Sentences with phrase «bond position»

Overall, 30 % said they would consider replacing individual bond positions with bond ETFs in the next year.

At the time, highly leveraged bond positions and external shocks came together.

I am not currently looking at any new discounted bond positions.

One of my rules of thumb is that if none of the other risks are offering adequate reward, then it is time to increase foreign bond positions.

Because of the recent extension, I would be cautious about initiating new bond positions at these levels as well.

Credit default swaps (CDs) are credit derivatives that protect a buyer against the occurrence of a credit event on an underlying bond position.

² — The simple 4 fund portfolio is a blend of local currency and USD because the foreign bond position is a currency hedge position.

Intermediate strategies are generally the core bond position offering a balance between higher yields in exchange for more interest rate risk.

The long high yield corporate bond positions included in the index are designed to represent the more liquid universe of high yield bonds for sale within the United States.

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

If I were managing bonds at present, I would be giving up yield at present by selling my speculative long bond positions that served me well over the past few months in my model portfolio.

The same «Do Half» rule could be applied to lightening up on bond positions and other matters, like raising cash or edging into commodities.

[T] he dramatic increase in leveraged bond positions by both US hedge funds and mundane money managers set in motion self - reinforcing liquidations once uncertainty over emerging markets including Turkey, Venezuela, Mexico, and Malaysia - all of which experienced sharp capital flow volatility - put pressure on speculative positions.

As they've upped their short bond position, they've increasingly gone short the dollar too.

Big mutual funds have sold out of big bond positions — notably Pimco in the period around Bill Gross's departure — without causing a major crash.

Therefore, when the 10 - yr note's normalized rate crosses 4.5 %, I'll initiate a small bond position, continue adding as rates advance, and collect the capital gains as rates decline as the cycle next turns.

Also, I know what the temptation is to mismark illiquid bond positions when incentive payments may be riding on the result (which is why we took the marking out of our hands at a prior firm).

Result: In this example, your net bond position is zero.

When the inevitable slowdown eventually occurs, stocks will fall, central banks will lower rates, bond yields will fall and high - quality bond positions will be rewarded.»

The long investment grade bond positions included in the index are designed to represent the more liquid universe of investment grade bonds offered within the United States.

Historically, adding an 80 % levered bond position to a 60 % stock position would have increased overall volatility from 9 % to 11 %.

High yield in my opinion is used more effectively as a complement to a core bond position: A potential yield tilt that can help boost income without compromising that diversification benefit investors look for in bonds.

Institutional investors are seeking shorter durations in anticipation of rising rates, and as they do so they are moving assets out of individual bond positions and into ETFs.

A Structured product is created by combining the economics of a long call option on equity with a long discount bond position.

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

For accounts with stock, ETFs / ETCs or bond positions a custody fee of 0.12 % p.a. with a monthly minimum fee of EUR 5.00 will apply.

High yield in my opinion is used more effectively as a complement to a core bond position: A potential yield tilt that can help boost income without compromising that diversification benefit investors look for in bonds.

HYG can be a good complement to a core bond position, providing a source of higher income potential and diversification.

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

Or perhaps your bond positions lost money last year when interest rates rose, and you want to learn a better way to adapt to changing markets.

Felix has now sent the bond position to the penalty box, so we have a cautious short position.

You should think of those debts as «negative bonds» and subtract them from your bond position.

The repo market originated as a means by which securities dealers could finance their bond positions, still serving this vital purpose today.

In a typical repo agreement, a securities dealer wishing to finance a bond position sells the bonds to a cash investor, while simultaneously agreeing to repurchase them at a later date for an agreed - upon price.

We have made a portfolio change choosing to broaden our equity exposure to developed countries at the expense of exposure to emerging markets and have moved more of our bond position into lower volatility, inflation - protected government bonds.

Fortunately, the bulk of the portfolio's bond position is held in short - term bonds, which are less sensitive to interest rate movements.

But so you know, it's basically a bond position with an inflation hedge.

I wish I had put on more then, but I didn't panic, and my bond positions did well.At present the discount window action is doing little; I struggled to find any mention of it last night.

I really don't think most investors really understand how interest rates will affect their bond positions

If your stock exposure has grown too large, wait until an equity fund you own is slated to be sold and then use the proceeds of sale to add to your bond positions to get back to your original target allocation.

That's why I am moving my bond positions to lower yielding currencies.

During the financial crisis year of 2008, for example, the 37 % loss for stocks and 5 % gain for bonds would have reduced a 60 % stock allocation at the beginning of the year to 47 % by the end of the year and boosted a 40 % bond position to 53 %.

In this case, reduce your bond position so that it once again covers seven year's worth of expenses before you tap into your stock funds.

Maintain Individual Bond Positions The simplest way to avoid losses in your bond portfolio in a period of rising interest rates is to buy individual bonds and hold them to maturity.

Since I don't have a mortgage and my bond position is $ 0, I'm holding $ 200,000 more bonds than a typical homeowner.

While the asset allocations of these three transition life cycle funds are very similar (see Table 4) and they all transition to similar stock / bond positions, the individual investment approach for each fund is quite different: