Sentences with phrase «bond investment trust»

Is there some sort of bond investment trust that buys bonds now, holds them to maturity, and returns the proceeds?

Not exact matches

If you have 10 % of your investment capital in cash in a trust company, 40 % in bonds at an independent brokerage firm, and 50 % in equities at a bank - owned firm, how many portfolios do you have?

Manulife, Sun Life Financial and iA Financial Group led the $ 290 - million transaction by investing in 19 - year bonds issued by Phase II Investment Trust.

Many investors think of real estate investment trusts (REITs) as a distinct asset class because, in aggregate, they historically have had relatively low correlation with stocks and bonds.

Municipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in those bonds.

She literally discussed and answered questions about all of the investing topics I have recently been thinking about — including weighing the pros and cons of placing all of your bond investments into tax - deferred accounts, why Vanguard decided to recently increase their recommended stock allocation to include 40 % international stocks, and how more investors using REITs (real estate investment trust funds) to balanced their portfolios and mitigate risk.

However, for those who can trust that their money will be reasonably safe if they make prudent equity or bond investments, this is arguably the way to go.

Initially, the IRA will include stocks, bonds, CDs and variable annuities, Edward Jones said, but «for now,» the IRA will not include exchange - traded funds, unit investment trusts or mutual funds.

What about substantial wealth excluding houses, cars, furniture, jewelry... actual investment portfolios stuffed with cash, stocks, bonds, mutual funds, real estate investment trusts, master limited partnerships, tax - lien certificates, or any of the other numerous securities one can own to compound capital?

The benchmark for our toy backtest is a simple portfolio using a mix of US and foreign funds targeting stocks, bonds, plus US real estate investment trusts (REITs) and a gold fund.

If you are brand new to investing and don't know the difference between a municipal bond fund and a real estate investment trust, don't worry.

Your account will comprise primarily exchange - traded funds (ETFs), but may contain other investment vehicles such as mutual funds.1 Diversification will be sought among common income sources like stocks and bonds, and lesser - known assets such as bank loans and real estate investment trusts (REITs).

These paybacks have pushed up the yen's exchange rate by 12 % against the dollar so far during 2010, prompting Bank of Japan governor Masaaki Shirakawa to announce on Tuesday, October 5, that Japan had «no choice» but to «spend 5 trillion yen ($ 60 billion) to buy government bonds, corporate IOUs, real - estate investment trust funds and exchange - traded funds — the latter two a departure from past practice.»

For retail clients the firm has access to a full range of stocks, stock and index options, bonds, mutual funds, Real Estate Investment Trusts (REIT), Exchange Traded Funds (ETF), fixed and variable annuities.

Which doesn't cover investments in shares, the returns on which are directly affected by changes in the corporate tax rate (or the myriad of other investment vehicles liked bonds, REITs, mutual fund trusts, etc. that make up the bulk of the universe for Canadian investors).

The pros and cons of dividend - paying stocks, muni bonds, real estate investment trusts, and bank - loan funds

The resulting deregulated and unregulated institutions have brought us one financial crises after another — the savings and loan scandal, the bubble and bust in Real Estate Investment Trusts, the collapse of the hedge fund, Long Term Capital Management, which threatened to set off a daisy chain of bond defaults, and more.

With a personalized portfolio of stocks, bonds, mutual funds, and exchange - traded funds, we'll help you invest your assets or those of your trust using tax - sensitive investment management techniques.

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Real Estate Investment Trusts (REITs, pronounced «reets»), which invest in and manage commercial real estate such as office buildings, shopping malls and apartment buildings and distribute most of their income to shareholders, have risk - return characteristics different than those of stocks and bonds and thus provide valuable diversification benefits in a portfolio.

You may also be interested in considering High Yield Bond ETFs High Yield Real Estate Investment Trusts (REITs) High Yield Closed End Funds High Yield Utility Stock ETFs Return from High Yield ETFs to More on High Yield Passive Income

The risk taker, for example, tends to make risky investments such as real estate investment trusts, options, currency trading, and high yield bonds.

Just weeks after Haruhiko Kuroda, governor of the Bank of Japan, surprised the world with a bold plan to inflate Japanese assets and weaken the Japanese yen by buying 80 trillion yen ($ 680 billion) in Japanese bonds, exchange - traded funds and real estate investment trusts, prime minister Shinzō Abe upstaged him by calling a snap election for mid-December, two years ahead of schedule.

Investors can consider everything from income - generating property and buildings, to development company stocks or bonds, funds or real estate investment trusts (REITs).

In order to enhance these effects the Bank of Japan also purchased risk assets such as commercial paper, corporate bonds, exchange - traded funds, and real estate investment trusts.

