Money Master The Games Worksheets
Money Master The Games Worksheets
Money Master The Games Worksheets
Assumptions: $1 million beginning plan balance, $100,000 in annual contributions, 5% growth rate.
Investment Highlights
Mr. Icahn believes there has never been a better time for activist investing, if practiced properly, than today.
Several factors are responsible for this:
1) low interest rates, which make acquisitions much less costly and therefore much more attractive,
2) abundance of cash-rich companies that would benefit from making synergistic acquisitions, and
3) the current awareness of many institutional investors that the prevalence of mediocre top management and non-caring boards at
many of Americas companies must be dealt with if we are ever going to end high unemployment and be able to compete in world markets
(1)
(2)
(3)
(4)
S&P 500, Dow Jones Industrial, and Russell 2000 indices returns of approximately 73%, 104%, and 168% respectively over the
same period
Total return of approximately 293%(2) and compounded average annual return of approximately 15%(2)
Returns of 33.3%, 15.2%, 34.5%, 20.2%(3), 30.8%, and 10.2% in 2009, 2010, 2011, 2012, 2013, and YTD 2014(4) respectively
Technology Wave