Sentences with phrase «like returns over the long term»

Not exact matches

Value investors like Buffett will tell you that such stocks are a better bet over the long term because they provide better returns with less risk.

EMH proponents argue that events like those dealt with in behavioral finance are just short - term anomalies, or chance results, and that over the long term these anomalies disappear with a return to market efficiency.

We continue to do our best to optimize the returns of the Fund by purchasing undervalued companies that are growing their intrinsic value over time and that are managed by individuals who think and act like long - term owners of the business.

Over the long term, fees can eat at your returns like a gang of hungry Komodo Dragons.

These warnings often sound like this: The fees that you pay to invest your money could take a huge bite out of your returns over the long term, so watch them closely.

And we will do our best to optimize the returns of the Oakmark Global Fund by purchasing undervalued companies that are growing their intrinsic value over time and that are managed by individuals who think and act like long - term owners of the business.

In an environment like this, dividends can be an investor's best friend, especially if the payouts are rolled back into more share ownership, thus compounding returns over the long term.

Basically, you want to have enough of your money in stocks to generate the returns you'll need over the long term to achieve goals like financial security and a comfortable retirement.

Over the long term, fees can eat at your returns like a gang of hungry Komodo Dragons.

These warnings often sound like this: The fees that you pay to invest your money could take a huge bite out of your returns over the long term, so watch them closely.

People like to say that the expected nominal return from stocks is 10 % over the long term.

Since these investments like ETFs are often considered as long term investments, that's to say I have to leave them there for a long period of time, over how many years usually will I start to see returns breaking even with insurance companies» claimed 3.25 % -5 % returns?

Outside tax - sheltered accounts, taxes can act a bit like a 2 % to 3 % annual fee on stock returns over the very long term.

The globally invested, mixed asset fund will seek to deliver equity - like returns over the long - term, with an ability to temper the downside.

Noting that NOBL is one of the firm's most popular smart beta ETFs, ProShares head of capital markets Steve Sachs says, «The idea is you're looking for S&P exposure but you like the concept of dividend growth because we know over the long term dividends make up a lot of the return.»

I got to see above 30 % «average» return and developed convention after seeing couple of ace stock pickers like Paul Asset that getting 25 % cagr or above is indeed possible and achievable over long term of bull and bear phases.

A portfolio like the Sleepy Mini Portfolio is designed to provide satisfactory returns over the long - term by (a) keeping investing costs very low and (b) keeping emotions in check by putting money to work regularly.

Since index funds simply buy the stocks or bonds that make up indexes like the Standard & Poor's 500 or Barclays U.S. Aggregate bond index rather than spend millions on costly research and manpower to identify which securities might perform best, they're able to pass those savings along to shareholders in the form of lower annual fees, which translates to higher returns and more wealth over the long term.

So something like 2 / 3rd into Large Cap and Multi-cap categories and 1 / 3rd into Small & Mid-cap space should play out well, over longer term, in terms of risk adjusted return.

It makes sense to Direct mutual fund as it provides multiple benefits like low expense ratio, better returns over long - term and elimination of commission.

However, from a mindful perspective, it feels like nothing much is lost by taking a reasonable chance of suffering a 41 % draw down instead of a 32 % drawdown, and something is clearly gained by having a good chance of an added percent or so of return over the long term.

But because of the limits features like participation rates and caps place on returns, the value of your annuity may grow much more slowly over the long run than had you simply put some of your money in cash and / or short - term bond funds for security and the rest in low - cost stock index funds.

For me, the returns of the S&P over the long term are like going to Vegas, and finding that after you run the math of their craps (dice rolling game) you find the expected return is 10 %.

This Fund seeks to generate equity - like returns over the long - term, take less risk than the market and avoid permanent impairment of capital.