Sentences with phrase «returns over the long term»

If you start early, you see greater returns over the long term.
That allows them to accept risks that should lead to higher average returns over the long term.
In the past, similarly high valuations have been associated with below - average returns over the longer term.
By investing in a diverse pool of assets, it should collectively lower your risk yet stabilize your returns over the long term.
Since the fund rebalances its leverage on a daily basis, actual returns can significantly deviate from expected returns over the long term due to compounding effects, so XPP is meant as a short - term trading vehicle.
We believe this will help us continue generating top quartile returns over the long term, and we set our 2007 financial objectives to help meet this overarching goal.
In short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bonds.
By identifying sectors or stocks that are undervalued or overvalued, you may be able to boost investment returns over the long term.
While no one can predict the market's exact ups and downs, investors have the potential to boost their investment returns over the long term if they can identify sectors or stocks that are undervalued or overvalued.
The truth is that dividends aren't just a component of the market's total return over the long term; they're the main component.
As we ring in a new year, we believe we have built a portfolio of high quality companies that will provide our shareholders with attractive returns over the long term.
But if your intent as an investor is to seek solid returns over the long term in order to pay future college expenses or fund a comfortable retirement, you need to ask yourself the following questions:
In contrast, saving every month to smooth out their buying prices and reinvesting dividend income is a credible strategy that is likely to deliver good returns over the long term.
These warnings often sound like this: The fees that you pay to invest your money could take a huge bite out of your returns over the long term, so watch them closely.
He found that just buying low price / book stocks does not produce excess returns over the long term, because many low price / book companies are trading at a discount because they deserve to — they're dogs with poor prospects.
In an environment like this, dividends can be an investor's best friend, especially if the payouts are rolled back into more share ownership, thus compounding returns over the long term.
This potential for downside protection and upside participation is how min vol portfolios have delivered strong risk adjusted returns over the long term, with smaller bumps in the road.
This process clearly involves more by the farmer (investment, time, etc) on the front end, but may provide a higher return over the long term.
This isn't necessarily a bad thing, because as I pointed out above, momentum exposure can add to a fund's return over the long term.
The plan is to deploy that «proprietary Absolute Value ® approach,» in hopes of providing «attractive, sustainable, low volatility returns over the long term
However, with rigorous research you can still find individual stocks that are undervalued, leading to market - beating returns over the long term.
Investments that provide some level of bear market protection can drastically impact investment returns over the long term.
A value stock, and value stocks do have a higher expected return over the long term.
Companies often issue debt as a way to borrow funds cheaply to earn higher returns over the long term.
It reduces risk and can increase returns over the long term.
It also stated that it would stay away from cyclical stocks or mid cap stocks to reduce the risk of the portfolio and increase chances of positive returns over the long term.
Diversifying its assets across multiple asset categories, including dividend - paying stocks, bonds and convertible securities, may help reduce the fund's overall portfolio volatility and improve chances of earning more consistent returns over the long term.
When you're young, you can afford to take more risks, which result in higher returns over the long term (and we're talking decades).
Clearly not all consumers are going to buy into the idea of an 8 % rate of return over the long term.
For the chance to get higher returns over the long term, investors have historically had to put up with bigger fluctuations in value over the short term.
In general, experts says, investors in low volatility funds can expect more muted losses in down markets but also more modest gains during up markets, leading to roughly comparable returns over the long term.
There are other investments which can produce better returns over a longer term and which the invester has a greater control over.
I'm banking on the average return over the long term to be positive.
I think a 50/50 small and large value allocation will produce a 10 to 12 percent return over the long term.
The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.
Jensen's approach to investing focuses on those companies with a record of achieving high returns over the long term and which the firm believes are undervalued relative to their business performance.
They might not be glamorous, but investors should take a second look at low - P / E stocks because they have generated whopping returns over the long term.
Templeton Dynamic Equity Fund will seek risk adjusted total return over the longer term.
Joel Greenblatt has researched on the top stock picks using this magic formula and found consistent good returns over long term.
These warnings often sound like this: The fees that you pay to invest your money could take a huge bite out of your returns over the long term, so watch them closely.
The Firm believes diversified portfolios of the stocks of companies meeting its quality - growth criteria, purchased at reasonable prices, offer superior risk - adjusted returns over the long term.
Although stocks tend to provide handsome returns over the long term, they come with a lot of risk in the short term.
The potential for strong returns over the long term can be attractive, and strong returns may help you meet your investing goals.
«Investors who have embraced the ETF wrapper for its benefits — which may include liquidity, tax efficiency and transparency — want the opportunity to seek better risk - adjusted returns over the long term,» said David Mann, Head of Capital Markets, Global ETFs.
If you are a regular reader of this blog, you know that Canadian Capitalist is rightfully a passionate supporter of the KISS (keep it simple stupid) principal of personal finance (my words, not his) and that fees destroy returns over the long term.
Focusing on dividend stocks can be a great strategy to maximize your returns over the long term.
Mark Hahn has Gary on to discuss Blueprint to Wealth, in particular Chapter 1 and how ZERO Active Managed or Mutual Funds match index returns over the long term.
Secondly, and this is the big issue, depending on how the underlying ETF rolls its futures contract, backwardation or contango can hurt returns over the long term.
Further, there is substantial evidence that periodically rebalancing to target adds an additional 50Bps annualized return over the long term.
Bond returns over the long term are, at best, barely positive when adjusted for inflation.
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