The total return investment approach is universally accepted by academic literature and institutional best practices.
FORBES: Do-It-Yourself Dividends From Total Return Investing
Over the next three years, the total return of the high yield index exceeded the total return on investment grade corporate bonds by 1.71 percentage points per annum.
Your total return on an investment is the sum of dividends and capital gains.
For one thing, the total return advantage in investment grade companies is based on an average difference over 11 years.
Value investors often look closely at dividend policies as a part of total return on an investment and an indicator of the financial strength and prospects for a company.
We added up each star's compensation on his or her last three films and the operating income on those films and divided total operating income by the star's total compensation to come up with each return on investment number.
Instead of paying out only investment income to current heirs, a total return unitrust pays a fixed percentage of its total value annually.
However, a recently proposed merger with a sister fund, the DCA Total Return Fund ( DCA), aims to change the investment focus away from the real estate sector.
We also continue to own some traditional bonds funds, such as PIMCO Total Return Fund, in addition to other income-oriented investment vehicles such as the Nuveen High Yield Bond Fund, which yields more than 7%.
In early 1997, Robert Wolf, a Pittsburgh attorney, and Bruce Guiot, a director in the trust company of PNC Private Bank, studied the use of total return payouts for family trusts by back-testing various investment scenarios.
We then divided gross income by each actor's total compensation for the three movies to come up with return on investment.
You might think that the investment return would be based on the compounded total return of those three indexes over six years.
Including dividend income, the Dogs had a total return of 16.7% in 2011, compared with a an 8.4% total return for the wider Dow, according to market-research firm Bespoke Investment Group.
But a lump-sum investment at the beginning would have earned you an annual average total return of 3%.
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Total return investing abandons the artificial definitions of income and principal which led to numerous accounting and investment dilemmas.
FORBES: Do-It-Yourself Dividends From Total Return Investing
Stealth accumulations can also be leveraged to move toward total control of the company or pressure its sale in order to maximize return on the original investment.
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