Sentences with phrase «of changes in valuation levels»

Historical factor returns — net of changes in valuation levels — are much lower than recent performance suggests.

Not exact matches

You May Lose Some or All of Your Principal: The ETNs are exposed to any change in the level of the underlying index between the inception date and the applicable valuation date.

Russell has been engaged for over four years in breakthrough research on the effect of changes in stock valuation levels on long - term stock returns.

I have heard that the case of Japan argues against deviating from a buy - and - hold strategy and instead changing one's strategic asset allocation in response to extreme market valuation levels.

At these valuation levels, it appears that a range of disruptive changes in the industry fundamentals are not being priced in, and that investors who simply buy these securities seeking income during the current long yield crisis, expecting dividend increases and generally a «safe» investment, could be vulnerable to a severe valuation contraction.

ASU No. 2011 - 04 will require reporting entities to disclose the following information for fair value measurements categorized within Level 3 of the fair value hierarchy: quantitative information about the unobservable inputs used in the fair value measurement, the valuation processes used by the reporting entity and a narrative description of the sensitivity of the fair value measurement to changes in unobservable inputs and the interrelationships between those unobservable inputs.

The closing indicative note value of an ETN is an amount per ETN calculated on each valuation date that reflects the change in value of the ETN from the previous valuation date due to the daily change in the index level and the daily accrual of the investor fee and other applicable costs.

It seems like a better way of looking at this issue would be to pick a beginning and end point with average valuations (or at least the same level of valuation) so that the results aren't biased by a change in valuation.

SInce the riskiness of stocks changes with changes in valuation levels, the important thing is to CHANGE your stock allocation as needed to keep your risk profile roughly constant.

In short, depending on the time span, nearly one - third to one - half of the long - term return on stocks comes from sources other than dividend yield, such as inflation, growth in dividends, and changes in valuation levelIn short, depending on the time span, nearly one - third to one - half of the long - term return on stocks comes from sources other than dividend yield, such as inflation, growth in dividends, and changes in valuation levelin dividends, and changes in valuation levelin valuation levels.

The risk / reward ratio of stock investing VARIES with changes in valuation levels.

I explained that «the problem is the failure of most existing tools to include adjustments for changes in valuation levels for stocks,» and suggested an article on the topic.

All you have to do to see that the Old School SWR studies are in error is to take note of how much the number changes with changes in valuation levels.