Sentences with phrase «total less returns»

Not exact matches

Warren Buffett's Berkshire Hathaway raised its per - share book value 14.4 % in 2012, less than the S&P 500's 16 % total return.

A half - percentage - point difference in fees will translate into thousands of dollars less in total return over an investor's lifetime.

Now the return is $ 300,000 less the total investment of $ 220,000, or $ 80,000.

While you can contribute to an IRA for a spouse who isn't working (as long as you file a joint tax return), the total contribution for both you and your spouse can't exceed your joint taxable income or double the annual IRA limit, whichever is less.

On a total return basis, the Safest Dividend Yields Model Portfolio (+0.3 %) rose less than the S&P 500 (+2.9 %) and underperformed as a long portfolio last month.

Present levels are consistent with 12 - year S&P 500 total returns averaging less than 1 % annually.

In bonds, the Market Climate remains characterized by unfavorable valuations and unfavorable yield pressures, holding the Strategic Total Return Fund to a duration of less than 1 year.

That exposure now stands at less than 10 % of assets in the Strategic Total Return Fund.

If you write a billion - dollar 5 - year total return swap on Microsoft stock, that counts as $ 80 million of «total leverage exposure,» because that's 92 percent less worrisome than the CDS.

An undervalued dividend growth stock should offer a higher yield, greater long - term total return, and less risk.

Meanwhile, telecom stocks also lagged, with the iShares DJ U.S. Telecom ETF (NYSEMKT: IYZ) gaining less than 1 % on a total - return basis.

The one - day loss for many funds, including Vanguard Total Bond Market, iShares Core U.S. Aggregate Bond, Pimco Total Return and Metropolitan West Total Return, while less than a half a percentage point, still amounted to more than 10 percent of their current yield.

Still, there is emphatically no investment merit in long - term bonds, in the sense that by definition, a long - term investment in 10 - year Treasury securities will lock in a total return of less than 3.4 % over the coming decade.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

As I note throughout the Undervalued Dividend Growth Stock of the Week series, a high - quality dividend growth stock that's undervalued can confer multiple benefits to the long - term investor: a higher yield, greater long - term total return prospects, and less risk.

An undervalued dividend growth stock should present a higher yield, greater long - term total return potential, and less risk.

In any event, our view is that the 10 - year nominal total return on such conventional asset allocations is likely to be less than 2 % annually.

Recent research in the high tech entrepreneurship world finds companies that are most inclusive of women in top governing positions traditionally outperform other companies with less diversity, demonstrating 35 % higher return on equity and 34 % better total returns.

Based on the valuation measures most strongly correlated with actual subsequent total returns (and those correlations are near or above 90 %), we continue to estimate that the S&P 500 will achieve zero or negative nominal total returns over horizons of 8 years or less, and only about 2 % annually over the coming decade.

When investors look for less yield and more total return (capital appreciation) in certain asset classes, the equity sensitivity also plays an increasing role in absolute risk.

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.

The FTSE (London's equivalent of Wall Street's S&P 500 Index) topped out at 6,876 in May, and ended the day at 6,304, a decline of more than eight percent, while shares of the Brazilian Total Return Index topped out at 34,664 in May and ended the day at just 28,655, a decline of 17 percent in less than a month.

Again, there are a variety of ways to refine this result, but note that anytime the total return on the S&P 500 is less than risk - free interest rates, a hedged investment position increases overall returns (since hedging instruments are priced to include implied interest).

Total returns presented for periods less than one year are cumulative returns for periods one year and greater are annualized.

As a result, the most historically reliable valuation measures now suggest that the S&P 500 will experience a net loss over the coming decade, while including broader (if slightly less reliable) measures results in projected S&P 500 10 - year annual nominal total returns of about 1.4 % annually (see Ockham's Razor and the Market Cycle for the arithmetic behind these estimates).

See our historical This is the total return less our 0.5 % fee and the ETFs» management fees, not our actual clients» return.

