Sentences with phrase «same rate of return»

The bottom line measures the normal Index, reflecting a portfolio invested in exactly the same stocks, and earning the exact same rate of return.

given two portfolios invested in exactly the same portfolio, earning the exact same rate of return, the portfolio with principal added each year will grow faster than the portfolio without.

To get the same rate of return, the VC would have to get a multiple of 10 ^ 6 — one million x. Even Google didn't come close to that.

Which means the money invested there — the $ 1,375 — will grow at a lower after - tax rate than money in the Roth IRA (assuming the same rate of return before taxes).

You, on the other hand, keep investing for another 30 years at the same rate of return.

In fact, with the same rate of return, you would have earned a total of $ 120, but lost a total of $ 100.

The Dividend Discount Model requires that we reinvest all of our dividends into investments with the same rate of return that we started with.

Being an index fund the theory is that the dividends would be reinvested in the stocks of the index in the proportion the index dictates, to maintain the same rate of return as the index.

Just waiting from when you're 22 to 29, it costs you $ 2,800 more per year, assuming the same rate of return, to achieve the same goal.

Far too often investing in only socially responsible companies does not garner the same rate of return as you would earn by not limiting yourself.

To be fair, almost all asset managers fail to earn the same rate of return as the index, but that's another point entirely.

How can you manage to park / invest your liquid fund money at the same rate to all set of investors at the same rate of return and that too consistently.

But it's helpful to know that you will never get the same rate of return that the index itself returns.

Important disclaimer: Investors should not necessarily expect the same rates of return in the future as we have seen in the past, particularly from bonds, which are starting with very low yields today.

If you wait until you're 30 to start and save the same monthly amount at the same rate of return, you'll wind up with less than $ 253,000.

Investors earn the same rate of return regardless what they do with their dividends, regardless what they do with their capital gains for that matter.

Because FeeX only suggests switching to «similar» investments, FeeX runs all of these calculations assuming the same rate of return (determined based on your asset allocation).

More than likely, all of the qualified retirement assets will have about the same rate of return, and they are all probably taxed the same way, so it's fine to lump them all together while using the Flexible payout option.

Your analysis does make one very important implicit assumption when you equate ROE with growth in intrinsic value and that is that the company can continue to reinvest earnings at that same rate of return (i.e. 12 %).

Over 40 years, let's assume both funds have the same rate of return of 5 % per year (before fees).

Today's low interest rate environment means that investors can no longer get the same rate of return they've gotten accustomed to with products like government debt and high quality corporate bonds.

Suitable reinvestments are those that maintain the same rate of return as the stock when it was originally purchased.

A CD or savings account may give more security, but won't get the same rate of return.

Index investing is a form of passive investing that aims to generate the same rate of return as an underlying market index, no matter how low or how high that return is.

We think it is unlikely that we can achieve the same rate of return for the coming year and are thus selling before Thursday's earnings release.

Dear Sam, Assuming a same Rate of return will lead to same results be it any category of product (insurance or mutual funds).

Exactly the same rate of return can be obtained, however, if the current public system is changed to allow Social Security reserves to be invested in private assets.

I'd simply have some money in savings that would never offer me the same rate of return.

Which means the money invested in the taxable account — the $ 1,375 in the example above — will grow at a lower after - tax rate than money in the Roth IRA (assuming the same rate of return before taxes).

Still, by adding this third «factor» to our portfolio, we arrive at a destination that has for the past 88 years posted the same rate of return as the all - stock S&P 500 — and that with 20.5 % less relative volatility.

If you got the same rate of return but never reinvested the refunds, it would be just over $ 66,000.

Just ensure you used the same rate of return for cash used in the previous step.

Use the same rate of return for cash / money market as what's shown on your 401 (k) statement.

Essentially, it requires that spending to prevent climate change should yield at least the same rate of return, in terms of reduced damages from warming, as any other capital investment.