Sentences with phrase «bond ratio»

From what I understand, though, the one key thing to do regularly is keep the equities / bonds ratio close to the target level.

If practical, match your stock / bond ratio in each account, but it is not critical.

From what I understand, though, the one key thing to do regularly is keep the equities / bonds ratio close to the target level.

Therefore, the Dow / T - Bond Ratio peaks (as it did in the beginning of 2000 and 2008), which precisely marked the beginning of the respective Bear Market in stocks.

Because the future equity risk premium is likely to be lower than that experienced during 1900 - 2000, a stocks - to - bonds ratio of 60:40 is reasonable.

To be sure the Dow / T - Bond Ratio recently peaked... AGAIN.

She will also buy $ 4,000 of TD Canadian Bond Index (TDB909) to give herself an initial 60/40 equity to bond ratio for a conservative approach.

To use your example above, why is a 70/30 percent stock / bond ratio good?

(Another reason why I like Betterment is you choose an asset allocation — a stock to bond ratio — and then they immediately invest the funds when the money arrives.

Since the portfolio options are unlimited, I decided to focus on «the market» and two very common stock / bond ratios.

The most impactful and significant chart shows a Bearish Triple Top on the Dow / T - Bond Ratio... and all the indicators are ominously bearish.

Tags: Bund, Catalonia, ECB, Euro Stoxx 50, risk parity, S&P / bond ratio, Spain Posted in Debt Market, ECB, Equity, Spain 11 Comments»

b) I'd like to invest all new money in a similar 40 % stocks and 60 % bonds ratio.

In summary, we calculate the portfolio - level allocation for each stock slice by multiplying the slice x domestic / foreign ratio x (the stock side of the) stock / bond ratio.

Simply multiply the bond slice x (the bond side of the) stock / bond ratio (using the above example, 60/40, 40 %).

If you decide to add a slice to foreign bonds (I would not), use the same expanded calculation used with the stock calculation: slice x domestic / foreign (bond) ratio x (the bond side of the) stock / bond ratio.

Buying and selling has less to do with maintaining a stock to bond ratio and more to due with hitting those dollar values.

Though stock - heavy funds are riskier, these types of balanced funds come in a range of stock - to - bond ratios.

Blooom will rebalance your portfolio every 90 days, based on their algorithm (along with any changes you've made to your stock to bond ratio).

Other types of mutual funds either never change their stock / bond ratio or only do so according to market conditions.

This can be easily done by calibrating the stock - to - bond ratio to reflect a more aggressive or conservative posture while maintaining the relative ratios between the equity asset classes, the subject of our next chapter.

Of course, what your stock to bond ratio should be really depends on a number of factors such as your age, tolerance for risk, and so forth.

For example, if you want to maintain an 80 % stock / 20 % bond ratio, and your stock values have gone up to 90 %, you might want to sell some stock and buy bonds.

Maybe if my ideal stock / bond ratio was 68/32 I might be more impressed with the concept.