Sentences with phrase «return assets so»

Not exact matches

It's no secret that the venture capital industry, as an asset class, has seen spectacularly mediocre returns over the last 10 years or so.

Hospitals that invest in an asset tracking system, so they don't have to buy as many expensive IV pumps in the first place, should be able to easily earn a 275 % ROI (return on investment).

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

Another big challenge for LPs is that they are asked to measure the performance of these illiquid assets even though doing so is quite difficult and may not be indicative of future real cash returns.

I believe you think we are heading for a long period of low returns, but still, with such a long investment horizon ahead of you, don't you think it could make sense to be more exposed to public equities, maybe in passive index funds, and trust the long term wealth building power of that asset class without so much attention to continuous portfolio rebalancing trying to anticipate short term returns?

There is strong reason to expect the S&P 500 to underperform the 2.4 % total return available on Treasury debt over the coming decade, though both asset classes are so richly valued that substantial volatility and interim losses should be expected in both.

SBP also works with mid-large size businesses to protect their best asset - their employees - by providing homeowner resilience training so they can return to work sooner and with a clear mind, in the wake of a disaster.

The assumption that you can create a portfolio of risk assets that will have steady returns year in and year out is what causes so many problems for many professional and individual investors alike.

Their ROICs are so low largely because we hold them accountable for earning a return on capital they have destroyed through asset write - downs.

12b - 1s are paid out of fund assets, so the higher the cost the lower your investment return.

Even so, for the 5 - year period 2005 - 09, Norm's asset mixer reports a return of 4.28 % for the Sleepy Portfolio (I added the REIT allocation to Canadian stocks).

«Leaving the question of price aside, the best business to own is one that over an extended period can employ large amounts of free — other peoples money — in highly productive assets so that return on owners capital becomes exceptional.»

for sure its not ideal, and negative real returns on fixed income assets / cash are not the norm so hopefully it will get better / revert to mean

Indeed, it's often a mistake to do so: Truly great businesses, earning huge returns on tangible assets, can't for any extended period reinvest a large portion of their earnings internally at high rates of return.

The prevailing overvalued, overbought, and overbullish combination of conditions has historically been associated with subsequent market returns below Treasury bill yields, so while we hold about 1 % of assets in call options as a modest speculative exposure to market fluctuations, a larger exposure closer to 2 % continues to await a short - term pullback sufficient to «clear» that overbought condition.

In Canada and Ontario, the board can only do so for consideration (in return for assets) in the form of cash, property (for example, real estate, computers, intellectual property) or past service.

In fact, the company's assumed return on plan assets is so high that it allowed EK to book income from its pension plan equal to 2.2 % of its revenue last year.

A good return on the assets that you own is essential for making good investments, so the total asset turnover is something...

In other words, you would buy $ 354.42 more of the International stock index fund and sell $ 107.58 worth of shares of the U.S. stock fund and $ 246.84 of the bonds, so that the percentages return to the original proportions, as shown in the value of the target asset allocation row.

So obviously, shedding that work and then deploying those assets in other pieces of business that provide us with a better return obviously, will help us enhance our margins.

If you've got 100,000 USD in solvent assets that means you'll rake in 25,000, a livable amount for a single person in an affordable area, but the stake itself is significant and returns may not always be so good.

The whole industry has got a negative risk - adjusted return because the return on assets is so low.

So they have begun diversifying into other assets, chasing higher returns.

Remember, you're already far better off than the vast majority of investors because you selected an asset allocation with your eyes wide open to its historical returns and volatility, so you can rest easily knowing that you made a well - educated decision.

That's why at Oakmark we continue to spend all our time trying to identify undervalued stocks, and remain invested, so that we can fully participate in the long - term returns of the equity asset class.

As we indicated in an earlier statement, the Buhari Administration has so far done very well in asset recovery, asset return and transparent management of returned assets.

