Sentences with phrase «yield corporate bond portfolio»

Fundamental weighting is also employed by some bond funds, including PowerShares Fundamental High Yield Corporate Bond Portfolio and PowerShares Fundamental Investment Grade Corporate Bond Portfolio, both exchange - traded funds.

And right now there's just a single ETF tracking one of these indexes: the PowerShares Fundamental High Yield Corporate Bond Portfolio (PHB).

Not exact matches

Moderate income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

Depending on your risk tolerance and familiarity with individual corporations, now could be an opportune time to consider high yielding corporate bonds as part of your investment portfolio.

So while low and negative interest rates across the globe has inspired flows into stocks, emerging market bonds and corporate credit in search of higher yields, keep in mind the high correlations of these assets to oil prices and the advantages of holding actual diversifiers in your portfolio to smooth the ride.

Premium calculations and SACEVS portfolio allocations derive from quarterly average yields for 3 - month Constant Maturity U.S. Treasury bills (T - bills), 10 - year Constant Maturity U.S. Treasury notes (T - notes) and Moody's Seasoned Baa Corporate Bonds (Baa).

They first look at return correlations and then consider mean - variance portfolio optimization with global equities, U.S. Treasury bonds, U.S. high - yield corporate bonds, emerging government bonds and frontier government bonds.

The risk taken with a portfolio split 50/50 between stocks and a money market fund is miles from one split between stocks and high yield corporate bonds.

The fixed - income portion of the portfolio comprises inflation - protected securities (15 %), long - term Treasury bonds (10 %) and high - yield corporate bonds (5 %).

The BMO Monthly Income ETF (ZMI) is a portfolio of 10 other high - yield exchange - traded funds, covering real estate investment trusts (REITs), corporate bonds (both investment grade and junk), emerging market bonds, and dividend - paying stocks.

Back when I was exclusively a bond manager, 2001 - 2003, which I chronicled in my series «The Education of a Corporate Bond Manager,» I successfully struggled with one concept: when do you try to add more yield to your portfolio, and when don't bond manager, 2001 - 2003, which I chronicled in my series «The Education of a Corporate Bond Manager,» I successfully struggled with one concept: when do you try to add more yield to your portfolio, and when don't Bond Manager,» I successfully struggled with one concept: when do you try to add more yield to your portfolio, and when don't you?

Mike probably owns our Balanced Growth Portfolio which does have 3 bond funds in it; emerging markets, high yield bonds, and high - grade corporate bonds.

If you want to increase your yield, you could go with a corporate bond ETF or allocate some of your fixed - income portfolio to a preferred - share ETF.

Investors also have to make high - yield bonds, such as corporate or emerging - market bonds, a more permanent feature of their portfolios, says Lascelles.

For instance, I'm looking at some of the things and what Mitch just mentioned so, you are dealing with a portfolio of high yield corporate bonds, U.S. dollar emerging market bonds, intermediate corporate, small cap, as you said, an all - world ex small cap, developed market stocks, emerging market stocks, high dividend yield stocks, REITs, Vanguard's Total Stock Market Index is in there as well.

The fund will invest in a broadly diversified portfolio of high - quality bonds, including Treasury, mortgage - backed, and corporate securities of varying yields and maturities.

Since you already have 80 % exposure to equities, chasing the yield of corporate bonds for a very small part of your portfolio seems unnecessary.

High - yield corporate bonds may also be used to gain modest exposure to higher - yielding maturities, though the portfolio is unlikely to hold a large percentage of high - yield bonds, especially those of longer duration.

Improving High - Yield Bond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfoYield Bond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolBond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfoyield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolbond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolios.

With a portfolio composed of investment - grade debt from corporate, sovereign and supranational issuers with three - year maximum maturities, the iShares 1 - 3 Year Credit Bond ETF (NYSEARCA: CSJ) aims to offer a higher distribution yield than comparable all - Treasury funds, but it does have a marginally higher credit risk.

In our model fixed income portfolio, we trimmed our exposure to corporate bonds, particularly high - yields.

In the construction of the S&P U.S. High Yield Low Volatility Corporate Bond Index, an individual bond's credit risk in a portfolio context is measured by its marginal contribution to risk (MCR), calculated as the product of its spread duration and the difference between the bond's option adjusted spread (OAS) and the spread - duration - adjusted portfolio average OAS (see EquationBond Index, an individual bond's credit risk in a portfolio context is measured by its marginal contribution to risk (MCR), calculated as the product of its spread duration and the difference between the bond's option adjusted spread (OAS) and the spread - duration - adjusted portfolio average OAS (see Equationbond's credit risk in a portfolio context is measured by its marginal contribution to risk (MCR), calculated as the product of its spread duration and the difference between the bond's option adjusted spread (OAS) and the spread - duration - adjusted portfolio average OAS (see Equationbond's option adjusted spread (OAS) and the spread - duration - adjusted portfolio average OAS (see Equation 1).

As far as corporate bonds are concerned, you might invest maybe 40 - 50 % of your portfolio in high - yield bond funds.

More recently, the portfolio has been well diversified, taking advantage of strength in both corporate and government bonds, short - and intermediate - term bonds, high yields and also foreign bonds.

The two corporate bond ETFs might appeal to fixed - income investors who want a little more yield in exchange for credit and interest rate risk but personally, I prefer to take risk with the equity portion of the portfolio especially since corporate bonds are highly correlated with stocks.

In a 2015 blog post, Larry Swedroe compared four portfolios, one with all of its fixed income invested only in safe 5 - year treasury bonds, the other three with each an increasing allocation to high yield corporate bonds.

Corporate bonds offer additional yield, and the iShares 1 - 5 Year Laddered Corporate Bond (CBO) uses a time - honoured strategy to smooth out interest rate risk: it holds one fifth of its portfolio in five different «rungs,» with maturities of one to five years.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

Though static allocation of VIX futures can reduce portfolio volatility and offer downside protection compared with the broad - based, unhedged S&P U.S. High Yield Corporate Bond Index, it can drag down portfolio performance significantly, due to the high cost of rolling VIX futures.

No - Robo guy avoids foreign bonds and high yield bonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds and high yield bonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accoBonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds, and high yielding (but FDIC - insured) savings accounts.

Edit in response to comment: Corporate bond correlation with stocks is positive but generally not very strong (except for high - yield junk bonds) so while they don't offset stock volatility (negative correlation) they do help diversify a stock portfolio.

Every investor will have days where they will have their head in their hands, like I did managing the huge corporate bond portfolio in September 2002, where I said to the high yield manager one evening as we were leaving work, «This can't keep going on like like this, right?

He was responsible for the management of all fixed income assets, created and managed SEC - registered mutual funds, and was the first portfolio manager for their high - yield corporate bond fund.

She said there are more profitable ways than cash to mitigate portfolio risk, including dividend - paying stocks, exchange - traded funds, high - yield corporate bonds and emerging market sovereign debt ETFs.