Sentences with phrase «portfolio over the same»

In order to properly compare strategies (moving average vs. buy and hold) we first need to show the results for buying and holding the portfolios over the same time period of 2006 - present (portfolio A is the Emerging Markets version, Portfolio B is the original):

The following chart with accompanying statistics illustrates the constant composition of the reference ETF portfolio over the same five - year period:

The following chart with associated statistics shows the constant composition of the reference ETF portfolio over the same evaluation period:

The following chart with related statistics shows the constant composition of the reference ETF portfolio over the same analysis period:

The following chart shows the ETF weights in the reference portfolio over the same analysis period:

The following chart shows the constant composition of the reference ETF portfolio over the same analysis period:

In order to properly compare strategies (moving average vs. buy and hold) we first need to show the results for buying and holding the portfolios over the same time period of 2006 - present (portfolio A is the Emerging Markets version, Portfolio B is the original):

The following chart with accompanying statistics presents the constant composition of the reference ETF portfolio over the same evaluation period:

The final chart and statistics present the composition of the reference ETF portfolio over the same three - year period:

These are the common way to compare the portfolio's performance to other portfolios over the same periods but don't take into account the size of the portfolio at various times or the impact of cashflows.

The following chart illustrates changes of ETF weights in the reference portfolio over the same analysis period:

The following chart and statistics exhibit the static composition of the reference ETF portfolio over the same three - year period:

The following chart and statistics show the fixed composition of the reference ETF portfolio over the same ten - year period (in this and subsequent analyses, the membership of the reference portfolio was restricted to no more than six ETFs):

The following chart shows ETF weights in the fund's reference portfolio over the same analysis interval:

The final chart shows the composition of the reference ETF portfolio over the same analysis period:

The following chart and accompanying statistics depict the fixed reference ETF portfolio over the same analysis interval:

The following chart shows fluctuations of ETF weights in the reference portfolio over the same analysis period:

The following chart shows the percentage ETF weights in the fund's reference portfolio over the same analysis period:

Let's contrast the performance of this 50/50 SAA portfolio with the return to a 100 % stock portfolio over the same time frame:

The following chart with statistics depicts the constant composition of the reference ETF portfolio over the same evaluation period:

Here are the ETFs weights in the constrained reference portfolio over the same analysis time span:

It also had less risk and more return than a similar index - based portfolio over the same time horizon.

Not exact matches

Larry Puglia, whose T. Rowe Price Blue Chip Growth Fund has trounced the S&P 500 with annualized returns of 18.5 % over the past five years (and 37 % in 2017 alone), says that some of the same companies he avoided around the turn of the millennium are now among the biggest holdings in his portfolio, including Amazon (amzn), Alphabet (googl), and Microsoft (msft).

According to Research Affiliates, even a 14 percent increase in volatility in a 60/40 portfolio would not yield 5 percent over that same timeframe.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

I spent over a decade having my portfolio stay the same as what I had put in originally.

As of this writing, the portfolio is down 2.11 % including dividends, compared to a positive return of 11.63 % (excluding dividends) for SPY over the same period and 10.5 % for Vanguard Small Cap Value ETF (VBR) over the same time period.

While fixed income has changed over the years, investors largely have the same goals within their bond portfolios — stability, income and diversification.

This is because other components of the portfolio have not always moved in the same direction as equities over long periods of time.

This network continues to grow over time as each new portfolio company goes through the same process and similar growth experiences.

We build portfolios in the same manner we would manage our personal capital: We seek to maximize after - tax returns over a multi-year time horizon by concentrating our investments in the most undervalued businesses, managed by capable and properly motivated management teams.

By contrast, an investor who put $ 100,000 into a portfolio comprised of 60 % stocks and 40 % bonds and left it alone would now have $ 214,080, based on the total returns of the S&P 500 and the Barclays bond index, over the same period.

Let's say, Irene is an indexer whose portfolio has 2 % yield and is expected to earn 8 % annualized return over the coming 30 years (this is essentially same as S&P 500 index).

Global Diversification Geographically, our portfolio weightings have remained about the same over the quarter with the U.S. representing approximately 41 % of investments and Europe representing approximately 33 %.

But when taken collectively, the portfolio of picks has an average absolute return of 135 %, which is double the 67 % the market return over the same period.

Over the same analysis period, SIZE outperformed THRK, the dominant position in its reference portfolio, in terms of a slightly larger annualized return, as well as higher Sharpe and Sortino ratios:

The following chart and corresponding statistics show the constant composition of the reference ETF portfolio for the fund over the same period:

The following chart with related statistics shows the constant composition of the reference ETF portfolio for the fund over the same evaluation period:

It does not matter if you are a brand new investor starting with a very small portfolio or someone who is taking over their investments for the very first time, the steps are essentially the same.

The following chart and statistics show the composition of the reference ETF portfolio for the fund over the same period:

The following chart with related statistics shows the composition of the reference ETF portfolio for the fund over the same ten - year period:

AAII Model Portfolios Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majors Fund.

Continuously declining long - term rates created two tailwinds for his portfolio: 1) It continuously reduced borrowing costs for highly leveraged companies; and 2) Drove up values of high yielding stocks (look at what utilities, MLPs and REITs have done over the same time period).

For my clients, they know that over 50 % of my net worth is on the line in the same portfolio that they have.

Comparing the performance of her portfolio over the past 10 — 15 years with the performance of a recommended asset allocation in index funds over the same time period would be very educational for all of your readers, and it would really help your friend.

The following chart and statistics illustrate the constant reference ETF portfolio for the fund over the same five - year period:

However, over the years, my perception of this fund has changed after witnessing roller - coaster performance of other funds that I own in the same portfolio, such as CGM Focus Fund (CGMFX).

The following chart with associated statistics depicts the static reference ETF portfolio for the fund over the same analysis period:

The following chart with associated statistics illustrates the fixed reference ETF portfolio for the fund over the same shorter period: