Sentences with phrase «less volatility over»

Designed to provide equity exposure to global small cap markets with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Designed to provide equity exposure to developed markets (ex-US) with potentially less volatility over a complete market cycle than traditional capitalization - weighted indices

Yes, Lo cites a lot of his own findings, including 2009 seminal findings on how stop - loss selling would have produced since 1929 almost 1 % of outperformance annually — and with less volatility over a straight buy and hold strategy — sure to interest investing nerds.

Not exact matches

It will not maximize gains in rising stock markets, but it can capture a substantial portion of the gains over the longer term, with less volatility than just investing in stocks.

In general, I like consumer staples, utilities, pharma companies like JNJ, PG, KO, PM, SO, GSK, GILD as they are more predictable over a decent period of time and carry less volatility.

Although market declines can't be prevented, buying quality investments and diversifying your portfolio can help you experience less volatility and show more consistent performance over time.

If you build a net - net portfolio that matches the market over a 5, 10, 15, or 20 year back test — it's going to do it with a lot less volatility than the market.

While bonds fluctuate less than stocks over the short run, they'll deliver less in the long run, so it's critically important for investors to balance their ability to handle volatility today in order to accomplish their goals tomorrow.

Relative to «moderate allocation» hybrid funds, the advisor's goals are less volatility, better down market performance, fewer negative 12 ‐ month losses, and higher returns over a market cycle.

Under more normal conditions, the simple answer for U.S. investors, particularly when volatility is being driven by concerns over growth, is to re-allocate to more defensive, less economically sensitive parts of the U.S. market.

Risky investments like stocks often have boatloads of short - term volatility but always outperform less - risky assets (like bonds) over the long - term.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies.

Investments with less volatility, such as GICs or bonds, generate over longer periods returns after inflation of 2 % or so; today it is zero.

The S&P 600 Index of small cap stocks has beaten the S&P 500 by 1.3 % per year over the last 20 years, with slightly less volatility to boot.

Seeks to deliver long - term growth of capital over a full market cycle and dividend income greater than the S&P 500 ® Index, with the potential for less volatility than the U.S. stock market

«Our research indicates that over the longer term, diversifying a municipal bond allocation across states will lead to less volatility and greater income opportunities for our clients,» Staley says.

We looked at data between 1978 and 2014 to find that dividend payers in the S&P 500 Index have historically outperformed non-dividend payers over the long term and have done so with less volatility.

Over its lifetime, Global has modestly underperformed its peers with noticeably less downside while International modestly outperformed its peers (6.9 % annually to 6.6 %) with substantially less downside volatility.

A study Barry Feldman and Dhruv Roy, cleraly shows the BXM Index (CBOE S&P 500 BuyWrite Index), a benchmark for an S&P 500 - based covered call strategy, had slightly higher returns and significantly less volatility than the S&P 500 over a time period of almost 16 years, despite the fact that covered calls have a truncated upside in the short term.

With a sufficiently long time horizon, there is little risk to stock investing, because the impacts of stock volatility become less over time.

My point is simply that it's very likely that if you are moving money in and out of stocks based on volatility, you're much less likely to get the full market return over the long term, and might be better off putting more weight in asset classes with lower volatility.

Over the past 25 years, single - family rental returns were nearly identical to stock returns and outperformed bonds, but with far less volatility

The fund cumulatively returned over 20.5 % less than its reference ETF portfolio of lower volatility.

A recent study found that U.S. stock funds with yields over 2 % (meaning they hold mostly dividend stocks) had an average three - year annualized standard deviation (a measure of volatility) of three percentage points less than stock funds yielding less than 2 %.

«You get less volatility in your returns over time.»

If you build a net - net portfolio that matches the market over a 5, 10, 15, or 20 year back test — it's going to do it with a lot less volatility than the market.

That is two percent over stocks with more than five percent less volatility.

Still, it is worth noting that, over the past 15 years, the advisers making it onto each year's honor roll on average over the subsequent 12 months went on to make 1.2 percentage points more a year than those who didn't, while nevertheless incurring 25 % less risk, as measured by volatility of returns.

Over time, this has meant that RIT outperformed markets, with less volatility.

While Muhlenkamp reminds us that this volatility is less important as investors lengthen their time horizon, stock investors still demand premium return over bonds as compensation for the increased volatility and risk inherent in stocks.

The survey does, however, indicate that Americans are becoming less concerned about volatility over the last few years.

Speaking of volatility, mid-caps are usually less volatile than small - caps over the long haul while producing better returns than large - caps without significantly more volatility.

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Based on the above - described empirical study, during the period of aggressive downside correction between 16 December 2017 and 13 February 2018, the volatility of the equally weighted portfolio of five cryptocurrencies (Bitcoin, Ethereum, Ripple, Bitcoin Cash and Litecoin) was 6 % less compared to an equal amount invested in Bitcoin, versus a decline in volatility down to 10 % over the entire period of analysis.

Long - term future pricing options could be seen as a vote of confidence for the virtual currency, potentially paving the way for less market volatility and further increased investment over time.

Long - term future pricing has been heralded by some investors as a considerable vote of confidence for virtual currencies, potentially paving the way for less market volatility and further increased investment over time.

Markets, after nearly a decade of low rates and low growth, are adjusting to the new normal and corresponding volatility — and while China may own over a trillion dollars of U.S. debt, that's less than 20 percent of all debt owned by foreign nations, and a fifth of what America owes itself.

There's less volatility, less leverage in many cases, and one certainly could make a case that over time we'll have an opportunity for a REIT to access capital at spreads that may be below most industrials.