Sentences with phrase «equal the return of»

Keeping in mind that 80 % of mutual funds don't equal the return of the exchange.
Similarly, the average of all possible random portfolios will also equal the return of the index.
It follows (given the first point) that the return of the average active investor must also equal the return of the market minus costs.
In that case, a large - cap manager must beat the market by more than a full percentage point to merely equal the return of the index.
Therefore, the return of all of the individuals before any expenses or taxes must equal the return of the stock index, since they are the same universe.
Shows you what you'd have to earn in an alternate investment to equal the return of a life insurance death benefit

Not exact matches

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.
For retailers, returns are much more than trading one item for another of equal or lesser value.
Returning to Earth, they set a record still not equaled by a manned vehicle, going 32 times the speed of sound, or 24,816 miles per hour.
Put simply, the cost of capital equals the return that equity investors require, at any moment in time, to purchase U.S. stocks instead of parking their cash safely in riskless Treasuries.
All else being equal, funds with higher rates of turnover have lower rates of return.
If it just keeps paying out all of its earnings, shareholders will get a return equal to the earnings yield (inverse of the PE) of 6 % plus inflation, or a decent total of around 8 %.
As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.
We notice that the equal - weighted portfolio averages a 3.98 % return in January across the 30 years, 3.11 % above the value - weighted portfolio, while there is no dramatic difference for the rest of the year.
I have little doubt that this estimate was obtained by some version of the dividend discount model: Price = D / (k - g), where Ed Kershner decided to pick a long - term return on stocks k really, really close to the long term growth rate of dividends g. Gee, why didn't he just go ahead and set them equal and shoot for thrills?
Since when has the rate of return on cash balances equaled interest charged on loans.
And if we've learned anything over the last few years, it's that expected returns do not equal realized returns, and expensive markets don't have to crash in order to reach some sort of equilibrium.
All except HRB and WMT have outperformed the S&P 500, and an equal weight bundle of these seven stocks would have returned 233 % since the recovery began, 35 % better than the S&P 500.
As such, an equal measure of growth will generally result in a premium return for investors.
1,900 companies have spent money on buybacks and dividends since 2010, and the combined return of capital to shareholders for those companies equals 113 % of capital spending, according to Reuters.
The Budget also noted that once the EI Operating Account returns to balance, the CEIFB is to set a rate for each year that would generate enough premium revenue over the next seven years equal to the forecast cost of the EI program during that period.
Accordingly, if Jeremy tries to do a $ 5,500 Roth conversion (from combined IRA funds that now total $ 200,000 plus new $ 5,500 contribution equals $ 205,500), the return - of - after - tax portion will be only $ 5,500 / $ 205,500 = 2.68 %.
This model generates the price of gold as a function of the global investment yield required to produce a constant real after - tax return equal to long - term real growth in global GDP per capita.
Let's further assume that the Nikkei companies in the aggregate have a net cash balance equal to 30 % of market capitalization and decide to return all the net cash to shareholders as a special dividend, the implied P / E multiple for the Nikkei would drop from 8x to 5x.
«It isn't unusual for an angel investor to expect a rate of return that equals 10 times their original investment inside the first 5 — 7 years,» states Murray Newlands with Startup Grind.
To understand the effect of this modest shortfall in stock selection performance over the past 8 months, recall that when the Fund is hedged against the impact of market fluctuations (and provided that our long - put / short - call index option combinations have identical strike prices and expirations), its returns are roughly equal to:
Equal - weight and volatility - weighted allocations are two common factor allocation frameworks Risk - return ratios are not higher with volatility - weighted allocations Different reasons can explain the superiority of equal - weight allocations INTRODUCTION In July we published a research report «FaEqual - weight and volatility - weighted allocations are two common factor allocation frameworks Risk - return ratios are not higher with volatility - weighted allocations Different reasons can explain the superiority of equal - weight allocations INTRODUCTION In July we published a research report «Faequal - weight allocations INTRODUCTION In July we published a research report «Factors
The Importance of Measuring Returns Peak - to - Peak Stock returns equal income, plus growth in fundamentals, plus changes in valuation By John P. Hussman,Returns Peak - to - Peak Stock returns equal income, plus growth in fundamentals, plus changes in valuation By John P. Hussman,returns equal income, plus growth in fundamentals, plus changes in valuation By John P. Hussman, Ph.D..