The members are required to verify their photos, age, education, and occupation by submitting their IDs and other supporting documents, so a wealthy Sugar Daddy to be certified as a millionaire, he has to submit financial information using the tax return form from last year, which has to shows more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

its members are needed to verify their details including photos, age,, occupation and education by submitting their IDs and other supporting documents, so a rich Sugar Daddy to be certified as a millionaire, needs to submit financial information using the tax return form from last year, which needs to show more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

Its members are needed to verify their details including photos, age, occupation, and education by submitting their IDs and other supporting documents, so for a rich Sugar Daddy to be certified as a millionaire, he needs to submit financial information using the tax return form from last year, which needs to show more than $ 150, 000 in earnings and a bank statement or other documents that prove his assets or total net worth is more than $ 1 million.

So having a long time horizon allows you to allocate more capital to higher - risk, higher - return asset classes without worrying about short - term price fluctuations.

So, core assets should return something in the ballpark of 2 % -3 % per year over the next 8 - 10 years.

The debt used in buyouts has a relatively fixed cost, so if a private equity fund's return on assets (ROA) is greater than this cost, the fund's return on equity (ROE) is higher than if it hadn't borrowed money.

Trading in financial markets requires a massive movement in the asset's price before a trader can register a decent return percentage and this feature makes the process so much easier.

You should make a point to regularly review and rebalance the asset allocation in your portfolio, as not doing so can lead to distortions in the level of risk taken, which will impact returns over time.

These management fees come directly from the assets of the funds, so the investor gets a lower return.

You actually sell that asset on purpose, so that you create a tax loss that you can use on your tax return, then you buy something similar so you're still invested and your investment portfolio still has its integrity.

So as he synthesizes the themes of the last six or seven years, he comes down to really basic ideas for each chapter: Risk, Return, Stocks, Bonds, Portfolio Management, Does Active Investing Work, ETFs, Global Investing, Alternative Assets, Behavioral Finance, Using Media, and the Lost Decade.

Tobacco debt as an asset class has been a rockstar so far into 2014, the S&P Municipal Bond Tobacco Index has returned 10.31 % YTD.

Bonds are also a relatively safe investment, so a low - risk allocation should have more assets in the bond market and less in the higher risk, higher return stock market.

So the pretax returns (as opposed to capital structure variations) are really driven by just asset turnover and profit margins.

Stocks are lower in the claim chain on corporate assets than bonds, so when bondholders demand better returns, stocks suffer in the short run.

So it's a complex mix of tax management, asset allocation for growth, risk management (including sequence of returns), and some relevant psychological considerations.

Factors have their roots in the academic literature (the oldest and most well - known model of stock returns is the so called Capital Asset Pricing Model (CAPM) by Jack Treynor in 1961).

The Fund has no sales load (a charge for purchasing the fund), no soft - dollar arrangements (where fund managers receive research, data terminals and other benefits in return for paying higher commissions to brokers), no trailing fees (where funds pay brokerages an ongoing percentage of assets in order to bring business to the fund), and no 12b - 1 marketing fees (where shareholders pay an amount over and above management and operating expenses, so that funds can advertise and attract new shareholders).

However, given time and the law of averages, profit opportunities began to fade (the returns on assets tell this story) so they had to go farther out on the risk curve to sustain income growth.

«Generally these were depreciating assets, so you were getting some return, plus a piece of your principal back,» says Alan Fustey.

This expansion took a toll on AIG and as it could not grow profitably organically anymore at a 15 % rate, it began to borrow money, both explicitly and implicitly, so as to lever a falling ROA (return on assets) into a 15 % ROE (return on equity).

For example, Canadian and U.S. stocks are unlikely to have the exact same long - term rate of return, but over the last four decades they were pretty close, so rebalancing between these two asset classes should not cause a significant drag over time.

It is dangerous to use «the average long / short» fund as a proxy for the asset class when the returns and risks are so divergent.

A proper asset allocation will give you the best chances for the success of your long - term plan, so unless your time horizon or required return have changed dramatically, you are best off tweaking around the edges, provided the portfolio was properly constructed.