Sentences with phrase «years including dividends»

My target would be a 50 - 75 % gain within 3 - 5 years including dividends.

My guess is the S&P 500 averages somewhere between 6 - 8 % annually over the next 10 years including dividends (4 - 6 % annual appreciation).

Not exact matches

To focus on dividend payers that are better positioned to weather a downturn, go with SPDR S&P Dividend (sdy): It's an exchange - traded fund that invests only in large companies healthy enough to have boosted payouts for at least 20 consecutive years, including warhorses like AT&T (t) and Chevrodividend payers that are better positioned to weather a downturn, go with SPDR S&P Dividend (sdy): It's an exchange - traded fund that invests only in large companies healthy enough to have boosted payouts for at least 20 consecutive years, including warhorses like AT&T (t) and ChevroDividend (sdy): It's an exchange - traded fund that invests only in large companies healthy enough to have boosted payouts for at least 20 consecutive years, including warhorses like AT&T (t) and Chevron (cvx).

Given Osiris's strong five - year record of growth and profitability, Bowers was able to help make Miller's wishes come true: he structured a deal that raised $ 13 million from a large local pension fund — the Pennsylvania Public School Employees Retirement System (see «What Pension Funds Want,» [Article link]-RRB--- by selling a package of subordinated debt and convertible preferred stock, which included a fixed interest rate and dividend yield.

These risks and uncertainties include: Gilead's ability to achieve its anticipated full year 2018 financial results; Gilead's ability to sustain growth in revenues for its antiviral and other programs; the risk that private and public payers may be reluctant to provide, or continue to provide, coverage or reimbursement for new products, including Vosevi, Yescarta, Epclusa, Harvoni, Genvoya, Odefsey, Descovy, Biktarvy and Vemlidy ®; austerity measures in European countries that may increase the amount of discount required on Gilead's products; an increase in discounts, chargebacks and rebates due to ongoing contracts and future negotiations with commercial and government payers; a larger than anticipated shift in payer mix to more highly discounted payer segments and geographic regions and decreases in treatment duration; availability of funding for state AIDS Drug Assistance Programs (ADAPs); continued fluctuations in ADAP purchases driven by federal and state grant cycles which may not mirror patient demand and may cause fluctuations in Gilead's earnings; market share and price erosion caused by the introduction of generic versions of Viread and Truvada, an uncertain global macroeconomic environment; and potential amendments to the Affordable Care Act or other government action that could have the effect of lowering prices or reducing the number of insured patients; the possibility of unfavorable results from clinical trials involving investigational compounds; Gilead's ability to initiate clinical trials in its currently anticipated timeframes; the levels of inventory held by wholesalers and retailers which may cause fluctuations in Gilead's earnings; Kite's ability to develop and commercialize cell therapies utilizing the zinc finger nuclease technology platform and realize the benefits of the Sangamo partnership; Gilead's ability to submit new drug applications for new product candidates in the timelines currently anticipated; Gilead's ability to receive regulatory approvals in a timely manner or at all, for new and current products, including Biktarvy; Gilead's ability to successfully commercialize its products, including Biktarvy; the risk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products; Gilead's ability to successfully develop its hematology / oncology and inflammation / respiratory programs; safety and efficacy data from clinical studies may not warrant further development of Gilead's product candidates, including GS - 9620 and Yescarta in combination with Pfizer's utomilumab; Gilead's ability to pay dividends or complete its share repurchase program due to changes in its stock price, corporate or other market conditions; fluctuations in the foreign exchange rate of the U.S. dollar that may cause an unfavorable foreign currency exchange impact on Gilead's future revenues and pre-tax earnings; and other risks identified from time to time in Gilead's reports filed with the U.S. Securities and Exchange Commission (the SEC).

Common goals include: 1) retiring by a certain age, 2) saving enough for your kid's education, 3) saving enough for a downpayment on a home, 4) generating enough dividend income to pay for basic expenses, and 5) consistently growing your net worth by 10 % a year.

