Sentences with phrase «bond strategy if»

You may be slightly better off with a conventional bond strategy if rate changes are modest — say, no more than one percentage point.

It probably won't do fantastically well while interest rates are rising but it will protect you more than traditional bond strategies if you're fearful about interest rate increases looking out over a multi-year horizon.

Not exact matches

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Understand the advantages and decide if T - bonds are right for your financial strategy.

If you're not very experienced, there may be other strategies that you could use to build a diversified portfolio of stocks and bonds.

With a bonds - first strategy, you can calculate pretty closely how long that pool of money will last, if you draw down both principal and interest.

If this proves to be the case, many international reserve funds may need to revise their investment strategies and look beyond Treasury bonds.

If you're checking out bond funds, just like with stock funds, look at the management team's track record and strategy, historical performance and costs.

The ministers recognise that the government can not be seen to be straying openly from the deficit reduction strategy, and if they did so it would only lead to a self - defeating reaction in the bond markets that drive up interest rates.

If their social bonds are closely linked to their vocalizations, killer whales» ability to survive amidst shifting territories and social groups may be tied to their ability to adapt their communication strategies.

If that turns out to be true, we believe stock and bond markets are more likely to experience volatility and «turning points» as these markets adjust to new policy imperatives, in which case, more active strategies that employ dynamic approaches to changing market conditions will have the potential to outperform passive, long - only investment strategies.

We usually recommend that Couch Potato investors follow a classic balanced strategy, which consists of putting 60 % of your money in stocks and 40 % in bonds, but you may want to adjust the stock component upward if you're young and willing to take on additional risk in pursuit of larger returns.

The unconstrained strategy can be thought of in two ways: always trying to earn a positive return with high probability (T - bills are the benchmark, if any), or being willing to accept equity - like volatility while the bond manager sources obscure bonds, or takes large interest rate or credit risks.

Over the long term, in equities, unlike bonds, being short options has been a winning strategy, if consistently applied.

If I start mistrusting my strategies it's probably time to move to an all - bond portfolio.

Understand the advantages and decide if T - bonds are right for your financial strategy.

If you fear rising interest rates, the prudent strategy is to reduce the duration of your bond portfolio.

If you plan to reinvest any of your bond income, it may be a challenge to generate the same amount of income without adjusting your investment strategy.

But if you follow the strategy I mentioned above and put only a portion of your savings into an annuity and invest the remainder in a portfolio of stock and bond funds, you would still have assets that you could pass along to your heirs, assuming you manage withdrawals from your portfolio so you don't deplete it too soon.

If you combine them with lots of other funds — as many people do — it will be harder for you to gauge how your savings overall are split among stocks and bonds and you'll may very well undermine the rationale for buying a target - date fund in the first place — i.e., to assure you have a coherent and consistent investing strategy.

If your plan relies on an age - based investment strategy, this process is already in place and your asset mix has slowly evolved toward more conservative investments like money market funds and short - term bonds.

If interest rates rise, and the market value of your bond falls, you will not feel any effect unless you change your strategy and try to sell the bond.

As you regularly evaluate your investments, check back here often for information that can help you see if your bond investment strategy is still on target to meet your financial goals.

If you're not interested in the TSX Composite, feel free to do a similar strategy using the TSX 60, the U.S. market, Canada's REIT or energy sectors, or even bonds if you're a little nervous about that whole areIf you're not interested in the TSX Composite, feel free to do a similar strategy using the TSX 60, the U.S. market, Canada's REIT or energy sectors, or even bonds if you're a little nervous about that whole areif you're a little nervous about that whole area.

A short - term municipal bond strategy has provided a similar risk and return experience to the ladder options, and might be appropriate if the investor does not want to manage the maintenance of a ladder, or does not need the option of withdrawing proceeds from the investment on a regular basis.

If you hold any debt of an issuer hit by such an event, remember the same investment strategies apply to bonds as they do stocks.

Life Strategy funds are more appropriate if you want to maintain a specific allocation between stocks and bonds that doesn't automatically adjustment like the Target Retirement funds which have a specific date.

If their predictions and bets go right, then investors following active bond investing strategy makes huge profit out of their investment and in case the investment does not go as per plan, they may incur huge losses as well.

The Barbells Strategy gives you an advantage wherein the long - term bonds will provide you with constant income and the short - term bond investments will give you opportunity to decide whether to again invest in bonds, say if the interest rates are high or is expected to shoot up, or maybe choose some other form of investment.

Consider your own investing strategy — if you can get a higher rate of return from the relative safety of bond yields, would you not expect a higher rate of return to take on the higher risk of stock investment?

