Sentences with phrase «returns over the long run»

Changes in the interest rate environment have had a very large impact on bond returns over the long run.

While stocks are riskier than bonds or cash investments, they have much higher returns over the long run and many issue dividends on top of this.

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

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

Its historical returns have been somewhat lower than stock market returns over the long run as measured -LSB-...]

We believe these factors are critical advantages over target - date funds and that they will help us achieve our goal of producing competitive absolute returns over the long run for our shareholders.

Yet we remain as comfortable as ever that our style of active management will continue to produce competitive returns over the long run.

Dan Oliver, the Director of Committee for Monetary Research, explains that gold bullion and gold shares built into your portfolio will enhance portfolio returns over the long run.

The stock market is proven to be the best way for investors to make returns over the long run, even through recessions and other catastrophic events.

ELSS funds offer both income tax benefits and generate decent positive returns over the long run.

That makes these factors a potential source of incremental returns over the long run, and highly diversifying when combined together in a portfolio.

Together, these two tactical plays will hopefully allows me to generate above - average investment returns over the long run.

We can see from Buffett's experience and hindsight, that it is impossible to earn outsized returns over the long run without experiencing some short - term declines.

Perhaps we may even eke out a bit more return over the long run (but don't count on it!).

The theory is that different assets / sectors / countries» returns are less correlated — and the average of a wide range of assets / sectors / countries will more reliably produce high returns over the long run.

By sticking to companies that have the means to pay high dividend yields, you not only get the added bonus of a regular paycheque from your portfolio (now electronically deposited in your investing account), but studies show that you'll likely enjoy a higher rate of return over the long run than the market typically provides.

Investment education isn't strictly an «investment» in the strictest sense, but it can offer good returns over the long run.

The last of this thread - money market funds, which tend to offer lowest risk, but with attendant lowest return over the long run.

Yet, as we will see, achieving these returns over the long run requires enduring periods where buying inexpensive companies does not yield good results.

It's conclusion regarding whether it is better to hedge or not is pretty much... «it all depends, but for the most part hedging gives a risk - adjusted increase in portfolio returns over the long run».

Keep in mind that this yield is also more than 150 basis points higher than its five - year average, which leads back to one of the points I made earlier about undervaluation and higher yield (which then results in more current income, more aggregate income, and potentially higher total return over the long run).

George can reduce his mutual fund fees and get broad diversification in his RRSP with a simple balanced fund that should reward him with a decent 4 % annual return over the long run.

Extra volatility does lower compounded returns over the long run, but I doubt that it is as much as the tracking errors that CC reports.

My investment horizon is > 15 years and I am looking for consistent and high returns over the long run in the future

Size, momentum, volatility and value have all been shown to be partly responsible for explaining equity returns over the long run but they do not seem to fully capture the returns of some companies.

Ultimately, we believe this approach will deliver better returns over the long run than holding the same mix of indexes with no adjustments for changing economic conditions.

The conclusions from the research are: a) Low volatility strategies produce better risk - adjusted returns over the long run b) In up - trending markets, the low volatility strategies will not perform as well compared to the market c) The effectiveness of the low volatility applies on a global scale

His book, Concentrated Investing: Strategies of the World's Greatest Value Investors goes into great detail on how the strategies of some of the most successful investment legends have achieved phenomenal double - digit average annual returns over the long run.

Investment in Blue Chip Shares is considered relatively secure, less volatile and gives steady returns over long run.

Even investing at the highs of the market has generated considerable returns over the long run.

Since equity mutual funds invest in shares of companies, they generally give potential returns over the long run as compared to debt funds.

The only way to enjoy healthy returns over the long run is to tough it out during those bad years and avoid getting cocky during the good ones.

Like our Fidelity Fund Portfolios, these Fidelity Fund Portfolios — Income, have a focus on total return over the long run.

History shows that investors taking such a risk have been rewarded with positive returns over the long run that should be greater than the expected return of cash investments.

Figure # 1 tells us that higher risk investments will carry a higher average return over the long run.

Since we know that stocks are ultimately likely to give you the best return over the long run, your job is to make sure that you have as many of those assets as possible, so that your returns will be multiplied across all those assets after a long, healthy period of investing!

Investment in defensive stocks is considered relatively secure, less volatile and gives steady returns over long run.

History has also shown that a diversified portfolio of Canadian and foreign investments offers the right mix of lower risk and higher return over the long run.

Our Volatility Meter shows the historical returns of key asset classes and illustrates how diversification can affect a portfolio's volatility and returns over the long run.

That is bad for both business, which will find it harder to raise capital, and individuals, who will reap lower returns over the long run.

Most people consider insurance as just another form of savings or tax savings instrument, which can earn them safe, stable returns over the long run.

Not exact matches

The definition that I like for behavioral addiction that makes the most sense to me is an experience that we return to compulsively over and over again because it feels good in a short run but in the long run, it ultimately undermines our well - being in some respect.

But, in reality, it merely defers tax to future periods and leaves after - tax returns unchanged over the long run.

Over the long run, growth actually correlates negatively with market returns, according to a number of landmark studies.

The chief reason the OMP has no foreign diversification is that long - run returns on Canadian stocks are better than the global average, and nearly as good as returns on U.S. stocks (best performing country over the past two centuries).

That being said, I have a 3.75 % interest rate and I believe, over the long run, I can make a much better return on investing the money than using it to pay off my mortgage early.

I've tracked home prices in areas that I would have considered buying, and the truth is that home values over the long run do not return anywhere near the S&P 500 index.

But over the long run, you will likely lose out on some healthy returns.

Another pattern: while stocks have certainly beaten inflation over the long run, they've done poorly within the high - inflation periods themselves: try the inflation - adjusted returns for 1916 - 1918, 1946 - 1947, and 1973 - 1981.

Over the long run we expect returns to be positive and reflect rising marginal costs for these supply - constrained assets as demographics inexorably increase their demand.