Sentences with phrase «bond holdings in»

Higher dividend payments will be paid when interest rates are higher, generally speaking, though life insurance dividend rates are notoriously slow to adjust both higher and lower which is in part a reflection on the duration of their bond holdings in the cash reserve account.

Both of these accrue to the benefit of high quality bonds, and owners will receive a windfall from their bond holdings in a depression, which can mitigate losses suffered elsewhere in the portfolio.

This can be accomplished by investing some portion of your bond holdings in government TIPS bonds as discussed in Article 6.2, because TIPS returns are adjusted for changes in inflation and perform particularly well in situations where interest rates rise unexpectedly.

(I have an article coming on my bond holdings in the next month...)

The strategies developed by the group help shape portfolio positioning for dedicated US Corporate Bond Portfolios, as well as the corporate bond holdings in US Core Bond Plus, Core Bond, Long, and Intermediate Bond portfolios.

There are Interest Rate Hedge ETFs; there are ways to invest in the bond market (a «bond ladder» where you reinvest every so often a portion of your bond holdings in the new higher interest rate bonds); or investing in companies that will prosper in a higher interest rate environment, including banks, FOREX trading firms, etc..

One is to invest a portion of your bond holdings in TIPS, or Treasury Inflation Protected Securities, which have payouts that track inflation.

Over 10,000 baby boomers are retiring a day, and even more, are increasing bond holdings in their retirement portfolios to prepare for retirement.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

That said, what do you think Sam about replacing at least half the bond holdings in traditional portfolios with short term TIPS?

More broadly, the regulatory agencies in the United States and the Financial Stability Board internationally have work under way focusing on possible fire - sale risk associated with the growing share of less liquid bonds held in asset management portfolios on behalf of investors who may be counting on same - day redemption when valuations fall.

Typically they make periodic dividend payments based on the interest paid by the bonds held in the fund.

Many make periodic dividend payments based on the interest paid by the bonds held in the fund.

For a bond fund, consider also the average maturity of bonds held in the particular fund.

The comparison makes no allowance for the potential impact of reduced long - term capital gains and qualified dividend tax rates, nor of the potential tax exemption for some municipal bonds held in taxable accounts.

Distributions for a bond ETF represent interest earned from the bonds held in the fund.

However when you decide to sell LQD, the share price may not be where it was when you bought it, even though many of the bonds held in the fund's portfolio may have matured.

I would rather ask my financial advisor what is the duration of my bond portfolio and how I am at risk with the bonds held in my funds.

The market weighted average rate of return anticipated on the bonds held in a portfolio if they were to be held to their maturity date.

The bonds held in this portfolio all have an effective maturity date of 2018 as determined in accordance with a rules - based methodology developed by PC - Bond.

The new ETF will have characteristics very similar to the BMO Aggregate Bond Index ETF (ZAG), which could be a core bond holding in any balanced portfolio.

And, no, this isn't some crazy pie - in - the - sky strategy: It's how I handle my own portfolio — with my taxable account entirely in stock - index funds and all my bonds held in my retirement account.

Later, as you move closer to retirement and the number of future tosses declines, it's prudent to scale back the short - term risk of loss by gradually increasing the percentage of bonds held in the portfolio.

All of the Fund's investments will be selected through the sampling process, and at least 80 % of the Fund's assets will be invested in bonds held in the Index.

The bonds held in stable value funds can't be valued at book value because accounting rules require that they be held at market.

Typically they make periodic dividend payments based on the interest paid by the bonds held in the fund.

Not exact matches

In his subsequent press conference, Draghi avoided answering directly whether the ECB would go from $ 30 billion to zero, saying «we don't stop suddenly,» but also stressing that the ECB will continue buying new bonds as its old holdings mature.

The plan will wipe out more than $ 200 million in bonds held by the retailer in exchange for equity interests.

This is due to the fact that the reduction in private sector held government bond supply has been reduced which has shifted demand onto the corporate and muni markets.

People with investments in stocks, bonds and other securities can donate those that have appreciated in value that they've held for at least one year, resulting in significant income - tax savings.

And so what Marks is saying is that it does not matter if your portfolio holds a bunch of, say, «AAA» - rated corporate bonds and highly - rated government bonds like US Treasuries, which are, in theory, highly liquid assets.

The bonds are secure and liquid, making them ideal to hold in the event of emergency funding needs.

An ad hoc group of investors holding much of the utility «s $ 9 billion in bonds had no immediate comment.

So it will likely spend $ 163 billion — its cash and money market holdings minus its debt — and then keep the rest in U.S. bonds.

That money, which is mostly held in short - term U.S. bonds and money market funds, was kept in Ireland for years, until an investigation by the European Union into whether the company failed to pay taxes caused it to move its holdings to Jersey, a small island off the coast of Normandy that rarely taxes corporations.

The move rattled investors because the sanctions require that U.S. citizens must divest of any stocks, bonds or other holdings in the targeted firms by May 7.

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest payments.

With most of these debts being held by Chinese entities, it's unlikely we'll see a banking crisis in the same way we could have seen if Greece or Spain went belly up, said Lau — many foreign banks hold European bonds — but we've seen markets panic on far less worrisome Chinese news in the past.

However you go about getting the durations, I encourage you to use this useful tool in your future bond selections, and even to use it on any bonds you already hold.

As the Christian Science Monitor noted, that's probably a more realistic concern for China, which holds $ 1.3 trillion in U.S. government bonds, than Washington missing interest or principal payments.

A softening in euro zone economic data and signs that inflationary pressures remain subdued, encouraging the European Central to hold off from raising interest rates until well into 2019, have supported bond markets in recent weeks.

The $ 15.6 trillion mutual fund industry holds about $ 6 trillion in domestic equity assets and $ 3.8 trillion in total bond - related money.

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

The low liquidity levels are caused by a combination of regulations, which make it less attractive for big banks to hold inventories of bonds for dealing, and new forms of quick, computerised trading, which have the potential to move markets in times of stress.

For instance, Morningstar found that passively managed target - date funds tend to have fewer holdings in high - yield bonds and Treasury inflation - protected securities than their actively managed counterparts.

If my capital market expectations are for a good bond market and a weak stock market in the next year (such as this year), I don't necessarily want to change any of the stocks or bonds that I hold.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

Yardeni, a market historian, coined the term «bond vigilantes» in the 1980s to refer to investors who sell their holdings in an effort to enforce fiscal discipline.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.