It's a good rule of thumb that all else being equal, the long - term dividend yield plus the long - term dividend growth rate is what you can expect in terms of total return.
By definition, when the dividend yield is unchanged between the date you buy stocks and the date you sell them, your total return equals the dividend yield (income) plus the growth rate of dividends (capital gain).
• It is an undeniable arithmetic fact that the average return of all active investors will equal the average return of all passive investors, less costs.
In fact, the company's assumed return on plan assets is so high that it allowed EK to book income from its pension plan equal to 2.2 % of its revenue last year.
The «k» variable is equal to the dividend you receive on your investment, «i» is the rate of return you require on your investment (called the «discount rate»), and «g» is the growth rate of the dividend.
The idea was this: the returns of a manager are equal to his alpha versus a composite index that best fits his performance.
Many people who just want a return roughly equal to that of a major stock index prefer passive investing.
An individual who is physically or mentally incapable of self - care, lived with you for more than half of the year, and either: (i) is your dependent; or (ii) could have been your dependent except that he or she has gross income that equals or exceeds the exemption amount, or files a joint return, or you (or your spouse, if filing jointly) could have been claimed as a dependent on another taxpayer's 2015 return
Like JPM, C's business model puts equal emphasis on lending, trading and investing activities, resulting in a lower RAROC at 1 % vs a nominal equity return of a bit shy of 7 %.
Translated from math - speak to English, we're more or less saying, «the monthly returns of the bond portfolio is equal to some multiple of rate changes plus some multiple of credit spread changes.»
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).
But after considering the impact of taxes, the taxable - equivalent yield (the return required on a taxable bond to make it equal to the return of a tax - exempt bond) of municipal bonds was a full percentage point higher, at 3.75 %, for investors in the highest (37 %) tax bracket.
That's an order of magnitude superior returns over nearly a 50 year period, and equals about 17.1 % annualized returns.
Investment Strategy: Roth IRAs: How to Optimize Yours From Dollars to Millions: How to Invest in Stocks 6 Smart Investment Strategies for Superior Returns Contrarian Investing: How to Stay a Step Ahead Discounted Cash Flow Analysis: A Comprehensive Overview International Investing: Be Aware of This Common Pitfall Covered Calls: How to Get a Ton of Investment Income Selling Put Options: How to Get Paid for Being Patient Index Funds: Yes, There Are Some Downsides Thrift Savings Plan (TSP): Fund Overview Risk vs Volatility: How to Profit from the Difference The Shiller PE (CAPE) Ratio: Current Market Valuations How to Invest Money Intelligently Equal Weighted Index Funds: Pros and Cons How to Generate Investment Income from Precious Metals 5 Rock - Solid Blue Chip Dividend Stocks Share Buybacks: The Good, The Bad, And The Ugly
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.
We then return in 1947 and are given an equal a seventh of the land given to Palestinians.
in the day, s that jesus our lord was on the earth (jesus) there was many people named jesus, just as among hispanic and central american peoples, it was a common popular name of many people, if you want to prove to your self that jesus was not married, look up what the apostle said,» i saw standing upon mount zion with the lamb 144,000, these are they that have washed thier robes and were not defilled with women, for they are virgins, jesus emphasised in parts the need and values of a husband and wife in a home, the two mary, s and the women that followed him and ministered unto him tells us the great importance of women, and women in the home, he wanted all married men to have thier own wife, in those days of so many years ago there was false prophets, storytellers, wild imaginations, he told us not to believe them, whether you are catholic, christian, islamic or any other, we can all take pride in the fact what the prohets, jesus and the apostles told us all fits jointly to gether, they were a work of love, to understand the christian bible correctly, islamic people are not rejected, but rather they are a equal, the angel told hagar to return to her mistress, he also told her he would make ishmael a blessing and his seed a great nation, regards
The book of Philemon is a letter from Paul that exhorts the slave owner to accept the return of his runaway slave as an equal... a brother.
That's why he sent his Son, Jesus, to atone for our sins — to fulfill an unchangeable law (where bad choice equals bad consequences) and to make it possible for all of us to return to God.
Because in remaining woundable, we don't just get an equal return: we get more, and of an entirely different order, than we ever could have imagined.»
They listen to the new religious conservative movement calling for «a return to the traditional family,» which seems to include the defeat of the Equal Rights Amendment and the banning of abortion.
IF you're going to redefine «marriage» for the purpose of visiting someone in the hospital, obtaining equal access to health benefits, filing joint returns, then look at the entire legal definition.
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