Sentences with phrase «returns versus»

Again, it comes back to the balancing act of investment returns versus your living situation.

Something like comparing financial advisors returns versus the S & P 500 index.

Can there be a ton of variability in our forecast returns versus realized returns?

The average excess returns versus the S&P 500 equal weight benchmark were a negative 1.79 %.

I have determined the 20, 30 and 40 - year regression equations of S&P 500 Returns versus valuations.

It's been a while since I first read Joel Greenblatt's The Little Book That Beats the Market, and was bowled over by his Magic Formula «s historical returns versus the S&P 500...

More than 70 % of last year's Honour Roll has delivered superior returns versus their peers.

If you need more confirmation on this, re-read my articles on dollar - weighted returns versus time - weighted returns.

If you look at the rolling 3 - Yr periods excess returns versus the universe chart, the red line represents the bottom quintile.

These funds are used for a variety of purposes, including superior returns versus money market funds, as temporary deposits for investment capital and as defensive holdings during times of high market volatility.

The fund's manager and sub-advisors use short positions in an attempt to either protect against losses or provide an additional source of returns versus long - only strategies.

This approach has not only helped to successfully mitigate the downside risk in stressful market environments, it also helped maintain attractive risk - adjusted returns versus competitors.

The author notes the relative strength of HYHG's flat returns versus «big losses» that conventional high yield bond funds have suffered.

Each month, he forms three groups of eight equally weighted portfolios of industries ranked separately by: (1) beta based on rolling regressions of industry returns versus value - weighted market returns over the past 60 months; (2) value based on the latest available industry book - to - market ratios (value - weighted composites of component firm book - to - market ratios, updated annually); and, momentum based on lagged six - month industry returns.

As a result, I have put up a button on the left with S&P 500 returns and I have provided graphs [Graphs button] that show real, annualized, total returns versus valuations.

* As measured by the Standard Deviation (volatility) of our monthly returns versus the TSX Composite.

Lester Asset Management's Canadian Equity Composite * has generated significant «value added» (excess) returns versus the TSX Composite as per the tables below.

These indices are both more well diversified than the S&P 500, and contribute to the S&P 500 Equally Weighted Index returns versus the 500 itself.

So far we made the right decision in selling these positions based on price returns versus the S&P 500.

Holding only 2 ETFs increases portfolio volatility, which should be expected, but did not necessarily increase returns versus buy and hold or the 10 month simple moving average system.

These factors together contribute the balance of any excess returns versus the benchmark.

There are numerous indicators on the sheet, including long - term moving averages (both 10 month and 200 day), momentum, and absolute momentum (i.e. TLT, VTI, and GLD returns versus SHY).

The chart below shows how StashAway's ERAA would have changed its portfolios before and during the crisis, and how this would have affected a balanced portfolio returns versus the SP500 and versus a traditional 60 - 40 portfolio.

Holding only 2 ETFs increases portfolio volatility, which should be expected, but did not necessarily increase returns versus buy and hold or the 10 month simple moving average system.

The average excess returns versus the S&P 500 equal weight benchmark were a negative 1.79 %.

Alpha The difference between a fund's actual returns versus its expected performance, given its level of market risk as measured by beta.

A rise in interest rates — in part related to tax cuts which will stimulate the economy and require the government to issue more debt — caused many investors to revalue their stock holdings (equities are often valued in part based on their expected returns versus a risk - free Treasury).

The research focuses on portfolio returns versus benchmarks but does not provide similar focus on investor outcomes.

But regulatory sign - off means shareholders have greater clarity around its capital returns versus rivals.

Ask yourself: Could this capital be reinvested to earn higher expected returns versus risks?

In addition, Morgan Stanley's Global Investment Committee has said in their seven - year strategic forecast that they also expect EM equities to outperform, with 7.5 % annualized return versus developed market (DM) equities» 5.5 % annualized return.

If it is viewed as part of an equity allocation, it is judged on the excess return versus a passive benchmark, scaled by the excess volatility.

The same study shows that those who focus on innovation enjoy up to a six-fold advantage on total shareholder return versus their industry peers.

Metrics such as the standard deviation of returns and value at risk are more absolute - risk measures, while beta and the Sharpe ratio give a sense of risk / return versus a given benchmark.

JA: You know you look at the Behavior Gap, you know, Dalbar does their study, and you take a look at the average investment return versus the average investor return.

With single - year sequences, the slope of the mean return versus the percentage earnings yield 100E10 / P for a single decade was the same as for the entire 1921 - 1980 period.

Harvard and Yale may indeed have gotten a premium return versus equities.

I like to help investors understand the impact of earning a 3 % rate of return versus a 5 % rate of return versus a 7 % rate of return on their investments in the context of their retirement.

I plotted the relationship between the real, annualized, total return versus the dividend yield and the percentage earnings yield 100E10 / P.

RAFI Fundamental Index ™ is Research Affiliates» proprietary non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

Not only does covered call writing (especially the 3mo - 1mo strategy) earn a higher return versus the buy - and - hold index portfolio, but it benefits from lower volatility than the index.

RAFI Fundamental Index is a non-price-weighted index strategy that aims to deliver excess return versus the cap - weighted benchmark by using fundamental measures of company size to systematically rebalance against the market's constantly shifting expectations.

Given the ability to explain 95 % of a portfolio's return versus the market as a whole, investors can construct a portfolio in which they receive an average expected return according to the relative risks they assume in their portfolios.

This shows the Year 30 real, total return versus the percentage earnings yield 100E10 / P using the years 1923 - 1979.

Better yet, it actually delivered a healthy positive return versus a loss for most balanced funds.

Are you focused on a 1 yr, 3 yr, 5 yr return versus some benchmark?

The beta coefficient of a stock or stock portfolio is the measure of volatility of a stock or stock portfolio's return versus that of the rest of the market.

This shows the Year 60 annualized, real, total return versus 100E10 / P using the years 1881 - 1949.

We encourage you to use the free efile.com tax calculator to estimate the results of preparing a joint return versus separate returns.

Introduction There is a long running feud between investors who believe in investing for total return versus those who believe in investing for current income.