Sentences with phrase «investor out of return»

A machine also can not talk an active investor out of return - chasing, such as an over-allocation to equities at market highs or loss aversion with an under - allocation at market lows — at least not yet anyway.

Not exact matches

Ever since Benjamin Graham spelled out the principles of value investing and demonstrated their potential to improve returns and reduce risk — this was during the Great Depression, after all — investors around the world have been crunching numbers, trying to determine if the companies they're interested in are undervalued or overvalued.

In plain English, measuring the return of a fund without any trading action over time, versus the return of a fund based on investor flows into and out of a fund over time.

San Diego financial planner Andrew Russell points out that some of Bush's active funds with complicated investment strategies — like Wasatch Long / Short Investor (FMLSX), with average annual returns of 3.2 % over the past decade, and Wells Fargo Advantage Absolute Return (WABIX), up 4.7 % — have lagged plain vanilla index funds.

Equity investors, especially venture capitalists, must be shown how they can cash out of your company and generate a rate of return they'll find acceptable.

Here are six businesses that walked out of the Tank with a deal and have been scaling up ever since, generating a handsome return for their big fish investors.

After tracking cash flow in and out of mutual funds to measure investor sentiment, the research found that in response to hype, general market enthusiasm or a mass exodus, «retail investors direct their money to funds which invest in stocks that have low future returns.

Vanguard's goal in providing expected rates of return is not to scare investors out of the market, but to reiterate why it believes a globally diversified portfolio is the best option for most investors.

As an investor in start - ups, I have heard the accepted wisdom that out of 10 portfolio companies, only one is likely to be a big success, the rest will either fail or barely return the investment — «only» half of my investments failed.

Part of Madoff's appeal was that he offered investors double - digit returns year in and year out and — until the stock market collapsed — let his investors take out money anytime they wanted.

What's more, as Buffett points out, he's a long - term investor, so looking at the year - to - year investment and return on a given business doesn't make a lot of sense.

«The idea is that as institutional investors seek out increasingly higher levels of risk / return, that Bitcoin may represent the most risky / potentially highest return available, and hence could be evolving quickly into a primary barometer / leading indicator for broader financial markets and risk appetite.»

While he suggests avoiding entities with big budget shortfalls like Illinois, there are a number of other opportunities out there for investors trying to get better yields than the still - low returns that Treasurys provide.

The one element binding this diverse group of investors together is that they receive some type of equity or stock vehicle when they put money into a growth company; each group then has its own set of goals in regard to how much of an investment return its members hope to earn on that stock and how quickly they hope to earn it (usually when they cash out during an initial public offering or in a merger or acquisition deal).

This assertion had three components: (1) The commenter estimated the cost over 60 days to be $ 250 million based on the on - going cost from the final 2016 RIA of $ 1.5 billion per year, (2) that cost savings over a 10 - year period were not provided to allow comparison to the negative effects on investors that would occur over the ten year period, (3) that industry cost savings were not projected out over 10 years using returns on capital in a similar manner to investors» lost earnings.

Zaino, who counsels the Millennial children and grandchildren of his primary client base, says, «Younger investors who can't handle the risk associated with stocks are missing out on significant long - term growth through higher returns and the positive effects of compounding interest.

Obviously, shareholders in a company with a low return on equity would be better off liquidating the company or paying 90 % of earnings out in dividends since investors may be able to earn a higher return from another investment.

This means the decisions investors make about how to diversify, the time the choose to get into or out of the market, as well as fees they pay or underperforming funds they choose, cause them to generate returns far lower than the overall market.

The whole «Dow 36,000» argument was essentially based on the notion that all earnings could be paid out as dividends, earnings would still grow, and that investors would be willing to hold stocks for a long - term return of just 6 % annually.

Well, it will certainly lift the rate of return investors expect from stocks, but bulls insists that with earnings growing 20 percent this year, the expected return may be sufficiently high, so that there will not be any shift out of equities, that corporations are going to make enough money to more than compensate for higher rates.

That's twice the average 74 % return for those who moved out of stocks and into cash during the fourth quarter of 2008 or first quarter of 2009.3 More than 25 % of the investors who sold out of stocks during that downturn never got back into the market — missing out on all of the recovery and gains of the following years.

The point I'm trying to make... I will continue to make monthly buys at market highs and market lows as over time it all averages out and being a dividend growth investor I'm looking to take advantage of time in order to maximize my compounding returns.

Total shareholder return was helped by an $ 8.2 billion repurchase made in late 2013 — when the company and a group of investors led by Kotick and Activision Chairman Brian Kelly bought out a stake held by then - majority shareholder Vivendi.

The assumption that you can create a portfolio of risk assets that will have steady returns year in and year out is what causes so many problems for many professional and individual investors alike.

