Sentences with phrase «returns over the long term in»

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:

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.

With disciplined investing, they give attractive returns over the long term in addition to a life cover.

Not exact matches

Also but separately the current sharemarket acts as a casino and has lost its original form due to major hedge and other funds looking for short term returns in a long term business and also over influencing CEOs and Boards..

In the past, similarly high valuations have been associated with below - average returns over the longer term.

Investors should also take note that poor years — those in the bottom quartile of returns — tended to be worse when starting valuations were more elevated over the long - term average.

Yes this is possible in any given year, but over the longer term bonds generally return close to their yields.

Over the long - term the stock market has earned a better return than investing in bonds.

In related news, John Bogle, founder of Vanguard, told Bloomberg in a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last centurIn related news, John Bogle, founder of Vanguard, told Bloomberg in a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last centurin a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last century.

By investing in a diverse pool of assets, it should collectively lower your risk yet stabilize your returns over the long term.

So while there could be one or even five year periods where longer maturity bonds perform fairly well from these yield levels, over the long - term they're likely to be a poor investment in terms of earning a decent return over the rate of inflation.

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.

We intend to continue to make investments that will serve sellers and buyers over the long term even if a return on these investments is not realized in the short term.

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.

EMH proponents argue that events like those dealt with in behavioral finance are just short - term anomalies, or chance results, and that over the long term these anomalies disappear with a return to market efficiency.

And even if the indicator was valid (counterfactually), the article asks readers to accept as given that earnings are properly reported here, that they will grow by nearly 50 % over the coming year, and that investors are willing to key the long - term return they require from stocks to the yield on 10 - year bonds, which has been abnormally depressed in a flight to safety.

The Fund is an ideal complement to bullion for investors interested in silver; exposure to both equities and bullion can provide better risk - adjusted returns over the long - term;

From record - breaking stock market returns to falling unemployment, the U.S. has no shortage of positive economic indicators, and the majority of investors say they feel confident about achieving both their short - and long - term goals, according to the latest «Morgan Stanley Investor Pulse Poll,» which surveyed more than 1,200 investors age 25 to 75 with over $ 100,000 in assets.

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.

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.

In order to drive the long - term return on stocks even 1 % higher, the market would have to plunge over 40 % (this would drive the yield on stocks from the current 1.4 % to 2.4 %).

Estimates of prospective long - term returns for the S&P 500 reflect our standard valuation methodology, focusing on the relationship between current market prices and earnings, dividends and other fundamentals, adjusted for variability over the economic cycle (see for example Investment, Speculation, Valuation, and Tinker Bell, The Likely Range of Market Returns in the Coming Decade and Valuing the S&P 500 Using Forward Operating Earreturns for the S&P 500 reflect our standard valuation methodology, focusing on the relationship between current market prices and earnings, dividends and other fundamentals, adjusted for variability over the economic cycle (see for example Investment, Speculation, Valuation, and Tinker Bell, The Likely Range of Market Returns in the Coming Decade and Valuing the S&P 500 Using Forward Operating EarReturns in the Coming Decade and Valuing the S&P 500 Using Forward Operating Earnings).

The idea is that you want to hold enough stocks to earn the returns you'll need to grow your nest egg over the long - term, but also enough in bonds to provide some downside protection so you don't bail out of equities in a severe downturn.

As you become a more sophisticated investor the target date fund might not make as much sense to you since you can get smaller incremental investment returns investing your IRA in a mixture of low cost index funds — which have lower fees over the long term.

We can further confirm the conclusion of «stocks over bonds» for investing in most inflation periods by looking at the real returns of long - term treasury bonds versus the total U.S. stock market starting at the unprecedented and long - lived bond bull market starting in 1982.

In short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bondIn short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bondin stocks rather than bills or bonds.

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.

This leaves roughly 1.4 % of historical long - term returns which can be attributed to past expansion in the Price / Earnings multiple (i.e. over the past 50 years, prices have grown somewhat faster than the 5.7 % average rate of earnings growth).

Still, there is emphatically no investment merit in long - term bonds, in the sense that by definition, a long - term investment in 10 - year Treasury securities will lock in a total return of less than 3.4 % over the coming decade.

Investing may earn you more based on oft - quoted long term averages but, consider this, if the market tanks by 50 % in one year, it would take over 7 years of so called «average stock market returns of 10 %» to return to the same position you were in just prior to the loss, and that is not even factoring in inflation.

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.

In any event, the upshot is that by adhering to a stock selection and hedging approach that has achieved strong returns with reasonable risk over the long - term, my efforts have achieved abysmally low returns in a rallying market over the short - terIn any event, the upshot is that by adhering to a stock selection and hedging approach that has achieved strong returns with reasonable risk over the long - term, my efforts have achieved abysmally low returns in a rallying market over the short - terin a rallying market over the short - term.

Over the long - term, however, currency variations on average play a minor role in total equity returns.

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.

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.

At present, investors have no reasonable incentive at all to «lock in» the prospective returns implied by current prices of stocks or long - term bonds (though we suspect that 10 - year Treasuries may benefit over a short horizon due to continued economic risks and still - unresolved debt concerns in Europe, which has already entered an economic downturn).

Such sacrifices include money spent on fulltime childcare and viewing it as an investment in the earning potential of her career over the long term, compared to leaving then returning to the workforce.

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.

There's no way you can avoid risk in the financial markets if you hope to beat inflation over the long - term and earn a respectable return on your portfolio.

The days of parking your money in American stocks and enjoying a stable long - term return are over.

Longer - term, the market's rich valuations on a variety of internals is already enough to anticipate fairly unsatisfactory returns for buy - and - hold investors in the major indices over the coming 5 - 7 years.

I made a recent short - term case for bonds in a recent post given my view that low rates may be disinflationary, despite my view that they have a «horrific risk / return profile» over the longer - term.

We are backed by leading global institutional investors from all over the world and provide long - term, world - class returns by identifying and pursuing attractive investment opportunities in Israel's vibrant tech industry.

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.

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.

The central message of our discipline is that valuations are enormously informative about prospects for long - term and full - cycle returns, but that outcomes over shorter segments of the market cycle are driven by changes in the psychological preferences of investors toward speculation or risk - aversion.

Even more astonishing, between Dec. 31, 1998, and the end of last year, a portfolio of laddered GICs — a strategy in which an investment is staggered over short - and long - term GICs and then rolled over as they mature — generated an average annual return of 3.9 per cent.

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.

«However, let us be equally candid, if «category» (that is liquid milk) returns are not sorted out for better for the medium - to - long term, it will be merely a short - term transfer of cash from a player over-invested in dairy processing to those over invested in dairy production.»

With Cazorla taking over as creator, Ozil has been shipped out to the wing and whilst he struggled earlier in the season in this position, on his return to the first XI after long term injury the German seems to have bulked up, reassessed his game and figured out the kind of role Wenger wants him to have in the team.