Sentences with phrase «typical holding period»

The typical holding period for the Forager Australian Shares Fund is roughly three years.

A typical concentrated portfolio might have 20 stocks, and a typical holding period of 3 - 5 years, so in any year, only 5 stocks provide data points.

The typical holding period of our short term ideas averages 2 to 3 days (sometimes less in choppy market environments).

Perhaps this is where Icahn comes in, but be aware of his typical holding period.

But the key factors are the frequency and dollar amount of your trades during the year and the typical holding period for a security.

Our typical holding period for an individual stock falls in the range of 3 - 5 years, which implies annual turnover rates of 20 - 33 %.

After the typical holding period of about five years, PE investors will be keen to realize their returns.

While a comparison of rolling returns assesses average relative performance over typical holding periods, it does not take the fund's volatility or exposures into account.

A rolling return comparison shows the average relative performance of the fund over typical holding periods.

A comparison of rolling returns, which determines relative gains or losses of the fund over typical holding periods, does not adjust for the fund's volatility or exposures.

While a rolling - returns analysis provides useful insights into performance over typical holding periods, it does not take the fund's return volatility or exposures into account.

The rolling returns comparison is useful in determining the relative performance of a fund over typical holding periods that are not necessarily aligned with calendar years.

A rolling returns comparison provides insights into relative returns of the fund over typical holding periods.

The rolling returns comparison determines a relative performance of the fund over typical holding periods.

A comparison of rolling returns over typical holding periods does not take into account the fund's exposures or volatility.

A rolling returns comparison focuses on relative returns over typical holding periods, but ignores the fund's volatility and exposures.

The rolling returns analysis focuses on relative returns over typical holding periods but ignores the fund's volatility and exposures.

A comparison of rolling returns is useful in determining the excess return of the fund over typical holding periods.

While the above comparisons focus on relative returns in typical holding periods, they do not adjust for the fund's risk.

Not exact matches

As such, note that our projected holding period of this momentum trade setup is expected to be shorter - term than our typical ETF swing trade.

As with all «short ETFs,» which typically underperform their underlying indexes with longer holding periods, this swing trade is only intended to be held for a quick «pop» of no more than a few days (as opposed to our typical holding time of 1 to 3 weeks).

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations, and valuation ranges of typical portfolios.

Click or tap on a number in the gray bar at the bottom of the illustration to see the typical relationship between the average maturity of a bond fund's holdings and its income and share - price variability in a period of changing interest rates.

If you plan to hold a typical intermediate bond fund for a shorter period of time, a rate rise could have a negative impact.

A wide variety of investment processes can be employed to arrive at an investment decision, including both quantitative and fundamental techniques; strategies can be broadly diversified or narrowly focused on specific sectors and can range broadly in terms of levels of net exposure, leverage employed, holding period, concentrations of market capitalizations and valuation ranges of typical portfolios.

The DALBAR Institute 2012 study showed that investors receive three percentage points less per year than the S&P 500 generated from 1992 to 2012, and the average holding period for a typical investor is six months.

Consider the holding period for mutual funds and index funds to be indefinite, and then consider three types of stock investor: (i) AAII Model Portfolio, currently with 27 stocks; (ii) A typical investor as cited in the related Steven Sears article holding 27 stocks for an average 3.27 - year holding period (turnover ratio 30.58 %); and (iii) An investor who holds 27 stocks for the five - year average typical of a market cycle (20 % turnover ratio).

What sort of holding period is typical?

It's a complicated situation: While it's difficult to accurately identify a feral cat without observing them during a holding period, safely caring for a feral cat in a typical shelter cage is terribly stressful for the cat.

Though the public policy behind statutes of repose is based on the policy judgment that a potential defendant should have no reasonable expectation of responsibility for injuries that occur after the passage of a number of years, the Court held that such a policy rationale does not apply to asbestos cases because: (1) the potential dangers associated with asbestos exposure were well known by 1971; and (2) the typical latency period from asbestos exposure to disease is much longer than the six - year window for filing personal injury claims under the statute of repose.

The typical income - property investment scenario is to buy and hold for some period of time.