Sentences with phrase «year return earned»

The red line is the actual subsequent 10 - year return earned by holding this particular policy portfolio.

The red line is the actual subsequent 10 - year return earned by holding this particular policy portfolio.

In our own research, for the 2011 — 2013 period, the one - year returns earned by additions to the S&P 500 were on average 13 % higher than the returns of existing index constituents.

Not exact matches

He also touches on return on investment — he earned on artwork he purchased years ago for $ 1 million that is now worth $ 8 million — and underlines the importance of a buy - and - hold strategy.

We have a trading mentality that should not affect long - term investors, but ETF investors have earned a 5 percent return in the last 12 years and investing in traditional index funds has returned about 8 percent.

As we noted earlier this month when we revealed this year's list, an equal - weighted portfolio of Fortune 500 stocks held since 1980, rebalanced with each new year's list, would have earned twice the return of an investment in broader market indices.

Analysts at Bank of America Merrill Lynch, in a back - of - the - envelope calculation, speculate that, if it can make $ 1 a barrel on that flow, Glencore will earn $ 400 million over the five years --» a very compelling return on $ 323 million in equity.»

In 2003, The Lord of the Rings: The Return of the King became the rare popcorn event film to achieve mass appeal, earning $ 377 million in its theatrical run, and also emerge with the year's top Oscar honor.

«If a worker saves $ 5,000 a year in a 401 (k) for 40 years and earns 5 % return a year, the final balance will be more than $ 600,000.

Meiners said employees could have earned $ 323 million more in returns in the five years ended June 30 had Vanguard target date funds been used.

The globe's 25 top - earning hedge - fund managers raked in an astonishing $ 11 billion last year, despite producing disappointing investor returns, according to an annual list released Tuesday by Institutional Investor's Alpha magazine.

If your down - on - her - luck pal has been sleeping on your sofa for the past year and earned less than $ 4,050 while you've been mostly supporting her (or him), then you may be able to claim the sponger — er, friend — as a dependent and deduct up to $ 4,050 on your federal return, even though the two of you are not related at all.

In those, the advisor backs into a price that will offer a financial buyer the prospect of earning a fat return on investment of at least 20 % over the ensuing years.

Because Social Security benefits are based on your past 35 years of earning, it is important to return to work if possible to offset past low - income years.

However, it is very plausible that in recent years, firms are more pressured to return cash back to investors who are aware of the market's positive reaction to buyback announcements and want to earn even higher returns after experiencing positive returns as Carl Icahn pressed Apple to buyback more shares.

During the 20 - year period ending in 2012, the S&P 500 index returned an annual average of 8.21 percent, but the average person who invested in stock - market mutual funds earned only 4.25 percent.

TORONTO — The 2013 - 14 financial year was an unusually strong one for the Canada Pension Plan Investment Board, which earned a 16.5 per cent annual return on the billions of dollars in assets it manages for the national retirement system, but its CEO cautions that level of growth likely won't soon be repeated.

That's because low bond yields reduce the odds that you will earn a return that keeps pace with inflation in coming years.

A back - of - the - envelope calculation suggests that even if Sanders has been contributing just 3 % of his salary per year for his entire time in both the House and the Senate — and has earned a modest 5 % annualized rate of return — he'd have accumulated almost half a million dollars by the end of 2015, thanks in part to the government's matching contributions.

The Massachusetts Pension Reserves Investment Trust Fund earned the top rate of return from its PE portfolio with 15.4 percent annualized returns over 10 years.

As for recouping your investment — I am assuming since this is Mark Cubans Economic Stimulus plan and not Mark Cubans build my portfolio plan — a return on your investment over three years plus capitalized interest of that equal to that which would be earned in a money market fund should suffice.

Even if the German lender meets his cost targets, though, revenue must grow 5.4 pct a year for Deutsche to earn a decent return on equity by 2020.

