Sentences with phrase «return on this portfolio since»

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

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 %.

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

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

Not exact matches

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

Consider this simple example with a three - instrument portfolio comprised of a S&P 500 ETF, a long - term bond ETF and a cash - proxy ETF.1 Based on daily returns since 2010, the annualized volatility on the cash proxy (a short - term bond ETF) is effectively zero, compared to 16 % and 15 % for the stock and bond ETFs.

Entire populations within currency zones can literally nuke themselves to the verge of oblivion, and yet a portfolio that is maximally diversified in the investments of that territory, will never experience a nominal decline, since the return of such a portfolio is a function of aggregate revenues, which by definition is on a fixed growth path.

While the relatively strong performance of our stock selection approach has been an important factor in the Fund's returns since inception, even a single holding in a portfolio of over 200 can exert an effect on a day - to - day basis.

In fact, since 1970, a global stock portfolio returned on average 9 % a year.

Today, the entire equity portion of their portfolio is invested in individual stocks and Jin says they've enjoyed at 20 % average annual return on their stocks since 2008.

In our latest white paper, Senior Portfolio Manager Duane McAllister explains how the recent boost in short - term yields not only allows investors to once again earn a reasonable nominal return on their money without needing to take significant duration risk, it also provides an opportunity to earn a positive real return, since core inflation measures remain below the Fed's 2.0 % target.

??? On this web site, get everything about those portfolios for FREE: you will find a description, the current holdings, the compounded returns, the sector mix, the volatility rating and the historical orders since the inception of each portfolio.

So he undertook a study using U.S. data on stock and bond returns since 1926 to find the maximum steady cash flow that could have been withdrawn each year from a balanced portfolio of half large - cap stocks and half government bonds.

An article in Barron's reports these findings, stating, «On average since the late 1920s this hypothetical portfolio gained 15.1 % over the three months prior to bull market peaks — equivalent to a 75.8 % return on an annualized basiOn average since the late 1920s this hypothetical portfolio gained 15.1 % over the three months prior to bull market peaks — equivalent to a 75.8 % return on an annualized basion an annualized basis.

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 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 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 return on the portfolio; Investor Returns for 1 month to 10 years are time - weighted returns for the specified period (annualised for > 1Returns for 1 month to 10 years are time - weighted returns for the specified period (annualised for > 1returns for the specified period (annualised for > 1 year).

You could decide to opt for more stocks on the rationale that, since you plan to retire early, you'll need more robust returns to sustain your portfolio through what will likely be a longer - than - normal retirement.

Of course, meeting 5 % of investment return after inflation seems not that easy, it means 7 - 8 % return, with a risk, and since your table is based on that number as a performance, that means you have to risk ALL of your savings into that kind of return... Of course, apparently Buffett did a 25 % return according to this web site http://www.zimbio.com/CEO+Warren+Buffett/articles/214/Berkshire+Hathaway+Historical+Total+Return plus they show a portfolio based on BH purchases which performed higher than the market, i suppose that is with buying at prices after the purchases by BH become publicly known.

And do I understand correctly that this portfolio has returned over 15 % per year, on average, since 2003?

Travis has also taught informal workshops on sustainable competitive advantage, business valuation, and the wider applications of behavioral finance and prospect theory, in addition to running a concentrated deep value / special - situations equity portfolio, which has returned 69.53 % since inception in June 2006 relative to the S&P 500's -6.08 %.