Sentences with phrase «alternative bond strategies»

Not exact matches

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

We have benefited from this year's rally in stocks and bonds (our Multi Asset Risk Strategy ETF Model Portfolio has a Sharpe ratio of over 3 this year — and that's with no leverage), but we are managing our risk by incorporating asset classes such as gold through the iShares Gold Trust (IAU); liquid alternatives through the IQ Hedge Multi-Strategy Tracker ETF (QAI), long - dated Treasuries through the iShares 20 + Year Treasury Bond ETF (TLT)-- each of which diversify our portfolio risk and carry well within an ETF portfolio construct.

The fund industry has pumped out «alternatives» to stocks and bonds because the new strategies typically charge individuals higher fees.

Alternative investments cover a varied set of asset classes and strategies that go beyond traditional stocks and bonds.

As an absolute - return strategy some consider a source of alternative exposure to bonds, QAI has gained 5 % year - to - date, bringing its total returns since inception to about 30 %.

Read more in the full Global equity outlook, including our take on minimum - volatility strategies and why we believe short - term bonds are an increasingly compelling alternative to «stable» dividend stocks.

Read more in the full Global equity outlook, including our take on minimum - volatility strategies and why we believe short - term bonds are an increasingly compelling alternative to «stable» dividend stocks.

The Litman Gregory folks started with a common premise: «In the years ahead, we believe there will be mediocre returns and higher volatility from stocks, and low returns from bonds... [we sought] «alternative» strategies that we believe are not highly dependent on tailwinds from stocks and bonds to generate returns.»

Seeks to provide long - term total return with reduced correlation to the conventional stock and bond markets by investing in mutual funds that use alternative or hedging strategies.

In part one of our article on liquid alternative strategies, we looked at equity - based, non-traditional bond and commodity alternatives.

The other panelists will consider some more advanced strategies, including adding alternative asset classes to traditional stock - bond portfolios.

Cleary, equity based alternative strategies, such as long / short equity, struggled to keep up with the strong rally in March, however, nontraditional bond funds performed well relative to their long - only counterpart (Intermediate Term Bonds).

This strategy, known as equity income investing, can be an attractive alternative to bond investing as it seeks to offer greater protection against inflation as well as potential for capital appreciation.

The fund's risk - averse managers, asset allocations, and hedging strategies position it as an alternative to traditional 80/20 % or 60/40 % bond / stock portfolios for conservative or Continue reading →

In tandem, the All Asset funds dialed back risk, as reflected by allocations to «dry powder» asset classes (i.e., short - term bonds, cash equivalents and alternative strategies) of 10.2 % in All Asset and 13.9 % in All Authority, levels meaningfully above the since - inception averages of 7.0 % and 7.5 %, respectively.

A variety of bond funds are promising flexibility, a multisector or alternative approach, or the latitude of an unconstrained strategy.

Features Adding Alternative Investments to a Stock / Bond Portfolio The risks of a traditional 60 % stocks / 40 % bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge - fund strategies.

These systematic global investment strategies may provide an attractive and diversifying alternative source of investment returns to the low yields and low returns offered by mainstream stocks and bonds.

Speaking of Vanguard, it's making its second foray in the world of liquid alts (after Vanguard Market Neutral) with Vanguard Alternative Strategies Fund seeks to generate returns that have low correlation with the returns of the stock and bond markets, and that are less volatile than the overall U.S. stock market.

Alternative funds are mutual funds that focus on asset classes or strategies that are outside the typical long - only world of stocks and bonds.

The Aggressive Portfolio's asset allocation is comprised of ETFs that provide exposure to a mix of large cap stocks, government and corporate bonds, and an allocation of up to 15 % of the portfolio to alternative investment strategies.

He advocates adding alternative asset classes and strategies that provide exposures that are less correlated with stocks, U.S. bonds or cash, and suggests alternative ETFs are a good way to do so.

Schiller is almost certainly correct in his predictions about the low likelihood of a crash in US bond prices (although they're certainly going to fall) but you're welcome to base your investing strategy on some alternative scenario although I wouldn't know what that would be.

Rather than relying on a static 60 % / 40 % allocation to stocks and bonds, «The New 60/40» asks investors to consider blending a 60/40 mix of traditional assets with tactical and alternative strategies.

Alternative investments: strategies that produce returns by taking risk other than equity and bond risk.

Direxion Monthly Emerging Markets Bull 2x (DXELX) UltraEmerging Markets ProFund (UUPIX) Guinness Atkinson Alternative Energy (GAAEX) Midas (MIDSX) Direxion Monthly 7 - 10 Year Treasury Bear 2x (DXKSX) Mobile Telecommunications UltraSector ProFund (WCPIX) ProShares Ultra Financials (UYG) Rising Rates Opportunity ProFund (RRPIX) Banks UltraSector ProFund (BKPIX) UltraInt» l ProFund (UNPIX) UltraJapan ProFund (UJPIX) Calvert Global Energy Solutions (CAEIX) Rydex Inverse Government Long Bond Strategy (RYJUX)

Diversification is an investment strategy aimed at managing risk by spreading your money across a variety of investments such as stocks, bonds, real estate, and cash alternatives; but diversification does not guarantee a profit or protect against loss.