Sentences with phrase «equivalent return»

For an investment portfolio of $ 1,325 per share, at 7 % tax equivalent returns, Markel should earn $ 93 per share in equity next year, growing book value by 17 % ($ 93 per share added to $ 543 per share).

And we're not talking the traditional equivalent return of Canada Savings Bonds.

I just think that it causes to be aware of what is going on in the market and not jumping ship, but also possibly waiting to get in at some discounted prices.Like you said, there are very few (if any) places to get equivalent return for your money.

To answer this strikingly simple question, Jeffery and Arnott reviewed the historical pre-tax returns of a range of U.S. equity mutual funds, calculating their post-tax equivalent returns.

Both the Scotiabank Gold American Express and Scotiabank Momentum Visa Infinite earn ~ 4 % in cash equivalent return on gas and groceries for lower annual fees than this American Express Gold Rewards card.

The tax equivalent return you would have to earn to net 13.81 percent is 21.25 percent in the 35 percent tax bracket.

Because you won't owe tax on the interest, if you are in the 28 % tax bracket at that point, your tax - equivalent return is 4.86 %.

The return of 17.35 % is really 12.36 %, the equivalent return had you invested 10K in a no load fund.

If we plug in this 15 % stock return to our portfolio calculations, what we get is an overall portfolio return of a measly 2.4 %, very close to the equivalent return of a pure cash portfolio.

The researchers find find that the equal - weighted portfolio with monthly rebalancing outperforms the value - and price - weighted portfolios in terms of total mean return, four factor alpha, Sharpe ratio, and certainty - equivalent return, even though the equal - weighted portfolio has greater portfolio risk.

If the failure occurs before you leave, we will refund the lost ticket money, and if failure occurs during the trip, we will cover for an equivalent return ticket to get you safely back home.

The tax equivalent return you would have to earn to net 13.81 percent is 21.25 percent in the 35 percent tax bracket.