Sentences with phrase «total return approach»

Looking out 15 years, the expected 15 - year total return approaches 4.4 % annually, and at that horizon, investors are unlikely to lose money even if actual returns are a standard deviation below our expectations.

Standard Total Return approaches receive a boost during times of low valuations as multiples expand.

This Vanguard paper on retiree spending from a potfolio (total return approach vs. total income approach — A really good read for investors nearing or in retirement!)

The Total Return approach used in our Global Equity Strategies emphasises the importance of dividend yield and dividend growth as well as price increases.

With our launch in 1971 in Newport Beach, California, PIMCO introduced investors to a total return approach to fixed income investing.

Recently I opened a covered call position in DMD using a total return approach, which means that I am expecting and want the stock being called away.

Due to the success I am having with my other investing strategies I will take a total return approach moving forward.

Today I want to tell you why focusing on investing to generate income is a flawed strategy altogether, and why a total return approach to investing will lead to a more reliable outcome.

While the majority of my money is still in dividend growth stocks, I have taken more of a total return approach — adding straight growth stocks (that don't pay dividends) to the mix.

2) Varying stock allocations in accordance with valuations (total return approach).

It is, however, not as efficient as a total return approach.

The fund's unique proposition is that it takes a total return approach, «so it looks at all the asset classes in emerging markets and really picks what we think are the best opportunities across the entire asset class,» said fund manager David Robbins.

After reading numerous books and papers on retirement investing, and changing my mind a couple of times, the total return approach seems like the best method.

Muhlenkamp takes a total return approach to investing, seeking out investments that offer the best return prospects relative to their risk.

Portfolio allocation should be changed from the high growth of the accumulation phase, to a total return approach consistent to meeting the funding needs.

In the current market environment, a total return approach, focusing on both income and growth, can capture compelling opportunities.