Sentences with phrase «lower than average returns»

This makes sense for the obvious reason that paying lower prices / valuations for stocks should lead to higher than average returns just as paying higher prices / valuations should lead to lower than average returns.

They are either better (if the Gordon Equation suggested a lower than average return) or worse (if the Gordon Equation suggested a better than average return).

Not exact matches

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

It all has to do with the near explosion of one of China's notorious wealth management product s — pools of allegedly low risk securities that return one average 2 % more than bank deposits.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

-LSB-...] the long - term returns on bonds will certainly be lower than average based on the current yields.

In related news, John Bogle, founder of Vanguard, told Bloomberg in a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last century.

As Russ Koesterich points out, cash typically produces lower returns than stocks or bonds, and once you invest for both inflation and taxes, average long - term rates are negative.

At that point annualized returns were lower than the average 7 % so you are already 1 - 2 years behind the curve.

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

It's true that above average CAPE ratios have led to lower than average stock market returns in the past.

This is still higher, though, than average returns in years when inflation was lower.

Among campaigns with a $ 1,000 monthly budget, those with 41 - 50 long tail keywords returned an average of 10 more leads per month than those on the lower end.

The low interest rate environment may also have encouraged a shift in investments towards hedge funds as, in the past, hedge funds have achieved higher average returns than traditionally managed investments, albeit in exchange for greater risk.

This just underlines the fact that the CPP provides better average returns at much lower costs than individuals can achieve by saving though RRSPs.

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.

The 10 month moving average system lowered the volatility of the portfolio to 7.1 % and drawdown to 7.1 % but had slightly lower overall returns than simply buying and holding the portfolio.

Most of our banks earn a mid-teens or better return on equity (ROE), but with lower than average credit risk.

The rationale behind this technique contends that a portfolio constructed of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.

He is also creating fewer chances on average than Elneny and Ramsey, with his return of 0.71 open - play key passes per 90 lower than the Egyptian (0.79) and the Welsh international (0.91).

In reality, it could go lower than that if the market returns are lower, but the 10 - year rolling average should protect against any short - term fluctuations.

Returns in Australia average around 35 % of initial orders, so if your returns are much lower than this you're doinReturns in Australia average around 35 % of initial orders, so if your returns are much lower than this you're doinreturns are much lower than this you're doing well.

The Pro Slate 8's screen was slightly more accurate than most tablets, returning a 4.45 Delta - E rating (lower is better), as compared to the average tablet score of 5.6.

For example, the tablet returned a respectable score of 8,050 on An3DBench, which is well above the 7,117 category average and the 7,526 turned in by the Galaxy Tab 10.1, but oddly lower than the 8,579 turned in by the original Eee Pad Transformer TF101.

Granted, if the money market fund returns lower than 8 % on average, she won't be able to beat the index, but still, the performance gap won't be that wide.

Given today's low bond yields and projections for lower - than - average investment returns, however, many retirement experts suggest starting with a lower initial withdrawal rate, say, 3 % or so.

If anything, many pros believe average returns going ahead for both stocks and bonds will be considerably lower than in the past.

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)!»

And one last word: from all the research I've done, I've found it's generally better to rent IF your rent is lower than average and you are confident that it won't rise any time soon, IF you plan on moving a couple years, or IF you can get higher - than - average returns from whatever you're investing your cash into (that is, the cash you would be spending on a down payment.

Conversely, the average returns tend to be lower than at risk investments such as stocks or real estate due to limitations set by the insurance company (usually represented by a contract fee or a cap, spread, or participation rate on the index allocation selected).

High and low returns happen more frequently than average returns.

However, because of this inherent safety, the average mortgage bond tends to yield a lower rate of return than traditional corporate bonds that are backed only by the corporation's promise and ability to pay.

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.

As Russ Koesterich points out, cash typically produces lower returns than stocks or bonds, and once you invest for both inflation and taxes, average long - term rates are negative.

Finally, suppose cash investments returned a lower than average 1 %.

The 10 month moving average system lowered the volatility of the portfolio to 7.1 % and drawdown to 7.1 % but had slightly lower overall returns than simply buying and holding the portfolio.

2) The significantly lower costs of index funds will ensure that on average, index fund investors will have better returns than their managed mutual funds counterparts.

I showed him the graph below which shows lower than average TOTAL returns in a rising interest rate environment and he checked his long - term data and found that bond holders between 1953 and 1980 had actually lost money.

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

Low - risk stocks do better than stocks as a whole because their return is only slightly lower in bull markets and is much better than average in bear markets.

While the fund's mean return is higher than the category mean its Sortino ratio at 4.43 is lower than the category average of 5.39.

The return of the average low quality stock was more than double the return of the typical higher quality stock.

The average returns from bond investments have also been historically lower, if more stable, than average stock market returns.

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.

Using a disciplined investment process and diversified strategies, we seek to generate consistent above benchmark returns with lower than average volatility

e.g. on a universe of all liquid stocks with pretty generous liquidity filters (price > $ 1, mcap > $ 100 million, on the market for at least 1 year, inflation - adjusted daily dollar volume in the last 63 days > $ 100,000), before friction, and hold for 5 days (no other sell rule), tested on all start dates Sept 2, 1997 forward to Aug 18, 2015 and then averaged CAGR, leaving an average of 3360 stocks in the universe to then test: a. 17.6 % cagr bottom 5 % of stocks left by bad 4 day return (requiring price > ma200 was slightly worse than this at 17.4 %; but requiring price < ma5 was better at 18.1 %) b. 16.0 % cagr bottom 5 % of stocks left by bad 5 day return c. 14.6 % cagr bottom 5 % by rsi (2) d. 14.7 % cagr for rsi (2) < 5 I have tested longer backtests on simpler liquidity filters (since my tests can't use all of the above filters on very long tests) and this still holds true: bad return in the last 4 or 5 days beats low rsi (2) for 1 week holds.

Using a disciplined investment process, we seek to generate consistent above benchmark returns with lower than average volatility.

No, a recent NerdWallet Investing study found that though actively managed funds earned 0.12 % higher annual returns than index funds on average, because they charged higher fees, investors were left with 0.80 % lower returns.

So when you factor in higher management fees and the possibility of lower returns than broader - based index funds, investors could be giving up about 1 % in average annual investment returns.

In only one year out of 20 would returns be lower than — 26.9 % or higher than 43.9 % (the average + / - two SDs).