The period return column indicates
the return over the time period for each portfolio.
Very few investors know their portfolio
return over any time period.
The performance cited for the hypothetical portfolio in each time period is the weighted average of each index's
returns over that time period.
The calculated performance number is the asset's total
return over the timing period.
The relative momentum performance is calculated as the asset's total
return over the timing period, and the return of 1 - month treasury bills is used as the risk free rate for the absolute momentum filter.
Some funds may have experienced negative
returns over the time periods rated.
The calculated performance number can be volatility adjusted, in which case the model adjusts the asset return performance by calculating the average daily
return over the timing period divided by the standard deviation of daily total returns over the volatility window period.
If we were going to do that, we might as well go 100 % stocks, since they've had much higher
returns over that time period.
I didn't put much time into trying to be precise... I don't think dividends would have changed my conclusion, as I think Buffett significantly outperformed Disney's rate of
return over that time period in Berkshire's common stock portfolio.
Not exact matches
Through mid-March, MetaStable's flagship fund had
returned 539 %
over its short lifetime, including 86 % in the first two - and - a-half months of 2017 (a
time period in which the Bitcoin price was up almost 28 %).
In this case index funds, with their objective diversification, minimal management fees, instantaneous liquidity and flat
returns over the last decade have trounced venture with its negative
returns, narrow diversification, high management fees and illiquidity
over the same
time period.
«As a long - term value investor, we remain cautious and recognise that to generate good real
returns over time, we have to be prepared for
periods of underperformance relative to the market indices, some even for a stretch of several years.»
And while NerdWallet emphasizes that past market performance doesn't guarantee you'll earn the average historical
return of 10 % in the future, the value of investing in stocks
over a long
period of
time is still significant.
A 10 -
times return over six years, a hypothetical holding
period, means an investor rate of
return of 46 percent, although
returns are inherently diluted by other investments in the portfolio.
Actual results, including with respect to our targets and prospects, could differ materially due to a number of factors, including the risk that we may not obtain sufficient orders to achieve our targeted revenues; price competition in key markets; the risk that we or our channel partners are not able to develop and expand customer bases and accurately anticipate demand from end customers, which can result in increased inventory and reduced orders as we experience wide fluctuations in supply and demand; the risk that our commercial Lighting Products results will continue to suffer if new issues arise regarding issues related to product quality for this business; the risk that we may experience production difficulties that preclude us from shipping sufficient quantities to meet customer orders or that result in higher production costs and lower margins; our ability to lower costs; the risk that our results will suffer if we are unable to balance fluctuations in customer demand and capacity, including bringing on additional capacity on a timely basis to meet customer demand; the risk that longer manufacturing lead
times may cause customers to fulfill their orders with a competitor's products instead; the risk that the economic and political uncertainty caused by the proposed tariffs by the United States on Chinese goods, and any corresponding Chinese tariffs in response, may negatively impact demand for our products; product mix; risks associated with the ramp - up of production of our new products, and our entry into new business channels different from those in which we have historically operated; the risk that customers do not maintain their favorable perception of our brand and products, resulting in lower demand for our products; the risk that our products fail to perform or fail to meet customer requirements or expectations, resulting in significant additional costs, including costs associated with warranty
returns or the potential recall of our products; ongoing uncertainty in global economic conditions, infrastructure development or customer demand that could negatively affect product demand, collectability of receivables and other related matters as consumers and businesses may defer purchases or payments, or default on payments; risks resulting from the concentration of our business among few customers, including the risk that customers may reduce or cancel orders or fail to honor purchase commitments; the risk that we are not able to enter into acceptable contractual arrangements with the significant customers of the acquired Infineon RF Power business or otherwise not fully realize anticipated benefits of the transaction; the risk that retail customers may alter promotional pricing, increase promotion of a competitor's products
over our products or reduce their inventory levels, all of which could negatively affect product demand; the risk that our investments may experience
periods of significant stock price volatility causing us to recognize fair value losses on our investment; the risk posed by managing an increasingly complex supply chain that has the ability to supply a sufficient quantity of raw materials, subsystems and finished products with the required specifications and quality; the risk we may be required to record a significant charge to earnings if our goodwill or amortizable assets become impaired; risks relating to confidential information theft or misuse, including through cyber-attacks or cyber intrusion; our ability to complete development and commercialization of products under development, such as our pipeline of Wolfspeed products, improved LED chips, LED components, and LED lighting products risks related to our multi-year warranty
periods for LED lighting products; risks associated with acquisitions, divestitures, joint ventures or investments generally; the rapid development of new technology and competing products that may impair demand or render our products obsolete; the potential lack of customer acceptance for our products; risks associated with ongoing litigation; and other factors discussed in our filings with the Securities and Exchange Commission (SEC), including our report on Form 10 - K for the fiscal year ended June 25, 2017, and subsequent reports filed with the SEC.
