Sentences with phrase «returns than downside»

Many investors also don't understand that most portfolios are far more weighted for returns than downside loss protection.

Not exact matches

A downside capture ratio less than 100 indicates the strategy lost less than the index in negative monthly return periods.

While a typical certificate of deposit would yield a higher return than traditional savings accounts, you should be aware of the downside of a CD.

Most indexed annuities cap your returns, but your returns can still potentially be higher than you'd see with a fixed annuity, and you are protected from the downsides of variable annuities.

Taking on more equity risk when the expected future returns are lower than in the past and downside risks higher makes little sense to me.

Yet we believe equities offer a better risk - reward profile than credit given their potential for greater upside in returns and more balanced downside risks.

For example, an individual avoids equity investments due to the downside risk involved instead he prefers to invest in PPF where his capital is protected though the returns may be lower in long term than mutual funds.

It's interesting because over the long term, stocks can generate as good a return, if not better, than property, AND they don't come with the downsides of property that everyone ignores (eg: enormous downpayments, debt, maintenance costs, taxes, pesky property agents, etc)

For guidance on creating a stocks - bonds blend that will generate the returns you'll need without subjecting you to more downside risk than you can handle, you can check out this Investor Questionnaire.

«We are deeply concerned with recent corporate actions at Avigen that are indicative of a Board that seems far more interested in remaining in place to do whatever it pleases with corporate assets than in returning value and protecting downside risk for all stockholders,» stated Mark N. Lampert, the General Partner of BVF.

The results are sorted by Downside Protection, with every covered call on the page having an annualized return that is greater than or equal to the minimum value you set.

And if we go out to the weekly Jan 23 expiration (a 19 - day trade), we find several opportunities with annualized return more than 25 %, some of which have a downside protection over 8 %:

The annual return of the hedge fund has been about 2.3 times greater than the S&P 500, with the same downside standard deviation.

If you plug the 9 optionable stocks into Born To Sell's Watchlist feature and set it for in - the - money only, you find many combinations of strike prices and expiration dates that yield over 20 % annualized rate of return for this Friday's (Jan 9th) expiration date, many of which have more than 5 % downside protection (which is a lot for a 5 - day trade), and all of which are in - the - money:

The same strategy I back - tested, produced a much greater downside deviation (a measure of the volatility of negative returns) than the index.

As Ken Fisher writes after more than three decades as a wealth manager, «To my knowledge, no one has ever achieved market - like returns without some market - like downside.

You specify the minimum annualized rate of return you want, say 24 % / year, and then it sorts all deep in the money covered call candidates that have a rate of return greater than 24 % by downside protection (so the ones with the most protection are on top).

Based on the belief that ITRI will return to its upper side of this range I could've waited to sell new calls, but I prefer to lock in the premiums when I can get them rather than risk losing more to the downside.

Because bear market meltdowns are more frequent than raging bull markets, the downside protection is a true value add in terms of long - term compound return.

The fund's mean return is higher than the category mean at 10.82 % against average of 9.85 % and also has better Sortino ratio at 2.73 is higher than category average of 1.84 thereby indicating that the fund has better downside capture.

A well - run convertible bond strategy could be expected to achieve lower positive returns than equities, but with some downside mitigation.

Another thing worth noting is that while the strategy's standard deviation of returns is slightly higher than those of the S&P 500, the downside deviation (measure of the variability of negative returns) is 8.9 % relative to the benchmark's 9.4 %.

The downside is the fact that because of the minimal risk of owning GICs, the return is generally a lot less than for bonds, stocks and mutual funds.

In other words, an investor is more likely to do well by achieving consistently good returns with limited downside risk than by achieving volatile and sometimes even spectacular gains but with considerable risk of principal.

Compared to the quality portfolio without value screen, the S&P China A-Share Quality Value Index had more balanced performance with more than 50 % of win ratios and positive excess returns in both up and down markets, without much sacrifice in downside protection.

It's possible the current prices are overshooting on the downside, if unemployment drops and consumer confidence returns, you may be back to break - even sooner than you think.

A downside capture ratio less than 0 indicates that a fund produced positive returns during down markets.

Moderately Conservative: If a worried investor can tolerate a little more risk than the Conservative investor, but still is adverse to large short - term downside fluctuations, and wants a little more return with a little less income, then this is the category for them.

The one downside to evreward.com is that it doesn't show the cashback you can earn from Topcashback.com and, on a couple of recent occasions, I found Topcashback to be offering a better return than the other portals....

The only real downside to the battle system (other than a slightly easier than expected final boss) was that during some boss fights, a dialogue sequence would pop in, and when you return to the battle, the boss would be back to full health, but your characters wouldn't be recharged.

That being said, there are some downsides to whole life insurance including inflexible premiums, surrender charges if the client decides he or she no longer wants the policy, and the rate of return on a whole life insurance policy tends to be lower than other investments.

The only downside to return of premium term insurance is that it is usually 2 - 3 times more expensive than simple level term, but the extra cost is justified in many cases by the return of premiums.