Sentences with phrase «earn average returns»

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.

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.

Whitman created the Third Avenue Value Fund in 1990 and, according to the article, during his tenure (ending in 2012) the fund earned an average return of 12 percent (versus 9 percent for the S&P 500).

Rising stock markets — the S&P 500 has tripled since reaching a low in March 2009 and over the last 10 years, the largest public pension plans have earned an average return of 7.45 percent, broadly in line with the median long - term goal of 8 percent — have boosted pension plan coffers to the highest level of assets they've ever had.

If you instead invest the money in a moderate - risk mutual fund or ETF (exchange - traded fund) and earn an average return of 5 %, you could reach your goal 4 months earlier — with total deposits of only $ 9,000.

Common characteristics associated with stocks selling at less than 66 % of net current asset value are low price / earnings ratios, low price / sales ratios and low prices in relation to «normal» earnings; i.e., what the company would earn if it earned the average return on equity for a given industry or the average neti ncome margin on sales for such industry.

Assuming they both earn an average return of 6 percent, at age 65, Janice would have $ 2.3 million, whereas Frank would have just $ 1.1 million.

As an example, a $ 10000 portfolio that earns an average return of 5 % annually for 30 years will be worth $ 43219.

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.

Over the 5 - year market cycle, Strategy A earns an average return of 10 % annualized.

While the average policyowner merely earns the average return, the reality is that the average return at the average life expectancy can actually be a pretty appealing rate of return in today's environment.

Not exact matches

Let's say you played it safe in your 401 (k) and earned an average annual return of 4 % instead of the 6 % we used in the earlier example.

And while NerdWallet emphasizes that past market performance doesn't guarantee you'll earn the average historical return of 10 % in the future, the value of investing in stocks over a long period of time is still significant.

During the 20 - year period ending in 2012, the S&P 500 index returned an annual average of 8.21 percent, but the average person who invested in stock - market mutual funds earned only 4.25 percent.

The average return will total just under $ 200,000, assuming commissioner Gary Bettman's estimate that the average NHL player earns $ 2.45 million per season.

While $ 2,400 seems like not much payoff for a lot of work, it can look far more impressive with time, if it's invested in a low - cost index fund that's earning the S&P 500 average annualized return of 9.8 %.

According to one study I read from research giant Morningstar, during a period when the stock market returned 9 % compounded annually, the average stock investor earned only 3 %.

It may not be glamorous, but Ibbotson & Associates data shows that those who were capable of doing this for long periods of time earned average rates of return of 10 % per annum.

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.

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

However, if I were to invest the same $ 100,000 in a taxable account, then instead of earning an annual 7 % average rate of return, I will probably only make 5 % after tax.

The young worker may face a lower effective inflation rate and earn a higher average portfolio return, and thus may be less exposed to a sustained rise in inflation.

PIMCO's Bill Gross, the big dog in the fixed income space and to whom Gundlach lost the title of Morningstar's Fixed Income Manager of the Decade in 2010, earned an average of 7.6 % during the same period in his much larger $ 281 billion PIMCO Total Return Fund (PTTRX).

Jacksonville, Florida has a combination of low prices and high rents that creates the cash flow opportunity which allows our clients to earn above - average returns.

Regarding the desire to earn more income, I would add one more word of caution: Beware of financial fraud - peddlers who promise extraordinary profits or «guaranteed» above - average returns.

Individuals in the top 10 % of past performers earn average abnormal (adjusted for size and momentum effects) monthly returns starting at 7.85 % after one month and falling gradually to 5.20 % after 36 months.

Individual investors estimate on average that 47 % of other investors earn higher returns than they do.

«We strongly believe that the supply of great businesses is severely limited and to engage in broad diversification is dilutive to the implicit purpose of earning above - average longer - term returns» Frank Martin

JWB has helped over 400 investors for over 10 years earn passive income and above average returns on their turnkey rental property investments.

Lastly, we look to see if there is a great history of reinvestment of the free cash - flow as well as a significant opportunity to reinvest free cash - flow and earn above average rates of return.

Investing may earn you more based on oft - quoted long term averages but, consider this, if the market tanks by 50 % in one year, it would take over 7 years of so called «average stock market returns of 10 %» to return to the same position you were in just prior to the loss, and that is not even factoring in inflation.

From 1970 to 2009, a Canadian stock portfolio (single asset class) earned an average annual return of 9.70 % with a «standard deviation» of 16.57 % 3.

However, we believe that Regeneron will earn above - average returns on its R&D spend and that its launch costs will normalize over time.

Our own investors have earned, on average, more than 22 percent return on an annual basis.»

If the dividend yield rises to the historical average of 4 % even 30 years from now, investors will have earned a total return of just 5 % annually over that span.

That's based on how much I would need to earn $ 5000 a month on a 10 % average annual return.»

And though the rating services compute their category averages as if these funds never existed, they of course lived real lives and collected money from real shareholders who earned real returns (or, should I say, real bad returns).

Imagine that starting at age 40 you contributed the 2017 maximum (not counting the catch - up) for 25 years and the account earned an average annual return of 7 %.

Most of our banks earn a mid-teens or better return on equity (ROE), but with lower than average credit risk.

If you're earning an average of 10 % per year in your stock portfolio, but paying 12 % per year in interest on your credit cards, you are losing money — even though you seem to be making a higher return on your stock positions.

The return on invested capital (ROIC) earned on such a deal would equal -9 %, well below Tesla's 9.5 % weighted average cost of capital (WACC).

Sequence of returns risk is a fancy way of saying that it matters not only how much your retirement portfolio earns each year on average, but how much it earns in any given year.

Although a 6 - percent post-inflation return sounds pretty decent, according to a study performed by investment research company Morningstar, during a period of 10 percent (pre-inflation) market returns, the average investor actually earned only a 3 percent net investment return.

Once you know that you can make an informed decision as to whether you will earn a higher return from a tax free state or national municipal bond fund or a taxable bond fund of a similar credit quality and average maturity (which is generally going to provide higher before tax returns) is going to be better for you.

Data for the ten years through 2013 shows that the average investor earned an annual return of just 2.6 % compared to a return of 7.4 % for stocks and 4.6 % for bonds.

Finally, we assume that renters will earn a return on their savings equal to the average growth of the S&P 500 over the past 20 years.

For me, it's hard to get excited about stocks at these valuations when I can add to my rental portfolio and earn 15 - 20 % cash on cash returns quite easily before accounting for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better than average stock returns.

This is a reduction from 2012, when legislators who returned the following year reported earning between $ 4.8 million and $ 8.2 million, or an average between $ 26,784 and $ 45,935 per member.

«When they are a graduate, they have to pay, but on the other hand they will get a degree and that means that they can earn more money and on average we calculate that it is a 400 per cent return on their investment, and that's pretty good.»