Sentences with phrase «return of about»

That's going to give you a gross rental return of about 9 percent a year, which is right in their sweet spot.

With the support of CrestCore, Dean and his team are able to help investors buy and hold investment properties in Tennessee and Mississippi with a monthly return of about 16 %.

Frankini estimates that energy savings in the nine buildings will pay off the initial investment in about five years and provide an average annual cash - on - cash return of about 20 %.

Today, the same building would yield a return of about 9.5 %, Hauser says.

But what can we say about HR, which fails to freak out about the money it spends on services like Monster.com... (over a $ billion in 2008) for a piddling return of about 3 %?

A bit of research shows that investing in the stock market has provided an average annual return of about 10 % since 1926.

If you pay a premium of $ 190 per month for 44 years and your heir receives a half - million - dollar payout, that works out to an annual after - tax return of about 6 % — more than most people would be able to get by investing on their own.

That works out to a rate of return of about 1.3 percent of your spending.

The 80 % bonus on base points amounts to a return of about 7.2 % for money spent at Hilton properties.

That gives you an effective return of about three cents per mile.

Based on my spending patterns, I calculate that the three cash back credit card combination above should yield a minimum return of about 2.8 % of total annual spend with very little personal time investment other than knowing the right bonus categories for each of the three cards.

You are giving up a lifetime guaranteed return of about 5 % / year, in exchange for control of the investing, flexibility in taking income, the ability to unlock half, and being able to leave 100 % of the remainder to beneficiaries.

I should end up with a investment return of about 5 % annually.

Over the long term broad stock market index funds have averaged an annual return of about 8 %.

As you can see a return of about 5 % is common (which is about where I am).

If you pay a premium of $ 190 per month for 44 years and your heir receives a half - million - dollar payout, that works out to an annual after - tax return of about 6 % — more than most people would be able to get by investing on their own.

For this reason, we believe that mutual fund performance is best measured: a) between two separate peaks in the market (separated by at least a year) and; b) over some reasonably extended period (again, no shorter than a year) during which the market earned a total annual return of about 10 - 11 %.

Even with the costs and problems of these inverse funds, a simple portfolio with the S&P 500 ETF and an inverse small - cap fund a year ago would have delivered a positive return of about 6 % over the last 12 months with a sub 1 % downside in the February slide.

Peter Lynch once remarked that despite the outstanding long - term performance of Fidelity Magellan under his management, shareholders as a group (on a dollar - weighted basis) only averaged a long - term return of about 7 % annually.

Assuming a historical balanced fund return of about 8 percent on the same starting value, your initial withdrawal will be that same $ 3,774, but it will peak at $ 17,553 at age 98.

Now I am quite happy with a tax exempt and tax deferred return of about 5 % / annum and don't have to worry about anything.

If you bought iShares S&P 500 (NYSE: IVV) as your choice of index ETF, you would have had a return of about 0.9 % annually since 2005.

You can generally expect a return of about 7 % on stock market investments over time.

Over the same analysis interval, the fund had a total cumulative return of about 130 % (annualized 9.2 %), with a standard deviation of 15.1 %, Sharpe ratio of 0.58, and maximum drawdown of 44 %.

This represents a real return of about 3 % (3 % real + 2 % inflation = nominal return).

That being said, even at today's historically attractive valuation multiples, investors should likely only expect to earn a potential total annual return of about 5.9 % to 6.9 % (1.9 % yield plus 4 % to 5 % annual earnings growth) over the next decade, far below the company's historical return rate and the returns offered by most other dividend aristocrats.

Whereas the overall sample mean and median annual returns for value firms over 1985 - 2009 are 16.86 % and 8.90 %, respectively, value stocks with SCORE values of 1 or 2 have a mean annual return of about 40 % and a median annual return of about 28 %.

Shareholders of Wal - Mart can expect a return of about 5 % from dividends and share repurchases alone.

As of last week, the Market Climate for stocks was characterized by unfavorable valuations (we estimate a 10 - year S&P 500 return of about 4.8 % annually), overbought conditions, and mixed market internals.

An investment in the S&P 500 Index at present levels is likely to achieve a nominal total return of about 4.4 % annually over the coming decade, and investors will have to tolerate a great deal of volatility in pursuit of that return.

For the growth firms, while the overall sample mean and median returns are 6.32 % and 0.00 %, respectively, growth stocks with SCORE values of 1 or 2 have a mean annual return of about 30 % and a median annual return of about 15 %.

[1] Stop losses increased trading activity by 40 %, but increases in return of about 70 % helped overcome these high transaction costs.

On average over 2 years, you would have earned a return of about 1.2 % per year.

Let's say inflation is 2 %, that means the fund is counting on an annual return of about 5.5 %.

Specifically, though, after a year and a half investing at lending - club I have had an annual return of about 17 % (which varies slightly for me based on how long it's been since note (s) have defaulted), investing exclusively in high interest, low - grade notes that return large interest sums but also default a bit more often.

«Such a portfolio can be expected to generate an after - tax return of about 5 % — enough to cover their annual expenses,» says Wallace.

believes she can reach her retirement goals with an annual return of about 5.5 %.

In 2011, when the S&P 500 had a total return of about 2 %, the average equity mutual fund investor lost 5.73 %.

Over the past 40 years, the S&P 500 — a broad measure of stock market performance — has delivered an annualized return of about 11 %.

Personally, I like to plan for a return of about $ 1000 to provide a little cushion incase I underestimated my tax burden for the year.

This implied a back - of - the - envelope portfolio return of about 12.5 % per year going forward, and for much of the 1980s and 1990s that proved to be a conservative estimate.

It takes a tremendous amount of return to recover from such a loss — for example, it takes a return of about 5.27 % to recover from a loss of 5 %.

Since the S&P 500 index was created 60 years ago, the index has gone from about $ 41 to $ 2,620, an annual compounded return of about 7.1 %.

Assuming an average return of about 6 %, the rollback of the TFSA will cost an individual about $ 25,000 over the next 25 years (on the lost $ 4,500 in contribution room alone).

With taxes, this is basically an annual return of about 4.5 %.

Including dividends, this is a return of about 7 % a year over 2.5 years.

Historically, that puts the typical bull market gain at about 152 % from trough - to - peak, followed by a bear market decline about 34 % from peak - to - trough, for a cumulative full - cycle total return of about 67 % (roughly 10.7 % annualized).

Best call: Burryâ $ ™ s flagship fund has achieved a cumulative net return of about 455 % after fees, or more than 20 % a year, since 2000.

As of August 2015, TIPS ETFs have generated an average annual return of about 3 to 4 % over the last five to 10 years.

First, data from Morningstar show that the fund's 15 - year annualized return of about 17.6 % was significantly higher than the 10 - year return of about 10.6 %.