Sentences with phrase «volatile than returns»

Not exact matches

From that sample, we seek out companies that have return on equity of at least 12 % and a beta above 1, indicating that a company is less volatile than the market average.

Another thing to note about IBLN is that it tilts toward growth stocks and technology names, and that has made it significantly more volatile than the S&P 500 but has failed to boost returns, Bogart said.

While these funds have the potential to provide high income and total returns, they are riskier and more volatile than their investment grade counterparts.

Those returns were incredibly volatile — a stock might be down 30 % one year and up 50 % the next — but the power of owning a well - diversified portfolio of incredible businesses that churn out real profit, firms such as Coca - Cola, Walt Disney, Procter & Gamble, and Johnson & Johnson, has rewarded owners far more lucratively than bonds, real estate, cash equivalents, certificates of deposit and money markets, gold and gold coins, silver, art, or most other asset classes.

There are alternatives that can protect investors from future inflation that are less volatile (TIPS) or offer a better return profile (REITs and even high quality dividend stocks) than commodities.

An investment in a limited partner interest in a private equity fund is more illiquid and the returns on such investment may be more volatile than an investment in securities for which there is a more active and transparent market.

Control asset companies produce more volatile returns for their shareholders than do investment companies not employing debt financing.

A beta lower than 1 suggests that a return was less volatile than the market.

By investing in a specific geographic region, a regional fund's returns and share price may be more volatile than those of a less conc entrated portfolio.

For example, a risk index of 1.30 for a fund indicates that it is 30 % more volatile than the typical fund in its category and should therefore have a higher return than average.

A beta of 1.00 indicates that the fund's returns will, on average, be as volatile as the market and move in the same direction; a beta higher than 1.00 indicates that if the market rises or falls, the fund will rise or fall respectively but to a greater degree; a beta of less than 1.00 indicates that if the market rises or falls, the fund will rise or fall to a lesser degree.

While smaller - company stocks tend to be more volatile than the stocks of larger firms, studies indicate that their average long - term returns have been greater.

Because the Oakmark Select and Oakmark Global Select Funds are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Fund's returns more volatile than a more diversified fund.

However, for ETF trading, our average returns are usually 5 to 10 % because ETFs are usually less volatile than individual stocks.

Long - term data clearly demonstrates that stocks, though more volatile than bonds, have rewarded investors with higher returns.

Google Finance reveals Vanguard managed market beating returns with less risk, as Vanguard's fund has a listed beta of.82, making it less volatile than the S&P 500 index.

Because Oakmark Select Fund and Oakmark Global Select Fund are non-diversified, the performance of each holding will have a greater impact on the Funds» total return, and may make the Funds» returns more volatile than a more diversified fund.

Instead, what developed was a gently ever - ascending bull market, the least volatile in more than 50 years and the first year ever to post positive total returns (for the S&P 500) in every month.

Now, many of you may be wondering, «How can assets that are as volatile as Bitcoin and Dash have a better risk - adjusted return than the stock markets?»

Stocks tend to offer higher returns than bonds in the long run, but they tend to be more volatile: they can gain or lose a lot of value in a short time.

Because the Oakmark Global Select Fund is non-diversified, the performance of each holding will have a greater impact on the Fund's total return, and may make the Fund's returns more volatile than a more diversified fund.

When it comes down to it, in a stock market that is feeling more uncertain and volatile than it has in several years, and when income vehicles are priced at a premium, there's a certain wisdom (or at least well - studied prudence) in considering a slightly lower dividend in exchange for the potential for greater stability and long - term return.

Much of Connecticut's rainy day fund depends of a volatile source — the sometimes higher than expected revenues generated by corporations and the state's wealthiest residents, who make money on Wall Street, and file quarterly returns, Lembo said.

Yes, that money could be in the stock market instead I guess, but other than that you aren't going to find any investments making great returns right now and the stock market is pretty volatile.

Investing in currencies can reduce the overall risk profile of your portfolio, as currencies have different and less volatile returns than stocks and bonds.

Stocks have historically provided higher returns than less volatile investments, and those returns may be necessary in order for you to meet your goals.

For better or worse, most of my net worth is equity in our house (lower return but less volatile than stocks — a bond substitute?).

These markets are no less tricky and volatile than their traditional counterparts, yet they often deliver similar returns with less risk.

(Emerging markets are certainly volatile, but they have delivered annualized returns over 12 % since 1988, compared with less than 9 % for Canadian equities.)

Dividend stocks are less volatile — and over the long haul higher returning — than companies that don't pay them.

These are more volatile than liquid funds but provide better returns than them.

When it comes down to it, in a stock market that is feeling more uncertain and volatile than it has in several years, and when income vehicles are priced at a premium, there's a certain wisdom (or at least well - studied prudence) in considering a slightly lower dividend in exchange for the potential for greater stability and long - term return.

But, having said that, I must add that good dividend - paying stocks, sometimes called «value» stocks, get a higher return and at the same time are less volatile than «growth» stocks.

The «Impact of Volatility» chart below reveals the results as being quite sporadic in all quartiles except the least popular quartile, where lower - beta stocks generally delivered higher returns than more volatile stocks.

The comparison in Exhibit 4 demonstrates that not only do individual stock strategies tend to be volatile, but over the long term, a consistent approach (such as the S&P BSE SENSEX) can provide consistent returns that, in some cases can be better than individual stock performance.

Bonds are more volatile than cash, but offer higher returns.

Riskier assets like stocks have a higher rate of expected return so if your time horizon is long enough, don't avoid stocks completely just because they are more volatile than fixed income or cash.

Recently I've been working with several new clients who are conservative investors looking for better returns than CDs and Treasuries but aren't interested in taking on the volatile market risk of stocks, bonds and derivatives.

If some of the 2009 returns for these emerging markets ETFs stirred your interest, check out this review on Frontier Markets which are even more volatile and speculative than the more established western and emerging markets exchanges.

This is significantly less than the interest rates of bonds, although stocks offer, in average, better returns, because they are more volatile and investors demand a premium in exchange for that uncertainty.

Because balanced funds contain a big dollop of bonds, their returns tend to be much less volatile than those of stock funds.

Equities are more volatile than bonds and can provide a higher rate of return.

Bond market returns were also more volatile than single - family rental returns, but less risky than stock market returns on an annual basis.

There is also good data about buying when the market is as low as it is (which could be negative as in example # 1), but if you're a newbie to that, I would still suggest paying off the CC first (a good 20 % return on the money, to your pocket and not to the CC company's) rather than entering into a volatile (read risky) market that you do not understand.

In other words, an investor is more likely to do well by achieving consistently good returns with limited downside risk than by achieving volatile and sometimes even spectacular gains but with considerable risk of principal.

Speaking of Vanguard, it's making its second foray in the world of liquid alts (after Vanguard Market Neutral) with Vanguard Alternative Strategies Fund seeks to generate returns that have low correlation with the returns of the stock and bond markets, and that are less volatile than the overall U.S. stock market.

This means that the returns, while often much higher than traditional dividend payments, are volatile, and the future is a bit uncertain.

The conventional wisdom is that stocks deliver higher long - term returns than bonds: on average, stocks are more volatile, creating the rational expectation that equity investors will be compensated with higher returns.

The Fund's returns are expected to be more volatile than those of its benchmark.

Lastly, income investments» reliable returns make them less volatile than the market.