Sentences with phrase «returns over a short period»

«Return alone — and especially return over short periods of time — says very little about the quality of investment decisions.»

Because investors are only human, they will often want to hold less volatile investments with their shares to smooth their returns over shorter periods, even though it costs them money long - term.

A wise penny stock investment can provide multi-bagger returns over a short period of time.

4) Pretend that asset classes that have had great returns over short periods of time will necessarily outperform far into the future.

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 %).

Interest rate expectations are constantly changing over the short - term but over longer periods bond returns are more or less based on math.

For instance, a portfolio with an allocation of 49 % domestic stocks, 21 % international stocks, 25 % bonds, and 5 % short - term investments would have generated average annual returns of almost 9 % over the same period, albeit with a narrower range of extremes on the high and low end.

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.

Likewise, when we examine secular lows like 1974 and 1982, we'll find that actual returns over the preceding 12 - year period fell short of the returns one would have expected on the basis of valuations 12 years earlier.

But over that short a period, the random «noise» in market action overwhelms the average weekly return.

Since the inception of the Fund (as well, of course, in long - term historical tests), our present approach to risk management has both added to returns and reduced volatility - not necessarily in any short period, but over the complete market cycle.

In short, bonds were a disappointing investment over then entire period 1900 - 2000, offering relatively low returns and high risk.

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.

Average holding periods of stock in mutual funds is under 11 months and the SPY turns over its assets once a week (investment periods which are too short for fundamental oriented investment returns to manifest themselves).

Currency rates may fluctuate significantly over short periods of time, and can reduce returns.

In fact, the average return for stocks was 11.5 % vs. 7.5 % for bonds since the beginning of 1976.4 But performance over short time periods highlights that stocks and bonds take different paths.

Currency rates may fluctuate slightly over short periods of time, and can reduce returns.

Their approach is to calculate excess returns in U.S. dollars from a portfolio that is iteratively long (short) the fifth of currencies that are most undervalued (overvalued) per each of these four metrics and hold the positions over periods ranging from one week to 12 months.

For the longest time, returns under 50 % were considered good sales and returns over 50 % in a short period of time, the book was a failure.

I have had the same underperformance in the Euro - Zone over the last 1.5 years (a short period, I know), while those offering the European «Magic» - Formula - Screen claim to have made clear double digit returns....

Over the slightly shorter period, the market index sported an average compound return of 5.87 % per year from the start of 2003 through to the end of 2016.

Over the same period, 10 - year Treasury Bonds averaged 5.18 % and short - term 3 - month Treasury Bills averaged a return of 3.46 % before inflation.

Over this shorter evaluation period, the Coffeehouse portfolio had the best risk - adjusted returns, followed by the Yale U's Unconventional portfolio, and Dr. Bernstein's Smart Money portfolio that had a slightly higher Sortino ratio and a smaller maximum drawdown than the Aronson Family Taxable portfolio.

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.

His short list of Canadian All Stars combines favourable characteristics for both value and growth and has achieved an average annual return over 10 years of 17.2 % (capital gains only, not counting dividends) for a period ending in late 2014.

Mutual funds are in general short term investors, but the few that try to educate their investors that they are long term value investors do get more patient holders, which gets reinforced if the returns are good over a long period.

In the notes following the performance charts contained herein for each of our Funds, we have always gone to great pains to point out the inherent inconsistency of equity returns, particularly in comparison to benchmark indices over shorter term measurement periods.

Over the shorter 7 - year period, between October 2010 and April 2017, the additional return that IUSA LN realised over the SPY US widened from 0.05 % to 0.2Over the shorter 7 - year period, between October 2010 and April 2017, the additional return that IUSA LN realised over the SPY US widened from 0.05 % to 0.2over the SPY US widened from 0.05 % to 0.28 %.

The linear relationship between beta and individual stock returns also breaks down over shorter periods of time.

Actual returns may be higher or lower than those assumed and may vary substantially over shorter time periods.

In the 2012 Vanguard study, «Dollar - cost averaging just means taking risk later,» the authors looked at historical monthly returns for $ 1 million invested as a lump sum and through dollar - cost averaging over periods as short as 6 months and as long as 36 months, assuming that funds were kept in cash before being invested.

A study Barry Feldman and Dhruv Roy, cleraly shows the BXM Index (CBOE S&P 500 BuyWrite Index), a benchmark for an S&P 500 - based covered call strategy, had slightly higher returns and significantly less volatility than the S&P 500 over a time period of almost 16 years, despite the fact that covered calls have a truncated upside in the short term.

In swing trading, the profits expected is generally 5 - 10 %, which may seem less but the strategy is to make cumulative short profits over a short period of time to give big overall returns.

Given the relationship between high volatility and low returns, it's not surprising that investments made during periods of lower volatility outperform over short holding periods (up to about 11 months).

Using our definition from Bekaert and Wang, assets with returns that are positively correlated with inflation over shorter periods like 1 to 5 years represent an acceptable real - world inflation hedge.

It is much less effective, and can actually cut your returns, when you apply it over shorter periods.

An investment in the fund could lose money over short, intermediate, or even long periods of time because the fund allocates its assets worldwide across different asset classes and investments with specific risk and return characteristics.

In short, over a period of less than 50 years, our nation has constructed a higher education system that forces millions of Americans to take out student loans they can not pay back in return for overpriced educational experiences that do not lead to better jobs or to better lives.

If one had created an alpha strategy by going long an average of the top 3 «good calls» and going short an average of the bottom 3 «bad calls», the cumulative return over the period would have been 222.9 %.

Because the products reset over short periods of time, they are designed to deliver their stated returns only for the length of their reset periods.

Two # 10,000 investments returning 5 % and 5.5 % over 5 years will return # 12,762.82 and # 13,069.60 respectively — the seemingly insignificant 0.5 % has resulted in over # 300 or 2.4 % difference over a relatively short period of time.

Shares of companies splitting their stock experience short - term excess returns of 3 % over a two - day period surrounding the announcement during bull markets.

For instance, stocks have historically posted high long - term average returns, but their prices can decline sharply over short periods.

Since real - return bonds were introduced in 1992, the average annual return has been 8.2 %, which falls between that of short - term (6.6 %) and long - term bonds (9.5 %) over the same period.

I'm not really sure as to why it outperforms and it has also surprised me because while the Buffett investors are looking for a very solid cash flow yield where they expect it to be stable over a period of time, we are looking for fat returns in a very short term and the only way you can get that is through these «ugly» businesses!

Any short - term periods of negative returns should grow back over the period that you are investing

Over shorter periods, stock returns are much more variable.

Its one - year performance is also impressive, returning 8.7 % annually and beating 83 % of its peers, but the fund's performance can be very volatile over short periods.

The low return on short - term investments may not keep pace with inflationInflation A rise in the cost of goods and services over a set period of time.

Currency rates may fluctuate significantly over short periods of time, and can reduce returns.