Sentences with phrase «based stock or bond»

Not exact matches

These fees can vary from a quarter of one percent (25 basis points) to manage a stable portfolio of cash and bonds to a full percentage (100 basis points) or more to manage a more active portfolio of small cap stocks.

A carry trade is typically based on borrowing in a low - interest rate currency and converting the borrowed amount into another currency, with proceeds placed on deposit in the second currency if it offers a higher rate of interest or deploying proceeds into assets — such as stocks, commodities, bonds, or real estate — that are denominated in the second currency.

Ask your investment advisor or broker to explain their exact professional status, and to detail whether he or she earns a direct commission on any specific stock, bond or fund that winds up in your portfolio based on their advice.

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.

To build a diversified portfolio, an investor generally would select a mix of global stocks and bonds based on his or her individual goals, risk tolerance and investment timeline.2 The chart below highlights how those broad asset classes have moved in different directions over the past 20 years.

• Full - service brokerage services for stocks, bonds, & mutual funds • Asset Allocation Recommendation & Implementation • Lower cost than any full - service brokerage in Pocatello • Wrap or fee - based accounts or transaction based

Your IRA's rate of return will then be based on the investments you choose — or more specifically, on how much you invest in stocks versus bonds and how those markets are doing.

While base rates kept at or close to zero for almost seven years and three massive asset - buying programs by the Fed have undoubtedly helped stabilize the US (and world) economy during and after the recession that followed the global financial crisis, the continuation of expansionary monetary policies is now supporting a growing excess of global liquidity that has been distorting the market signals sent by stock and bond prices and thus contributing to the growing volatility seen in recent weeks.

Among the Boston - based bank's advantages over its peers is its «enhanced custody» service: an innovation that allows end users to borrow stocks or bonds directly within a segregated custody account.

The GIC, a group of seasoned investment professionals who meet regularly to review the economic and political environment and asset allocation models for Morgan Stanley Wealth Management clients, expects the economy — as measured by gross domestic product, or GDP — to grow, but at below the rate to which we have become accustomed, based on prior second - stage recoveries; stock and bond returns will likely follow suit.

Richard Sylla, a professor of economics at New York University, says investors should choose what percentage of their portfolios they are normally comfortable allotting to stocks and bonds, and return to that balance on a regular basis, perhaps every year or six months.

An FIA uses a unique formula to calculate annual interest based on the performance of a stock, bond or commodity index.

Annual interest is calculated using a unique formula based on changes in the performance of stocks (S&P, Dow Jones, NASDAQ), bonds (Capital Markets Bond Index), or commodities (CBUE).

Moreover, 7.2 per cent growth, which is the other way to look at not taking early benefits, plus indexation, is hard to achieve on a long term basis in income stocks or with federal government bonds with no risk of default.

You then get to choose how this money is invested based on the stocks, bonds or other investments offered through the plan.

Clearing members holding open positions in E-Mini Standard and Poor's MidCap 400 Stock Price Index futures contracts at the time of termination of trading in that contract shall make payment to or receive payment from the Clearing House in accordance with normal variation performance bond procedures based on a settlement price equal to the final settlement price.

A fund that invests in just one type of stock or bond such as one industry sector, world region, country, or market capitalization will be less diversified and more risky than a broad based fund that invests in many companies across multiple industries, countries, and market caps.

You use an index, and adjust the ratio of stocks / bond based upon whether a simple calculation estimates that the market is overpriced or underpriced.

If you can adequately identify the shares of stock or the bonds you sold, their basis is the cost or other basis of the particular shares of stock or bonds.

They might think they're well diversified even if they own just five Canadian stocks, or they may choose a bond based solely on its yield, without considering the risk.

The best way for retail investors to adopt an asset class strategy is to use index funds or ETFs that track broad - based stock and bond indexes.

Based on his risk tolerance and goals, Thomas is aiming for an asset allocation of 60 % stocks and 40 % bonds, with the equity holdings more or less evenly split among Canadian, U.S. and international.

