Sentences with phrase «bond allocation»

First let's consider the challenge to the income producing role of bond allocations in a portfolio.

A lot of people should have some sort of bond allocation for protection and a lot of time peace of mind.

The traditional advice to investors is to increase bond allocations as they age.

To make it easy, your brokerage will have you complete an investment questionnaire to determine the correct stock and bond allocation for your age and financial goals.

I kept both stock and bond allocations between 25 % and 75 %.

In about 5 years or so, I'll be boosting bond allocations by 10 % per year.

The target - date funds with target dates further in the future have higher stock allocations and lower bond allocations.

I'm not saying completely abandon it, but it might make sense to hold a small bond allocation in those accounts for flexibility.

I've been wondering about the best bond allocation as I start to build an investment portfolio.

As an example, assume a portfolio is being managed to a 50 percent stock and 50 percent bond allocation.

Foreign bonds can perform differently, and for large bond allocations, a slice to foreign this way is probably a good idea.

Does adjusting stocks - bonds allocations according to trend following rules improve the performance of 30 - year retirement portfolios?

Little is mentioned about bond allocation (I guess because most consider bonds «boring»).

The result: Bond allocations amplified rather than reduced portfolio losses.

The net effect of these transactions was to decrease the equity allocation by 1 % with proceeds used to increase the corporate bond allocation.

The stock / bond allocation depends of your risk tolerance.

Whether you're looking for income investments or just want a different bond allocation, floating rate bonds might be a worthy alternative in the right environment.

When the initial stock allocation is 50 %, the initial bond allocation is 50 %.

See some considerations for investors looking to add an international bond allocation to their portfolios.

Clients who use junk bond allocations are using other managers.

For many investors, a «total bond market» fund is enough for the entire bond allocation.

The benefit of any cash or high quality bond allocation is that it provides that part of your portfolio with dry powder for spending or rebalancing during a market shake - up.

An intriguing question, for those who maintain a static bond allocation, is how far out to go in duration.

Finally, an age - based minimum bond allocation is required.

The funds are being positioned as products that can be used in tandem if the investor chooses, but also as «add ons» to enhance a broad aggregate bond allocation.

My oldest kids turned 7, so I haven't boosted bond allocations just yet but that's precisely what I intend to do as well.

The old 60/40 stocks / bonds allocation begins to look really intelligent over the long haul, but maybe not today because high quality bond yields are so low.

I appreciate your addition to the discussion, good point about using annuities as a potential replacement for some of a retirees bond allocation.

The traditional stock / bond allocation decision we've been looking at here is an obvious one.

Both stock and bond allocations lie between 25 % and 75 % at all times.

The traditional approach maintains a fixed stock - bond allocation through annual rebalancing.

Continuing with the example, and assuming the Short - Term Bond allocation is 5 %, you'd buy $ 5,000 of that mutual fund.

I also didn't include a bond position even though I'd keep a small bond allocation.

If you are like me and still have years before retirement, a large bond allocation might not be ideal for your portfolio.

I find options quite hard to use, but I read somewhere about using options and bond allocation for a portfolio.

A common retirement strategy is to gradually increase your portfolio's bond allocation as you get older (or at least maintain it at a conservative level).

How often have you been told to set a fixed stock - bond allocation according to your risk tolerance?

The result: Bond allocations amplified rather than reduced portfolio losses.

Portfolio Strategies Using Cash and Short - Term Bonds to Avoid Taking Losses in Retirement Combining a stock and bond allocation with cash and short - term bond funds can help a retiree better endure down markets.

Fund managers maintained suggested bond allocations at 8.8 percent, while cash allocations were boosted to 21.3 percent.

For long - term investors, a traditional bond allocation (whether it's a ladder or a broad - based ETF) will provide more protection when equity markets take a tumble, and that's the most important role of fixed income in a portfolio.

In the poll, investors raised overall bond allocations slightly to 37 percent of their global balanced portfolios, but cut government bond holdings by almost 2 percentage points to 56.3 percent of their fixed income portfolios.

Further supporting the dollar, the U.S. interest rate premium over Germany has never been higher, and the interest rate premium over Japanese government bonds may be enough to begin enticing Japanese asset managers to boost their unhedged U.S. bond allocations.

A portfolio with a fixed bond allocation helps reduce behavioral risk and leads to a higher probability for long - term success.»

Cindy's investments have a hefty bond allocation, as much as 58 per cent in her RRSP and 23 per cent in her taxable accounts.

I am using new contributions to rebalance toward our desired bond allocation.

Will investors with bond allocations rotate to equities ahead?

Following this rule, if your target bond allocation is 40 %, you would rebalance anytime it was off by an absolute 5 % — that is, above 45 %, or below 35 %.