Sentences with phrase «bonds in a portfolio varies»

For people nearing retirement, the recommended percentage of bonds in a portfolio varies widely, ranging from as little as 15 % to as much as 60 %.

Not exact matches

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 portfolbond 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 portfolBond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolio).

The fund under normal circumstances invests in at least 65 % of its total assets in a diversified portfolio of fixed income instruments of varying maturities, including bonds issued by both U.S. and non-U.S. public - or private - sector entities.

Stock returns vary greatly from year to year, and as a result, bonds outperformed stocks in about one - third of the past one - year time periods, helping stabilize portfolio values when stock returns were small or negative.

On the right is one that's entirely in the Standard & Poor's 500 Index SPX, -0.24 % The portfolios in between are widely diversified equity funds, with varying percentages of stock funds and bond funds.

Broadly speaking, portfolios are split into a number of different «asset classes» like stocks and bonds, which vary in terms of how «risky» they are.

Most personal financial advisors recommend that investors maintain a diversified investment portfolio consisting of bonds, stocks and cash in varying percentages, depending upon individual circumstances and objectives.

Similarly, the gains you earn will vary based on how you divvy up your portfolio between stocks and bonds, as well as on whether you stick to your stocks - bonds mix (and periodically rebalance to do so) or jump in and out of the market or shift your mix around in an attempt to capitalize on a shifting market.

You say: «In terms of numbers, varying allocations according to P / E10 historically would have allowed us to increase the amount that we could withdraw SAFELY from 4.0 % to 5.0 % + (of the portfolio's initial value plus inflation), when compared to a fixed allocation of stocks and bonds.»

These funds have varying degrees of risk based on the percentages of stocks and bonds in the portfolio.

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 portfolbond 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 portfolBond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolio).

The fund will invest in a broadly diversified portfolio of high - quality bonds, including Treasury, mortgage - backed, and corporate securities of varying yields and maturities.

Sub-advised by Schroder Investment Management North America Inc. («SIMNA»), Hartford Schroders Tax - Aware Bond ETF seeks total return on an after - tax basis by investing in a diversified portfolio of taxable and tax - exempt fixed income debt instruments of varying maturities.

However, there is no guarantee, and the percentage of single - state bonds in a portfolio may vary below 100 %.

Inflation expectations vary with economic conditions and so by varying the weightings of nominal and inflation - linked bonds in a portfolio, investors can take views on movements in those expectations.

A mutual fund which has an investment policy of «balancing» its portfolio generally by including bonds and shares in varying proportions influenced by the fund «s investment outlook.

In terms of numbers, varying allocations according to P / E10 historically would have allowed us to increase the amount that we could withdraw safely from 4.0 % to 5.0 % + (of the portfolio's initial value plus inflation), when compared to a fixed allocation of stocks and bonds.