Sentences with phrase «value portfolio generates»

For example, in the equal - weight table, the E / M value portfolio generates its best return using a 4 - year average, but the spread is biggest using the 3 - year average.

Again, the value portfolios generate more cashflow than the glamour portfolios, generating 24.6 percent on average versus 4.1 percent in the glamour portfolios.

The reason for value's outperformance is simply due to the fact that the value portfolios generated more cashflow per dollar invested; 27.2 percent versus 4.3 percent for the glamour portfolio.

Not exact matches

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

The array of portfolio companies and investments that made him rich may appear random — he's bet on companies including Coca - Cola, American Express, Geico, Fruit of the Loom, Dairy Queen, and General Motors — but they're all cash - generating machines that offer long - term value.

The difference between the two portfolios after 30 years is quite significant: While the value - weighted portfolio generated an 1,838.66 % return, the equal - weighted portfolio returned 2,443.71 %.

The value portfolio could generate higher returns and yields but not without the cost of higher risk.

Partners Value Split Corp. (formerly «BAM Split Corp.») commenced operations in September 2001 and currently owns a portfolio consisting of 79.7 million Class A Limited Voting shares of Brookfield Asset Management Inc. (the «Brookfield Shares») which generate cash flow through dividend payments that fund quarterly fixed cumulative preferential dividends for the holders of the company's Preferred shares, and provide the holders of the company's Capital shares the opportunity to participate in any capital appreciation in the Brookfield Shares.

Even in the current market I have been able to generate several hundred thousand in net loss carry forward from the stock portfolio, while the value of the portfolio has gone up by several million dollars.

Steven Wood, CFA, founded GreenWood Investors in late 2010 based on core beliefs that great retruns are generated through a concentrated global portfolio of special situations and deep value opportunities, and can not be generated by being overly concerned with month - to - month returns.

If you keep it for a long time horizon, NDSN's yield will gradually improve and its stock value will also generate a boost in your portfolio.

On The Motley Fool boards, «Luniversal» recommends a strategy of using a portfolio of seven or eight Investment Trusts to generate rising income, and letting the capital value go where it may.

Whether you're looking for great value stocks, businesses generating high returns on equity or stocks with a strong competitive advantage, finding the best stocks for your portfolio is easy with Skaffold.

Merely generating revenue is insufficient to build the value of your property and improve the cash flow of your portfolio...

The leading spirits player in Germany, Pernod Ricard will continue to focus on premiumisation, innovation and extension of its broad product portfolio in order to generate added value.

Every day we delight consumers with our exceptional portfolio of non-alcohol, alcohol and food brands, generating growth with our customers, creating value with our partners, while making a positive contribution to our communities.

The worst outcome would have come for someone who made withdrawals between 1999 and 2008, when the portfolio generated slightly less income and would have declined in value to $ 79,783, leaving fewer assets available for later in retirement.

For example, if delayed or spread investments resulted in a terminal portfolio value of $ 93,000 and January lump - sum investments generated $ 100,000, then the penalty was 1 — 93/100 = 7 %.

The Capstone strategy seeks to generate absolute returns over the long term in the attractive asset class of smaller under - researched companies by building portfolios that have lower than market levels of debt, higher than market levels of profitability, and are trading at a discount to their intrinsic value.

The strategy uses a value - driven approach and seeks to generate return by investing in a portfolio of investment grade, fixed income securities.

As time goes by, and you pay down any mortgages associated with your investment real estate portfolio the residual income generated compounds & property values tend to increase over time.

If you keep it for a long time horizon, NDSN's yield will gradually improve and its stock value will also generate a boost in your portfolio.

By retirement year 20 (age 60), there would be an additional 7 years of 5 % appreciation compounded with 3 % dividend yield resulting in a final portfolio value of $ 412,626, able to generate $ 12,379 a year in tax - free dividends.

The value quintile of equal - weighted portfolios book - to - market, dividend yield, earning - to - price, cash flow - to - price, and leverage - to - price generated monthly returns of 0.84 percent (10.6 percent per year), 0.78 percent (9.8 percent per year), 1.31 percent (16.9 percent per year), 1.13 percent (14.4 percent per year) and 0.0 percent (0.0 percent per year) in the 1990 — 2011 period, respectively.

A portfolio with a 3 % dividend yield has to have a value of $ 2.5 million to generate $ 75,000 a year in passive income.

Although, for dividend investor, the value of the stock or entire portfolio is not as important as income it generates, it is not much comforting seeing your holdings in red, right?

Although my Freedom Fund's value may fluctuate up and down, the dividend income the portfolio generates shows a slow, steady trend upward.

What most investors miss is that a portfolio of value stocks generates faster growth in dividends than a portfolio of growth stocks.

Again, the value portfolios simply out - earned the glamour portfolios, generating 17.2 percent on average versus 2.7 percent in the glamour portfolios.

Ancillary Revenue - Asset Management further maximizes the value of our portfolio through various strategic, ancillary revenue generating opportunities:

If you are making independence decisions based on the income generated by your portfolio then the current yield (and even market value) of your portfolio becomes less important.

Whether you're looking for great value stocks, businesses generating high returns on equity or stocks with a strong competitive advantage, finding the best stocks for your portfolio is easy with Skaffold.

Dynamic Fund Allocation balances equity and debt exposure in the portfolio by automatic allocation of fund value as per predetermined percentages — higher allocation to equities in the initial policy years for generating potentially higher returns, and later, higher allocation to debt as the policy nears maturity to protect the maturity value.

Their reasons for investing in real estate include the desire to diversify their investment portfolios; benefit from long - term, tax - advantaged market value growth; and generate an ongoing revenue stream while they own the asset.

Take, for example, a portfolio that generates annual net operating income (NOI) of $ 100 million, with a value of $ 2 billion at a 5 % cap rate.

This addition to Freshwater portfolio is in line with our strategy of buying value - add properties in solid markets and generating stable cash flow for our investors.»

We manage our portfolio of market - dominant retail suburban town centers to generate lasting value for our shareholders.