Sentences with phrase «same investment»

There are multiple schemes with same investment objectives, strategies and portfolio allocation within the same Fund house.

In fact, they mainly invest in the exact same investments I suggest.

Most advisors and brokers work by suitability standards, which means their compensation is derived from the very same investment products that they recommend, resulting in a conflict of interest.

Most advisors and brokers work by suitability standards, which means their compensation is derived from the very same investment products that they recommend, resulting in a conflict of interest.

And you can do it all through the very same investment brokerage firm that you started out with.

The investments that I recommend to my clients are the very same investments that I make for my family.

This certainly is a blunder and your post related to how one can get better returns with same investment in Pure Term Plan and PPF, explains it well.

Sharpe is best used when comparing funds of same investment category over same evaluation period.

The score or ranking of a fund's performance based on Martin Ratio relative to other funds in same investment category over same evaluation period.

Fair enough, who am I to doubt this wonderful future... except that's the very same investment thesis management & shareholders were pitching 5 & even 10 years ago!

82 % of all Gen - X Americans say buying a home is one of the best investments they can make for themselves and their family, compared to 76 % of Millennials and 74 % of Baby Boomers who say the same

Assuming the exact same investments above, if you were to pay 20 % carry on each of your investments, despite not generating any profit, you would still have to pay the full $ 20K in carry on the one successful investment, and would therefore end up with less money than you started with, or $ 80K returned (probably less after other fees and expenses).

Same investment amount, same returns, and Joe has nearly twice as much money as his friend David.

Yet, the plaintiffs contend the defendants could have instead selected the exact same investment in annuity separate account form, the lowest - cost share class of which charged fees of only 0.39 % per year.

Like Shape, Sortino is best used when comparing funds of same investment category over same evaluation period.

It too is best used when comparing funds of same investment category over same evaluation period — this very comparison is the basis for determining a fund's Return Group rank in the MFO rating system.

72 % of all Gen - X Americans say buying a home in their neighborhood is a good investment, compared to 66 % of Millennials and 63 % of Baby Boomers who say the same

As of May 9, 2008, Fidelity provided the exact same investment in the K class shares (FGCKX), which charged 69 — 77 bps in annual fees, compared to 82 — 90 bps in annual fees for the retail class shares, which were the shares in the Plan,» the complaint states.

The Company spends shareholder money on disastrous investments, and then several years later, awards management special bonuses — again shareholder money — for having the «courage» to run away from those very same investments!

How many of the franchise owners currently in the system would make the same investment all over again?

What you will find is that when an investor learns about that, they will discount their offer price for your business by the amount it would take them to make that same investment at the very least.

It was $ 599 when it first came and again that was the same investment.

By comparison, Alberta reaps just $ 70 million in additional GDP for the same investment.

According to research published by Vanguard, an investment of $ 100,000 would be worth $ 532,899 after 30 years if the fees were 0.25 % a year, but only $ 438,976 if the fees were 0.9 % — assuming the same investment returns for both funds.

Mackenzie, a Princeton graduate who worked at the same investment firm as Bezos when he was its vice president, aptly fits that description.

One of the practices that led to the 2008 financial crisis was certain banks bundling risky debt, selling it to clients, then betting against those same investments.

It can be worthwhile to sell a mutual fund, especially one intended to be a core long - term holding, if its management fee and other expenses are higher than those of similar funds with the same investment objective.

A recent winner — a fund whose performance put it in the top quartile in 2013 among portfolios with the same investment objective — had only a 56 percent chance of doing better than average in 2014, barely better than you would expect by random chance.

However, hypothetically, if I encountered two identical startups with the exception of the gender of the CEO, with exactly the same chance of success, at exactly the same time, with exactly the same investment terms and conditions, and had equal opportunity to invest in either, there would still be something about the startups that would tip my decision in favour of one over the other.

What's great about robo advisors is they lower the barriers to entry so all investors can benefit from risk - adjusted investing based on the same investment strategies used by traditional wealth advisors.

Should I count on -16 percent mortgage rates going forward to get the same investment gains?

The new ETF will list on the NYSE Arca with the same investment goals as its mutual fund predecessor.

It is in contrast to those regular load firms that often assess charges up to 9.3 % on the same investments or those who have the option of no - load funds.

Investment options available: Investors should ensure that the online brokerage they want to transfer to offers the same investment options as the current brokerage.

Fifty - eight percent of retirees say they would employ the same investment strategy just before retirement and 35 percent say they would have invested either «much more» or «somewhat more» aggressively if they could alter past decisions, the study finds.

Meanwhile, that same investment in a tax - deferred account with the same conditions would grow to $ 430,762.

No such thing as one size fits all,» says Kirzner, also an advisor to Canadian robo - advisor firm Wealthsimple, which invests clients» money in a range of ETFs using the same investment philosophy.

Funds with yields that are relatively high when compared to other funds in the same investment category are likely to be engaging in market timing by building a defensive cash position that in turn generates higher income.

The following funds I currently hold my longer term investments vehicles, but not all of these funds are in the same investment account.

«Until we see Site C held up against the same investment in renewables and conservation, British Columbians won't have a complete picture of the costs involved or the potential for new jobs, and we should not be going ahead.

Our approach focuses fund assets in relatively few individual securities and, as a result, our funds may experience more short - term fluctuations than more diversified funds in the same investment category.

In addition, investments from premium, managed by the same investment manager, compound tax free.