Sentences with phrase «returns than average returns»

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 century.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

A strategy that involves buying call options — contracts betting a stock will rise — around a company's analyst day has returned an average of 21 % since 2004, according to data from Goldman, which looked at more than 7,000 instances.

But van Beurden has been slimming down his portfolio of oil projects with the intent of keeping only those lean enough to make good returns in a world in which oil prices average no more than $ 40 a barrel, well below the average price over the past decade.

To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has averaged better than 40 percent returns for its investors.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Built correctly, a powerful entrepreneurship can average much higher returns for the self - funded entrepreneur than all but a very few VC - backed entrepreneurs.

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.

And I'll gladly suffer through all these pet peeves rather than return to the days when workout rooms were the size of walk - in closets, HBO cost extra, Wi - Fi was a novelty and the average hotel bed had the topography of a mountain range.

As long as Alberta grows as fast as the experts say it will, then you should see better - than - average returns.

My increased exposure to risk has enabled me larger than average returns.

The 10 percent average return on the S&P 500 may not seem impressive at first, despite the fact that it's more than double what one can expect from a 30 - year Treasury bond and way more than what a certificate of deposit from a bank pays.

In that case, if the average return remained at 10 percent, in 40 years that $ 10,000 investment will be worth more than $ 450,000.

It all has to do with the near explosion of one of China's notorious wealth management product s — pools of allegedly low risk securities that return one average 2 % more than bank deposits.

I was CFO of a successful software company that had to show average returns of more than 25 percent of revenue to the bottom line after taxes, growth of more than 50 percent per year for five years and an excess of $ 20 million in annual revenue before the bank would release the owner's personal guarantees.

Both stocks average a return of negative 0.77 percent when the VIX jumps more than 5 percent in one session.

They know that expanding outside their comfort zone will eventually bring greater than average returns.

While he thinks Starbucks» EPS growth could slow from the 30 % it has averaged for the past five years, he still expects earnings to more than double by 2021, «enough conservatively estimated to get us to a strong double - digit return.»

While this approach has worked so far — Edgepoint's four - star Global Portfolio Series fund has a 13 % five - year annualized return, nearly 3 % better than the category average, according to Morningstar — it's going to be tested.

While a fund with higher than average fees isn't necessarily bad, its manager will have to do better than his peers to deliver a comparable return on investment.

PC World readers rated OfficeMax better - than - average in two categories: Return Experience and Store Design, though Consumer Reports readers were less enthusiastic.

Over the period measured, such funds produced a net return of 8.95 percent, which is far better than the 2.69 percent average return of hedge funds in general.

The chief reason the OMP has no foreign diversification is that long - run returns on Canadian stocks are better than the global average, and nearly as good as returns on U.S. stocks (best performing country over the past two centuries).

Such returns are much better than the average private equity, CD, bond market, P2P lending, and dividend investing returns.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

-LSB-...] the long - term returns on bonds will certainly be lower than average based on the current yields.

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.

Reinganum found that the portfolio containing the smallest firms realized an average rate of return more than 20 % higher than the portfolio containing the largest firms.

As Russ Koesterich points out, cash typically produces lower returns than stocks or bonds, and once you invest for both inflation and taxes, average long - term rates are negative.

of course, at that point, even average public market returns will be more than sufficient to meet my needs and have a little fun.

For example, a portfolio that starts out strong in retirement and has losses later will likely be in much better shape than one that has down years early, even if strong performance in later years brings its average return back in line with historical averages.

One study, analyzing data from 1904 to 1974, concluded that the average return for stocks during the month of January was five times greater than any other month during the year, particularly noting this trend existed in small - capitalization stocks.

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.

Although slightly below the average, this is much higher than returns in the last two election cycles when a new president had to be selected: In 2008, the market plunged nearly 40 percent; in 2000, it ended down 9 percent.

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.

If you immediately see yourself as an enterprising investor — solely because Graham says an enterprising investor can expect a higher return than a defensive investor — that's good but consider this: by using the strategy that I will describe later in this article, a defensive investor can expect to earn a return equal to the overall market's return (which has averaged 9.77 % per year since 1900).

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

That's because average stock market returns have been higher than those on bonds and savings accounts over time.

That's twice the average 74 % return for those who moved out of stocks and into cash during the fourth quarter of 2008 or first quarter of 2009.3 More than 25 % of the investors who sold out of stocks during that downturn never got back into the market — missing out on all of the recovery and gains of the following years.

On average, the monthly returns for these periods are 40 basis points less than US returns.

Broward County's rate of census forms returned, including our hard - to - count populations, was higher than the national average resulting in an increased flow of federal funds.

I am frustrated as someone who feels like I should have that FU money already, if I lived anywhere else than in the SF Bay Area an / or if rates returned to anywhere approximating reasonably historical averages.

At that point annualized returns were lower than the average 7 % so you are already 1 - 2 years behind the curve.

These factors have led to higher - than - average returns for some Internet investors.

The Schwab Center for Financial Research looked at both bull and bear markets in the S&P 500 going back to the late»60s and found that the average bull ran for more than four years, delivering an average return of nearly 140 %.

Present levels are consistent with 12 - year S&P 500 total returns averaging less than 1 % annually.

According to the complaint, an index fund - based suite of target - date funds offered by Fidelity Investments yielded, on average, more than 4.5 times the returns of the suite of Intel TDPs.

As the article chart below shows, McKinsey is forecasting that the average annual equity returns over the next 20 years will be between 1.5 and 4.0 percentage points lower than they were in the past 30 years.

Analysts at Bespoke looked at one - day, one - week, one - month and three - month returns following «triple play» sessions and saw that average returns were marginally higher, with positive returns more than half of the time.

Logically, by taking more risk — in paying up to own «growth» stocks at higher multiples than the market average — one should expect to achieve higher returns.