Sentences with phrase «overall returns on your portfolio»

Compound interest — earning interest on interest — can have an enormous ballooning effect on the value of an investment over the long term, and lift the overall returns on your portfolio.

As a quick refresher, compound interest is earning interest on interest which can have an enormous ballooning effect on the value of an investment over the long term, and lift the overall returns on your portfolio.

Not exact matches

Looking only at the glass as half - empty will leave you on the sidelines while some great opportunities to boost your income and your overall portfolio returns pass you by.

Could you get away with all or the bulk of your bond quota in IGLT without harming long term returns due to the overall safe haven effect on your portfolio in times of extreme stress?

«Today, Multi-National Corporations (MNCs) as well as domestic companies and investors depend on International Property Consultancies (IPCs) to help them identify the right opportunities, analyse the risks, take charge of the overall portfolio and generate optimum returns on investment.

So overall in a good year of 50 % returns on options your overall portfolio will increase 13.2 % (3.2 % + 10 %) and in a terrible year of 50 % loss on options your overall portfolio will decrease 6.8 % (3.2 % -10 %).

If their investment portfolio overall realized 6 % return over the last 20 years, then just based on valuations the expected return is now 3 %.

Sitting on the sidelines will have a negative impact on your portfolio's performance during periods of overall positive market returns.

Initially, we used eight characteristics to evaluate ETFs: expense ratio, average market cap, price - to - book, number of stocks, bid - ask spread, turnover, impact on overall portfolio expected returns and yield as reported by Morningstar X-Ray.

Similarly, as an investor, if your portfolio turnover decreases (which is often the result of a longer time horizon), your profit margin (in the context of investing, the amount of money you make on each $ 1 invested) must increase if you are to maintain the same level of annual returns on your overall portfolio.

Only time will tell but because of the impact bond holdings have on overall portfolio returns, its easy to see why we are at a crossroad.

This could have skewed the asset allocation in the overall portfolios of its investors and also created a drag on returns.

Investors are paid based on the overall income and return of this portfolio of bonds and not by individual bond maturity.

And once the market starts to recover, the shares purchased when the market was tanking will have a bigger impact on the overall return of the portfolio, as it is clearly shown in the above table.

The proprietary Canso «Maximum Loss» discipline ensures that Canso maximizes the return potential of selected securities while at the same time safeguarding the overall portfolio against loss on any one position.

Any time you're trying to go big on the risk / return slope you should limit to 5 - 10 % of your overall portfolio.

Volatility weighting reduced the overall portfolio volatility in 99 % of cases and gave the highest average Sharpe ratio, although returns were 1.08 % lower than calendar rebalancing on average.

The thinking is that including a small percentage of your overall asset allocation (from 5 % - 10 %) into these assets can provide high potential returns with only a small impact on your portfolio if the risk becomes too great.

Our portfolio managers are always watching, testing, researching and adjusting the fund to ensure it's on track, while also learning from the markets and optimizing the fund strategies to respond to growth opportunities, to help reduce overall risks, and ultimately seek strong long - term returns.»

Diversification reduces overall investment risk and reduces volatility of returns on your investment portfolio as a whole.

Overall, eyeballing my respective analyses, dividends & portfolio weightings have in total (on a pretty even split) added about 2 - 3 % to my annual return.

This was the largest blunder in terms of percentage loss last year but, because of size, it had no real impact on the overall portfolio return.

I also recently discovered a superb blog site, Base Hit Investing (BHI) by John Huber and Matt Brice, that has added greatly to my knowledge of return on invested capital, return on incremental capital, and the impact of portfolio turnover on overall returns.

So it will help you improve your Sharpe ratio on top and on bottom, by increasing returns while reducing overall portfolio volatility.

Just don't fill up on too many cookies because that can drag down the overall return of a portfolio.

When you are owning a portfolio of stocks the idea is that on an overall basis it should be able to deliver higher returns than Real GDP+I nflation, otherwise one is better of just holding an index fund which will tend to give returns equal to GDP + Inflation.

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.

Well, comparatively speaking, an insurance company financial dividend is like a tax return refund based on the performance of your overall insurance portfolio.

While the guaranteed rate of return on the cash value may be lower than other financial products, it can lower the overall volatility of a portfolio (though this benefit assumes you have a breadth of existing investments).

So, it looks like your plan overall requires $ 2M + in capital with a 20 % + return consistently on each investment as it comes in the portfolio.