Ingrid Holmes, author of the E3G report, gives an example of a basic
investment scenario in which a whole house retrofit costing # 11,000 delivered 50 % energy savings and loan repayments were spread over 25 years.
Not exact matches
By focusing on our health, understanding and planning for worst - case
scenarios, cultivating trusted friends, and rewarding ourselves periodically, we're making an
investment in the future of our business.
If you are taking out the loan to invest
in a growth opportunity, you need to calculate the best - and worst - case
scenarios for that
investment and compare that against the true cost of the loan.
«The Marines Corps allowed us to make sure we could understand the worst - and best - case
scenarios, take care of everyone else first, and accomplish the mission with minimum casualties,» says James Warren, founder of the Warren Financial Group, an
investment - advisory firm
in Kansas City, Mo. «Those are the same principles we consider when doing
investment planning: How can we accomplish what we want to do with minimum risk
in relationship to the return?»
«We are moving back to a risk - off
scenario today, but still stuck
in a trading range between $ 1,300 and $ 1,360,» said Rob Haworth, senior
investment strategist for U.S. Bank Wealth Management.
But by only purchasing a minority stake
in SoundCloud, rather than acquiring the company entirely, the worst case
scenario for Twitter will be if the
investment turns out to be a distraction.
We are much closer to the latter
scenario in crypto right now and while I am not afraid for my
investments and USV's
investments in this sector, I am afraid for the sector and those who are being the most greedy right now.»
This calculator can run multiple
scenarios at once, and simulate variable economic and
investment performance conditions
in a concise graphical output.
This is the perfect
scenario during a recession, when prior over-
investment has resulted
in bloated inventory levels and poor private
investment opportunities.
In such a
scenario, a Growth
investment strategy makes sense.
The key takeaway from this
scenario is that an incremental
investment of $ 80,000 while
in your 40s would add over $ 200,000
in additional compounded returns by retirement time.
In this
scenario, if an investor finds that an open - ended index mutual fund and an index ETF are similar relative to his or her
investment objectives, passive
investments — index funds and passive ETFs — have the potential to be more tax efficient than active funds and active ETFs.
The key takeaway from this
scenario is that an incremental
investment of $ 60,000 while
in your 30s would add over $ 300,000
in additional compounded returns by retirement time, resulting
in a total retirement fund of $ 2.0 million (flat out
scenario) versus $ 1.6 million (ramp up
scenario).
In other words, inflation does not need to be high or rising to represent a risk to an investment strategy; it should be a key consideration for managing portfolio risk in any scenari
In other words, inflation does not need to be high or rising to represent a risk to an
investment strategy; it should be a key consideration for managing portfolio risk
in any scenari
in any
scenario.
To avoid this oversight, you must be prepared to answer an investor's questions about how the
investment will be monetized through, among other things, licensing agreements with larger companies or a strategic sale of itself to a larger company, not just an IPO
scenario in which you see yourself becoming CEO of a Fortune 500 company (something that almost never happens).
A
scenario in which the U.S. and China end up
in a trade war that wrecks the U.S. economy, shrinks foreign
investment and sends property values on a tailspin is still unlikely, but no longer outlandish.
«
In a horrible, truly worst - case scenario, a high - quality bond index fund is still less risky over the course of a year than stocks are in one day,» says the investment adviser Allan Roth, founder of Wealth Logic in Colorado Springs, alluding to the 20 percent decline in the Standard & Poor's 500 - stock index on Oct. 19, 198
In a horrible, truly worst - case
scenario, a high - quality bond index fund is still less risky over the course of a year than stocks are
in one day,» says the investment adviser Allan Roth, founder of Wealth Logic in Colorado Springs, alluding to the 20 percent decline in the Standard & Poor's 500 - stock index on Oct. 19, 198
in one day,» says the
investment adviser Allan Roth, founder of Wealth Logic
in Colorado Springs, alluding to the 20 percent decline in the Standard & Poor's 500 - stock index on Oct. 19, 198
in Colorado Springs, alluding to the 20 percent decline
in the Standard & Poor's 500 - stock index on Oct. 19, 198
in the Standard & Poor's 500 - stock index on Oct. 19, 1987.
The sample graphs illustrate pre and post M - DAQ
scenarios where buying and selling signals (i.e. «buy low» and «sell high» points) are vastly different when analysed
in the respective
investment currency.
It's important to truly understand the individual characteristics of the alternative
investments you're incorporating to know how they will complement the overall portfolio and react
in different market
scenarios.
An
investment in dairy processing would also reduce hauling costs for Pennsylvania dairy producers, with the Reading and State College plant
scenarios proposed
in the study reducing hauling costs by an estimated $ 5.9 m per year.
The best case
scenario is hey fill a position of need and get to pair him with a good lb» ing talent, but there is a
scenario where foster gets
in trouble again and the FO thinks he's not worth the
investment anymore.
The smart grid components going directly into the home would add about 10 percent to overall smart grid
investment in the high - cost
scenario.
About 20 percent of
investments in the high - cost
scenario would go into upgrading the high - voltage transmission grid, including installation of sensors to alert operators to potential failures of transformers on the system, and purchases of equipment to protect the grid and make it more efficient, EPRI said.
Over this 13 - year period, the hypothetical
investment returns for CHAA companies were significantly higher than average S&P 500 returns — as much as triple
in some of the
scenarios.
The model produces different jobs and growth projections for a business - as - usual
scenario with no technology breakthroughs or major new policies, and then generates different outcomes by factoring
in new policies such as a national clean energy standards such as proposed by President Obama; increases
in corporate average fuel economy standards; tougher environmental controls on coal - fired power generators; extended
investment and production tax credits for clean energy sources and an expanded federal energy loan guarantee program.
