Sentences with phrase «returns present a risk»

But the safest short term event - driven investing is time & research intensive, and low absolute returns present a risk («picking up pennies... «-RRB-.

Not exact matches

3) Senior position in the capital structure with participation in equity upside presents superior risk - adjusted return profile.

Far from being perma - bearish, our present methods of classifying market return / risk profiles encourage a leveraged long position about 52 % of the time in market cycles across history, encouraging a partially - hedged stance about 12 % of the time, fully - hedged about 31 % of the time, and hard - defensive as we are today about 5 % of the time.

«If we look historically at periods when conditions fell into the most negative return / risk profile we identify (as they are at present), we find that top formations often involve extended runs of severely negative conditions.

HCP still remains relatively weak for a variety of reasons and presents the best value (and risk) for potential returns today.

As with the other names mentioned a significant bounce in the health REIT space has occurred in the last month making many of the other health REITs less attractive than in days past, however, HCP still remains relatively weak for a variety of reasons and presents the best value (and risk) for potential returns.

Table 2 presents a summary of the risk and return characteristics of the market segments and shows one approach to allocating among the segments.

Specifically, analysts argue that the «equity risk premium» — the expected return of stocks over and above that of Treasury bonds — is actually quite satisfactory at present.

Indeed, once our estimated market return / risk profile is strictly negative (as it is at present), the negative implications for the S&P 500 aren't affected by the position of the market relative to that average, except that the market tends to experience higher volatility once the market breaks that average.

CVS is extremely well positioned to succeed in such a future if it can move fast enough to acquire a health plan, and Aetna presents the lowest risk and highest return target.

We take the opposite view, that from time to time, the market presents opportunities to earn wonderful returns by assuming very nominal amounts of risk» Christopher Bloomstran

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.

Historically, accepting market risk in the 8 % of history matching the present market return / risk classification has turned a dollar into about 7 cents over time.

An undervalued dividend growth stock should present a higher yield, greater long - term total return potential, and less risk.

Given present market conditions, shareholders can be certain that I will continue to take an even - handed approach to both the risks and potential returns of the markets.

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).

At present, the tradeoff between expected return and risk continues to be unsatisfactory.

According to Morningstar, the Morningstar Manager of the Year award is presented to portfolio managers based on the managers» (i) «ability to generate exceptional returns;» (ii) «willingness to align their interests with shareholders;» and (iii) «courage to stay with their strategies in order to produce superior risk - adjusted returns in the end.»

After the city returned to the Lake Huron water source supplied by the Great Lakes Water Authority, the risk of a Flint neighborhood presenting with Legionnaires» disease retreated to historically normal levels.

Perhaps not surprisingly, the history of Hollywood production mirrors the history of venture capital in the United States, as each new film presents an idiosyncratic set of risk factors, and each new production or distribution technology distorts return forecasts for a new generation of film speculators.

If the investments are already in the market and you simply intend to sell your present holdings and reinvest, I would see no reason not to move from one set of equities to what I hope will be better returns and less risk.

So, I presented them with comparable dollar returns (see: Comparative dollar returns), which prove that despite the currency risk, global investors would have been far better off owning the Indian subs instead of owning their global parents.

Combining a tilt toward companies that display these characteristics with the return engine of a fundamentally weighted portfolio presents the opportunity to earn superior long - term risk - adjusted returns for ESG - minded investors.

The CAPM boils down to saying that an investment's expected return should make up for the risk that it presents.

For present purposes, we define risk as the possibility that you might lose money, or that your investments will produce lower returns than expected.

An undervalued dividend growth stock should present a higher yield, greater long - term total return potential, and less risk.

The results are presented in a little table to examine three scenarios for future returns (a base, worst, and best case), which you can of course define yourself, and for four risk profiles / asset allocations: ultra-conservative (all fixed income), balanced (50/50), risk tolerant (mostly stocks), and all stocks.