My thinking is that the evidence for the ROI betting the over (since 2003, the over has gone 83 - 62 (+17.4 units, 12 % return on investment) in games where the total is 35.5 or less) presumes two starting QBs for the most part.

Not even beating Man Utd, Chelsea or Liverpool can make it up for me, the only way is to return the favor in our next meeting and I mean by total domination, nothing less...

When we look at contrarian favorites with a closing total of 7.5 or less, the return on investment (ROI) jumps from 1 % to just over 11 %.

Despite the hype that surrounded him when he signed, Spaniard Morata has only been able to bag a total of 14 goals and five assists in 40 appearances, meaning that he directly contributes to less than a goal every two games, a poor return for a player of his ability.

Whilst I am not offering these as absolute rules, it appears that generally teams with more goalscoring potency in wide areas «make do» with more modest totals for their centre forwards (think Barcelona or Real Madrid for the obvious examples — and before you say anything, the likes of Benzema, Villa and Suarez have all had goal returns less than 20 in La Liga winning teams in the last 5 years).

Teams receiving less than 35 % of moneyline bets have produced a 0.9 % return on investment, but it's only when looking at favorites with low totals that the returns skyrocket.

For previously collected milk, multiple pumping in one storage container is acceptable if milk from the previous expression was placed in the freezer immediately, newly expressed milk was added to the frozen milk and then immediately returned to the freezer or if milk from the previous expression (s) has been refrigerated for less than 12 hours in total, and newly expressed milk was added, and then the container was frozen.

AG Andrew Cuomo, who was the wealthiest statewide elected official in 2008 with a total reported income of $ 545,000, earned less than half of that — an estimated $ 194,000 (adjusted gross)-- in 2009, according to a summary of his tax returns, NY1's Erin Billups reports.

If you earn $ 1,500 or less in total interest and dividend income during the year, you still have to pay tax on those amounts even though you don't file a Schedule B. Enter the total amount of dividend and interest payments from your 1099s directly on the appropriate line of your personal income tax return.

Total returns presented for periods less than one year are cumulative, returns for periods greater than one year are annualized.

By contrast, by investing in a low - cost, total stock market index fund, you are certain to receive approximately the market return less the much lower costs.

Let's say that the total amount that you transfer is $ 18K (for a year's living cost, $ 1500 * 12 months), the fee for that will be $ 540 ($ 18000 * 0.03), which I'll bet is far less than a return airfare from the US to India / China / UAE.

The ETF price should track the S&P very closely, the total return in a given year should be close to.09 % less than the index total return.

An undervalued dividend growth stock should offer a higher yield, greater long - term total return potential, and less risk.

See our historical This is the total return less our 0.5 % fee and the ETFs» management fees, not our actual clients» return.

Strategic Dividend Value is hedged at about half the value of its stock holdings, and Strategic Total Return continues to hold a duration of just over 3.5 years (meaning that a 100 basis point move in interest rates would be expected to impact Fund value by about 3.5 % on the basis of bond price fluctuations), with less than 10 % of assets in precious metals shares, and about 5 % of assets in utility shares.

The Strategic Total Return Fund continued to have a relatively short duration of less than 2 years, exposing the Fund to little impact from interest rate fluctuations.

Over the last 45 years a 70 % worldwide equity / 30 % fixed income portfolio has about the same return as a 100 % S&P; 500 or total market index, at one - third less risk.

The RBC Target 2018 fund's distributions will be a whopping 6.39 % a year, but these will be offset by capital losses, so your total annual return will be less than half that: just 3.21 %.

Although this asset class comprises less than a quarter of our total portfolio, it significantly enhances total investment return for policyholders and shareholders.

Getting one actually offers a better return rate (though less total income) than getting a four - year degree.

USD will return the lesser of the institutional charges times the percentage of unearned Title IV aid or the total Title IV aid disbursed (or could have been disbursed) times the percentage of unearned Title IV aid.

Considering that I've held WDR for less than a year and have received some dividend payouts, my WDR investment proved to have a respectable total return.

The returns are total annual returns for All Canadian Bonds less an assumed fee of 0.5 %.