If you are interested in becoming one among the bond investors, and if you have been recently searching on how to invest in bonds, then today we bring you a very detailed in - depth guide on investing in the bonds, investments strategies, top bonds to invest in, bonds vs stocks, risk and benefits of investing in bonds, how to become one of the bond investors and how to invest in bonds to make a high profiIf you are interested in becoming one among the bond investors, and if you have been recently searching on how to invest in bonds, then today we bring you a very detailed in - depth guide on investing in the bonds, investments strategies, top bonds to invest in, bonds vs stocks, risk and benefits of investing in bonds, how to become one of the bond investors and how to invest in bonds to make a high profiif you have been recently searching on how to invest in bonds, then today we bring you a very detailed in - depth guide on investing in the bonds, investments strategies, top bonds to invest in, bonds vs stocks, risk and benefits of investing in bonds, how to become one of the bond investors and how to invest in bonds to make a high profit.

These bonds might be considered for part of an individual investor's buy and hold strategy if they hold bonds for maturities of 20 years and longer.

Through our broker - dealer, CUSO Financial Services, L.P. (CFS *), our Investment Services Registered Representatives can educate you about bonds and help you decide if they are the right investment strategy for you.

Explore More Sophisticated Withdrawal Strategies if You Have a Lot of Savings: If you have sizable savings, you may prefer something more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your assetif You Have a Lot of Savings: If you have sizable savings, you may prefer something more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your assetIf you have sizable savings, you may prefer something more sophisticated with your assets: annuities, a bucket approach, varying your withdrawal amounts based on investment returns (applying floors and guardrails), setting up a bond ladder or establishing a more sophisticated allocation for your assets.

Thus, if an investor used this strategy to determine when to go long, short, or neutral, the current signal indicates a neutral / short - term bond position based on relative strength.

It doesn't matter if retirement is years away or just around the corner, it's important to know that stocks and bonds shouldn't be your sole saving strategy for retirement.

At the beginning of March, the portfolio called for the following holdings: XLE U.S. Energy Sector SPDR DBC PowerShares DB Commodity Index VNQ Vanguard Morgan Stanley REIT DBA PowerShares DB Agricultural Commodities As of today's close the strategy, if one were to choose to re-balance today, calls for holding: TIP iShares Barclays TIPS WIP SPDR Int» l Gov» t Inflation - Protected Bond DBC PowerShares DB Commodity Index XLE U.S. Energy Sector SPDR DBC and XLE are the picks for the 6 / 3/3 strategy, so the longer term trend is still in favor of commodities and energy.

If you've put some thought into your investing strategy and created a well - balanced portfolio that includes both stocks and bonds, the question isn't how to get new money into stocks, or how to go from all cash to all stocks, but how best to put new money to work in the diversified portfolio of stocks and bonds you already have.

But if you manage a portfolio of individual bonds, one strategy you might want to consider is the bond swap.

Trouble is, if you fail to execute this strategy at just the right time, or if you buy bonds just when the bond market is retreating, you could easily end on the losing side of both asset classes, selling at a market low and buying back in at a market high.

However, the 40 % Upgrading allocation within SMIRX will be all stocks and no bonds, so an SMIRX investor may wish to add a small, separate bond allocation to achieve an overall stock / bond allocation that more closely reflects what the investor's portfolio would look like if he or she were implementing the 50/40/10 strategy manually.

If you are really interested in investing in bonds, then we recommend you to read our articles on types of bond every bond investor should know, how to buy and sell bonds and strategies for bond investment in order to get a more in - depth insight into bond investing and how you can gain maximum profits from your bond investment.

It's worth taking time to learn to develop strategies if you are considering investing in bonds or stocks.

I studied 146 years of history1 to see what would have happened if you had retired each year using different withdrawal amounts, various strategies, and varying amounts of stocks, bonds and cash to answer 3 questions:

A strategy for investing in which investors buy a bond and hold the bond until the date of maturity when the investor receives principal back and interest, if any.

If you understand how to trade ETFs and can manage a long - term buy - and - hold investment strategy using ETFs in a discount brokerage account, then you have a few low cost international bond ETF choices.

At least, you will need a good interim measure if you need time to implement an I - Bond strategy.

However, a junk bond can be a useful diversification tool if you are intimately familiar with the company and its operations, and investing a small part of your portfolio in a high - yield bond fund might be a good strategy.

As for your question of whether dollar - cost averaging makes sense as a way for you to overcome your paralysis about getting into the market, I'll admit that, yes, dollar - cost averaging could be considered a valid strategy if it gets you to do something you wouldn't not otherwise do — i.e., invest in those stock and bond funds.

For example, if your strategy calls for a 70 % allocation to stocks, but bonds currently comprise 40 % of your portfolio (and stocks 60 %), you would move 10 % of your portfolio dollars out of bonds and into stocks.