Sentences with phrase «term by investing in stocks»

In short, investors have gained about a 5 % annualized excess return over the long term by investing in stocks rather than bills or bonds.

Not exact matches

Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer - directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.

SSGA International Stock Selection Fund (the «Fund») seeks to provide long - term capital growth by investing primarily in securities of foreign issuers.

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

But if you know you are going to live in Seattle for the long term, why not get neutral inflation by owning your primary residence and investing in the stock market?

We can further confirm the conclusion of «stocks over bonds» for investing in most inflation periods by looking at the real returns of long - term treasury bonds versus the total U.S. stock market starting at the unprecedented and long - lived bond bull market starting in 1982.

Investing may earn you more based on oft - quoted long term averages but, consider this, if the market tanks by 50 % in one year, it would take over 7 years of so called «average stock market returns of 10 %» to return to the same position you were in just prior to the loss, and that is not even factoring in inflation.

You can't imagine my personal despair when a friend and client, pleased with his long - term performance but exasperated by my avoidance of the «glamour» tech stocks in late - 1999, moved his retirement account to E * Trade, assuring me that he was only going to invest in «solid» techs like Lucent, Cisco, and Sun Microsystems.

«We follow a flexible, value - oriented investment philosophy seeking income and long - term capital appreciation potential by investing in dividend - paying stocks, convertible securities and bonds.»

Oakmark Select is a non-diversified fund (about 20 stocks) that seeks long - term capital appreciation by generally investing in mid - and large - cap U.S. companies.

Seeks to provide long - term capital appreciation by investing in a portfolio of small and mid cap stocks.

Oakmark Select (OAKLX) is a non-diversified fund (about 20 stocks) that seeks long - term capital appreciation by generally investing in mid - and large - cap U.S. companies.

If you invest in stocks for the long term (by that I mean years) you will not lose money.

The Fund seeks long - term capital appreciation and, to a lesser extent, current income by primarily investing in common stocks of U.S. companies.

Pinnacle Value seeks long - term capital appreciation by investing in small - and micro-cap stocks that it believes trade at a discount to underlying earnings power or asset values.

Trillium All Cap Fund will seek long term capital appreciation by investing in an all - cap portfolio of «stocks with high quality characteristics and strong environmental, social, and governance records.»

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

You can enhance your long - term investment results by following these 3 key tips for investing in the stock market.

Aristotle Value Equity Fund will seek long - term capital appreciation by investing mostly in undervalued mid - and large - cap stocks.

The Fund seeks to provide long - term capital appreciation and current income by investing in the stocks and convertible securities of mid cap companies.

The Fund seeks to provide long - term capital appreciation by primarily investing in U.S. small cap, growth - oriented stocks.

The Fund seeks to provide long - term capital appreciation by primarily investing in small to mid cap stocks exhibiting growth and value characteristics.

The Fund seeks to provide long - term capital appreciation by primarily investing in U.S. small cap stocks.

The Fund seeks to provide long - term capital appreciation by investing primarily in mid-cap stocks.

Long - term capital appreciation by investing in undervalued stocks of non-U.S. issuers whose market cap generally exceeds $ 5B (USD) at time of purchase

If you invest in stocks for the long term (by that I mean years) you will not lose money.

Seeks to provide long - term total return with reduced correlation to the conventional stock and bond markets by investing in mutual funds that use alternative or hedging strategies.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

The ValueShares US Quantitative Value (QVAL) strategy seeks long - term capital appreciation by investing in a concentrated portfolio of 40 or so US exchange traded stocks of larger capitalizations, which the adviser determines to be undervalued but possess strong economic moats and financial strength.

Moerus Worldwide Value pursues long term capital appreciation, primarily by investing in foreign and domestic common stocks that it believes are deeply undervalued.

Then invest the rest of your nest egg in a diversified portfolio of stocks, bonds and cash that can provide liquidity, long - term growth and, if you haven't spent all your savings by the time you die, a legacy for your heirs.

And history shows that the best way to do that over the long term — and outpace inflation — is by investing in stocks.