Although at present the overwhelming majority of holdings are currently invested in Islamic bonds, equities and real estate investment trusts (REITs), the new standard is now expected to open up a massive new source of demand for gold - related products.

Last year, the Bitcoin Investment Trust more than doubled in value, while the yellow metal gained 8.73 percent; and both assets outperformed the S&P 500 and the twenty - year US Treasury bonds.

This does not account for a significant chunk of Cuomo's investment income, $ 27,803, which was tax - exempt interest on government bonds that the governor holds through a blind trust account with AMG National Bank.

Accounts for the David Ross Education Trust show it has made investments in the «money market» (trading in short - term loans) and corporate bonds.

In 2014, the Pew Charitable Trusts examined how public pension investments have shifted to increasingly risky stock investments and away from government and high - quality corporate bonds.

For your retirement accounts, that might mean holding taxable bonds, real estate investment trusts, actively managed stock funds and individual stocks you plan to trade in and out of.

International stocks, high yield bonds, real estate investment trusts — these may all play a part in your portfolio.

Other investments are often touted as a substitute for high - quality bonds, including dividend stocks, preferred shares, real estate investment trusts (REITs) and high - yield bonds.

On the equity side, consider real estate investment trusts (REITs) emerging markets, small - cap stocks and value stocks, while real - return bonds are a good addition to the fixed - income side.

You can diversify your portfolio by investing in U.S. stocks, international stocks, bonds, real estate investment trusts (REITs), or emerging markets for example.

You will be asked to «weight» your desires as they relate to stock market investments, real estate, private securities, bonds and other strategies that the trust administrator will professionally manage.

Fixed - unit investment trust: A trust that buys a fixed portfolio of securities (usually municipal bonds) and sells that portfolio to investors in units.

Asset An item of value, such as a family's home, business, and farm equity, real estate, stocks, bonds, mutual funds, cash, certificates of deposit (CDs), bank accounts, trust funds and other property and investments.

(Real Estate Investment Trusts pay high dividend yields, which are taxed as income if held in an After - Tax account) What about bonds?

Face - amount certificate Face - amount certificate company Face value Fair market price Feasibility study Federal covered securitiy Federal funds Federal Home Loan Mortgage Corporation (FHLMC or «Freddie Mac») Federal National Mortgage Association Federal Reserve Board Fidelity bond Fiduciary FIFO Fill - or - Kill Financial futures Financial and operations principal Firm commitment underwriting Firm quote Five percent policy Fixed annuity Fixed assets Fixed income pricing system (FIPS) Fixed - unit investment trust Floor brokers Flower bonds FNMA FOCUS report FOK FOMC Forward pricing Fourth Market FRB Free Credit Balances Freeriding Freeriding and withholding Frozen account Full authorization or discretion Fully diluted earnings per share Fully paid securities Functional allocation Fundamental analysis Futures

Taxable bond funds, Treasury inflation - protected securities, real estate investment trusts (REITs), small cap and value funds will tend to pay out more tax - triggering events than large cap U.S. and international stock funds.