In a study published in March, it compared three scenarios: completing Ukraine's partly built VVER nuclear plants; phasing out nuclear power and supplying Ukraine's expected power needs with conventional plants; and the same plan, but with investments in energy efficienc
In a study published
in March, it compared three scenarios: completing Ukraine's partly built VVER nuclear plants; phasing out nuclear power and supplying Ukraine's expected power needs with conventional plants; and the same plan, but with investments in energy efficienc
in March, it compared three
scenarios: completing Ukraine's partly built VVER nuclear plants; phasing out nuclear power and supplying Ukraine's expected power needs with conventional plants; and the same plan, but with
investments in energy efficienc
in energy efficiency.
Many characters break the fourth wall (although it works better here than it did recently
in «The Walk») and
in three key
scenarios refer to real celebrities — playing themselves — to explain key banking and
investment terminology.
This means that the level of
investment on protection is based upon the more probable
scenarios, however it is always worth at least having written procedures and guidance
in place for staff detailing their safe emergency routes and methods of raising the alarm.
In sum, in the event of a major global financial collapse a lot of Apple's «paper» investments might simply «blow up» and Apple in such a scenario would very likely have to downsize dramatically, possibly discontinue many (more) products [vii] and / or possibly try to find alternative revenue - generating sources to surviv
In sum,
in the event of a major global financial collapse a lot of Apple's «paper» investments might simply «blow up» and Apple in such a scenario would very likely have to downsize dramatically, possibly discontinue many (more) products [vii] and / or possibly try to find alternative revenue - generating sources to surviv
in the event of a major global financial collapse a lot of Apple's «paper»
investments might simply «blow up» and Apple
in such a scenario would very likely have to downsize dramatically, possibly discontinue many (more) products [vii] and / or possibly try to find alternative revenue - generating sources to surviv
in such a
scenario would very likely have to downsize dramatically, possibly discontinue many (more) products [vii] and / or possibly try to find alternative revenue - generating sources to survive.
You'd effectively milk out all of your initial
investment amount within fifteen years and build a standalone diversified portfolio of stocks
in case some sort of worst - case
scenario plays out that is different from what you had initially planned.
In our first scenario, you own shares in a stock ETF that has gone up in value over the past year and you want to keep it in your investment portfolio as part of your buy and hold strateg
In our first
scenario, you own shares
in a stock ETF that has gone up in value over the past year and you want to keep it in your investment portfolio as part of your buy and hold strateg
in a stock ETF that has gone up
in value over the past year and you want to keep it in your investment portfolio as part of your buy and hold strateg
in value over the past year and you want to keep it
in your investment portfolio as part of your buy and hold strateg
in your
investment portfolio as part of your buy and hold strategy.
In this
scenario, a 9 % annual return over this period would have turned a $ 1,000
investment into $ 43,850.
And while the monthly payments the group received
in the
scenarios above could vary from month to month based on
investment earnings and whether or not someone died, an insurer's immediate annuity states
in advance how much you'll receive each month (although some immediate annuities may increase their payments based on the inflation rate or other factors).
If you are fortunate enough to have not needed to use any of the SS benefit for living expenses and invested it all, then we can discuss what rates of growth can be expected from the
investment, and whether you die richer
in one
scenario versus the other.
If you don't take the benefit at age 65 and wait till 70, there is no
investment (your living expenses are covered elsewhere as
in the previous
scenario), and you have 0
investment at age 70.
For example, the
scenario below shows you how much money you would have
in your account if you invested $ 100 per month and earned nothing on your
investment.
To roughly time - align with the lump - sum
scenario, the spread
investment scenario assumed that the terminal
investment would take place
in 2012.
If you are a person of limited means or if you simply prefer uncomplicated
investment scenarios, you could choose a single balanced mutual fund and invest all of your assets
in the fund.
In January, his investor education company launched «Finspector,» a free online tool that analyzes 6 million
investments, including over 24,000 mutual funds, based on
scenario analysis.
This was «the second
scenario»
in my discussion:
investment growth allowing the possibility of early payoff.
In the lump - sum
scenario, the terminal
investment could be made from January 2012 to April 2013 (that is because as of this writing, monthly data through April 2014 are not yet available).
There are some terminologies that one should be aware of before venturing into the world of dividend growth
investment so that they are
in a better position to understand the whole
scenario.
Under the same
scenario, a $ 10,000
investment in the Monetta Fund, a large - company growth fund with a 1.46 % expense ratio, would grow to just $ 35,000 over two decades.
In such
scenario, even the basic reason for your
investment will fail.
Another option is to use Monte Carlo simulations, available
in some online calculators or from a Personal
Investment Advisor, to model various
scenarios and ranges (more on this when I review online calculators
in a future post).
In another
scenario, the buzz on social media about a certain
investment might make you doubt official sources of information.
In 401 (k) plans, FeeX considers three
scenarios: your estimated future balance if you do nothing, your estimated future balance after you rollover, and, when relevant, your estimated future balance after you optimize your
investments within your current plan.
In all
scenarios below, I consider
investments initiated on January 1st and held for N years until December 31st.
The practical upshot of this is that the people who invest
in the stock market
in this
scenario will be precisely the ones for whom the stock market is a good
investment, given their personal propensity to save and desire for returns, and so forth.
As part of the
investment process, the portfolio management team utilizes
scenario analysis tools to evaluate security and portfolio performance
in different environments.