Sentences with phrase «return on one's portfolio»

The average rate of return on this portfolio since 1972 has been 7.5 %.

What I don't understand is that is the efficient frontier really drawn from calculating all combination of expected return on a portfolio and the level of risk or just a imaginary shape?

One way to increase return on your portfolio in RRSP is to sell covered call options.

Money - weighted rate of return incorporates the size and timing of cash flows, so it is an effective measure for returns on a portfolio.

Most investors expect to get double digit returns on their portfolios.

Once your portfolio has been fully diversified, you have to take on additional risk to earn a higher potential return on your portfolio.

Not surprisingly, when valuations have been at current levels or higher, future returns on the portfolio have been low or negative.

What if I said that you could earn an extra one quarter percent return on your portfolio every year by doing a simple task?

This can be an average investment return on a portfolio, or an inflation rate, for example.

These are some of the simplest ways to continuously increase the real returns on your portfolio.

There's no way you can avoid risk in the financial markets if you hope to beat inflation over the long - term and earn a respectable return on your portfolio.

Writing covered calls on stocks that pay above - average dividends is a strategy that can be used to boost returns on a portfolio, but it carries some risk.

A new study suggests that investors seeking extra return on a portfolio without taking on more risk may be able to get it — by selecting «unpopular» equities.

The volatility measurement for a motif represents the annualized standard deviation of daily returns on a portfolio holding the same share weights as the motif.

You can sometimes improve the taxable or tax - exempt returns on your portfolio by employing a number of different bond - swapping strategies.

Increasing the expected return on a portfolio requires additional exposure to the equity market.

By adjusting the percentage of asset types as part of your investment portfolio management, you can vary the amount of risk you are exposed to and the potential return on your portfolio.

-LSB-...] Not surprisingly, when valuations have been at current levels or higher, future returns on the portfolio have been low or negative.

And the total return on our portfolio for the past 12 months is 37.7 % (including dividends).

Jensen's Alpha is a risk - adjusted performance measure that represents the average return on a portfolio over and above that predicted by the Capital Asset Pricing Model (CAPM), given the portfolio's beta, its benchmark and the risk - free rate.

The sponsors of private plans must therefore contribute much more for every dollar of promised benefits than governments contribute to teacher pension plans that value liabilities using an 8 percent assumed return on portfolios heavily weighted with stocks, hedge funds, or private equity.

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.

The average rate of return on this portfolio since 1972 has been 7.5 % with a standard of deviation of 17.7 %.

The average annual return on my portfolio was a loss of -16 %.

It is set conservatively to cover the possibility of you living an exceptionally long life while suffering poor returns on your portfolio.

Calculating an actual YTD return on your portfolio should be trivial compared to all the other work they have done.

Despite its high - minded name, the fund's overriding objective is to achieve the biggest return on its portfolio companies.

Putnam studies the impact of absolute return on portfolio and pension plan efficiency and diversification.

And it's not just the medium - term results that look impressive: according to the historical performance data on the Crawling Road website, the annualized return on the portfolio was 9.7 % from 1972 through 2008.

Left: Investor Return since Inception is the money - weighted return (IRR)-- this is the actual annualised return on the portfolio; Investor Returns for 1 month to 10 years are time - weighted returns for the specified period (annualised for > 1 year).

The 10 % investment in high - risk investements is used to increase returns on the portfolio while the 90 % capital is used to preserve the portfolio.

The total return on the portfolio is the only criteria used for judging the performance of the managers of these funds, which translates into an emphasis upon the bottom line in the management of business organizations.»

With the market environment described above it is perhaps unwise to expect your bond manager to be the driver of a double digit or even high - single digit return on your portfolio.

With both bonds and stocks offering such low expected returns, the current expected return on this portfolio is just 2.7 percent.

Virtually all professional economists agree that calculating the value of guaranteed pension benefits using the assumed return on a portfolio of risky assets «understate [s] their pension liabilities and the costs of providing pensions to public - sector workers.»

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.

This often serves as the benchmark in most portfolio discussions and has been around for ages as the go - to portfolio.The average rate of return on this portfolio since 1972 has been of 5.8 % with a low standard of deviation of 11.6 %.

Faced with weak revenues in its core operations and low interest rates on cash or secure short term investment, JPM may have been under pressure to increase returns on this portfolio.

The price return on the purchases versus the sales was better by more than I would ordinarily expect, and faster as well — I look for returns on my portfolio to beat the S&P 500.

The average rate of return on this portfolio since 1972 has been 5.8 % with a low standard of deviation of 11.4 %.

Five years ago, a Canadian earning an 8 % return on a portfolio would need to invest $ 180,000 to generate $ 20,000 a year for life after age 65, he noted.

1 The returns on a portfolio consisting primarily of faith - based investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations.

The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations.

The returns on a portfolio consisting primarily of Environmental, Social and Governance («ESG») aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations.