I believe the ADRs still have upside and could double from here but I have reaped a better
than average return for my short holding period.
In this hypothetical example, suppose the return on your equity investments was much higher
than the average return for that asset class.
Not exact matches
To date, the company has acquired roughly 17,000 units at around $ 1.6 billion in portfolio value, and has
averaged better
than 40 percent
returns for its investors.
Built correctly, a powerful entrepreneurship can
average much higher
returns for the self - funded entrepreneur
than all but a very few VC - backed entrepreneurs.
I was CFO of a successful software company that had to show
average returns of more
than 25 percent of revenue to the bottom line after taxes, growth of more
than 50 percent per year
for five years and an excess of $ 20 million in annual revenue before the bank would release the owner's personal guarantees.
While he thinks Starbucks» EPS growth could slow from the 30 % it has
averaged for the past five years, he still expects earnings to more
than double by 2021, «enough conservatively estimated to get us to a strong double - digit
return.»
As Russ Koesterich points out, cash typically produces lower
returns than stocks or bonds, and once you invest
for both inflation and taxes,
average long - term rates are negative.
For example, a portfolio that starts out strong in retirement and has losses later will likely be in much better shape
than one that has down years early, even if strong performance in later years brings its
average return back in line with historical
averages.
One study, analyzing data from 1904 to 1974, concluded that the
average return for stocks during the month of January was five times greater
than any other month during the year, particularly noting this trend existed in small - capitalization stocks.
But with faster inventory turns and no physical store assets, Amazon's
return on invested capital is more
than double the
average for conventional retailers.
That's twice the
average 74 %
return for those who moved out of stocks and into cash during the fourth quarter of 2008 or first quarter of 2009.3 More
than 25 % of the investors who sold out of stocks during that downturn never got back into the market — missing out on all of the recovery and gains of the following years.
On
average, the monthly
returns for these periods are 40 basis points less
than US
returns.
These factors have led to higher -
than -
average returns for some Internet investors.
The Schwab Center
for Financial Research looked at both bull and bear markets in the S&P 500 going back to the late»60s and found that the
average bull ran
for more
than four years, delivering an
average return of nearly 140 %.
For example, a risk index of 1.30 for a fund indicates that it is 30 % more volatile than the typical fund in its category and should therefore have a higher return than avera
For example, a risk index of 1.30
for a fund indicates that it is 30 % more volatile than the typical fund in its category and should therefore have a higher return than avera
for a fund indicates that it is 30 % more volatile
than the typical fund in its category and should therefore have a higher
return than average.
This makes sense
for the obvious reason that paying lower prices / valuations
for stocks should lead to higher
than average returns just as paying higher prices / valuations should lead to lower
than average returns.
«While the
average forward
returns following the «triple play» of 52 - week highs are indeed higher
than the
average forward
returns for all periods, they're only slightly higher,» said the report from Bespoke Investment Group.
We simulate failure rates if today's bond rates
return to their historical
average after either 5 or 10 years and find that failure rates are much higher (18 % and 32 %, respectively
for a 50 % stock allocation)
than many retirees may be willing to accept.
When the sentiment index is more
than one standard deviation above (below) its historical
average, monthly
returns average -0.34 % (+1.18 %)
for the value - weighted market and -0.41 % (2.75 %) percentage points
for the equal - weighted market.
US large - cap stocks
returned more
than 9 percent in the first half of 2017, the most since 2013, and although prices are close to all - time highs, analysts are of the opinion that valuations are not very expensive
for a majority of these stocks, as stronger earnings upped the price - to - earnings ratio, which has generally remained above
average for quite a few years.
The following chart, constructed from data in the paper, summarizes
average equity
return (ERP plus risk - free rate) estimates in local currencies
for the 59 countries with more
than five responses from finance / economic professors, analysts and company managers.
While there's a great deal of variation across individual market cycles, that's roughly the historical
average for a 5.25 year market cycle: a 135 % gain, a 30 % loss, and a 65 % full - cycle
return (about 10 % compounded annually, with the full - cycle
return coming in at less
than half of the bull market gain).
For all asset classes (but focusing on currencies), they define bad market conditions as months when the excess
return on the broad value - weighted U.S. stock market is less
than 1.0 standard deviation below its sample period
average.
Since total
return is comprised of income (via dividends or distributions) and capital gain, with the former counting much more over the long term, the case
for this stock having a great 2018 is certainly already there based on that higher -
than -
average yield.
The low interest rate environment may also have encouraged a shift in investments towards hedge funds as, in the past, hedge funds have achieved higher
average returns than traditionally managed investments, albeit in exchange
for greater risk.
However,
for ETF trading, our
average returns are usually 5 to 10 % because ETFs are usually less volatile
than individual stocks.
We've seen you'll need to make an
average net
return of at least your mortgage rate
for investing to be more profitable
than paying off your mortgage.
We like the Capital One ® Venture ® Rewards Credit Card since it's a great all - around travel credit card with minimum fuss and a higher
than average rate of
return for travel rewards.
