Sentences with phrase «upside return on»

Equity investments are riskier but offer more upside return on price appreciation.

Not exact matches

Based on recent experiences for U.S. banks, we think European banks have further upside potential, despite double - digit returns in 2017.

Because of a consistent focus on our clients» needs and orienting our businesses to meet their ongoing objectives, we believe we have provided solid returns in a challenging period, while seeking to protect our ability to provide significant upside to our shareholders as the economic cycle turns.

Risk factors into every investment decision we make, because limiting losses in volatile markets is just as critical as maximizing returns on the upside

Our vision is to deliver risk adjusted returns on both upside and downside in the market using innovative technology and groundbreaking strategy.

By writing options on the securities held in the portfolio, PBP adds income from call premiums at the expense of upside, so returns have differed greatly from those of our benchmark.

However, with these benefits comes the trade - off of receiving index - like returns — on the upside as well as the downside.

When choux are done, use a paring knife to poke holes in the bottoms of the puffs (or, if making logs, a hole in each side), place upside down back on the baking sheet, and return to the oven (which should be turned off) to cool, placing a wooden spoon in the door to prop it open.

Turnover could hinder upside, but the run game could improve, especially with what are basically 3.5 returning starters on the line.

The Daily Tribune's Pat Caputo writes that the world has been «turned upside down on this state's two Big Ten football programs,» emphasizing that while the Wolverines practice with uncertainty about Michigan quarterback Shea Patterson's eligibility in 2018, the Spartans have 19 players returning, including their breakout quarterback Brian Lewerke.

The gang returns for nine episodes this season and take on the horrors of the Upside Down (and puberty).

The film focuses on Dwight (Macon Blair), a dishevelled beach bum whose quiet life is turned upside down when he returns to his childhood home in Virginia, to carry out an act of premeditated vengeance.

For example, the real estate sector has returned on average 6 percent for every one percent of GDP growth but has very little foreign revenue exposure, so may be a strong sector to overweight for both diversification to international equity exposure and for upside potential with U.S. economic growth.

Add in dividends and a little bit of upside potential (since most of these are a little bit out of the money) and you're on your way to 10 % + return for the year.

And while they allow you to participate in market gains on a tax - deferred basis while protecting you from losses — and offer a minimum guaranteed return, typically 1 % to 2 % these days — they can seriously limit your upside.

The upside market capture ratio of the S&P 600 to U.S. GDP growth is near 515 versus just 400 for the S&P 500, giving an extra 115 basis points of return on average for every one percent of U.S. GDP growth.

Low - beta stocks therefore offer higher expected returns because you take on the risk of losing everything without the reward of the higher upside.

Upside / Downside Capture Ratios: A measure of how well a manager was able to replicate or improve on phases of positive benchmark returns, and how badly the manager was affected by phases of negative benchmark returns.

You can likely maintain higher asset turnover and higher returns on capital by getting more cash up front and moving that money more quickly into new inventory than waiting 3 - 4 years for modest upside from interest payments.

While the covered call strategy sounds like a clever way to supplement return with income, there are two major risks associated with it: one on the upside and one on the downside.

Market - linked GICs place limits on your upside: for example, your return may be capped at 60 % of the actual return of the market.

«You're saying you will take the cash now and give up some upside but in the fullness of time, on a total - return basis, I don't see how that works in your favour.

In the chart below, high yield's upside is best when OAS spreads are much higher than they are currently (3.85 %); prospects on 4 - year forward excess return over treasuries are relatively dismal when OAS spreads are as low as they are today.

This was a solid return period, even on our reduced stock stake - near market upside on greatly reduced downside.

Especially in light of today's market volatility, they can help shield a portfolio from outsized returns on both the upside and the downside.

If there's an upside to markets, there may be a cap on the return passed on to investors.

Usually there's a set maximum return, on the order of 2 % to 3 % per year, but some products offer unlimited upside returns.

All things being equal, greater leverage can lead to higher returns on equity in upside scenarios.

