Sentences with phrase «overall changes in valuation»

Not exact matches

The other reason I don't pay much attention to the overall market (at least on a daily basis), is that valuations in the overall markets change slowly.

In that case, the change in valuation will make a net positive contribution to the overall return, which could push the total return well above 5.95 %, particularly on shorter forecast horizons where the annualized effect of the contribution would be greateIn that case, the change in valuation will make a net positive contribution to the overall return, which could push the total return well above 5.95 %, particularly on shorter forecast horizons where the annualized effect of the contribution would be greatein valuation will make a net positive contribution to the overall return, which could push the total return well above 5.95 %, particularly on shorter forecast horizons where the annualized effect of the contribution would be greater.

Thanks — put another way though — if you just buy a portfolio of say low EV / EBITDA (just as an example), and you basically run 100 % exposure on that approach — does history say in expensive markets you plod on with the same or is there a demonstrable benefit in changing exposure based on overall market valuation?