You can do that, I suppose, but then you would get
a more return on asset - type view instead of a return on equity sort of thing.
Not exact matches
The lower the
return on bonds, the
more assets a fund needs to hold to ensure members can be paid off.
As a result, pension funds have had to go out
on the risk curve, taking
more risk to glean
more return by investing, in part, in
assets that are not as liquid as stocks or bonds.
«Stocks certainly look
more attractive than bonds, but the case for stocks versus other
asset classes is less clear... «So while
returns may compress from the outsized gains we have seen over the last several years, we remain constructive
on equities.
The report found that banks with
more than $ 10 billion of
assets generally had higher
returns on assets and equity, except during the worst of the financial crisis.
The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or
more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins,
return on equity or stockholder equity, total shareholder
return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position,
return on assets or net
assets,
return on capital,
return on invested
U.S. residents do in fact earn
more on their
assets than they pay
on their liabilities, and U.S. firms operating abroad earn a higher rate of
return than do foreign firms operating in the United States.
But with faster inventory turns and no physical store
assets, Amazon's
return on invested capital is
more than double the average for conventional retailers.
For the rest, a better approach may be seeking
more modest
returns with lower volatility, via a focus
on portfolio construction, risk exposures and less traditional
asset classes.
Rising inflation has historically been a drag
on inflation - adjusted stock and bond
returns, making diversification beyond mainstream
asset classes
more important.
Moreover, a sustained move toward higher inflation is a risk to most investors and investment strategies, given that rising inflation has historically been a drag
on equity and bond
returns, making diversification beyond mainstream
asset classes
more critical.
In fact, I believe there will be pockets of attractive
returns; we just all need to sharpen our focus
on which
assets will perform, and
more specifically, which geographies or sectors within these
asset classes will perform.
As Nobel economist (and one of my dissertation advisors at Stanford) Joe Stiglitz noted
on Friday, a good part of the reason for rising oil prices is because the producers are already awash in U.S.
assets, and to supply significantly
more oil will just force them to accumulate
more low -
return assets.
Feature that I will request from The PC team are: — compare multiple scenarios (
more than 2)-- show internal rate of
return (this is currently fixed based
on the
asset allocation you have today.
If that's the case then the portfolio's
asset allocation reflects the fact that you can take
more risk
on the equity side — in the hope of better
returns — as long as you're not banking
on those
returns to enable you to live.
The Ft reports
on the sharp increase in the number of wealthy Chinese acquiring UK «golden visas» that give residency in
return for investing # 2m or
more in
assets (they can apply to settle permanently after a period of three years if they invest # 5m and after two years if they invest # 10m).
The
more assets you own, the higher
return on investment you'll have to generate portfolio income.
Yet
more competitive
returns from «safe»
assets imply muted
returns on risk
assets.
Potential annuity purchasers become
more exposed to longevity risk the lower the
returns they earn
on their
assets (your capital is
more likely to run out if you aren't earning enough interest to fund your retirement).
As a factual matter,
on average, the universe of risk
assets has become
more expensive over time, and implied future
returns have come down.
Since March 2009, the S&P 500 Index has had a total
return of approximately 250 %, driven by two primary factors: First, super-easy global monetary policy in the wake of the banking crisis, which drove down
returns on safe
assets to the point where risky
assets became a much
more compelling proposition than is typical.
Are anomaly premiums (expected winners minus losers among
assets within a class, based
on some
asset characteristic)
more or less predictable than broad market
returns?
The high capital levels provide a buffer for the relatively low level of profitability, but going forward management must take
more steps to drive
return on equity and
return on assets to
more acceptable levels.
The potential
return on your investment can benefit from our strength in structuring, and we're always looking for ways to make your
assets more efficient.
However, in order to both keep the model as simple as possible and give predictions that are in reality a best - case scenario, our model simply assumes that each household's income grows at a steady, fixed rate each year, that retirement savings grow and accumulate
returns at a steady pace, etc. (For
more detail
on the values used in the model for growth in home values, retirement
assets, etc., see the Methodology Appendix below).
There is always the hope of a theatrical breakout, but the
more predictable
return on investment from theatrical P&A dollars is the unparalleled exposure it gives an
asset that the company will monetizing for next seven to 10 years.
Title Management enables a publisher to maximize the
return on investment by leveraging this
asset to prepare Title Information Sheets, Sales Tip Sheets, Catalogs, Flyers, B&N Buy Sheets and
more.
