'Average annual return' presentation slideshows

Chapter 10 Capital Markets and the Pricing of Risk

Chapter 10 Capital Markets and the Pricing of Risk. 10.1 Risk and Return. OVER the 5-year period between 2003 and 2007, investors in General Mills, Inc., earned an average return of 7% p.a. Within this period, the annual return ranged from -1.2% in 2003 to almost 20% in 2006.

2.25k views • 216 slides

Chapter 10 Capital Markets and the Pricing of Risk

Chapter 10 Capital Markets and the Pricing of Risk. Chapter Outline. 10.1 A First Look at Risk and Return 10.2 Common Measures of Risk and Return 10.3 Historical Returns of Stocks and Bonds 10.4 The Historical Tradeoff Between Risk and Return. Chapter Outline (cont'd).

1.52k views • 83 slides

FIN 30220: Macroeconomic Analysis

FIN 30220: Macroeconomic Analysis. Capital Markets. Recall that production is a function of labor, capital and technology. Capital Markets determine investment, which affects the evolution of the capital stock over time. Annual Depreciation Rate. Purchases of New Capital.

818 views • 68 slides

Lower Middle Market M&A for the CPA, CFO, Controller

David L. Perkins, Jr. Acquisition Advisors. Lower Middle Market M&A for the CPA, CFO, Controller. Oklahoma Society of CPAs Tulsa Chapter May 2014. Publicly Announced Transactions. Acquisition Advisors. Private Equity Transactions. Acquisition Advisors. P/E Multiples Paid.

526 views • 43 slides

442 views • 35 slides

Michael J. Mauboussin Chief Investment Strategist Legg Mason Capital Management

548 views • 27 slides

609 Deep Valley Drive Suite 200 Rolling Hills Estates, CA 90274 Ph (310) 265-9009

609 Deep Valley Drive Suite 200 Rolling Hills Estates, CA 90274 Ph (310) 265-9009 Fax (310) 347-4191 www.acclivitywest.com jc@acclivitywest.com.

301 views • 20 slides

PLANNING FOR A SUCCESSFUL LIFE

PLANNING FOR A SUCCESSFUL LIFE. Presented by Floretta E.Reed. What is your greatest fear in retirement? ? Running Out of Money ? Inability to Maintain Standard of Living ? Health Care. Set Goals Maximize Earnings to Maximize Retirement Benefits Eliminate Credit Card Debt

260 views • 13 slides

Ray Dalio - Share classes

Ray Dalio - Share classes - Classes represent ownership in the same fund but charge different fees. This can enable shareholders to choose the type of fee structure that best suits their particular needs. Ray Dalio from BEHR Group: Portfolio allocation - Amount of assets in a portfolio specifically designated for a certain type of investment. Loads (back-end, front-end and no-load) - Sales charges on mutual funds. A back-end load is assessed at redemption (see contingent deferred sales charge), while a front-end load is paid at the time of purchase. No-load funds are free of sales charges. Ray Dalio Senior Vice President for BEHR Group - Daily dividend factor (date) - Daily dividend distributed by a money market mutual fund. EPS - The portion of a company's profit allocated to each outstanding share of common stock. EPS serves as an indicator of a company's profitability.BEHR Group - Ray Dalio Dow Jones Industrial Average (Dow) - The most commonly used indicator of stock market performance, based on prices of 30 actively traded blue chip stocks, primarily major industrial companies. The Average is the sum of the current market price of 30 major industrial companies' stocks divided by a number that has been adjusted to take into account stocks splits and changes in stock composition. P/E Ratio (1 yr trailing) (long position) - Price of a stock divided by its earnings from the latest year. Ray Dalio from BEHR Group

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