If your funds return
less than the overall market, why are you paying a fund manager?
During the last two market downturns, an investor that invested in an equal weighted composite of non-cyclical sectors (staples, healthcare, utilities, and telecom) lost an average of 13 % less than S&P 500 ® index, and the best performing defensive sector averaged losses of roughly 20 %
less than the overall market.
A beta less than 1 is not as volatile and can be expected to rise and fall by
less than the overall market.
Recent data from Keefe, Bruyette & Woods suggests that annual growth in investor and distressed purchases is now
less than the overall market.
Not exact matches
The stock tumbled to $ 18 —
less than half its value a year earlier, even as the
overall stock
market continued to surge.
He points out that IBM has a beta of about 0.9, which means that it's
less volatile
than the
overall stock
market.
While the
overall equity -
market volatility could impact sentiment and the valuations that investors are willing to pay, our small - and mid-cap forecasts already assume that multiples will revert to
less than the historic median — so our outlook already is fairly conservative.
Technology and Internet - related stocks, especially of smaller,
less - seasoned companies, tend to be more volatile
than the
overall market.
Overall, implied volatilities of foreign exchange rates have exhibited a
less clear trend
than those observed in equity and fixed - interest
markets.
Outside of highlighting the casino - like atmosphere that has gripped parts of the stock
market, the amount of trading in these shares is
less important
than the role this trading is playing in the
overall volume figures.
Forecasters, academic experts, journalists, pollsters and the betting
markets have long been forecasting a seriously hung parliament with both major parties not only short of the 326 seats required for an
overall majority but even forecast to get
less than 300 seats.
Reproduced as a uniform swing across the country, the Conservatives would be short of an
overall majority, but the
markets continue to bet on a clear Tory majority, though with
less confidence
than yesterday.
In March 2008, the top 5
overall sites held 7 %
less market share
than they did in 2007 (Plentyoffish and Singlesnet were the only sites to buck this trend individually).
In March 2008, the top Five
overall sites held 7
less market share
than they did.
the top 5
overall sites held 7
less market share
than they did one year ago while the top sites from the top five major niche dating categories.
In March 2008, the top 5
overall sites held 7 %
less market share
than they did one year ago (Plentyoffish and Singlesnet were the only sites to buck this trend individually).
While that is
less than a fourth of the instructional materials
market as a whole, the electronic sector's growth has been vigorous — up 4.4 percent from 2005 to 2006, as compared with the 2.6 percent growth rate of the
overall instructional products
market.
Apple's closest competitor in the
overall tablet
market is Amazon.com Inc., but its Kindle Fire is half the size of the iPad and
less than half the price, putting it in a somewhat different category.
The
overall experience the Tesco Hudl 2 offers, coupled with very good specifications and the versatility of a speedy, unrestricted Android tablet and you simply can't believe how it can be made,
marketed and sold for
less than # 130.
As the company builds digital sales of those media (a MUCH bigger
market than books), digital books will become
less important
overall.
My bet is it's
less than 1 % of the
overall market.
Approximately 25 - 30 portfolio stocks selected that we believe should offer potential long - term returns with
less volatility
than the
overall securities
market.
We believe these quality companies contain sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with
less risk
than the
overall market.
Money Manager Interview Wall Street Transcript January 2016 Mike Beall and George Smith, Davenport Asset Management, discuss growing capital over time with
less risk
than the
overall market.
We believe these quality companies possess sustainable competitive advantages, creating value as profitable businesses that can, over time, provide attractive returns with
less risk
than the
overall market.
Although smart beta rebalancing is more active
than simply using index investing to mimic the
overall market, it is
less active
than stock picking.
The
overall market value of my portfolio is far
less concerning to me
than how much money is being churned off in tangible cash flow.
A P / B ratio analysis fits nicely into an
overall value investing approach, since a foundational belief of this strategy is that the
market is inefficient and at any given time, there are firms trading for significantly
less than their actual worth.
