Sentences with phrase «return of a group of stocks»

Smart beta ETFs are designed to target what are called «factors,» or shared characteristics that can help explain the risk and return of a group of stocks.

Not exact matches

The one element binding this diverse group of investors together is that they receive some type of equity or stock vehicle when they put money into a growth company; each group then has its own set of goals in regard to how much of an investment return its members hope to earn on that stock and how quickly they hope to earn it (usually when they cash out during an initial public offering or in a merger or acquisition deal).

The founder of Vanguard Group thinks a conservative portfolio of bonds will only return about 3 percent a year over the next decade, and stocks won't do much better.

... the «expected return» for either group of stocks should be the same.

Stock Market Expectations and Trading Behavior», Christoph Merkle and Martin Weber compare quarterly risk and return expectation survey responses to actual trading data and portfolio holdings for a group of self - directed individual UK investors.

The group of nine stocks and ten funds has 25 % invested in bond funds for stability and cash return.

If you're seeking Buffett - like returns, you should look at a special group of securities we call «Forever Stocks» — stocks solid enough to buy, forget about and hold... foStocks» — stocks solid enough to buy, forget about and hold... fostocks solid enough to buy, forget about and hold... forever.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

Kansas City Southern (KSU) stock has sputtered this year, likely reflecting the prospect of increased competition in its Mexico operations, but each of the other nine equities in the group have produced positive total returns so far in calendar 2014, with a number showing double - digit gains.

With a thousand - dollar iPhone being released next month, low unemployment and a sky - high stock market, it's hard to imagine that a very large group of people have never financially recovered from the great recession of 2008, stuck in a cycle of week - to - week bill paying with few options to rebuild credit scores and return to their families to traditional housing options.

The Journal argued that these results depend on data mining — that is, the ability of backtesters to keep trying various rules until they find «something, anything, that would produce groups of stocks with high returns.»

As cash returned to shareholders can be reinvested in the common stock of a particular company, investors benefit from high - yield companies as a group.

From 1952 to the end of 2011, he showed that the 20 % of stocks with the lowest P / E ratios yielded average annual returns of 18.8 %, whereas those in the highest ratio group only provided 10.1 % returns.

Asset class: A group of investments with similar risk and return characteristics, such as cash equivalents, government bonds, municipal bonds, corporate bonds, common stock (or industry groupings within the broad category of common stocks), real estate, precious metals, and collectibles.

To me a key part of the investment process for a generalist investor has to be a way to efficiently screen stocks to generate investment ideas and also measure historical returns and fundametals for various industry groups under various economic conditions.

As well as the All - Stars performed, these two groups of stocks performed even better, each delivering a return of nearly 28 %.

A conservative portfolio is a group of stocks held by an investor with the goal of achieving steady returns, including dividends, while maintaining a lower level of risk.

Buying a small group of dividend stocks means your returns may not be comparable to the overall market.

This ratio may end up overstating the attractiveness of stocks because it's counting a chunk of earnings from the financials group that has since disappeared and is unlikely to return soon.

The reason is that over time, stocks as a group - though not every stock on its own - have produced higher returns than other types of investments.

He also shows how buying the top 10 % of stocks in the market as ranked by the magic formula have outperformed the rest of the market and the returns of each successive group outpeform the lower groups.

Those investors «in - the - know» mocked the Vanguard Group founder for his «preposterous» theory that matching the returns of the market would be a better bet than the more «lofty» endeavor of stock picking with the goal of beating the market.

Though many individual stocks may experience similar return patterns, lottery stocks tend to be unique as a group in incurring such a pattern of returns.

By leveraging the statistical performance of net nets as a whole, buying only those net nets with characteristics strongly correlated with outperforming net nets as a group, and executing the strategy well, at minimum I expect to achieve a return in line with the bottom range of net net stock returns, or roughly 25 % over the long run.

The chart shows the average monthly returns for 20 groups of stocks sorted by size before and after correcting for the upward bias in the database.

With beta failing as a predictor of stock returns, academics started casting around for other factors that might explain why some groups of stocks perform better than others.

The Tactical Growth Composite is a blend of stock strategies that we feel best meets the objectives of the Tycuda Group's «Risk, Return and Recovery» logic.

Mispriced growth stocks are normally 50 - to - 70 % of the portfolio, and normally our best returns have been earned in this group.

The Tactical Balanced Growth Composite is a blend of stock & fixed income strategies that we feel best meets the objectives of the Tycuda Group's «Risk, Return and Recovery» logic.

The Tactical US Composite is a blend of stock strategies that we feel best meets the objectives of the Tycuda Group's «Risk, Return and Recovery» logic.

The Tactical Balanced Composite is a blend of stock & fixed income strategies that we feel best meets the objectives of the Tycuda Group's «Risk, Return and Recovery» logic.

The graph below shows the annual compound return to four groups of stocks in the 37 years to 2010.

