Sentences with phrase «investors on a total return basis»

Not exact matches

For one ranking we used a regression based on total shareholder return (TSR) conducted by HIP Investor.

Meanwhile, the Projections box indicates that this issue's total return potential to 2018 - 2020 is subpar, compared with the market median of 10 %, but might still appeal to some investors on a risk - adjusted basis.

By contrast, an investor who put $ 100,000 into a portfolio comprised of 60 % stocks and 40 % bonds and left it alone would now have $ 214,080, based on the total returns of the S&P 500 and the Barclays bond index, over the same period.

If an investor had moved $ 100,000 into bonds that day, it would be worth $ 124,033, based on the total return of the Barclays U.S. Aggregate Bond Index through Thursday, according to investment researcher Morningstar.

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.

Investors who purchase these funds in equal quantities would have a good mix of large and small cap U.S. stocks that would likely beat or exceed the performance of the S&P 500 on a total returns basis.

The TAVF approach is the same as that followed by private companies not seeking access to public markets for equities; businessmen seeking favorable tax attributes so that they can create wealth on a tax - sheltered basis; most creditors; and all investors who seek in the management of their own portfolios to maximize total return, rather than just invest for interest income and dividend income.

When you see income coming into your account on a quarterly basis from your portfolio holdings, it allows you as an investor to take your focus a little bit off the up and down gyrations of the market and ask yourself if you're earning a significant portion of your total return from stable income or from stable dividends.

Implications for Required Return Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflReturn Rates Investors must calculate their total required rate of return (RRR) on a nominal basis, taking into account the effect of inflreturn (RRR) on a nominal basis, taking into account the effect of inflation.

Based on the experience of Pimco's ETF version of its Total Return Fund, investors are hungry for active ETFs.

The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit, cash or cash equivalents or other appropriate instruments maintained on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the return of the securities loaned; (3) the fund will receive any interest or dividends paid on the loaned securities; and (4) the aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).

Guaranteed to earn investors up to 40 percent total return per month, BitConnect followed a four - tier investment system based on the sum of initial deposit — the more cash you put down, the bigger and faster profits you could rake in.

What I'm saying is, I'm arbitrarily making up the return for the investor based on 1/10 of their investment in the total fund amount.

«U.S. investors dialed back their total return expectations for real estate from 8.7 percent last year to 7.4 percent for this year; however, on a risk - adjusted basis, respondents ranked real estate as the most attractive asset class for the seventh consecutive year.»