And there is no «unique context» where dividend stocks could possibly be considered less risky than a broad - based bond index fund, let alone a short - term bond fund or a ladder of GICs.

The purchase of stocks and bonds should be made based on fundamentals not on gut feelings or general observations.

An FIA uses a unique formula to calculate annual interest based in part on the performance of a stock, bond or commodity index.

If you invest in index funds or ETFs this information is useful because most index funds and ETFs will base their investments on an stock / bond index of some sort.

Similarly, the gains you earn will vary based on how you divvy up your portfolio between stocks and bonds, as well as on whether you stick to your stocks - bonds mix (and periodically rebalance to do so) or jump in and out of the market or shift your mix around in an attempt to capitalize on a shifting market.

I assume I would then have to declare a capital gain or loss on my 2012 year taxes on the stocks and bonds based on the valuation of the assets on the day of the transfer.

I could use closing value of the stock or bond on the day of the transfer as the basis for the amount contributed.

Tom presents Caution: Don't Always Invest Based on Others Predictions posted at StupidCents, saying, «The most important decision when it comes to you investments should be asset allocation, or the allocation of your portfolio to stocks and bonds.»

Boosting your portfolio's allocation to oil stocks because you think OPEC is about to cut their production quotas, or selling bonds because you think interest rates are about to rise are strategies based on speculation about the future.

As a result, junk bond and stock prices can at times move in the same direction based on the market's perception of the companies strength or weakness.

The appropriate asset allocation — or the way your money should be divided among stocks and bonds — varies based on age and risk tolerance.

You can sell bonds prior to maturity, but you could gain or lose based on current market conditions for that bond (just like a stock).

Swap - based ETFs don't hold stocks or bonds directly.

If the fund's name includes the term, it means the fund's managers or sponsors feel they can enhance returns and / or reduce the risks of their funds by switching back and forth among stocks, bonds and cash equivalents, often using a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.

Unlike a bond, which guarantees a fixed return if you hold it until maturity, a stock can rise or fall in value based on daily events in the stock market, trends in the economy, or problems at the issuing company.

The fund will invest in stocks and / or bonds with a goal of a high after tax return based on a tax efficient investment strategy.

I'm not talking about anything complicated here, like moving in and out of stocks and bonds or different market sectors based on Fed policy or technical market indicators.

Annual interest is calculated using a unique formula based on changes in the performance of stocks (S&P, Dow Jones, NASDAQ), bonds (Capital Markets Bond Index), or commodities (CBUE).

Remember, though, the point of this exercise isn't to shift your retirement savings around based on your (or someone else's) guess of how the stock and bond markets are likely to perform over the next year or so.

Clearing members holding open positions in a Standard and Poor's 500 Stock Price Index futures contract at the time of termination of trading in that contract shall make payment to or receive payment from the Clearing House in accordance with normal variation performance bond procedures based on a settlement price equal to the final settlement price.

Basically, buying a bond is analogous to buying a stock without knowing either the size of the commission or the price on which the commission is based.

Based on how binary options work, some of the benefits and drawbacks associated with these trades are fairly unique, as they don't carry the same kinds of risk that may be assigned to stocks, bonds, or Forex markets.

Capital gains are profits or the difference between the original cost basis of an asset (such as stocks, bonds, mutual funds, art or real property) and the price at which it was sold.

Almost every investment option that earns over 5 % does not have a guaranteed return — they're usually based on the fluctuations of the bond market, the stock market, the real estate market, or so on.

The active approach has you or a mutual fund manager picking stocks or bonds based on various investing strategies.

But instead of holding a basket of physical assets such as stocks or bonds, an ETN is simply a note that promises to pay investors a return based on the performance of a specific index or other benchmark.

If you're in foreign stocks as well or your bonds are not broad - based, but just government bonds, for example, you might need to consider different benchmarks.

A: A «swap - based ETF» is a type of exchange - traded fund that does not hold any stocks or bonds directly.