down the returns.

Because high quality firms on average outperform low quality firms, this quality deficit drags down the returns to traditional value strategies.

However, most investors don't invest 100 % in stocks, so including exposure to lower yielding bonds would have dragged down returns.

Adding inferior asset classes drags down returns.

One more caveats: the portfolio incurred a 1 % exchange rate hit when C$ were converted to US$, which dragged down returns somewhat.

Because high quality firms on average outperform low quality firms, this quality deficit drags down the returns to traditional value strategies.

The Canadian dollar appreciated against major currencies, including the US dollar, and dragged down returns from US and other foreign markets.

The Canadian Dollar gained 5.7 % versus the US Dollar and dragged down returns from international markets.

And Berkeley finance professor Terrance Odean has done a number of studies confirming that frequent trading drags down returns.

It drags down any returns you may have from investing.

Not exact matches

Just because it's easier to track down the expense ratio doesn't mean it's the only fee that matters — all fees that drag on your total return are important, DeYoe emphasizes: «It isn't so much the name of the fee that makes it important as it is the size of the fee.

As I noted in my previous post, our personal portfolios returned 9.5 % over the year, dragged down by losses in Loblaws (TSX: L, down 10 %), CGI Group (TSX: GIB.A, down 9 %), EPCOR Power (TSX: EP.UN, down 7.5 %) and a few other small - cap names.

Stochastic is already indicating overbought conditions and looks ready to turn lower, so it might drag bitcoin back down when bearish momentum returns.

The brands such as Hardys, Banrock Station, Nottage Hill and Leasingham are at the commercial end of the market, and Treasury's Clarke has long harboured an ambition to hive off the lower - end commercial wines in his own Treasury portfolio because they drag down investment returns.

Spreads are out of fashion as consumers return to butter, and the business was dragging down Unilever's organic growth.

Therefore, the night before his return for his final appearance on the program, they arrange for the authorities to drag the innocent 18 year - old down to the station for a little Abu Ghraib - level interrogation away from the public eye.

In reality, a leisurely driven 918 would return about 35 mpg, a brisk pace might bring that down to 25 mpg, and an unlimited autobahn run could drag that figure as low as 20 mpg.

Being old - school, the brothers dragged what was left of the carcass back into the woods, returning it to the forest, returning the skeleton to the very place where the elk had been bedded down when Jyl had first crept up on it — as if she had only borrowed it from the forest for a while — and then they drove back down to their ranch house and hung the ham and shoulder quarters on meat hooks to age in the barn, and draped the backstraps likewise from hooks, where they would leave them for at least a week.

I never once thought it dragged or that I didn't care about the material being presented, and I was always eager to return to it after having to put it down.

Volatility returned with a vengeance, dragging virtually everything down, growth and value alike.

While you can buy an index through an index fund or an exchange - traded fund, doing so comes with a cost, which will drag down your overall return.

At today's valuations, we can expect the Total Return to be dragged down as multiples contract.

Brian: The reason our returns are slightly worse than the Sleepy is because the IRR of purchases made during the year (both using new money and reinvested dividends) dragged down the portfolio returns.

As I noted in my previous post, our personal portfolios returned 9.5 % over the year, dragged down by losses in Loblaws (TSX: L, down 10 %), CGI Group (TSX: GIB.A, down 9 %), EPCOR Power (TSX: EP.UN, down 7.5 %) and a few other small - cap names.

We discovered that, since the different slices have predictably different returns, slice and dice drags down the overall portfolio.

Otherwise, rebalancing DRAGS down the overall return much more than it reduces volatility, especially over longer time periods.

Meanwhile, foreign - issued U.S. dollar bonds, as measured by the S&P U.S. Foreign Issued Investment Grade Corporate Bond Index, returned 0.28 % in February, and since it accounts for 25 % of the S&P U.S. Issued Investment Grade Corporate Bond Index, the drag down effect for February hurt the overall return.

If g is too large then no matter how small an allocation you make to the new asset class, it drags down the expected compound return of the new portfolio, even taking into account the bump from lower volatility.

Many never recovered, went bust and dragged down the funds» returns.

If our Canadian investor had purchased a hedged index fund, eliminating their currency exposure, they would have captured the full 10 % return of the S&P 500 index without being dragged down by the falling US dollar.

If it's not obvious yet, the key factor in dragging down the average 401 (k) return is fees.

Just don't fill up on too many cookies because that can drag down the overall return of a portfolio.

If rates rose incredibly slowly, my annual return in the stock could get dragged down to something like 16 % a year (if it took rates almost 10 years to get to where I thought they should be).

The Canadian Dollar appreciated 5.6 % against the US dollar and dragged down US equity returns for Canadian investors.

Low - cost index funds and ETFs can also bestow an advantage beyond their cost savings — namely, the more you stick to a straightforward mix of stock and bond index funds, the less likely you are to fall for gimmicky or exotic investments that can make it more difficult to manage your retirement portfolio and possibly drag down long - term returns.

Overall I Fund returns over the next quarter century are likely to be modestly better than the preceding quarter century, which was dragged down by bubbles in all the major economies.

In exchange for less volatility and more stable returns, investors should be prepared for periods where dividend payers drag down rather than boost an equity portfolio.

This, coupled with a series of returns to the primary hub in the game to do virtually the same thing every time really drags this DLC down from living up to its full potential.

It was van de Wiele who dragged both Chamberlain and Bogart down to Black Mountain College for the 1955 - 56 academic year; then afterwards, they all returned to Chicago and then Chamberlain, back to New York.