Sentences with phrase «excess gains in the stock»

If I am right that equity fund managers are fully allocated to stocks now, the only way we can get excess gains in the stock market is if new liquidity is created by bank lending, or liquidity is transferred from the bond market to equities.

Not exact matches

In short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bondIn short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bondin stocks rather than bills or bonds.

He also claims that 1 out 5 stocks has gains in excess of 300 %.

If you follow our three - pronged approach — diversifying across most if not all of the five main economic sectors, avoiding stocks in the broker / media limelight, and sticking mainly to well - established companies — then you can be almost certain of long - term gains in excess of what you'd get with any other investment approach.

Norm responds: The equity mutual fund holds stocks and its return is composed of capital gains (changes in the price of stocks) plus dividends plus interest on any excess cash (etc) minus the fund's fee.

Somewhat arbitrarily, in the interests of brevity (& sanity), I'm just going to focus here on stocks that delivered gains / losses in excess of 10 %:

If you diversify across most if not all of the five main economic sectors (Manufacturing & Industry; Resources & Commodities; Consumer; Finance; and Utilities), and stick mainly to high quality blue chip stocks — then you can be almost certain of long - term gains in excess of what you'd get with any other investment approach.

To the extent that the Fund invests in these securities, the Fund may be subject to an interest charge in addition to federal income tax (at ordinary income rates) on (i) any «excess distribution» received on the stock of a PFIC, or (ii) any gain from disposition of PFIC stock that was acquired in an earlier taxable year.