Sentences with phrase «overall equity returns»

Not exact matches

Looking at valuations overall, we have observed that earnings of many EM companies are gradually improving, in terms of profitability, margins and return on equity, after these variables came under pressure recently.

Overall, all of our equity - based globally diversified portfolios returned between 9.9 % and 13 % (before the impact of fees) in 2016.

While this reduces the reported amount of outstanding debt, if the concern is the ability of borrowers to generate the returns needed to service the debt that funded these projects, converting them into equity does not reduce the riskiness of the banking system, nor does it reduce net indebtedness for the country overall.

In short, dividend reinvestment produces a substantial part of overall equity market returns, and aggregate dividend growth is a strong indicator for overall market performance.

During periods of decline it can be helpful to find long ideas among stocks which a) have low levels of debt, in case the market decline deepens, b) have a history of high returns on equity and investments c) have shown price momentum despite waning momentum in the overall markets.

It is not without its faults, but it is a decent way to look at the overall valuation of the equity market and the potential total returns over the next 10 years.

Some argue that a mixed portfolio gives better overall returns than a pure - equities portfolio.

ACM's aim is to deliver strong absolute returns in all market environments, with relatively low volatility and low correlation with overall equity markets.

USERX currently has four stars overall from Morningstar, among 71 Equity Precious Metals funds as of 6/30/2015, based on risk - adjusted returns.

If you happen to not need that income, then you're probably going to lose out on some overall returns that you could have made in equities.

Since an average salaried investor already has some money lying in bank savings, bank fixed deposits and EPFO / NPS and these are all fixed income investments, while investing they should include these in their overall allocation and then determine whether do they require any more of fixed income return streams or do they need to look at Equities for their allocations.

In 2009 the fund returned 47.5 %, considerably more than the overall equity markets.

If bonds can only deliver a 2 % return, then equities must return 12 % in order to produce an overall portfolio return of 8 %.

«End» in this case means a beginning by investors overall to put aside momentum and potential short - term gain in highly speculative stocks to take the more assured, yet still historically high returns available in out - of - favor equities.

The Horizons Enhanced Income Equity ETF (HEX), for example, currently sports a yield of over 10 %, yet its total return over the 12 months ending in June was — 11.8 %, worse than the overall Canadian market.

If equities return 6 % over the next 10 years, your overall annual return would be 4.28 %.

«Overall» is the entire period of equity market returns encompassing both strong and weak markets.

And our decision to allocate to equities and bonds in equal proportions means that the overall return from our replication strategy is much higher.

We suggest that investors seeking higher returns consider boosting their overall equity allocation rather than chasing the illusory size premium in an attempt to add risk on the cheap within the existing allocation.

I understand the power of leverage, and the wisdom in shelling out minimal cash for a deposit on a mortgage loan whilst having the tenant's rental income service the overall bond repayments, but when comparing the long - term returns with that of equity, is the admin and the headaches worth it?

The equity curve algorithms can be used as a trading system for your trading system to improve the overall results and return of your trading algorithm.

Re-balancing every 4 weeks for 5 years results in the following equity curve (red line) compared to the S&P 500 (blue line) and overall returns of 481 %:

GLAD's yield is 7.45 %, however, dividends for a closed - end investment company can be very volatile / inconsistent and much of their return is dependent on the overall health of the economy and the debt or equity of the businesses in which they invest.

Last month the list was generally in line with overall US equities, returning 3.69 % (excluding any dividends) versus 3.62 % for SPY and 3.37 % for VBR, a small cap value ETF.

There is evidence suggesting that commodities have historically delivered equity - like returns while smoothing overall volatility — in other words the best of both worlds when it comes to asset allocation strategies.

Consequently, the industry's overall return on tangible equity has for many decades fallen far short of the average return realized by American industry, a sorry performance almost certain to continue.

Because management's compounding value here: Tetragon's return on equity was 9 % last year & it's averaged 12.4 % pa since its 2007 IPO, it has a progressive dividend policy, it's launched serial tender offers, and overall it's returned a cumulative $ 1.2 billion (in dividends & share repurchases) to shareholders (since the IPO).

Alternatively, if returns on the debt are higher than the debt costs (interest) the increased leverage can boost overall returns on equity.

Overall, I would not recommend using the total debt to equity ratio by itself to chase stock returns.

Higher TIPS yields would provide the added benefit of allowing you to lower your equity allocation, thereby reducing the risk of the overall portfolio without lowering expected returns.

This style of investing is subject to the risk that the valuations never improve or that the returns on «value» equity securities are less than returns on other styles of investing or the overall stock market.

With TD Low Volatility Funds, you can potentially benefit from a reduced level of volatility in your overall portfolio, a more predictable return outcome when compared to traditional equity mutual funds, and with the option of Canadian, US, global, or emerging market low volatility funds, you can tailor a diversified portfolio based on your level of risk and investment goals.

If the coin doesn't find its place in the market, the equity is returned to the issuer and does not impact the overall market.

To investors, these properties represent greater return on investment and lower overall risk through the identification of hidden equity, deferred costs through incentives or unrealized opportunity.»

Actually, investors using borrowing funds are advised to estimate the EDR, not only a simple overall income return, that does not take into account loan payments and the distinction of investment cost to loan and equity.

Private real estate can provide more stability, higher current income, and greater tax efficiency than public equities, not to mention potentially higher overall returns due in part to market inefficiency.

When a property is purchased using leverage, this number differs from the property's overall return, as it does not include the equity gained by the principal portion of the mortgage payment.

Overall, the investment returned approximately a 30 % IRR and an equity multiple of 3.0 x to the investors.

Overall, real estate indicators are expected to be better than their 20 - year averages this year, except among the following indicators that are forecasted to perform worse: commercial property price growth, equity REIT returns, retail availability rates, and single - family housing starts.