Momentum investing seeks to take advantage of market volatility by taking short - term positions in stocks going up and selling them as soon as they show signs of going down, then moving the capital to a new position.

Intrepid International Fund will seek long - term capital appreciation by investing in foreign stocks but it is, by prospectus, bound to invest only 40 % of its portfolio overseas.

Panther Small Cap Fund will seek long - term capital appreciation by investing 80 % in small cap stocks, though they allow that the other 20 % might go to «micro, mid or large capitalization stocks, stocks of foreign issuers, American depository receipts («ADRs»), U.S. government securities and exchange - traded funds.»

Davenport Small Cap Focus Fund will seek long - term capital appreciation by investing in a combination of small cap stocks and ETFs focusing on such stocks.

If you're willing to handle more portfolio complexity, I think the risk of a poor long - term outcome (e.g., large - cap US stocks have an extended period of poor performance) is reduced by further diversifying into low - cost index funds that invest in REITs, small - cap value, large - cap value, and small - cap blend.

To achieve long - term returns through capital growth by investing primarily in common stocks, or investments that can be converted into common stocks, of large companies listed on major U.S. exchanges and that are located in the United States.

The article discusses contrasting approaches taken to value investing among delegates at the conference and concludes by saying that at some point in the future «the investing masses, angry with wilting pension pots, will demand a revolution in stock analysis, emphasising capital discipline, corporate alignment and sustainably growing businesses over the long term.»

The subaccount pursues its objective of long - term capital appreciation by investing in stocks of small companies that are undergoing positive changes.

In general, for short - term goals, play it safe with well - liquidated, short - term investments such as cash, CDs, or short - term Treasuries; for long - term objectives, lay the foundation early on by investing entirely in stockIn general, for short - term goals, play it safe with well - liquidated, short - term investments such as cash, CDs, or short - term Treasuries; for long - term objectives, lay the foundation early on by investing entirely in stockin stocks.

You don't even need complicated science to conclude that investing in low - cost index funds is almost certain to generate higher long - term returns than investing in high - cost actively - managed mutual funds (where the managers try to beat the market by stock selection or market timing).

Fidelity believes one of the best ways to do that over the long term is by considering an appropriate amount to invest in a diversified portfolio of stock mutual funds, exchange - traded funds (ETFs), or individual stocks as you plan and implement an investment strategy that fits your time horizon, risk preferences, and financial circumstances.

The average investor should be invested in the stock market for the long - term and not react by doing anything rash.»

Most investors nearing retirement will seek to balance their portfolio by investing a portion of assets in funds suitable for a short time frame, such as money market and short - term bond funds, while keeping some assets committed to long - term investments, such as stock funds.

In your age, many people take high risk by trading penny stocks and investing high flying stocks and loose their capital, but you are making right decision in investing in blue - chip stocks dividend paying for long terIn your age, many people take high risk by trading penny stocks and investing high flying stocks and loose their capital, but you are making right decision in investing in blue - chip stocks dividend paying for long terin investing in blue - chip stocks dividend paying for long terin blue - chip stocks dividend paying for long term.

In dollar terms, if you had invested $ 10,000 to a portfolio of dividend growth stocks in 1973, by 2010 you would have more than $ 268,500 in your accounIn dollar terms, if you had invested $ 10,000 to a portfolio of dividend growth stocks in 1973, by 2010 you would have more than $ 268,500 in your accounin 1973, by 2010 you would have more than $ 268,500 in your accounin your account.

We can further confirm the conclusion of «stocks over bonds» for investing in most inflation periods by looking at the real returns of long - term treasury bonds versus the total U.S. stock market starting at the unprecedented and long - lived bond bull market starting in 1982.

To provide investors with opportunities for long - term growth in capital along with the liquidity of an open - ended scheme by investing predominantly in a well diversified basket of equity stocks of small cap companies.

To provide investors with opportunities for long - term growth in capital along with the liquidity of an open - ended scheme by investing predominantly in a well diversified basket of equity stocks of Midcap companies.