Sentences with phrase «than the average return of»

Juicy Excerpt: The vast majority of middle - class investors following Buy - and - Hold strategies will earn a return significantly less than the average return of 6.5 percent real.

,» he found that the average return to purchased securities was 3.3 percent less than the average return of sold securities over the next year.

Whilst this is less than the average return of the FTSE including dividends, it is not high enough to make the risk worthwhile in the short - term.

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

A strategy that involves buying call options — contracts betting a stock will rise — around a company's analyst day has returned an average of 21 % since 2004, according to data from Goldman, which looked at more than 7,000 instances.

But van Beurden has been slimming down his portfolio of oil projects with the intent of keeping only those lean enough to make good returns in a world in which oil prices average no more than $ 40 a barrel, well below the average price over the past decade.

Private equity returns remained strong but were lower than the prior year quarter, while income from our fixed income investment portfolio increased due to a higher average level of fixed maturity investments and higher short - term interest rates.

Aside borrowers, investors benefit from regular monthly returns at an average rate of 15.5 per cent, which is significantly higher than other asset classes.

And I'll gladly suffer through all these pet peeves rather than return to the days when workout rooms were the size of walk - in closets, HBO cost extra, Wi - Fi was a novelty and the average hotel bed had the topography of a mountain range.

The 10 percent average return on the S&P 500 may not seem impressive at first, despite the fact that it's more than double what one can expect from a 30 - year Treasury bond and way more than what a certificate of deposit from a bank pays.

It all has to do with the near explosion of one of China's notorious wealth management product s — pools of allegedly low risk securities that return one average 2 % more than bank deposits.

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.

Both stocks average a return of negative 0.77 percent when the VIX jumps more than 5 percent in one session.

Over the period measured, such funds produced a net return of 8.95 percent, which is far better than the 2.69 percent average return of hedge funds in general.

In fact, over the past 35 years, the market has experienced an average drop of 14 % from high to low during each calendar year, but still had a positive annual return more than 80 % of the time.

In related news, John Bogle, founder of Vanguard, told Bloomberg in a separate interview he agreed with Gross that investors should expect lower long - term returns than average returns produced over the last century.

As long as the returns of the assets within the portfolio are not perfectly correlated, the standard deviation of the portfolio must be less than the average standard deviation of the assets.

Reinganum found that the portfolio containing the smallest firms realized an average rate of return more than 20 % higher than the portfolio containing the largest firms.

of course, at that point, even average public market returns will be more than sufficient to meet my needs and have a little fun.

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.

If you've ever had occasion to look into the academic research comparing different types of returns from stocks that have different characteristics, as a class, dividend stocks tend to do better than the average stock over long periods of time.

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.

Broward County's rate of census forms returned, including our hard - to - count populations, was higher than the national average resulting in an increased flow of federal funds.

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 %.

According to the complaint, an index fund - based suite of target - date funds offered by Fidelity Investments yielded, on average, more than 4.5 times the returns of the suite of Intel TDPs.

Analysts at Bespoke looked at one - day, one - week, one - month and three - month returns following «triple play» sessions and saw that average returns were marginally higher, with positive returns more than half of the time.

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 average.

A beta of 1.00 indicates that the fund's returns will, on average, be as volatile as the market and move in the same direction; a beta higher than 1.00 indicates that if the market rises or falls, the fund will rise or fall respectively but to a greater degree; a beta of less than 1.00 indicates that if the market rises or falls, the fund will rise or fall to a lesser degree.

While smaller - company stocks tend to be more volatile than the stocks of larger firms, studies indicate that their average long - term returns have been greater.

«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.

In most industries, less than 2 % of first time visitors convert, while returning visitors convert at an average of 6 %, reinforcing the importance of maintaining the interest of your users.

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.

This analysis strongly confirms the downward trend of the average ten - year forward real returns from the cheapest grouping (PEs of less than six) to the most expensive grouping (PEs of more than 21).

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).

Among campaigns with a $ 1,000 monthly budget, those with 41 - 50 long tail keywords returned an average of 10 more leads per month than those on the lower end.

This leaves roughly 1.4 % of historical long - term returns which can be attributed to past expansion in the Price / Earnings multiple (i.e. over the past 50 years, prices have grown somewhat faster than the 5.7 % average rate of earnings growth).

Individual investors estimate on average that 47 % of other investors earn higher returns than they do.

In a world in which, after inflation, even an average long - term return of 4 % annually might be hard to achieve, your own performance chasing could take a bigger bite out of your returns than anything else.

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.

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.

Yet $ 10,000 invested in the Standard and Poor's 500 - stock index would have more than doubled to $ 24,571 over that time period, with an average annual total return of 14.25 percent.

By taking this diversified and balanced approach, investors in the Growth Account have achieved an average return of 8.5 % before tax — higher than the target rate of 6 % — as shown in the chart below.

This ability to generate returns on each new dollar of capital they invest at rates of up to 10x better than the average company while growing at rates approaching 3x the average public company makes these businesses very valuable.

In fact, you can learn how it's possible to more than double the annual returns of the stock market averages.

Statistics compiled by Ibbotson Associates show that since 1926, stocks have produced an average annual return of 10 % while U.S. Treasury bonds have returned less than 6 %.

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.

$ Finally, whenever you see high reported «average» returns, you should conclude that the risk of fund death or disability is also higher than average.