Sentences with phrase «less than the average return»

Juicy Excerpt: The vast majority of middle - class investors following Buy - and - Hold strategies will earn a return significantly less than the average return of 6.5 percent real.

,» he found that the average return to purchased securities was 3.3 percent less than the average return of sold securities over the next year.

Whilst this is less than the average return of the FTSE including dividends, it is not high enough to make the risk worthwhile in the short - term.

The average collared return for all calendar years between 1920 and 2013 was 7.80 percent (0.58 percent less than the average return without the collar).

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

PC World readers rated OfficeMax better - than - average in two categories: Return Experience and Store Design, though Consumer Reports readers were less enthusiastic.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

On average, the monthly returns for these periods are 40 basis points less than US returns.

Present levels are consistent with 12 - year S&P 500 total returns averaging less than 1 % annually.

A beta of 1.00 indicates that the fund's returns will, on average, be as volatile as the market and move in the same direction; a beta higher than 1.00 indicates that if the market rises or falls, the fund will rise or fall respectively but to a greater degree; a beta of less than 1.00 indicates that if the market rises or falls, the fund will rise or fall to a lesser degree.

In most industries, less than 2 % of first time visitors convert, while returning visitors convert at an average of 6 %, reinforcing the importance of maintaining the interest of your users.

This analysis strongly confirms the downward trend of the average ten - year forward real returns from the cheapest grouping (PEs of less than six) to the most expensive grouping (PEs of more than 21).

While there's a great deal of variation across individual market cycles, that's roughly the historical average for a 5.25 year market cycle: a 135 % gain, a 30 % loss, and a 65 % full - cycle return (about 10 % compounded annually, with the full - cycle return coming in at less than half of the bull market gain).

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

However, for ETF trading, our average returns are usually 5 to 10 % because ETFs are usually less volatile than individual stocks.

Statistics compiled by Ibbotson Associates show that since 1926, stocks have produced an average annual return of 10 % while U.S. Treasury bonds have returned less than 6 %.

The table shows the average stock, bond and inflation conditions that have historically been associated with expected policy portfolio returns of greater than 10 % and less than 6 %, along with today's values for these conditions.

This is slightly higher than investing when stocks are richly priced and with no concern for the level of interest rates, but it is still significantly less than the long - term average seven year - return.

Presently, the likely range of S&P 500 annual total returns for the coming decade is in the 2 - 3 % range based on average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less than 8 % in the very bullish case.

RGC Resources used its assets less efficiently than the US Gas Utilities industry average last year based on Return on Assets.

The kick return duo of Johnathan Hawkins and Jamarl Eiland was able to produce efficient if less - than - explosive returns, and Eiland averaged a not - awful 7.1 yards per punt return.

But many have questioned throwing money at the problem — Newark schools already spend $ 22,000 a pupil, more than double the national average, and like many inner - city districts has hardly seen a return on that investment at test time (less than half of fourth graders are proficient in English).

The automaker says it should return an average 13.1 l / 100 km but in the real world you're lucky to get less than twice that - it's probably this vehicle's biggest issue.

The average Canadian authored, Canadian Published book sells less than 500 copies net (after returns)-- this includes thousands of self - published books that may only sell 50 - 100 copies

But if your average book sale returns less than a cup of coffee (as is usually the case) and you sell 100 books per year, profit opportunities lie outside the bookselling environment.

The rear camera offers up average quality photo capture, returning reasonable results which we'd say are adequate for a tablet, given how we find ourselves using the tablet for ad hoc pictures much less frequently than a mobile phone.

In a lower return environment, the true tax deferral benefit of extending the average holding period of an investment from 2 years to 5 years — chopping the portfolio turnover rate from 50 % down to 20 % — is actually less than 5 basis points, which can be made up in the blink of an eye through a lower cost investment change or a mere day's worth of relative returns (not to mention weeks, months, or years)!»

In 19 out of 19 periods, the year that followed a period of rising rates brought improved returns for the Bloomberg Barclays US Aggregate Bond Index, with returns between less than 1 % and 35 %, and an average return of more than 9.5 %.

On the other hand, if you were to put that $ 10,000 into safer investments generating an average annual 4 % return, in 40 years, you'd have just $ 48,000 — less than a quarter of what a stock - heavy portfolio would have given you.

You can't beat the average returns of a business unless you fully understand the business, know how to value it, and can pay less than its worth.

According to Morningstar the average «investor» return with the leveraged fund is about 2.5 % a year less than the fund.

If the average long - term return for stocks is 8.5 %, let's look at years where returns were a full 10 percentage points more or less than that.

(If you're sensible, your estimates will be less than the historical averages to build in a margin safety: most financial planners I know assume stocks will returns about 7.5 %.)

It's one stop shopping for the average investor offering returns linked to the broad market, less work, lower risk than individual companies and low cost.

It's important to note that if you are retired during a period when the stock market returns less than its historical average, and you withdraw 8 % a year from your retirement savings as Ramsey recommends, you can deplete your retirement funds to the point that it deals a severe blow to your standard of living.

And since both types of funds — active and passive — earn market - average returns before expenses, investors who own actively managed funds typically earn 1.75 % less than those who own index funds!

Purchasing assets for less than their real worth lowers risk and increases the probability of higher than average returns.

The 10 - year real return from investing in the EM equity market over this period, priced at less than half of the U.S. CAPE, ranged from 5 % to 15 % and averaged 11 %, as shown in the shaded area of Panel B.

Domestic equity funds, handing back a little less than $ 1.6 billion, witnessed their seventh consecutive weekly net outflows while posting a 0.27 % return on average for the flows week.

Returns of 1 % or less are not impossible for bond investors and with both low interest rates and market fundamentals suggesting stocks will produce below - average returns, taking calculated risks now may be more important thaReturns of 1 % or less are not impossible for bond investors and with both low interest rates and market fundamentals suggesting stocks will produce below - average returns, taking calculated risks now may be more important thareturns, taking calculated risks now may be more important than ever.

Google for «dalbar study», which shows that average investors badly trail the market indices and post returns that are less than bonds.

If this same investor, subject to the termite gap, receives only average investor returns (1.87 %), the portfolio would be worth $ 143,108, nearly $ 300,000 less than expected.

This is significantly less than the interest rates of bonds, although stocks offer, in average, better returns, because they are more volatile and investors demand a premium in exchange for that uncertainty.

The average investor received less than a quarter of the general market return and did not even keep pace with inflation.

Purchasing an investment whose price is less than its value greatly improves the odds of above average rates of return on investment.

The Chicago - based thrift had a three - year average return on equity of 46.36 % through 2014, making it the top performer among nearly 5,000 public and private financial institutions with less than $ 2 billion in assets.

He anticipates that, across the entirety of a five - to - seven year market cycle, he'll offer his investors somewhat better than average returns with much less heartburn.

I figured at an average 4 % dividend return, I'd make up the $ 460 of losses in less than two years of dividends, and the growth in the stocks might be there as well on top of that.

While we can't rule out further strength, last week saw a return to the overvalued, overbought, overbullish combination of conditions that has historically been followed by returns averaging less than Treasury bills.

Across all funds, investors earned an average dollar - weighted return of only 6.87 %, 194 bps less than the 8.81 % that managers achieved on a time - weighted basis.