Sentences with phrase «on a risk adjusted basis»

But no, I am happy for the present to attract individual investors who want to outperform on a risk adjusted basis over a 5 - year period.

Their target is to maximize total return on a risk adjusted basis through a blend of high yield and global fixed income securities.

So which is better on a risk adjusted basis?

Also, the move from high investment grade to low investment grade does not involve a lot more investment risk, but it does offer more yield on a risk adjusted basis.

Adding low volatility strategies can provide better returns on a risk adjusted basis.

Not accounting for the dynamism of relative risks in asset classes means most investors underperform on a risk adjusted basis over the course of the cycle.

In fact, I do not advocate either hedged or unhedged, just that people need to understand that there is no free lunch — don't expect radical outperformance from the unhedged portfolio on a risk adjusted basis.

The founding teams behind forked blockchains often lack the vision and technical skills of the founding teams behind the core blockchains, and as a result are typically less attractive opportunities on a risk adjusted basis.

401 (k) earnings certainly may exceed 5.75 %, but a certain 5.75 % far exceeds 401 (k) earnings on a risk adjusted basis.

There are many good investments, but the US has an advantage on a risk adjusted basis.

If iShares ETFs lagged on a risk adjusted basis, then there would be arbitrage (or as I said, at least statistical arbitrage) and countless ways to make money.

Identify changes in trends, intermarket relationships, sentiment, or market conditions that allows you to outperform on a risk adjusted basis

In the first video in this series, I told you why high - yield bonds fall short on a risk adjusted basis, and should only be included in your portfolio in small amounts through a well - diversified low - cost ETF, if at all.

Of the 31 funds in tables above, only 7 have underperformed on a risk adjusted basis during the past three years, while 22 have outperformed.

In June 2008, the fund was short - listed by «Hedge Funds Review» for «Best Fixed Income Hedge Fund on a Risk Adjusted Basis».

Morgan Stanley defines that as a stock that will outperform the industry average over the next 12 - 18 months on a risk adjusted basis.

The analysis reveals, Large Cap Mutual Funds underperform S&P BSE 100 on a risk adjusted basis over long term (analysis based on data from Jan» 91 - Feb» 17)

So alpha means that your performance is above the market, but on a risk adjusted basis.

Future 401 (k) earnings are hard to predict, but don't exceed 5.75 % on a risk adjusted basis.

Alpha is 4.66 %, which I believe means that this portfolio beat the S&P 500 by 4.66 % on a risk adjusted basis.

On a risk adjusted basis, we prefer the covered call trade.

On a risk adjusted basis, the high yield bonds did not add value to the portfolio.

«On a risk adjusted basis, Canadian investors still see Canada as a preferred investment destination that offers a higher return on investment compared to the U.S., in part because of the turmoil that still lingers south of the border,» says Milton Lamb, chair, national investment team, with Colliers International in Canada.