Online, you can view Buffett's very first tax return, filed when he just 14 years old for money he earned delivering newspapers in his then Northwest Washington, D.C., neighborhood.

Assume their salaries grow each year by 2 % in real terms (after adjusting for inflation), they save 10 % of their annual salaries, and their investments earn a 3 % real annual return.

You accumulate more years of savings, which then earn compound returns, meaning the returns on your investments themselves earn returns.

Update 12/5/2016: Yale's endowment earned a 3.4 % investment return for the year ending June 30, 2016.

If you are paying each year the equivalent to more than an annual S&P 500 return or what you can earn risk - free investing in government Treasuries, how are you ever going to get ahead?

So while there could be one or even five year periods where longer maturity bonds perform fairly well from these yield levels, over the long - term they're likely to be a poor investment in terms of earning a decent return over the rate of inflation.

Shaikh earned his bachelor of commerce degree at Haskayne in 1977 and became a chartered accountant two years later, returning to the school in 1980 to teach accounting part - time for nearly 15 years.

What we have really seen over the past several years, in terms of the appreciation of markets and the decline of interest rates based on what the Fed has been doing, is a result which has eliminated the possibility of investors in bonds and stocks to earn an adequate return relative to their expected liabilities.

You are legally obligated to file a tax return every spring, if you earned a certain amount of income in the previous tax year.

He should know — his Fidelity Magellan fund earned a stunning 29 percent return per year while he was at the helm.

If you immediately see yourself as an enterprising investor — solely because Graham says an enterprising investor can expect a higher return than a defensive investor — that's good but consider this: by using the strategy that I will describe later in this article, a defensive investor can expect to earn a return equal to the overall market's return (which has averaged 9.77 % per year since 1900).

If you earned income in the previous year, you must file a federal tax return to the IRS.

For example, if a company earns 10 cents per share per year, and the stock price is $ 1.00, then it would take 10 years to return the shareholder his investment

June 1, 2016: A recent paper published by MSCI shows that Systematic Equity Strategy (SES) factors earned positive returns over a 20 - year period.

It also found that during the same period, the average fixed - income investor earned only a 6.08 % return per year, while the long - term Government Bond Index reaped 11.83 %.

We took the company private, improved the business, and three years later sold it to Tosco, an oil company, earning our investors a more than quadrupled return on their money.

For example, a $ 10,000 investment that earns 7 % annual returns will have grown to $ 76,122.55 after thirty years.

FL currently earns a third - quintile 10 % return on invested capital (ROIC) and has generated a cumulative $ 762 million (12 % of market cap) in free cash flow (FCF) over the past five years.

I'm happy with earning a 8.7 % historical rate of return a year on my capital.

Of course, if you opted for a Roth IRA, you paid your tax in the year the money was earned and placed in the qualifying account, you now enjoy the investment returns tax - free.

Further, my goal after leaving work was to earn a 4 % — 6 % tailwind a year while I build a lifestyle business, which has frankly trounced the market's return each year since inception.

The investment group» overall return is estimated to be more than that earned by Bono and U2 over the years, during which they have enjoyed 150m record sales.

Take advantage of time to earn higher returns in early years while pulling back on risk and letting your money do the work as you approach retirement.

Earning returns of 20 % a year makes achieving financial freedom quicker and likelier, no doubt.

If the business earns 6 % on capital over 40 years and you hold it for 40 years, you're not going to do make much different than a 6 % return even if you buy it at a huge discount.

Investors earned a cumulative total return of RMB 24 billion ($ 3.86 billion) last year, Ant Financial said in a press release.

From the Wall Street Journal: «Since 1926 he notes (Bogle), the entry yield on the 10 - year treasury explains 92 % of the annualized return an investor would have earned over the next decade.»

And if you can buy some business that earns high returns on equity and has even got mild growth prospects, you know, at much lower multiple earnings, you are going to do better than buying ten - year bonds at 2.30 or 30 - year bonds at three, or something of the sort.»