This may explain why forward P / E ratios work well in predicting future returns for NYSE stocks, but they do not work as well (compared to trailing P / E ratios) for AMEX and NASDAQ stocks, namely, the riskier group of stocks.

Piotroski recognized that, although it has long been shown that value stocks (or high book - to - market firms as he calls them) have strong returns as a group, there is nevertheless a very wide variability in terms of the returns of these stocks, with most of them performing worse than the market.

To get started, first focus on your asset allocation, and how different mixes of stocks and bonds influence future potential returns and current income, said Fran Kinniry, an investment strategist for the Vanguard Group.

Portfolio winners & losers are pretty evenly distributed — but my Irish stock picks are clear winners (despite the ISEQ's return), with Total Produce (TOT: ID), Zamano (ZMNO: ID) & Donegal Investment Group (DCP: ID) making up 3 of my top 4 portfolio return contributors.

Graham details a simple, mechanical way of generating strong investment returns by purchasing a group of unleveraged stocks with low PE's and selling them based on a mechanical sales rule.

Efficient market hypothesis says that it is very difficult for investors to pick a group of stocks and beat the market, but it might be different in the case of asset classes where it is possible to overweigh undervalued asset classes beat the average return of the global stock market.

The pattern of average compounded returns between the groups isn't a smooth one, but higher - yield stocks have generally done better.

An investment portfolio is a group of stocks you've invested in that you think will give you diversification — and maximize your investment returns.

While the six - year annual returns for these funds were hardly horrible, both groups did lag the 4.3 % annual return of the stock market, as measured by the largest S&P 500 Index Fund, which provided a 29 % cumulative gain.

Gross return in the stock market, less the cost of playing the game, equals the net return earned by investors as a group.

Take a look at this table at All Financial Matters, showing the returns from the S&P 500, a group of stocks of the 500 largest companies traded in the US.

Air pressure changes, allergies increase, Alps melting, anxiety, aggressive polar bears, algal blooms, Asthma, avalanches, billions of deaths, blackbirds stop singing, blizzards, blue mussels return, boredom, budget increases, building season extension, bushfires, business opportunities, business risks, butterflies move north, cannibalistic polar bears, cardiac arrest, Cholera, civil unrest, cloud increase, cloud stripping, methane emissions from plants, cold spells (Australia), computer models, conferences, coral bleaching, coral reefs grow, coral reefs shrink, cold spells, crumbling roads, buildings and sewage systems, damages equivalent to $ 200 billion, Dengue hemorrhagic fever, dermatitis, desert advance, desert life threatened, desert retreat, destruction of the environment, diarrhoea, disappearance of coastal cities, disaster for wine industry (US), Dolomites collapse, drought, drowning people, drowning polar bears, ducks and geese decline, dust bowl in the corn belt, early spring, earlier pollen season, earthquakes, Earth light dimming, Earth slowing down, Earth spinning out of control, Earth wobbling, El Nià ± o intensification, erosion, emerging infections, encephalitis,, Everest shrinking, evolution accelerating, expansion of university climate groups, extinctions (ladybirds, pandas, pikas, polar bears, gorillas, whales, frogs, toads, turtles, orang - utan, elephants, tigers, plants, salmon, trout, wild flowers, woodlice, penguins, a million species, half of all animal and plant species), experts muzzled, extreme changes to California, famine, farmers go under, figurehead sacked, fish catches drop, fish catches rise, fish stocks decline, five million illnesses, floods, Florida economic decline, food poisoning, footpath erosion, forest decline, forest expansion, frosts, fungi invasion, Garden of Eden wilts, glacial retreat, glacial growth, global cooling, glowing clouds, Gore omnipresence, Great Lakes drop, greening of the North, Gulf Stream failure, Hantavirus pulmonary syndrome, harvest increase, harvest shrinkage, hay fever epidemic, heat waves, hibernation ends too soon, hibernation ends too late, human fertility reduced, human health improvement, hurricanes, hydropower problems, hyperthermia deaths, ice sheet growth, ice sheet shrinkage, inclement weather, Inuit displacement, insurance premium rises, invasion of midges, islands sinking, itchier poison ivy, jellyfish explosion, Kew Gardens taxed, krill decline, landslides, landslides of ice at 140 mph, lawsuits increase, lawyers» income increased (surprise surprise!)

Eliminated tax, penalty and interest with respect to proposed taxable liquidation of wholly - owned subsidiary valued in excess of $ 1 billion, elimination of U.S. withholding tax on distributions to foreign parent, determination of tax basis of subsidiary stock under consolidated return regulations, reduction of excess loss account income from termination of group, and elimination of proposed transfer pricing adjustments.

Library Assistant Naples Public Library, Naples, FL Jan 2006 — Dec 2008 • Provided direct research assistance to patrons • Managed back - files programs • Ensured completeness of the inventory • Stocked books and resources on the appropriate shelves • Guided patrons to the right aisle • Supervised study groups • Made follow up calls to ensure that all books are returned promptly