One can relate this directly to a 10 - year prospective
return by recalling that historical tendency
for market cycles to establish normal prospective
returns — if even briefly as in 2009 — at their troughs (and it's typical
for troughs to reach below
average valuations and much higher prospective
returns than the 10 % historical norm).
While studies show that mergers and acquisitions as a group are value neutral or negative
for shareholders (on
average the selling company gets all the excess
returns), The Outsiders explored how some management teams focused on driving shareholder value with their M&A rather
than simply using it as a mechanism to get bigger, have shown extraordinary success.
The table shows the
average stock, bond and inflation conditions that have historically been associated with expected policy portfolio
returns of greater
than 10 % and less
than 6 %, along with today's values
for these conditions.
This is slightly higher
than investing when stocks are richly priced and with no concern
for the level of interest rates, but it is still significantly less
than the long - term
average seven year -
return.
It is possible that earnings could increase enough to support a long - term
average return of 6.6 percent real or 6.7 percent real rather
than the 6.5 percent real that has applied
for 150 years now.
Presently, the likely range of S&P 500 annual total
returns for the coming decade is in the 2 - 3 % range based on
average and median scenarios, with outside possibilities as low as -3 % in the very bearish case and still less
than 8 % in the very bullish case.
But when Carhart included zombie funds, the
average compound
return for stock funds dropped more
than a percentage point, to 9.5 %.
Table 1 shows the excess
returns for a number of valuation metrics within the U.S. Large Stocks universe, stocks trading in the U.S. with a market capitalization greater
than average from 1964 to 2015.
For holding intervals longer than one month, they average monthly returns for overlapping positio
For holding intervals longer
than one month, they
average monthly
returns for overlapping positio
for overlapping positions.
For me, it's hard to get excited about stocks at these valuations when I can add to my rental portfolio and earn 15 - 20 % cash on cash returns quite easily before accounting for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better than average stock retur
For me, it's hard to get excited about stocks at these valuations when I can add to my rental portfolio and earn 15 - 20 % cash on cash
returns quite easily before accounting
for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better than average stock retur
for any appreciation and loan paydown... of course you have the headaches of managing tenants and maintenance issues, but even if you pay a 10 % management fee, the numbers are still a lot better
than average stock
returns.
Despite Victorian growers» production costs being considerably higher
than the national
average, their rate of
return was outperforming the national
average for most years (except in 2011 - 12, where Victorian growers expended the most on contracted work out of any other year).
Beef Jerky Outlet stores offer an excellent opportunity
for investors seeking a franchise business with better
than average margin
returns on moderate start - up costs.
Only two
returning wideouts caught more
than 10 passes last year — Kamathi Holsey and Jamarl Eiland — and they combined
for a dreadful 40 percent catch rate while
averaging just 9.8 yards per catch.
15 in his 58 appearances
for Partizan Belgrade are a fantastic
return for someone of his position, with an
average of better
than 1 in 4 closer to the record of a decent striker.
That could be bad news
for the Giants who have lost three straight by an
average of 17.7 points after winning three in a row, and in contrast, they are being struck by an injury crisis rather
than seeing their players
return.
Longford - Westmeath — The current population levels in Longford - Westmeath are fine
for this constituency to remain as a 4 - seat constituency (with a population per TD ratio 0.6 % higher
than the state
average), but the
return of the Castlepollard area to join with the rest of Westmeath county in this constituency would probably not be feasible as this would leave the constituency with a population per TD ratio that would be 7.75 % higher
than the state
average (close to the 7.89 % maximum degree of variance permitted by past Commission reports).
Over this 13 - year period, the hypothetical investment
returns for CHAA companies were significantly higher
than average S&P 500
returns — as much as triple in some of the scenarios.
Perhaps, therefore, immigrants are simply healthier
than the
average person when they arrive in the U.S. Alternatively, maybe immigrants who get sick leave the U.S. and
return home
for care, which would then leave the population of remaining immigrants unusually healthy.
Unlike previous Pliocene models, this «no ice» version
returned temperatures 18 to 27 F warmer
than today's
average annual temperatures
for the Canadian Arctic and Greenland, coming closer to what the historical data pulled from the ground said.
For every game, they looked for odds that might yield a better return than the average offered by bookies — say, 5 to 1 versus a mean of 2 to
For every game, they looked
for odds that might yield a better return than the average offered by bookies — say, 5 to 1 versus a mean of 2 to
for odds that might yield a better
return than the
average offered by bookies — say, 5 to 1 versus a mean of 2 to 1.
If Hyrule Warriors and Bayo 2, also with Fatal Frame + additional Kart sales keep the figure on a higher
average than 6k a week we won't see a
return to pre Kart no's
for some time, imo, if at all.
As
for resale value, we expect the 2015 Chevy Sonic sedan and 5 - door to
return average figures, better
than the Fiat 500 and on par with the Hyundai Accent, but well below the Toyota Yaris, Honda Fit, Nissan Versa and Ford Fiesta.