Sentences with phrase «diversified municipal bond portfolio»

Alternatively, you can invest the same amount into a diversified municipal bond portfolio and pay no taxes and receive tax - free income until the bonds are called or mature.

Not exact matches

They were just putting money away for retirement in municipal bond funds to diversify their portfolios.

Experts agree that municipal bonds play an important role in a diversified portfolio.

Bond Swap: Selling municipal bonds (usually at a loss) and using the proceeds to buy other municipal bonds, to establish a loss for tax purposes, to diversify a portfolio, to increase cash flow, or increase yield.

The diversified portfolio is based on a 5 % allocation to cash, 25 % allocation to investment grade bonds, 5 % allocation to municipal bonds, 20 % allocation to S&P 500 Index, 10 % allocation to small caps, 5 % allocation to commodities, 15 % allocation to international equities, 5 % allocation to emerging markets, 5 % allocation to REITs, and a 5 % allocation to alternatives.

Our laddered portfolios seek to diversify sector and issuer exposure and are constructed using high quality municipal bonds whose maturities are staggered from one to six, 12 or 18 years — ranges chosen specifically in an effort to add value.

With the ability to draw on the bond, equity, and macroeconomic experts at Wellington Management, the portfolio managers seek to exploit inefficiencies across more than a million bonds in the municipal bond markets and build a portfolio that is diversified by geography, sector, and credit quality.