For the rest, a better approach may be seeking
more modest
returns with lower volatility, via a focus
on portfolio construction, risk exposures and less traditional
asset classes.
Your objective in using
asset allocation is to construct a portfolio that can provide you with the
return on your investment you want without exposing you to
more risk than you feel comfortable with.
This allows NVR to be almost three times
more efficient with its resources than Lennar, and although Lennar has a higher profit margin, NVR produced a much better
return on assets.
What's interesting about this comment, is Klarman has been able to produce really solid
returns on a very large amount of capital, and I think it's in large part because of the simple math of
asset turnover — Klarman buys bargains, waits for them to be valued at a
more reasonable level, sells them, and repeats.
You can likely maintain higher
asset turnover and higher
returns on capital by getting
more cash up front and moving that money
more quickly into new inventory than waiting 3 - 4 years for modest upside from interest payments.
When
asset manager Black Rock queried
more than 1,000 401 (k) investors for its latest DC Pulse Survey, 66 % expected
returns on their savings over the next decade to be in line with what they've experienced in the past, while another 17 % believed
returns will be even higher.
Return on assets is even
more important.
Commodities have historically provided investors with a hedge against inflation, a way to capitalize
on the growth of emerging economies around the world as well as
returns that are uncorrelated to
more traditional
asset classes, such as stocks and bonds.
The power of compounding can make an investment grow much faster than would otherwise have been the case, and is obviously based
on the assumption that interest or dividends are reinvested in the same
asset...
More compelling proof that the odds are stacked against the capital - growth - only brigade is gleaned from an analysis of the components of the total
return figures.
The advantages of following Mort's approach are: It
more quickly provides the security of debt - free home ownership, which will better enable you to weather any economic storms; in case of an emergency, the wealth in your home is
more accessible than
assets tied up in a retirement plan; and while Rob's
return in the 401 (k) could fall or (even turn negative), Mort's interest savings
on his mortgage is guaranteed.
Instead, most
asset allocators should focus less
on generating the highest
return and
more time
on trying to achieve the appropriate
return that will help them achieve their financial goals within the scope of their personal needs.
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.
It has a
more stable outlook for future cash flows than Cliffs and a deleveraged balance sheet following the sale of Eagle Ford
assets that allow it to focus
on investments with higher
returns.
It allowed banks to do
more business, while keeping it off of their balance sheets, thus maximizing their
returns on assets and equity.
On the other hand, the
more aggressive the
asset allocation, the higher the initial spending rate — with one caveat: As the equity percentage approaches 100 %, the
return volatility will likely increase, and over shorter time horizons may actually increase the chance of prematurely running out of money.»
Like most investments, the best
return on investment in real estate typically comes from
assets that either require
more risk or require
more work.
If
more than 50 % of the total
assets were invested in securities of foreign corporations
on May 31, you can take a credit or deduction for foreign income taxes paid (shown in Box 6, Foreign Tax Paid)
on your personal income tax
return.
[1]
More importantly, when measured
on an
asset - weighted basis using all the share classes in the large - cap universe, the one - year composite
return of active large - cap managers (19.43 %) actually outpaced the S&P 500
return (17.90 %), leading to an excess
return of 1.53 % (see Exhibit 1).
The new Target Date recommendation takes
more risk by investing in the
more volatile small - cap - value and emerging markets
asset classes early
on, but history suggests that leads to significantly higher
returns over a 20 to 40 year time frame which is what a young investor has ahead of them.
Explore
More Sophisticated Withdrawal Strategies if You Have a Lot of Savings: If you have sizable savings, you may prefer something more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your ass
More Sophisticated Withdrawal Strategies if You Have a Lot of Savings: If you have sizable savings, you may prefer something
more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your ass
more sophisticated with your
assets: annuities, a bucket approach, varying your withdrawal amounts based
on investment
returns (applying floors and guardrails), setting up a bond ladder or establishing a
more sophisticated allocation for your ass
more sophisticated allocation for your
assets.
You can take rates negative... you can make the
return on cash negative... and you can eke out a bit
more in the
return spread between risk - free and risky
assets... but eventually that spread gets bid tight and looks something like this:
If you do not treat it as a fund, you will run into problems when trying to calculate
return on more than one
asset.
I need to read up
on it
more, but US companies suffer from the same
asset / liability mismatch and
return shortfalls as UK / Ireland.