Sentences with phrase «returns over a long time»

In this book Bill Schultheis presents a simple investing plan built on establishing an investment portfolio of low cost index funds that, based on historical performance, will generate positive returns over a long time period (10 + years).

It is an easy to read guide about setting up an investment portfolio that requires very little maintenance, and will, based on historical performance, achieve solid investment returns over a long time horizon.

Factors are stock characteristics that studies have identified as being correlated with superior total returns over long time periods.

While factors have exhibited excess risk - adjusted returns over long time periods as seen above, over short horizons factors exhibit significant cyclicality, including periods of underperformance.

In the Canadian market in particular, momentum investing can often be a successful tactic in obtaining great returns over a long time frame.

Not only have mid-cap stocks generated higher absolute returns over the longer time frames, mid-caps have also provided these superior returns with less associated risk.

(Seeking Alpha: Jun 16, 2016) Seeking Alpha contributor Ploutos said dividend investors that «chase the highest dividend yielding stocks in an effort to boost income... end up sacrificing growth in their principal,» since these stocks «have delivered inferior risk - adjusted returns over long time periods.»

Not exact matches

«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.

This can make an even bigger difference if the extra return is compounded over a longer time horizon until retirement.

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.

One reason to spread your bonus out over a longer period of time remains: fear of negative returns.

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.

The point was to show how much variation in performance there's been historically over shorter time frames compared with a much narrower range in long - term returns.

Other than that one time, over any ten year period, long bonds never showed a negative nominal return.

At longer horizons, the 6.3 % growth rate that we've assumed for nominal GDP over the coming years will begin to bail investors out given enough time, and as a result, our projection for 10 - year S&P 500 nominal total returns peeks its head up above zero, at about 2.4 % annually from current levels.

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.

Even in retirement, the potential return from stocks over time is more likely to outpace inflation when compared to the long - term returns from cash or bonds, according to the Wells Fargo report.

that the latest Google algorithm updates favor long - form content, and posts that have 2,000 words or more tend to generate the biggest SEO returns over time.

Our time - tested approach to fixed income investing seeks to actively exploit market inefficiencies to generate strong risk - adjusted returns over the long run.

Very simply, they are high quality businesses that can grow their intrinsic value at high rates of return over long periods of time.

The time scale over which a seed stage venture capitalist might see a return from their carried interest is so long that some people you have read about have not yet received a distribution of carry.

In the face of speculative noise, the long - term returns from a proper discounting approach may not capture as much speculative return as might be possible, but over time, many of those speculative swings tend to wash out anyway.

That difference may be positive or negative and therefore represents our largest source of risk, but over time, it has also represented the primary source of long - term Fund returns.

I'm sure dividend stocks will provide over 100 % returns if you give them a long enough amount of time.

Over longer time frames, bonds returns tend to be very close to their corresponding average interest rates.

With no clear return benefit over time, the key aim for many long - term investors is to reduce volatility.

Over that kind of longer time horizon, equity returns are more likely (but not certain) to average out to something that resembles their historical record.

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.

«We would rather earn a fair return and grow our businesses long term than try to maximize our profit over any one time period.»

As such, we encourage the Committee to also devote time and attention to several issues that will help ensure the long - term stability of the individual market, including: Section 1332 waivers under the ACA; long - term stability funding; limiting third - party premium payments; and returning to the states more regulatory authority over the individual and small group markets.

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.

Dan Caplinger: One surprising area that has been extremely lucrative for long - term investors is the auto - parts industry, and, among its major players, AutoZone (NYSE: AZO) has scored impressive returns over the past decade, seeing its stock price rise from less than $ 100 to almost $ 700 over that time span.

Through volatile markets it's important to take a long - term perspective and remember that market returns are driven by economic and earnings growth over time, and both appear positive, in our view.

We continue to do our best to optimize the returns of the Fund by purchasing undervalued companies that are growing their intrinsic value over time and that are managed by individuals who think and act like long - term owners of the business.

This gives the best returns on the investments over a long period of time.

There are no rules because asset price moves carry on for unpredictable amounts of time, even if they do tend to return to the mean over the long term.

The chances of positive investment returns often increase when you stay invested over longer periods of time and also own a better - diversified portfolio.

Averages don't lie but they can mislead Indeed, while long - term averages show stocks have generally delivered positive returns and provided investors with the greatest opportunity for gains over long periods of time, they fail to reveal the large variations within any year and from one year to another.

Accept the fact you don't deserve the higher returns they generate over longer periods of time and be content with that.

It's a long and in depth article I had to read a few times to understand but the basic gist of it is that when investors are under allocated to equities, future returns are better than when they are over allocated.

Looking back through history, whenever value stocks have gotten this cheap, subsequent long - term returns have generally been strong.3 From current depressed valuation levels, value stocks have in the past, on average, doubled over the next five years.4 Not that we necessarily expect returns of this magnitude this time around, but based on the data and our six decades of experience investing through various market cycles, we believe the current risk / reward proposition is heavily skewed in favor of long - term value investors.

For longer - term investors, consider the prospective return you can expect to achieve over time if you are buying, and that you can expect to forego if you are selling.

«True managers need to be tested in multiple business cycles to prove their compound annual return is consistent over long periods of time» Thomas Kahn

Historically, over long periods of time, money invested in riskier assets such as stocks has generally rewarded investors with higher returns than funds invested in ultra safe and liquid assets.

And we will do our best to optimize the returns of the Oakmark Global Fund by purchasing undervalued companies that are growing their intrinsic value over time and that are managed by individuals who think and act like long - term owners of the business.

Our booklet, «What has worked in investing», shows that both in the US and internationally, basic fundamental value criteria produce better than market returns over long periods of time.»

In general, over the long periods of time, value stocks, have produced better returns than the S&P 500.