Sentences with phrase «equals the investment return»

John Bogle's modified version of the Gordon Equation (or the Dividend Discount Model) is that the total return from stocks equals the investment return plus the speculative return, where Investment Return = Dividend Yield + Earnings Growth Rate and Speculative Return = the change in the price to earnings ratio over the period examined.

Using John Bogle's variant of the Gordon equation (or dividend discount model), the total return of stocks equals the investment return plus the speculative return.

The total return of stocks equals the Investment Return plus the Speculative Return.

To an excellent approximation (in years 5 through 15), the Total Return equals the Investment Return plus the Speculative Return.

Investments B1 and B2 had equal Investment Returns of 5 %.

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.

To offset the significant risk they face when funding unproven startups, investors often start with a simplistic expectation that they should have the potential to see a return on their investment equal to 10 times what they put up.

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.

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.

«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.

Rupal believes her team's best risk - adjusted returns have come from marching to its own tune and applying an investment process that pays equal attention to both risk and return management.

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.

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

Alaska is the only state in the world to pay its individual citizens an annual, equal income, known as the permanent fund dividend (PFD), and this «basic income» is financed by the investment returns of its sovereign wealth fund, the Alaska Permanent Fund (APF).

«Based on our analysis of the 2004 convention, we're looking at a return on investment of at least ten times,» she said, adding that the net revenue from the convention in Charlotte, North Carolina, equaled around $ 250 million.

With that kind of return on investment (ROI) equal to more than four times the production budget, a sequel, Kingsman: The Golden Circle, was — to borrow an overused scientific term — a no - brainer (i.e., inevitable).

The investment return data calculates the real return of a conservative portfolio invested 25 percent in the S&P 500, 25 percent in small US stock, 25 percent in long - term US corporate bonds, and 25 percent in an equal split of 30 day treasury bills, intermediate - term treasury bonds, and long - term treasury bonds **.

Since there is an opportunity cost when choosing one investment over another, the steady returns of cash flowing assets must win in cases where all else is equal over those investments which produce no income.

The month - to - month closing price is used to calculate the return, with equal investments in each stock at the beginning of each month assumed.

An aggressive stock is a higher - risk investment that can potentially produce higher returns than more conservative stocks, but also has equal potential for bigger losses.

If future investment returns are significantly lower than the past — which a number of pros think will be the case — then all else equal you may have to save more to maintain the same shot at a secure retirement.

Everything being equal (investment returns, taxes, etc.), if the heir plays their inherited IRA right, the Roth will deliver between 3 - 5 times more spendable dollars than a traditional IRA would deliver over their life.

The investment return equals the sum of the dividend yield and the percentage growth of earnings or dividends.

A basic investment starts with an initial contribution that is invested at an annually compounded rate of return, and regular, equal contributions are added to it over time.

Review your mortgage statement to see how much of your loan you have left to payoff, then evaluate targeting this as a goal before you retire (the «return» on your money is essentially equal to your interest rate — you'll lose the tax deduction for the interest, but if you invested the same amount you'd owe taxes on the investment return).

Impact investments generate returns that range from below market (sometimes called concessionary) to returns that can equal or exceed the market's, but with risk factors that differ from the market's.

Regrettably, all too many of those buyers believe that, for that extra cost, they will earn a guaranteed «investment return equal to the «rollup rate» of the annuity.

If all our investments average a return equal to that 3 %, we are not growing our money.

The Investment Return equals (0.6 * the initial dividend yield of Stock A + 0.4 * [the 2 % real TIPS interest rate + the 3.0 % inflation rate]-RRB- + (0.6 * the nominal growth rate of the Stock A dividends + 0.4 * the growth rate of TIPS (which equals the 3 % inflation rate)-- the 3.0 % inflation rate.

Return that is required on a taxable investment to make it equal to the return on a tax - exempt invesReturn that is required on a taxable investment to make it equal to the return on a tax - exempt invesreturn on a tax - exempt investment.

calberst: You'll have to use the return of capital to pay back the investment loan because future tax deductions equal to the ROC portion won't be allowed.

For nearly every target rate of return, a diversified portfolio of minimally - correlated investments can be constructed that will be lower risk than one investment with equal expected return.

Put the cursor on the spreadsheet's cells to see that the calculation used increases the portfolio each year by the total return earned by its own investments (mostly capital gains plus any dividends), PLUS the capital infusion equal to the dividends of the S&P index.

You can probably achieve a return equal or greater to this in the stock market, so it may be wise to just make regular student loan payments, and contribute to an investment account, like an IRA.

At equal returns, public investments are generally superior to private investments not only because they are more liquid but also because amidst distress, public markets are more likely than private ones to offer attractive opportunities to average down.

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.

If you had three companies, exactly the same in all ways except the expected rate of growth, would your investment returns be equal if you valued your purchase by PEG = 1?

The investment return (roughly) equals the initial dividend yield plus the annual growth rate of the dividend amount.

As others in this situation may experience, there is a significant opportunity cost in forgoing immediate income and accompanying employer Superannuation contributions (currently 9.5 % of salary) and potential returns given the time value of compounding (i.e. the sooner you start compounding, the greater your investment returns, all else being equal).

If you invest this difference, as a rough rule of thumb, you will berak even over the 30 year period if your investment rate of return equals the 30 - year rate PLUS double the rate difference between 15 and 30 - year mortgages.

To a reasonable approximation, in the long term, the Total Return (as an annualized percentage) equals the sum of the Investment Return and the Speculative Return.

The Investment Return equals the sum of the initial dividend yield and the dividend growth rate (annualized).

During the first decade or so, when Investment Returns are equal, it is better to start with a higher dividend yield.

Up until I read about the buzz around Vanguard and it's lower MERs, I was planning on investing all of our money in the Complete Couch Potato portfolio as suggested in the 2011 Edition of the MoneySense Guide To The Perfect Portfolio: i.e. — Canadian equity 20 % iShares S&P / TSX Capped Composite (XIC) US equity 15 % Vanguard Total Stock Market (VTI) International equity 15 % Vanguard Total International Stock (VXUS) Real estate investment trusts 10 % BMO Equal Weight REITs (ZRE) Real - return bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bondreturn bonds 10 % iShares DEX Real - Return Bond (XRB) Canadian bonds 30 % iShares DEX Universe BondReturn Bond (XRB) Canadian bonds 30 % iShares DEX Universe Bond (XBB)

Higher risk should equal higher return, but high risk means a higher chance of losing all or part of your investment.

Here's the way I look at it: if you've already incurred the debt, an extra debt repayment is an investment an after - tax and almost risk - free return equal to the interest rate on your debt.

DeBondt and Thaler then calculated the investment return against the equal weighted NYSE Index over the subsequent four years for all of the stocks in each selection period.

Finally, another argument for early mortgage payoff is that you get a guaranteed return on your investment equal to whatever your mortgage rate is.

If your savings are adequate and a rate of return is reasonable, you'll be able to take withdrawals equal or less than your investment returns.

Of course no savings account pays anywhere near 3 % today, but if you have student loans, think of them as risk - free investment opportunities with a guaranteed rate of return equal to the interest rate you're paying.