Gross hasn't lost money in any year since 1999, when PIMCO Total Return declined 0.3 %, including dividends, and trailed 59 % of the competition, according to data compiled by Bloomberg.

Earlier this year, under investor pressure, Apple decided to increase the size of a dividend - and - buyback program to $ 100 billion, including $ 60 billion to repurchase stock through 2015.

Also, to be included in the Index, companies must have paid and increased thier dividends over each of the last five years.

Buying a Russell 2000 stock that TheStreet Ratings rated a buy yielded a 9.5 % return in 2014, beating the Russell 2000 index, including dividends reinvested, by 460 basis points last year.

The lesson that valuations are important to long - term investment outcomes is underscored by the fact that the S&P 500 has lagged Treasury bills over the past 13 years, including dividends.

The average annual return for each portfolio from 1926 through 2015, including reinvested dividends and other earnings, is noted, as are the best and worst one - year and 15 year returns.

If the company maintains $ 120 million per year in share repurchases, it offers investors a 4.4 % yield when combined with Allegiant's dividend, not including special dividends.

I've also included a Google Docs list of all the companies in the list with their streak length, but the excel spreadsheets provided above have a lot more information like the dividend yield, average highest yield for 3, 5 and 10 years, the past 10 years worth of dividends, and lots of other stock information.

The average hedge fund is up 3 % this year through the end of July, according to researcher HFR Inc., less than half the S&P 500's rise, including dividends.

Yes, including my ~ $ 10,000 a year in dividends from my tax deferred accounts are a grey area.

The S&P / TSX Composite index is flat on the year (including dividends), while markets around the world are doing well.

For the S&P 500, December's 2 % advance (including dividends), capped off the index's 8th consecutive year of gains.

General Electric Company (NYSE: GE) disappointed investors Monday with its investor day presentation that included a 50 - percent reduction to the dividend, concerning guidance and a strategy which may imply 2018 will be a «really, really difficult» year.

Over this 16 year period, the Dow fell 9 % (gained 10 % including dividends).

The company has increased its dividend 44 straight years, including an upcoming 14 % increase payable in December.

If you examine the 35 years since the 1960s ended, you will find that an investor's return, including dividends, from owning the S&P has averaged 11.2 % annually.

For example if you bought Vanguard High Dividend Yield ETF (VYM), a holding in the Dividends Diversify Model Portfolios, during the market peak of 2007 and held though summer of this year, you would have earned about a 7.5 % annual total return including dDividends Diversify Model Portfolios, during the market peak of 2007 and held though summer of this year, you would have earned about a 7.5 % annual total return including dividendsdividends.

CVX is now down just 12.9 % for 2015 year - to - date (YTD) when including dividends.

On the basis of nominal total returns (including dividends), we estimate zero or negative returns for the S&P 500 on every horizon shorter than about 8 years.

It has increased its dividend for 15 straight years, including 2016.

Finally, if the S&P 500 finishes with a positive gain during December, it will complete the first full calendar year since at least 1926 without a single down month on a total return basis — which includes dividends.

For the full year, I will contribute between $ 65 - 75k (that includes dividends).

This percentage represents the amount of ordinary dividends paid (including short - term capital gains distributions) during the fund's fiscal year, as income qualifying for the dividends - received deduction.

Including dividends, ACOMO Shareholders made 27,2 % p.a. over the last 10 years and (10 - bagger), 25,2 % p.a. over 15 years (29 bagger) and 22,5 % p.a. (60 - bagger) over 20 years.

It's an open question whether we'll see that level of prospective return in the next market cycle, but even if we touch that level of prospective returns 5 or 6 years from now, stocks will have gone nowhere in the interim (including dividends).

• Excellent on certain dividend categories, including 43 straight years of increases, low payout ratio, and highest yield ever available • Declining number of shares over the past 10 years makes each remaining share worth a higher percentage of the company.

