Sentences with phrase «with less volatility»

It believes it can generate higher returns with less volatility by holding 15 - year mortgage - backed securities, which are less sensitive to interest rates than 30 - year mortgages.

And the big boys have done so with less volatility.

By building portfolios with thousands of stocks and bonds we are able to capture the returns of the markets with less volatility.

There's plenty of historical evidence that suggests this dividend growth fund should continue to beat and exceed the market average with less volatility.

Many investors believe the only way to achieve this is to reduce a portfolio's risk is to add investments with less volatility, often at the cost of less return.

This pair has the most liquidity during the Asian time zone along with less volatility making it the suitable candidate for the trading.

Essentially, the extra income lets retirees avoid selling securities during down markets; with less volatility risk, the nest egg is likely to last longer.

Though they are typically considered «safe» investments, bond values can fluctuate just like stocks, though typically with less volatility.

True to form, the growth group also gave investors a smoother ride with less volatility.

A portfolio with less volatility is less likely to be significantly down at a point in the future.

No doubt you will reach the destination with less volatility but it will take more efforts and time to reach your goal.

Despite the frenzy, one leading cryptocurrency has maintained a pretty steady growth trend with less volatility.

Approximately 25 - 30 portfolio stocks selected that we believe should offer potential long - term returns with less volatility than the overall securities market.

There's plenty of historical evidence that suggests this dividend growth fund should continue to beat and exceed the market average with less volatility.

MG: Do you have any studies that show that dividend payers as a group outperform a broad index with less volatility, which seems to me is saying you can get more reward without taking on more risk?

Age 41 — 60: Not only do you lower your exposure to stocks to 60 %, you also increase your exposure to dividend paying stocks with less volatility.

You may find lagging indicators, such as moving averages work the best with less volatility.

The objective for our core equity portfolio is to outperform the MSCI World Index, net of fees on an annualized basis over a three to five year period with less volatility than the index during the period.

As a result, merger investments can potentially provide investors equity - like returns with less volatility usually associated with stocks, according to data from Bloomberg and Hedge Fund Research Inc..

They need yield with less volatility.

Yes, Lo cites a lot of his own findings, including 2009 seminal findings on how stop - loss selling would have produced since 1929 almost 1 % of outperformance annually — and with less volatility over a straight buy and hold strategy — sure to interest investing nerds.

I have written some programs around this theme and a more flexible approach to using the Shiller P / E results in much better results when compared to a fully vested approach with less volatility.

We looked at data between 1978 and 2014 to find that dividend payers in the S&P 500 Index have historically outperformed non-dividend payers over the long term and have done so with less volatility.

The Iron Horse Fund seeks total return with less volatility than equity markets in general.

Seeks to outperform the S&P 500 index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies.

you wrote: «Age 41 — 60: Not only do you lower your exposure to stocks to 60 %, you also increase your exposure to dividend paying stocks with less volatility.»

Investments with less volatility, such as GICs or bonds, generate over longer periods returns after inflation of 2 % or so; today it is zero.

The managers invest in a portfolio of listed and over-the-counter option spreads and short option positions that they believe structurally will generate exposure to equity markets with less volatility.

Sales pitches are broadly similar: farmland is presented as performing equally well or better than equities and other asset classes, with less volatility.

My guess is that this strategy will surpass both of your illustrations in this article, and with less volatility.

The SIZE ETF from iShares will favor smaller players, with less volatility than the market as a whole.

The results confirm our belief that good governance produces better returns with less volatility - something that long term savers need.

Fund managers aim to do this by a significant margin over the long - term and aim to deliver returns with less volatility (risk) than the broader UK equity market.

Seeks to outperform the S&P 500 Index with less volatility (standard deviation) over a full market cycle by investing in companies that compound earnings and capital and by taking advantage of valuation anomalies.

After all, value stocks have massively outperformed growth stocks over time, and dividend stocks outperform their non-dividend-paying peers... and with less volatility to boot.

«Finding equity - like returns with less volatility is something many market weary investors are looking for,» the Mackenzie ad says.

We looked at data between 1978 and 2014 to find that dividend payers in the S&P 500 Index have historically outperformed non-dividend payers over the long term and have done so with less volatility.

The SIZE ETF from iShares will favor smaller players, with less volatility than the market as a whole.

Furthermore, it did so with less volatility.

By investing in quality small - to midsized stocks management believes to be undervalued, the Fund has historically provided competitive long - term returns with less volatility than those typically associated with small - and midcap investing.

• A beta between 0 and 1 signifies that it moves in the same direction as the market, with less volatility.

High yield bond funds like Janus High - Yield (JAHYX) or Fidelity High Income (SPHIX) have consistently performed better than high yield ETFs like SPDR Barclays Capital High Yield (JNK) and iShares iBoxx High Yield (HYG) and with less volatility.

These strategies performed exactly how intended with downside protection and less upside for a total return with less volatility and capital preservation.

but that fund was not trying to beat the index it was trying to signifigantly outpace inflaction, give the investor a decent return and do so with less volatility than an index....

Now that we have a mental idea of how the broader stock market performs, we're going to try and use correlation statistics that outperforms them with less volatility (or, in other words, have a significantly superior Sharpe Ratio).

Meanwhile, the stock is almost flat over the past year, with less volatility than most small REITs experience:

Since inception in 2000, returns have been gently rising, with less volatility than the major North American indexes, including in 2008.

From 1970 through June 2009, the diversified portfolio had higher returns with less volatility than the S&P 500 alone.