According to the
Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected
returns over a 10 - year
period.
One reason to spread your bonus out
over a longer
period of
time remains: fear of negative
returns.
If its annual
returns are not in the top half of all funds in its category
over most, if not all, of those
time periods, this investment is a nonstarter.
Assuming he earned an 8 %
return annually by investing in a low cost index fund or other forms of passive income, which is a modest assumption
over a long
period of
time, his new car purchase would have cost him
over $ 240,000 (see table below).
It is a well - established fact that,
over longer
periods of
time, companies with lower accruals handily beat companies with higher accruals when measured by total
return.
If you've ever had occasion to look into the academic research comparing different types of
returns from stocks that have different characteristics, as a class, dividend stocks tend to do better than the average stock
over long
periods of
time.
Other than that one
time,
over any ten year
period, long bonds never showed a negative nominal
return.
Loan or Debt Crowdfunding: Also known as peer - to - peer lending, individuals provide capital to businesses or individuals in exchange for interest payments and
return of principal
over a defined
time period, similar to a mortgage or a car loan.
Moderate interest rates were associated with a whole range of subsequent
returns over the following decade, and we know that those outcomes were 90 % correlated with the level of valuations at the beginning of those
periods (on reliable measures such as market cap / GDP, price / revenue, Tobin's Q, the margin - adjusted Shiller P / E, and others we've presented
over time - see Ockham's Razor and the Market Cycle).
Cash alternatives, such as money market funds, typically offer lower rates of
return than longer - term equity or fixed - income securities and may not keep pace with inflation
over extended
periods of
time.
Portfolio risk is measured using standard deviation, which is a statistical measure of how much a
return varies
over an extended
period of
time.
The stock market, on the other hand, has
returned an average of
over 10 % annually during the same
time period.
A bond fund's total
return measures its overall gain or loss
over a specific
period of
time.
But breaking the numbers down by different
periods shows how cyclical the annual
returns have been
over time:
Very simply, they are high quality businesses that can grow their intrinsic value at high rates of
return over long
periods of
time.
Conversely, when the inclinations of investors shift from risk - aversion to speculation in an undervalued market, extraordinary
returns can unfold
over a very short
period of
time.
If the final rule «is not dealt with» either by statute or other means, «then what we'll see
over a
period of
time is a self - fulfilling prophecy: What happens with less advice is more diminished
returns and
over a
period of
time what happens is a wider and wider [savings] gap,» Roskam said.
From fair prices we expect fair
returns, meaning that investors should be compensated for their risk exposure
over an appropriate
period of
time.
Deferred Fixed Annuities4 Deferred fixed annuities offer a guaranteed5 rate of
return over a set
time period, with tax deferral.
I repeated these steps for each stock's dividend adjusted
return over the same
time period.
Over the longest
time period analyzed, the study finds sustainable equity funds met or exceeded median
returns for five out of six different equity classes examined, for example, large - cap growth.
... [H] is risk - adjusted
returns... have lagged the market
over a number of
time periods over the trailing 15 years.»
For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total
return of 23.63 %
over the same
time period.
For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total
return of 3.27 %
over the same
time period.
«
Return alone — and especially return over short periods of time — says very little about the quality of investment decisions.&
Return alone — and especially
return over short periods of time — says very little about the quality of investment decisions.&
return over short
periods of
time — says very little about the quality of investment decisions.»
October's list of 11 stocks is here and the screen
returned -2.53 %, out performing SPY which
returned -6.26 %
over the same
time period.
If you had just held on to your shares
over that
time period, you would be looking at a total
return of
over 3,200 %.
The trades that are placed and investments that are made
over this
period can bring fantastic
returns when the more exciting
time of year comes around.
As of this writing, the portfolio is down 2.11 % including dividends, compared to a positive
return of 11.63 % (excluding dividends) for SPY
over the same
period and 10.5 % for Vanguard Small Cap Value ETF (VBR)
over the same
time period.
«We would rather earn a fair
return and grow our businesses long term than try to maximize our profit
over any one
time period.»
Better reporting should disclose fees, provide after fee rates of
return over various
time periods, and benchmark
returns for performance comparison.
Wise financial stewards maintain command and control
over their portfolio through better reporting which should disclose fees, provide after fee rates of
return over various
time periods, and benchmark
returns for performance comparison.
As the value of the digital currency swings
over a
period of
time, the potential for
returns in the short - as well as the long - term is immense.
In other words,
over the
period of study, Canadian stocks averaged 9.70 % per year but, in any given year
returns fell between -24 % and +43 %, 95 % of the
time.
The Canadian gold mining companies, which account for a bit
over 5 % of the index, delivered a nearly 40 % total
return during the same
time period.