December was exciting as ever as my year over year numbers continue to highlight the trifecta magic of dividend investing which includes, adding fresh capital,... Read more

With a track record of paying a dividend every year since 1890, including more than 60 consecutive years of payout increases, the company's reputation as a dependable income investment is well - earned.

Betty is a DGI investor with 3.5 % dividend yield, who also re-invests her dividends in her portfolio that generates total return of 7 % over 30 years (this includes the 3.5 % yield).

- Applying a 3.5 x revenue multiple to WU.com, which is a discount to Xoom's 4.8 x revenue takeover multiple, and 15x EV / FCF to WU's remaining businesses (retail C2C, C2B, and B2B), which is a substantial discount to MoneyGram's 21x EV / FCF takeover valuation, they derive an intrinsic value estimate of ~ $ 33 per share for WU at the end of 2020, offering ~ 72 % upside, or a 3.5 - year IRR of ~ 20 % including the dividend (3.7 % current yield).

The fund uses its own unique algorithm to select quality stocks, but the first criteria is that the companies included in this $ 13.9 billion fund must have increased their dividend for at least 10 years in a row.

The remaining criteria are kept under lock and key, but Morningstar suggests that the fund also screens for financial leverage and cash flow metrics to ensure that included companies can continue to increase their dividends year after year.

But in early 2016 Wesfarmers had a great history of building wealth for shareholders — an investment in the company's shares in 2000 returned nearly 17 % per year while the Australian market, including dividends, returned 8 % a year over the same period.

If they bought and held a Topix ETF (Japanese stocks) instead, they would earn a current dividend yield of 2.37 percent per year, not including any gains from potential appreciation in the share prices.

For example, during the 10 years beginning in 1964 (when the price / peak earnings ratio approached 20 for the first time since 1929), the S&P 500 achieved a total return of close to zero, including dividends.

The company's quarterly dividend has grown more than 20 % since the start of 2015, including a 7 % boost earlier this year.

One only has to look over the past few years to see the removal of well - known names from the Dividend Aristocrat list (including General Electric and Pfizer) to understand that backward - looking analysis is only part of the story.

The two dividend funds will target companies that are «expected to continue to pay and grow their dividends,» but the Fidelity Dividend ETF for Rising Rates will refine that to include companies that are expected to have returns that correlate positively with rising 10 - year U.S. Treasury yields, according to the prodividend funds will target companies that are «expected to continue to pay and grow their dividends,» but the Fidelity Dividend ETF for Rising Rates will refine that to include companies that are expected to have returns that correlate positively with rising 10 - year U.S. Treasury yields, according to the proDividend ETF for Rising Rates will refine that to include companies that are expected to have returns that correlate positively with rising 10 - year U.S. Treasury yields, according to the prospectus.

This second trend borne from ultra-loose monetary policy has forced many investors to seek out higher - yielding alternatives including dividend stocks, which, on average, yield more than 10 - year government bonds in most major developed markets, including Canada (see chart below).

The statement added that in the past ten years, Indorama - Nigeria has been a responsible corporate citizen, reputed for its excellent Public Private Partnership (PPP)-- sharing its wealth / dividend with shareholders including the Federal Government (through the Nigerian National Petroleum Corporation and the Bureau of Public Enterprises), Rivers State Government, and host communities and Nigerian employees.

«Years of effort to develop our methodology, including technical and the refinement of the half - lives of short - lived isotopes of the decay of uranium, has paid dividends,» Asmerom said.

Third quarter net losses were $ 0.18 per share, which includes the impact of the dividend on redeemable preferred shares, as compared to net earnings of $ 0.71 per share a year ago.

At the end of the tax year, all dividends received are «grossed - up» by 38 % and included as taxable income to be taxed at your marginal tax rate.

The company has posted solid dividend growth through the years on the strength of its flagship brands including KFC, Taco Bell, and Pizza Hut.