Sentences with phrase «bond portion of one's portfolio»

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

There's lots of debate about how often to rebalance — once a year, quarterly, monthly, only when the stock or bond portion of your portfolio grows beyond its ideal allocation by a certain margin.

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

Tony Giordano: So you could take the dividends from the stock funds, you could start redirecting them into the bond portion of the portfolio.

It will be different, so I think it's a great opportunity for investors to look primarily at the bond portion of their portfolio.

This gives investors a lot of options for tailoring the bond portion of their portfolio to their specific needs and risk tolerance using various bond funds.

The bond portions of our portfolios are invested in Vanguard Total Bond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolio).

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

The idea behind a glidepath is that if we start with a relatively low equity weight and then move up the equity allocation over time we effectively take our withdrawals mostly out of the bond portion of the portfolio during the first few years.

If you plan to retire overseas or in the United States then you ought to look at using the US Bond ETF's for the bond portion of your portfolio — they are cheaper than the Canadian versions anyway.

You can invest in just a few ETFs to complete the bond portion of your portfolio.

iShares says that the rationale for owning floating - rate securities is to minimize losses in the bond portion of the portfolio in a rising interest rate environment.

Needless to say, the biggest risk to the bond portion of our portfolios is rising interest rates and inflation.

For example, in the bond portion of a portfolio with a large fixed income allocation, it's possible to pursue better income opportunities while also managing the portfolio's sensitivity to interest - rate movements or other bond risks using an actively managed, unconstrained bond fund.

But given where interest rates are today, it may make sense to use CDs for some of the bond portion of your portfolio.

If a person chose to use TBM for the bond portion of their portfolio, I wouldn't say they're making a mistake.

You can use just a few funds to complete the bond portion of your portfolio.

Probably the best option for the bond portion of the portfolio is laddering the bond maturities and also considering investing in Real Return Bonds.

Is anyone else considering no longer adding new money to the bond portion of their portfolio, or diversifying into much riskier bonds (junk or emerging market debt)?

The bond portions of our portfolios are invested in Vanguard Total Bond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolio).

For the international equity and bond portion of my portfolio, I prefer mutual funds and exchange traded funds.

You could also further diversify the bond portion of your portfolio by investing, say, 20 % to 30 % of your bond holdings to a total international bond index fund, although, frankly, I don't think an international bond portfolio is anywhere close to a «must have» element for the portfolio of most individual investors.

The SMI Bond Fund (SMIUX) will provide investors the opportunity to have the Adviser manage the bond portion of their portfolio.

If you have a strong stomach and many years ahead filled with earning power I would not have a bond portion of my portfolio.

If you'd like to enjoy those benefits for the bond portion of your portfolio — or you find the convenience of the new blended 50/40/10 approach to be appealing — these new SMI Funds may be worth investigating.

Similarly, you can diversify the bond portion of your portfolio by including a mix of bonds with different credit ratings and durations.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

That's just because the rally in the stock markets has left the bond portion of the portfolio slightly below target.

Many individuals split their bond portion of their portfolio evenly between nominal bonds and inflation - protected securities.

Limiting the bond portion of the portfolio to only short - term bonds adds aggressiveness even in the bond allocation, overlooking long - term or government bonds in hope of higher returns.

I think it can offer decent rates and provide some balance that would normally be in the bond portion of a portfolio allocation.

Many advisors suggest that people at this point begin increasing the bond portion of their portfolio to 50 % or more to lower their overall investment risk.

If so I would like to know what the portfolio managers will do with the Bond portion of your portfolio when they have to maintain your chosen allocation in your fund, especially with those funds mainly in Bonds.

Intrigued, I asked why someone shouldn't pay off their mortgage rather than earning far less in the cash and bond portion of their portfolio.