Lastly, if you're more bullish on these stocks, and want to leave some room for upside potential, there are some out of the money trades that have an if - flat (meaning stock remains unchanged) annualized return well over 1 % / month:

Of course, one can earn spectacular returns by, on average, avoiding days like today and, on average, participating in the upside.

In somewhat similar vein, you can obviously equate earnings yield to RoME, but that would perhaps miss the point — with an analysis, how you get there is often just as important as the end - result... If you re-read that section of my post, the important point is to force myself (or readers) to stop focusing on book value, or intrinsic value, or even the potential upside — and to re-focus more specifically on what kind of return may be on offer, based on the current market cap & ignoring any revaluation potential.

In your stock selection process, this will usefully highlight stark differences between possible buys, which may otherwise appear to offer similar upside — a great reminder of the underlying quality & returns potentially on offer.

My investment thesis regarding Radio Shack is that if you buy in at a low enough price and you monitor what's going on, there is a good probability (say 3x upside vs. 1x downside) of earning a decent return.

It appears to be significantly undervalued based (mostly) on current metrics, and could potentially offer exponential upside based on its prior share price history and a possible return to peak revenues / earnings.

Even though the S&P 500 Bond Index offered the best risk - adjusted return on a stand - alone basis, we see that the blend of stocks and TIPS captured most of the upside of the S&P 500 with a fraction of the volatility.

Certain structured products impose limits on return potential in the form of a «cap» or may limit your participation in the upside performance of the linked index or customized basket (see below).

Maybe anyone suggesting the SM to some one should explain that part last, after the part about borrowing money to invest amplifies your return on BOTH the downside and the upside and that in order to really make * any * money you need to have average annual returns in your investments that exceed the interest you are paying on the loan (which doesn't tend to work out too well if you are investing in mutual funds unless interest rates are very low)

When we compare the expected range of real wealth at the end of 10 years, we find much of the higher dispersion of expected real return for the inflation - hedging portfolio is on the upside.

Now, while I believe there's a low probability of negative 5 year returns, these scenarios shouldn't necessarily imply highly asymmetric upside potential's on offer either... Of course, that will depend on the specific odds you attach to the likelihood of each scenario actually occurring — Scenarios III & IV may require an improved macro / FX environment, a stabilisation / turn - around in dynamic hedging & currency for return, and / or a possibly more aggressive new business approach.

One advantage of this is that the nominal amounts you contribute can always be removed without tax consequences, so a Roth IRA can be a deep emergency fund (i.e., if the choice is $ 2000 in cash as emergency fund or $ 2000 in cash in a 2015 Roth IRA contribution, choice 2 gives you more flexibility and optimistic upside at the risk of not being able to draw on interest / gains until you retire or claim losses on your tax return).

Using The Stingy Investor's Upside / Downside Market View +, there is a drag on market returns of about 1.5 % / annum (SCUB / TSX60 / S & P500 / MSCI EAFE equal weighted).

As a Canadian real estate investor, it is our job to find deals that give us the best return on investment and upside.

We believe this strategy has positioned the Growth eREIT ™ to earn an attractive risk - adjusted base return with the potential for a significant upside return depending on future events.

An upside ratio greater than 1.00 means the manager is, on average, capturing more of the positive returns than the benchmark during these up periods.

It will still be based on a fixed annuity chassis and full principal protection, but the call option (typically one year) strategies for potential upside will have a real chance for better than CD returns.

Many disagree with me on this, but I feel it's the safest way to manage capital, meaning the best combination of protection (margin of safety) on the downside and potential for above average returns on the upside.

I've found that often the upside materializes more often than the market expects, and thus you get fantastic returns in those cases, but you don't have to rely on that happening.

If investment markets perform better than this, investors in a product with capped returns could miss out on the extra upside.

Derek, The way I look at it, the BAC A warrants provide a bit of a cushion on the downside, i.e. of the common gets really decimated, while on the upside, if all plays out nicely, the common should trades back to the $ 30 - $ 40 range by 2018/2019 with the warrants providing a somewhat better return.

Institutional investors often avoid these stocks despite the potential upside beyond 12 months as non-movement can drag on portfolio returns.