Sentences with phrase «additional portfolio yield»

Our option overlay strategies seek to enhance traditional investment return streams by providing a portfolio hedge to mitigate portfolio risk and / or to create additional portfolio yield.

Not exact matches

«They're gravitating towards the trading strategies that can help them limit their risk, limit their capital exposure, and generate additional yield on the portfolio,» Jones said.

For example, some investors may have taken on more risk in their portfolios in recent years by moving into lower - quality bonds or dividend stocks, in an attempt to generate additional yield.

Incorporating potentially higher - yielding asset classes into a portfolio without carefully considering the additional risks that these securities may pose could prove to be a costly mistake.

As mentioned above, if an investor seeking additional income sources within their portfolio during such a low - interest - rate environment, it may be appropriate to include high - yield exposures such as the following ETFs:

While the portfolio of high yield bonds may offer additional return potential, high yield bonds are subject to substantial interest rate risk.

Many top robo - advisors also provide additional services such as automatic portfolio rebalancing and tax - loss harvesting, which saves you time and can yield higher investment returns for you.

Since we require at least 1.03 % of additional yield per year (6.85 years × 0.15 %), we will continue to hold XSB and no changes will be made to our fixed income portfolio.

By retirement year 20 (age 60), there would be an additional 7 years of 5 % appreciation compounded with 3 % dividend yield resulting in a final portfolio value of $ 412,626, able to generate $ 12,379 a year in tax - free dividends.

Additional issue is that you've compared total return measures (capital gain plus yield) on your portfolio versus indices that don't include the dividends.

It is interesting to note that it had higher dividend yield than the quality portfolio without additional value screen, due to the lower valuation of stocks.

For those wanting higher yields and willing to take additional risk, utilities are one sector worth consideration as part of an overall portfolio strategy.

Since my focus was on retirement portfolios, my additional objective was to put together a portfolio that in the aggregate would offer a current dividend yield greater than 3 %.

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.

This purchase will add roughly $ 99 in additional dividend income to my portfolio on a going - forward basis, because of D's higher dividend yield.