RAN Random walk theory Real Estate Investment Trust Real Estate Mortgage Investment Conduit Reallowance Recession Record date Recourse loan Recovery Redeemable security Redemption fee Redemption price Red Herring Reference security Refunding Regional exchanges Registered bond Registered Options Principal Registered Options Trader Registered representative Registrar Registration Regressive tax Regular way settlement Regulated investment companies Regulation A offerings Regulation D Regulation M Regulation S Regulation T Regulation U REIT REMIC Re-offering scale Representative Repurchase agreement Reserve requirements Resistance Restricted account Restricted securities Retention Revenue Anticipation Note Revenue bond Reverse split Reversionary working interest Rights Rights of accumulation Rights offering Riskless transaction Rollover Rollup of a DPP ROP ROT Roth IRA Round lot Royalty Rule 134 Communication Rule 144 Rule 144 A Rule 147 Rules of FaiInvestment Trust Real Estate Mortgage Investment Conduit Reallowance Recession Record date Recourse loan Recovery Redeemable security Redemption fee Redemption price Red Herring Reference security Refunding Regional exchanges Registered bond Registered Options Principal Registered Options Trader Registered representative Registrar Registration Regressive tax Regular way settlement Regulated investment companies Regulation A offerings Regulation D Regulation M Regulation S Regulation T Regulation U REIT REMIC Re-offering scale Representative Repurchase agreement Reserve requirements Resistance Restricted account Restricted securities Retention Revenue Anticipation Note Revenue bond Reverse split Reversionary working interest Rights Rights of accumulation Rights offering Riskless transaction Rollover Rollup of a DPP ROP ROT Roth IRA Round lot Royalty Rule 134 Communication Rule 144 Rule 144 A Rule 147 Rules of FaiInvestment Conduit Reallowance Recession Record date Recourse loan Recovery Redeemable security Redemption fee Redemption price Red Herring Reference security Refunding Regional exchanges Registered bond Registered Options Principal Registered Options Trader Registered representative Registrar Registration Regressive tax Regular way settlement Regulated investment companies Regulation A offerings Regulation D Regulation M Regulation S Regulation T Regulation U REIT REMIC Re-offering scale Representative Repurchase agreement Reserve requirements Resistance Restricted account Restricted securities Retention Revenue Anticipation Note Revenue bond Reverse split Reversionary working interest Rights Rights of accumulation Rights offering Riskless transaction Rollover Rollup of a DPP ROP ROT Roth IRA Round lot Royalty Rule 134 Communication Rule 144 Rule 144 A Rule 147 Rules of Faiinvestment companies Regulation A offerings Regulation D Regulation M Regulation S Regulation T Regulation U REIT REMIC Re-offering scale Representative Repurchase agreement Reserve requirements Resistance Restricted account Restricted securities Retention Revenue Anticipation Note Revenue bond Reverse split Reversionary working interest Rights Rights of accumulation Rights offering Riskless transaction Rollover Rollup of a DPP ROP ROT Roth IRA Round lot Royalty Rule 134 Communication Rule 144 Rule 144 A Rule 147 Rules of Fair Practice

Dated date Day orders Dealer Debentures Debit balance Debit spread Declared date Defeasance Defensive issue Defined benefit plan Defined contribution plan Deflation Delivery versus payment Demand note De minimus transactions Depository Trust Company (DTC) Depository trust receipt Depreciation Derivative security Depression Designated order Designated reporting member Developmental drilling Diagonal spread Dilution Direct Participation Program Discount Discount rate Discretionary account Discretionary income Discretionary orders Discretionary power Disintermediation Disproportionate sharing agreement District executive representative Diversification Diversified investment management company Dividend Dividend Re-Investment Plan (DRIP) Dollar bond Dollar - cost averaging Don't know procedures DOT System Double - exempt bonds Dow Jones Composite Average Dow Jones Industrial Average Due bill Due - bill check Due - diligence meetinTrust Company (DTC) Depository trust receipt Depreciation Derivative security Depression Designated order Designated reporting member Developmental drilling Diagonal spread Dilution Direct Participation Program Discount Discount rate Discretionary account Discretionary income Discretionary orders Discretionary power Disintermediation Disproportionate sharing agreement District executive representative Diversification Diversified investment management company Dividend Dividend Re-Investment Plan (DRIP) Dollar bond Dollar - cost averaging Don't know procedures DOT System Double - exempt bonds Dow Jones Composite Average Dow Jones Industrial Average Due bill Due - bill check Due - diligence meetintrust receipt Depreciation Derivative security Depression Designated order Designated reporting member Developmental drilling Diagonal spread Dilution Direct Participation Program Discount Discount rate Discretionary account Discretionary income Discretionary orders Discretionary power Disintermediation Disproportionate sharing agreement District executive representative Diversification Diversified investment management company Dividend Dividend Re-Investment Plan (DRIP) Dollar bond Dollar - cost averaging Don't know procedures DOT System Double - exempt bonds Dow Jones Composite Average Dow Jones Industrial Average Due bill Due - bill check Due - diligence meeting DVP

The BMO Monthly Income ETF (ZMI) is a portfolio of 10 other high - yield exchange - traded funds, covering real estate investment trusts (REITs), corporate bonds (both investment grade and junk), emerging market bonds, and dividend - paying stocks.

A number of income trust funds will expand their mandate to include high - yield equities (and possibly high - yield bonds) to broaden their investment scope.

The index portfolios that De Thomasis builds for his clients include bonds, equities and real estate investment trusts (REITs) from around the world.

I personally am planning on using the TFSA as an income producing vehicle, so I'll be placing investment grade corporate bonds, income trusts and non-Canadian dividend paying stocks.

If you need the money within the next three years, you should also avoid bond mutual funds and real estate investment trusts (REITs), which can drop if interest rates increase.

We do not accept limit orders for municipal bonds, commercial paper, unit investment trusts (UITs), certificates of deposit (CDs), or mutual funds.

Investors who want to achieve automatic diversification of their bond investments for less than it would cost to construct a portfolio of individual bonds can consider investing in bond mutual funds, unit investment trusts or exchange - traded funds.