Sentences with phrase «returns than assets»

You can invest in equities which although risky give higher returns than assets like gold and property.

They are more likely to buy assets which provide higher returns than the assets they sell.

More literate households hold riskier positions when expected returns are higher, they more actively rebalance their portfolios and do so in a way that holds their risk exposure relatively constant over time, and they are more likely to buy assets that provide higher returns than the assets that they sell.

Not exact matches

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

But because their assets tend to perform better during better economic times, these stocks often see higher returns than other parts of the market during upswings, says Stammers.

Fixed - income investors should be realistic in expecting this to be a year of relatively low returns across asset classes in general — a year in which small ball becomes much more important than swinging for the fences.

In recent years they have added international equities and small - cap stocks — asset classes that come with higher volatility than sturdier blue chips, but also offer the promise of higher returns.

The point is that diversification among asset classes really helped ameliorate the return an equity - only investor would have suffered this year: a loss of 2.7 % is better than a loss of greater than 10 %.

Despite lackluster returns, investors continue to put money into hedge funds, saying they are performing relatively better than many other asset classes including stocks.

Proper asset allocation exploits the differences in correlation of those assets, thereby reducing risk proportionately more than reducing return.

Bill Ackman has seen his hedge fund's assets cut more than in half from their peak above $ 20 billion in 2015 as institutional investors flee Pershing Square's abysmal returns amid a roaring bull market.

«Stocks certainly look more attractive than bonds, but the case for stocks versus other asset classes is less clear... «So while returns may compress from the outsized gains we have seen over the last several years, we remain constructive on equities.

Studies have shown that your asset allocation has a bigger impact on your long - term returns than any specific fund you pick.

The report found that banks with more than $ 10 billion of assets generally had higher returns on assets and equity, except during the worst of the financial crisis.

The performance goals upon which the payment or vesting of any Incentive Award (other than Options and stock appreciation rights) that is intended to qualify as Performance - Based Compensation depends shall relate to one or more of the following Performance Measures: market price of Capital Stock, earnings per share of Capital Stock, income, net income or profit (before or after taxes), economic profit, operating income, operating margin, profit margin, gross margins, return on equity or stockholder equity, total shareholder return, market capitalization, enterprise value, cash flow (including but not limited to operating cash flow and free cash flow), cash position, return on assets or net assets, return on capital, return on invested

In short, I'd much rather have «post-tax» assets that earn a consistent 7 % annual return than keep it in a 401K which generally fluctuates pretty wildly with the stock market.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

The following may be true of a potential takeover: • the company has fewer than 50 million shares outstanding; • management is dominated by persons near retirement age; • management's record on innovations and improving returns has been poor; • the company owns assets whose market values are potentially higher than those shown on the balance sheet; • outside investors have been steadily buying the stock.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

U.S. residents do in fact earn more on their assets than they pay on their liabilities, and U.S. firms operating abroad earn a higher rate of return than do foreign firms operating in the United States.

Strategies typically employ quantitative processes which focus on statistically robust or technical patterns in the return series of the asset, and they typically focus on highly liquid instruments and maintain shorter holding periods than either discretionary or mean - reverting strategies.

But with faster inventory turns and no physical store assets, Amazon's return on invested capital is more than double the average for conventional retailers.

It found that the diverse boards had a higher return on assets, on average, than the male - only boards.

Thus, many emerging markets» growth rates in the next decade may be lower than in the last — as may the outsize returns that investors realised from these economies» financial assets (currencies, equities, bonds, and commodities).

Rather than trying to time returns, consider targeting yield from a diversified mix of assets.

This continuous pricing and the ability to place limit orders — means the ETF's performance for any given time period is based largely on the market price return during the holding period, rather than on the ETF's net asset value (NAV)-- the value of the stocks held by the ETF.

Control asset companies produce more volatile returns for their shareholders than do investment companies not employing debt financing.

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.

By contrast, the buyout asset class has never returned more capital than it has called in any time frame measured below.

Feature that I will request from The PC team are: — compare multiple scenarios (more than 2)-- show internal rate of return (this is currently fixed based on the asset allocation you have today.

That exposure now stands at less than 10 % of assets in the Strategic Total Return Fund.

We see the overall environment as positive for risk assets, but expect more muted returns and higher volatility than in 2017.

Even the remainder of this number is bigger than the return on every other class of assets.

The unit's return on assets, at 6.7 percent, is some seven times better than its owner's 0.9 percent, a sign of both OneMain's lower costs and the higher interest rates it charges customers.

It has been often researched and opined that the types of assets one invests in is more important for long - term total return than specific securities selected.

For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess return on the broad value - weighted U.S. stock market is less than 1.0 standard deviation below its sample period average.

The Strategic Total Return Fund has reduced its exposure to precious metals shares to about 8 % of assets, but is likely to increase rather than decrease this exposure on weakness in this group.

Pros: Better return than bonds and the other above asset classes; diversification; safer than stocks

Stocks typically offer a far greater return than any other asset class and are very flexible.

With this method, assets are measured at their gross book value rather than at net book value in order to produce a higher return on equity (ROE).

In any event, our view is that the 10 - year nominal total return on such conventional asset allocations is likely to be less than 2 % annually.

Today the practice of seeking long - term competitive financial returns together with positive societal impact represents more than 1 - in - 6 dollars of US assets under management, up from 1 - in - 9 dollars in 2012.

The most popular basket commodities fund, the PowerShares DB Commodity Index Tracking Fund (NYSEArca: DBC), has over $ 7 billion in assets under management — more than three times the assets of the iPath Dow Jones - UBS Commodity Total Return ETN (NYSEArca: DJP) and nearly six times the assets of the iShares S&P GSCI Commodity - Indexed Trust (NYSEArca: GSG).

Yet, if you had an asset allocation that included 65 % stocks and 35 % bonds, your overall investment returns would have been better than the all stock portfolio - although still in negative territory.

Even with the required private mortgage insurance when putting less than 20 % down, you can get a better return on your money in non-equity assets.

I think Passive Pete is right when he says that diversification across broad asset classes with historically sound returns is more important than the precise allocation.

It's because asset allocation drives more than 90 % of the total investment returns.

The unit, the chief investment office (CIO), has been the biggest buyer of European mortgage - backed bonds and other complex debt securities such as collateralized loan obligations in all markets for more than three years... The unit made a deliberate move out of safer assets such as US Treasuries in 2009 in an effort to increase returns and diversify investments.»

Currently, 1 ETF track the S&P 500 Dynamic VIX Futures Total Return Index with more than $ 13.62 M in ETP assets with an average expense ratio of 0.95 %.

Keep in mind that C has lower asset returns and higher credit costs than other large banks, begging the question as to whether the Fed should really be allowing the bank to increase payouts to equity investors.