Sentences with phrase «returns over the time periods»

The period return column indicates the return over the time period for each portfolio.

Very few investors know their portfolio return over any time period.

The performance cited for the hypothetical portfolio in each time period is the weighted average of each index's returns over that time period.

The calculated performance number is the asset's total return over the timing period.

The relative momentum performance is calculated as the asset's total return over the timing period, and the return of 1 - month treasury bills is used as the risk free rate for the absolute momentum filter.

Some funds may have experienced negative returns over the time periods rated.

The calculated performance number can be volatility adjusted, in which case the model adjusts the asset return performance by calculating the average daily return over the timing period divided by the standard deviation of daily total returns over the volatility window period.

If we were going to do that, we might as well go 100 % stocks, since they've had much higher returns over that time period.

I didn't put much time into trying to be precise... I don't think dividends would have changed my conclusion, as I think Buffett significantly outperformed Disney's rate of return over that time period in Berkshire's common stock portfolio.

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 %).

In this case index funds, with their objective diversification, minimal management fees, instantaneous liquidity and flat returns over the last decade have trounced venture with its negative returns, narrow diversification, high management fees and illiquidity over the same time period.

«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.

A 10 - times return over six years, a hypothetical holding period, means an investor rate of return of 46 percent, although returns are inherently diluted by other investments in the portfolio.

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.

According to the Times, a BlackRock report «has calculated that if the financial transaction tax were set at 0.1 % per trade, an investor putting $ 10,000 in its global equity fund would lose more than $ 2,300 in expected returns over a 10 - year period.

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

If its annual returns are not in the top half of all funds in its category over most, if not all, of those time periods, this investment is a nonstarter.

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.

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

Loan or Debt Crowdfunding: Also known as peer - to - peer lending, individuals provide capital to businesses or individuals in exchange for interest payments and return of principal over a defined time period, similar to a mortgage or a car loan.

Moderate interest rates were associated with a whole range of subsequent returns over the following decade, and we know that those outcomes were 90 % correlated with the level of valuations at the beginning of those periods (on reliable measures such as market cap / GDP, price / revenue, Tobin's Q, the margin - adjusted Shiller P / E, and others we've presented over time - see Ockham's Razor and the Market Cycle).

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.

Portfolio risk is measured using standard deviation, which is a statistical measure of how much a return varies over an extended period of time.

The stock market, on the other hand, has returned an average of over 10 % annually during the same time period.

A bond fund's total return measures its overall gain or loss over a specific period of time.

But breaking the numbers down by different periods shows how cyclical the annual returns have been over time:

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

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.

If the final rule «is not dealt with» either by statute or other means, «then what we'll see over a period of time is a self - fulfilling prophecy: What happens with less advice is more diminished returns and over a period of time what happens is a wider and wider [savings] gap,» Roskam said.

From fair prices we expect fair returns, meaning that investors should be compensated for their risk exposure over an appropriate period of time.

Deferred Fixed Annuities4 Deferred fixed annuities offer a guaranteed5 rate of return over a set time period, with tax deferral.

I repeated these steps for each stock's dividend adjusted return over the same time period.

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.

... [H] is risk - adjusted returns... have lagged the market over a number of time periods over the trailing 15 years.»

For comparative purposes, the S&P 500 ® Index (the «S&P 500»), which is the Fund's benchmark and is considered to be reflective of the US securities markets, had a total return of 23.63 % over the same time period.

For comparative purposes, the S&P 500 ® Index, which is the Fund's benchmark, had a total return of 3.27 % over the same time period.

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

October's list of 11 stocks is here and the screen returned -2.53 %, out performing SPY which returned -6.26 % over the same time period.

If you had just held on to your shares over that time period, you would be looking at a total return of over 3,200 %.

The trades that are placed and investments that are made over this period can bring fantastic returns when the more exciting time of year comes around.

As of this writing, the portfolio is down 2.11 % including dividends, compared to a positive return of 11.63 % (excluding dividends) for SPY over the same period and 10.5 % for Vanguard Small Cap Value ETF (VBR) over the same time period.

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

Better reporting should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

Wise financial stewards maintain command and control over their portfolio through better reporting which should disclose fees, provide after fee rates of return over various time periods, and benchmark returns for performance comparison.

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 other words, over the period of study, Canadian stocks averaged 9.70 % per year but, in any given year returns fell between -24 % and +43 %, 95 % of the time.

The Canadian gold mining companies, which account for a bit over 5 % of the index, delivered a nearly 40 % total return during the same time period.