Sentences with phrase «expenses by a percentage point»

For example, if you follow a systematic withdrawal system like the 4 % rule — i.e., draw 4 %, or $ 40,000, initially from a $ 1 million 60 % stocks - 40 % bonds portfolio and increase that amount each year for inflation — reducing annual expenses by a percentage point will significantly increase the probability that your nest egg will last 30 years or more.

Not exact matches

In the past three years, HYLD has returned negative 1.68 percent, while JNK is up by about the same percentage, with an expense ratio (0.40 percent) that is 83 basis points lower.

Excess return: the amount by which a portfolio's performance exceeds its benchmark, net (in the case of the analysis in this article) or gross of operating expenses, in percentage points.

If you've saved $ 500,000 at the time you retire, cutting your investment expenses by just half a percentage point could mean an extra $ 1,500 to spend every year in retirement.

Interest rates may increase but probably not enough to make an impact to a CD that is up for renewal, Real estate income should increase over time but mostly a few percentage points here and there, I suppose you could manufacture more income by paying off one of the rentals assuming your income numbers are after expenses and not gross income.

Investment expenses and taxes each have cut returns by roughly one to two percentage points a year.

On who will run the economy better, the Conservative lead has dropped from 17 points a month ago to only 4 points now, but their own percentage has dropped by only 3 points; the big shift was Labour gaining at the expense of «neither».

When tax credits are used to offset expenses for both private and public school students, overall support rises by another 10 percentage points.

If he cuts his annual expenses by half a percentage point to 1 % a year, his nest egg would total just over $ 1.2 million at retirement.

In short, without much effort you can pare annual expenses by a full percentage point or more each year compared with the average fund.

But if we increase their annual return by a full percentage point each year, which is essentially the same thing as getting them to a 0.4 % expense ratio, their prospects get even better.

Even if an active manager succeeds in beating the market by a percentage point or two before expenses, the hefty costs are likely to pull him or her below the index results.

Investment expenses and taxes each have cut returns by roughly one to two percentage points a year.

Sure, there are several ways you should be able to cut your investment expenses by a half a percentage point a year or so, if not more.

Mr. Kritzman calculates that just to break even with the index fund, net of all expenses, the actively managed fund would have to outperform it by an average of 4.3 percentage points a year on a pre-expense basis.

For both the actively managed fund and the hedge fund, those expenses more than ate up the large amounts — 3.5 and 9 percentage points a year, respectively — by which they beat the index fund before expenses.

If other obligations (student loans, living expenses, whatever) prevent you from putting away that much right now, start with a smaller figure and increase it by a percentage point or more each year.

If you've saved $ 500,000 at the time you retire, cutting your expenses by just half a percentage point could mean an extra $ 1,500 to spend every year in retirement.

«Weather may have played a role, as suggested by a 6 percentage point jump over the past two months in the share of consumers who say their household expenses are significantly higher than a year ago.