A traditional large cap value fund that focuses on investing in high quality, undervalued companies believed to be in out - of - favor industries with
less downside risk
than the
overall market.
Our aim is to provide our clients with «value added» (excess) returns over and above traditional benchmarks, while at the same time taking on
less risk
than the
overall market.
Speaking of Vanguard, it's making its second foray in the world of liquid alts (after Vanguard
Market Neutral) with Vanguard Alternative Strategies Fund seeks to generate returns that have low correlation with the returns of the stock and bond markets, and that are less volatile than the overall U.S. stock m
Market Neutral) with Vanguard Alternative Strategies Fund seeks to generate returns that have low correlation with the returns of the stock and bond
markets, and that are
less volatile
than the
overall U.S. stock
marketmarket.
The corporate bond sector has also gained an increasing
market share of the
overall Chinese bond
market; it rose from
less than 10 % to 33 % over the period studied, see the exhibit below.
Jaffe asked about concentration and volatility risk and Hyman replied that in fact, SMDV's dividend growth strategy has made it
less volatile
than the
overall small - cap
market.
As a result, I believe it makes sense to increase your equity exposure a little compared to what you might have done when bonds were more attractive, and to balance that by choosing conservative stocks that carry
less risk
than the
overall market.
After this sale my
overall exposure to the
market is
less than 50 %, i.e. cash is greater
than 50 %, even with the several small additions to my portfolio this Fall.
As long as some portion of an investor's portfolio is in foreign stocks, evidence suggests that those stocks should not be currency - hedged for three reasons: (1) Currency unhedged portfolios are not much more volatile
than currency - hedged ones (and
less volatile for US
markets) and (2) Currency hedging appears to add about 1 % extra cost and (3) Some currency unhedged positions reduce
overall portfolio volatility.
But year - to - date, the
market has dropped
less than 13 %
overall, which translates into more of a normal decline, says Rechtschaffen.
The largest originator has
less than 5 % of the
overall market share.
That means my portfolio will be slightly
less volatile
than the
overall stock
market.
2) Require a relatively high current yield, typically twice that of the
overall market and never
less than 150 % of the yield of the S&P 500.
Stocks of small and mid-size companies have
less liquidity
than those of larger companies and are subject to greater price volatility
than the
overall stock
market.
This style of investing is subject to the risk that the valuations never improve or that the returns on «value» equity securities are
less than returns on other styles of investing or the
overall stock
market.
Stocks with low price - to - earnings ratios historically have outperformed the
overall market and provided investors with
less downside risk
than other equity investment strategies.
The stock sells for
less than 11 times trailing earnings in an
overall market that goes for over 18 times trailing earnings at the moment.
We feed our cats and dogs the very best pet foods on the
market, yet many pets still suffer from common, recurring health ailments such as constipation, diarrhea and other digestive disorders, urinary tract issues, lackluster coats and dandruff in addition to
less -
than - stellar
overall health.
This is still a small segment of the
market compared to the
overall pet food
market — it makes up
less than 1 percent of sales — but the fresh / refrigerated, raw / frozen and dehydrated pet food
market is expected to grow by 25 percent through 2015.
Its points rewards program is significantly
less generous
than many travel rewards cards on the
market, dragging down the card's
overall ranking.
In
less than a year of existence, one U.S. - focused company, BlueGoGo, and a number of China - based companies have filed for bankruptcy, merged with other companies, or ceased operations.4 The extreme degree of venture capital funding, coupled with generally low ridership, brings questions as to the
overall sustainability and volatility of the dockless bike share
market.
but again, some / many could tend to be structured as incentives that would have a
market response, rather
than orders), but if the libertarian were willing to support these things, they might be able to encourage lawmakers to actually do sensible things rather
than «greenwashing» or building «CFLs to nowhere» or whatever problems could arise (if a larger political majority supports some
overall goal, then the legislators might be under
less pressure to cut costly deals to win - over special interests or opponents!
Admittedly this is a very small pie of the Indian smartphone
market, perhaps
less than one - third of the
overall market in India.