Sentences with phrase «same investments above»

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).

Not exact matches

Why it matters: Same reason as above: All fees eat into your investment return.

The above - linked research has shown that, in a market correction, nearly every single liquid investment moves in the same direction: downward.

Their return on the investment in the $ 100 above what they paid, plus the same interest rate payment ($ 50 per year) as was originally agreed.

As the above image from the calculator at Dividend Channel shows, a $ 10,000 LMT investment in May 2013 would be worth $ 36K today (with dividends reinvested)-- almost twice the gain experienced by the S&P 500 Index (SPY) in the same span.

The director of an investment fund can not be seen as being above the law; he must follow the same rules that the plebes do.

So thank you for bringing this to light... I maintain the same stance as Helen above, all you really have left from your wedding day is your wonderful new spouse, the rings and the memories (that have been captured in your photographs for you and future generations to love and cherish)... your photographer is indeed an investment!

If instead you chose to fully diversify your equity investments across 10 different equity asset classes as I described in the asset allocation article referenced above, here's the same information.

Includes securities listed or authorized for listing on the NYSE, AMEX, the National Market System of Nasdaq ®, or securities of the same issuer as those above with equal or higher seniority; registered investment company securities; securities offered or sold to qualified purchasers; securities with respect to certain transactions exempt from Federal registration, including some private placements; and securities that are exempt from Federal registration.

Most of our investments have characteristics that have been associated empirically with above - average investment rates of return over long measurement periods: a low stock price in relation to book value, a low price - to - earnings ratio, a low price - to - cash - flow ratio, an above - average dividend yield, a low price - to - sales ratio compared to other companies in the same industry, a significant pattern of purchases by insiders, a significant decline in share price.

For purposes of comparison, a deposit of $ 2,500 is assumed — the same amount required for an entry - level investment in one of the popular mutual funds discussed above.

The NAVs of the above options under the scheme will be different and separately declared; the portfolio of the investments remaining the same.

This example from MainStay Investments may not reflect the above concept completely, but it provides the gist — that you could have a hard time building the same net worth as someone who's started investing a lot earlier than you have:

As the above image from the calculator at Dividend Channel shows, a $ 10,000 LMT investment in May 2013 would be worth $ 36K today (with dividends reinvested)-- almost twice the gain experienced by the S&P 500 Index (SPY) in the same span.

The disadvantage to these funds is that the Target Fund charges its own expense ratio over and above the expense ratios charged by the mutual funds it invests in: you could do the same investments yourself (or pick your own mix and weighting of various funds) and save the extra expense ratio.

Being human and possessing the same mental wiring discussed above, it has been interesting to adhere to a systematic investment process that is unmoved by recency bias, unbound from experiencing time on a day - to - day basis, and uninfluenced by the crowd.

comparing the growth of a $ 1 investment in stocks or bonds over the same period used in the tables above.

Therefore, at day 1, he would place # 1,800 which would have been kept in the emergency fund into investments, and then follow the same pattern as above regarding monthly investments.

In the light of the above, if you want to enrol your child for higher education 10 - 15 years from now, you need to make a provision for the same by investing your savings in an endowment plan like Edelweiss Tokio Life — Wealth Builder that will allow your initial investment to grow using the principle of compounding.

His partners are doing the same, though all the above - said investments are personal, as Brevan Howard hedge fund is not engaged in cryptocurrency trading.