Sentences with phrase «return than the broad market»

The quality portfolio may have higher risk - adjusted returns than the broad market, but it will also likely have lower overall returns due to the lower yield.

However, these higher yielding bonds are often the most risky, resulting in a lower risk - adjusted return than the broad market.

Instead, they weight companies according to a formula that gives more prominence to small - cap and value stocks, which have historically provided higher returns than the broad market.

These findings are worth keeping in mind as the ETF world explodes with new «enhanced indexing» products designed to deliver higher returns than the broad market.

The quality portfolio may have higher risk - adjusted returns than the broad market, but it will also likely have lower overall returns due to the lower yield.

Rooted in strong fundamentals, First Asset «s smart solutions strive to deliver better risk - adjusted returns than the broad market while helping investors achieve their personal financial goals.

It diversifies the stock - based investments across a broad range of asset classes that historically have rewarded investors with higher returns than the broader market (small cap stocks and value stocks).

We can classify all of these ETFs as smart beta because they're designed to capture one of the factors shown to have delivered higher returns than the broad market, or at least similar returns with lower risk.

This may work, although by definition, a «low beta» passive portfolio also has a lower long - term return than the broad market.

Not exact matches

«We feel that this kind of investing at this part of the cycle gives us much better risk reward than let's say the broad beta,» or the broader market's return, she said.

First of all, our showcase picks — 14 stocks and two ETFs that we recommended in our annual Investor's Guide, published in Dec. 2015 — did very well, collectively returning better than 18 % and nearly doubling the broader market.

What's more, the returns of such a portfolio outperformed those of the S&P 500, resulting in a risk - adjusted return that's 50 percent higher than that of the broader market.

It aims to deliver these returns with a lower level of volatility than the broader Australian stock market over the medium to long term.

Furthermore, it seeks to achieve these returns with a lower level of volatility than the broader Australian stock market over the medium to long term in order to smooth returns for investors.

«The one big thing that Bogle knows — and explains so well in this slender volume — is that buying and holding a broad benchmark of stocks while keeping fees to a minimum leads to higher long - term returns than constantly trading in a vain attempt to beat the market.

British Journal of Industrial Relations, 54 (1) 2016, 55 - 82, showing that such companies had higher return on equity than low equity and profit sharing companies, based on a sample representing 10 % of sales and employment and 20 % of total market value of the entire NYSE and NASDAQ comparing companies with broad - based shares to companies without broad - based shares.

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

Are anomaly premiums (expected winners minus losers among assets within a class, based on some asset characteristic) more or less predictable than broad market returns?

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

It's also designed to mirror the characteristics of the broad - market funds mentioned above, but rather than holding bonds directly it gets exposure through a total return swap.

IB Asset Management Smart Beta Portfolios have low fees and provide broad market exposure and potentially higher returns than Mutual Funds and Exchange Traded Funds.

There are only two ways that a bond manager can deliver superior returns than a broad - market index.

Portfolios that are «tilted» toward value and small - cap stocks add more risk, and therefore should have higher expected returns than the broad - market indices over the long term.

It's one stop shopping for the average investor offering returns linked to the broad market, less work, lower risk than individual companies and low cost.

REIT — reasonable returns, but riskier than the broad market; with a relatively low correlation with stocks you can profit from rebalancing.

Here are the major reasons why NRIs are showing more and more interest in investing in Indian mutual funds: - While the mutual funds market in developed countries like USA has a much broader base and custom made plans for any eventuality, the fact remains that the mutual fund returns are growing at a much faster rate in India than in the developed countries.

investing in something along the lines of 20 % TIPS bonds, 25 % S&P / broad market, 20 % in a small cap / russell 2000 fund, 15 % in real estate and 10 % in a corporate bond fund: 1) will prove to be just as stable and as much of an inflation hedge against the «Permanent Portfolio» and 2) will provide much more steady returns than his proposed portfolio

In this period, the S&P 500 Enhanced Value Index delivered higher returns but with higher volatility than its broader, market - cap - weighted counterpart.

Even if you don't beat the market, you're way better off than spending it and arguably, you're avoiding losing money to inflation if you're even keeping up with broader market returns.

Additionally, since the fund is comprised of NASDAQ stocks, it will tend to more more volatile than a broader market index like the S&P 500 and of course, other safe investments with lower volatility that rely on income for net returns rather than capital appreciation.

It is well established that low volatility strategies deliver higher risk - adjusted returns than the broad - based, market - cap - weighted benchmark over a long - term investment horizon.

In fact, the broad bond market is headed toward a return more than 5 % this year, while it appears long - term Treasuries will actually outperform stocks with a 20 % - plus return.

If you are talking about the real broad market such as the TSX, I agree that dropping the small cap names might affect performance as small caps have historically provided better returns than large caps.

So, it's important to know, if you have stocks in your portfolio that have very different characteristics than the broad market, those are going to drive the return variation of your portfolio, the risk of your portfolio.

More than 30 years ago he created a simple passive investing strategy that predated the exchange - traded fund market with a way you could put your portfolio on autopilot and earn returns that matched the returns of the broader stock and bond markets with minimal cost.

As we saw in my last post, the research suggests it may be possible to build a portfolio of stocks with lower volatility than the broad market without sacrificing expected returns.

As an active manager who is selecting good businesses and capable management teams that are undervalued out of the broader universe of equities, we expect to deliver better than the broad market returns over time as we have over Southeastern's history.

In addition, research reveals that a «tilt» toward small - cap and value stocks (which can be riskier than the broad market) can increase expected returns over the very long term.

At times when the yield spread was less than 80 basis points — when REIT dividend yields were extraordinarily high, reflecting REIT stock prices that were especially low relative to current distributions — REIT performance over the next year tended to be especially strong, with total returns that averaged 20.81 percent and outpaced the broad stock market by 5.67 percentage points.

At times when the yield spread was greater than 180 basis points — that is, when REIT dividend yields were extraordinarily low, reflecting REIT stock prices that were especially high relative to their current distributions — REIT performance over the next year tended to be weak, with total returns that averaged 6.98 percent and underperformed the broad stock market by 1.84 percentage points.