ZIRP and NIRP policies are forcing investors out of cash and near - zero or negative yielding «havens» and into slightly higher yielding investments in which the potential rate of return does not even remotely reflect the degree of risk being taken.

With the S&P 500 within about 8 % of its highest level in history, with historically reliable valuation measures at obscene levels, implying near - zero 10 - 12 year S&P 500 nominal total returns; with an extended period of extreme overvalued, overbought, overbullish conditions replaced by deterioration in market internals that signal a clear shift toward risk - aversion among investors; with credit spreads on low - grade debt blowing out to multi-year highs; and with leading economic measures deteriorating rapidly, we continue to classify market conditions within the most hostile return / risk profile we identify — a classification that has been observed in only about 9 % of history.

Waning investor interest and the weeding out of underperforming managers is reducing competition and setting the stage for a powerful rebound in venture returns over the next decade, particularly at the smaller end of the market.

Operating expenses are taken out of the fund itself and therefore lower the return to the investors.

, Yosef Bonaparte analyzes data from the triennial Survey of Consumer Finances to find out why the wealthiest investors achieve superior stock returns.

In the March 2009 version of their paper entitled «Higher Risk, Lower Returns: What Hedge Fund Investors Really Earn», Ilia Dichev and Gwen Yu measure actual hedge fund investor returns by integrating the returns of the funds they hold with the timing and magnitude of their capital flows into and out of theseReturns: What Hedge Fund Investors Really Earn», Ilia Dichev and Gwen Yu measure actual hedge fund investor returns by integrating the returns of the funds they hold with the timing and magnitude of their capital flows into and out of thesereturns by integrating the returns of the funds they hold with the timing and magnitude of their capital flows into and out of thesereturns of the funds they hold with the timing and magnitude of their capital flows into and out of these funds.

Because individual investors trade in and out too often, they make a lot of mistakes and their returns are on average bad.

Taxation Of Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gainOf Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gainof ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gainof capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gains.

Some investors actually seek out «pump and dump» ploys in the penny - stock market in search of lottery - like returns, according to research on German stocks by Christian Leuz of the University of Chicago's Booth School of Business and four other economists.

Backed by huge amounts of private equity capital tempted by the exceptional returns of 8 to 10 percent reported by smaller investors who buy foreclosures, rehabilitate them and rent them out.

To be a successful investor and trader of mutual funds you should do your research to find out which exchange trade funds will give the best rate of financial return.

One of history's most famous investors is fond of pointing out that it doesn't matter how great returns are — if there is a single «zero» in the multiplication, you lose everything.

A potential surprise: A rally in risk assets prompted by investors shifting out of cash and low - yielding assets in search of higher returns.

As I've noted before, for an investor looking to capture all the market's long - term returns with substantially less downside risk, it would actually have been enough, historically, to simply step out of the market on a price / peak multiple of 19 and then wait for a 30 % plunge before repurchasing stocks, even if that meant staying out of the market for years in the interim.

The 1930s is the one that stands out to me but even the 1990s decade would have led to a much different experience for the periodic investor had the high returns of the end of the decade occurred at the outset.

As the economy continues to move out of the global financial crisis, returns in the real estate private equity space have been strong and investors are looking at various emerging investment classes.

German investors, though, found out during this period that on a real - return basis, even T - bills are not immune to total loss during a period of hyperinflation, as inflation can far outstrip the returns investors receive.

To find out which cities were poised to give investors a solid return, Local Market Monitor analyzed the 100 largest metropolitan statistical areas in the U.S. (all with populations of 600,000 or higher).

Among those myths is the notion — oft - repeated by DiNapoli — that public - pension funds are «long - term investors» that can stick with their assumptions through thick and thin, riding out the kind of market volatility that saw the state funds» return on assets veer from a 26 percent loss in 2009 to a 26 percent gain in 2010.

They can get financial investors who want a return of their money, a publisher who has put a lot of money into marketing at a certain point when they expect the game to be done, or they could just run out of money.»

In the former view as Hargreaves and Fullan point out, «the purpose of public education is increasingly to yield a short - term profit with quick returns for its investors....

If you are a savvy investor and can make an annual return of 10 %, then it actually makes sense for you to take out a loan at 8 % to buy your car even if you have enough money in the bank to buy it without debt.

The blank white spaces indicate years in which our hypothetical investor ran out of money because the portfolio returns were insufficient to keep up with constantly rising withdrawals.

The low interest rate environment makes it difficult for savers to meet their return ambitions without stepping out of deposits and becoming investors in riskier assets.

Many investors are paying out too large a part of their returns to investment management fees.

The reality, as I've pointed out in previous posts, is quite different: currency - hedging funds significantly lag the returns of foreign equity investors year after year.