Sentences with phrase «versus average rate of return»
I'm going to do a post fairly soon on Actual rate of return versus Average rate of return.
https://thecollegeinvestor.com/ Not exact matches
Specifically, they relate spot West Texas Intermediate (WTI) crude oil price to: the U.S. dollar exchange rate versus a basket of developed market currencies; Dow Jones Industrial Average (DJIA) return; U.S. short - term interest rate; the S&P 500 options - implied volatility index (VIX); and, open interest in the NYMEX crude oil futures (as an indication of financialization of the oil market).
April's list of 35 stocks is here and the top 10 rated stocks returned an average of 1.92 % versus -1.24 % for SPY.
May's list of 24 stocks is here and the top 10 rated stocks returned an average of.11 % versus -3.95 % for SPY.
June's list of 14 stocks is here and the top 10 rated stocks returned an average of 6.20 % versus 5.08 % for SPY.
April's list of 35 stocks is here and the top 10 rated stocks returned an average of 1.92 % versus -1.24 % for SPY.
In the one year period leading up to a rate hike cycle, the S&P 500 has done significantly better than the typical 12 - month rolling period, with an average return of 18.11 % versus 11.6 %.
The rate is low, something like libor +1 %, however the loan is collateralized by moving market positions to cash and therefore you are missing out on the average 7 % market returns., so the overall rate is closer to 8 - 9 %, so its a tradeoff of opportunity cost versus convenience.