As I've emphasized nearly every week since mid-2014 (when we completed the awkward transition from our pre-2009 methods to our present methods of classifying market return / risk profiles — see A Better Lesson Than «This Time is Different» and Voting Machine, Weighing Machine for the full narrative), the central lesson of market cycles across history, and even the most recent full cycle since 2007, is that the behavior of market internals is central to distinguishing an overvalued market that collapses from an overvalued market that continues to advance.

As US Stock Prices Rise, The Risk - Return Tradeoff Gets Tricky: This article from Vanguard presents a balanced view, highlighting the fact that the S&P 500 has risen 250 % since the low back in 2008.

However, this means that at its core, this marketplace does not inherently present the types of opportunities for huge returns and big profits that many investors, especially those that thrive on the adrenaline rush of higher risk activities, tend to crave.

Active management presents opportunities to enhance returns and reduce risk through:

(TheStreet.com: Aug 13, 2013) TheStreet.com presents a profile of ProShares High Yield — Interest Rate Hedged ETF (HYHG) as a fund that targets the returns of the high yield bond market while hedging against interest rate risk.

The chart below presents the two versions of Hussman's calculation of the equity risk premium along with the annual total return of the S&P 500 over the following decade.

Incidentally, I think RYA presents a dreadful Risk Arb opportunity — even if the underlying value is there, the reality is you can make a v small return against the Offer Price, while risking a likely immediate 50 % + price decline if the Offer doesn't work out.

This option doesn't present a lot of risk, per se, but it will give variable returns.

Many investors compare mutual fund performance with the Russell 2000 index because it reflects the return opportunity presented by the entire market rather than opportunities offered by narrower indices, which may contain bias or more stock - specific risk that distort a fund manager's performance.

With a range of products and capabilities presenting attractive credit opportunities across market cycles, CVP is well positioned to apply its credit expertise to delivering strong risk - adjusted returns for clients.»

The risk / return cross plot for a cash and stock mixed portfolio looks nearly identical to the bond / stock cross plots I've already presented, except the returns and volatility are even lower.

In this post, I conclude the series by presenting the 5 - year returns of various Vanguard bond funds, and by comparing these results to the CD and Treasury in terms of risk as well as return.

While the upside isn't huge, and there is still some small risk that the plan will not be approved by stockholders, we think NSTR presents a reasonable prospect for a good (but not great) return in a short time frame.

Unfortunately, nothing truly safe exists - risk may mutate, but it's always present; instead, the probability of something being safe and (or) generating a return may be true for a given period of time, while in another given period of time, may become untrue.

A summary of the average annual returns for all five risk factors is presented in Figure 8 - 12.

However, it can also present more risk if the market has a negative return.

We stand poised to capitalize where we see near term stock price volatility present an opportunity to improve risk - adjusted expected returns within the portfolio.

The data presented in Exhibit 3 show the return, risk, and risk - adjusted reward parameters of the major U.S. equity markets and the OTC - BB market for each calendar year between 1995 and 1998.

Francis Alÿs runs into the eye of a tornado; Bas Jan Ader sails out to sea in search of the miraculous to tragically never return; ORLAN undergoes plastic surgery; Marina Abramovic's points a a bow and arrow at her own heart; Pedro Reyes creates musical instruments out of firearms and Ruth Proctor freefalls in the gallery... Walk into a physical, audio, intellectual and emotional unknown with over 70 pivotal works from the mid-20th century to the present day by major international artists including Marina Abramović, Eva Hesse, Yves Klein, Marcel Duchamp, Andreas Gursky, Gerhard Richter, Carsten Höller, Yoko Ono, Fischli & Weiss, Jose Dávila, ORLAN, Chim ↑ Pom and Ai Weiwei, as well as key works by JMW Turner and Maze: Risk edition by Jasmin Vardimon Company.

While this type of life insurance plan can offer the opportunity for large returns, it can also present a fair amount of risk due to the market volatility.

However, it can also present more risk if the market has a negative return.

PERSONAL BANKER - Start Date - Present Employers name - Location Responsible for helping clients to manage their money by reducing risk and maximising returns.

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents