Sentences with phrase «dollar bond portfolios»

As a result, Canadian dollar bond portfolios are very concentrated in several widely held issuers and a few industry sectors, banking and utilities in particular.

Not exact matches

His legal background proved invaluable in 1991, when the state of California and its insurance commissioner John Garamendi seized Raleigh's then - financial partner Executive Life Insurance Company after the value of the insurer's multibillion - dollar portfolio collapsed — a fate tied to its massive investments in the junk bond market of the go - go 1980s.

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

As you suggest, I follow a strong dollar cost average approach, but I feel bonds will not make up a portion of my portfolio until my 50s.

For the most part, lump sum investing outperformed dollar cost averaging two out of every three times, «even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.»

High - grade dollar - dominated bonds have little role in such a portfolio except to offer diversification and stability.

Research from Vanguard shows that an «immediate» lump - sum amount in a portfolio that includes a 60/40 mix of stocks and bonds outperformed dollar - cost averaging by a margin of 2.4 percentage points on average during a 12 - month period.

However, the fund's large equity stake adds risk to the portfolio, which, with large positions in high - yield (20 %) and non-U.S. dollar denominated bonds (30 %), is already one of the multisector category's most volatile.»

The index tracks the performance of a portfolio of AAA - rated covered bonds, which are denominated in U.S. dollars.

The idea behind asset allocation is that because not all investments are alike, you can balance risk and return in your portfolio by spreading your investment dollars among different types of assets, such as stocks, bonds, and cash alternatives.

Dollar cost average or Value Average and re-balance your portfolio periodically for drifts in your stock / bond allocation and keep repeating this in a disciplined way.

This could happen again, but it will take a large central bank that acknowledges that they have embedded losses on their US bond portfolio not reflected in current prices, and then works to limit their losses by eliminating dollar reserve.

For instance, the RBC Target 2020 Corporate Bond ETF will replicate the performance of a portfolio of Canadian dollar - denominated investment grade corporate bonds that effectively mature in 2020.

My recommendation was to dollar cost average $ 94,839 annually out of his investment portfolio that was earning 1 percent in short - term treasuries, 5 percent in bonds, and -20 percent to +20 percent in the stock market into a life insurance contract to control a potential $ 4 million life insurance benefit.

If I maintain this level of monthly contribution, which I think I will unless somethings extraordinary happens, and my goal is to have, for example, half a million dollars in this portfolio by the time I retire, can I reach my goal if I keep the allocation intact, which overwhelmingly favors stocks over bonds (43 % in foreign stock, 42 % in domestic stock, 9 % in cash and 6 % in bond)?

The major positions in the reference portfolio were the PowerShares DB US Dollar Index Bullish Fund (UUP; fixed weight of 38.1 %), iShares 20 + Year Treasury Bond ETF (TLT; 22.9 %), iShares MSCI Netherlands ETF (EWN; 9.3 %), Guggenheim CurrencyShares ® Swiss Franc Trust (FXF; 6.0 %), Consumer Staples Select Sector SPDR ® Fund (XLP; 5.5 %), and Utilities Select Sector SPDR ® Fund (XLU; 4.7 %).

Basically because a CD or savings account will hardly be tailored to your particular situation, but a stock and bond portfolio can be, if you have more than a few thousand dollars to invest and won't be needing them for the following two years or more (or at least you think you won't).

The original portfolio contains equal dollar amounts of Canadian bonds, Canadian stocks, and U.S. stocks.

A diversified portfolio of nearly 200 dollar - denominated investment grade corporate bonds from both U.S. and foreign issuers.

posted at My Dollar Plan, saying, «Food for thought on whether municipal bonds in your portfolio need a second look.»

In addition, the last thing I want to mention is that in our income portfolio we also have emerging market bonds which are, in a way, a very safe bet as well because they're all dollar denominated.

The authors calculated the average ending values for a $ 1 million portfolio invested all at once in a mix of 60 % stocks and 40 % bonds turned into $ 2,450,264 on average, compared to $ 2,395,824 when dollar - cost averaged over the course of a year — a difference of more than $ 54,000.

Remember that the investor lost their stock and bond exposure so now they suffer an even greater loss since roughly 66 % of their portfolio (as assets not dollars) is now gold and real estate.

Typically, older investors tend to keep more of their portfolio in bonds anyway, so a significant chunk of the portfolio will be denominated in Canadian dollars.

Seeks opportunities to benefit from improving credit quality and spread compression in a diversified portfolio of US Dollar sovereign and quasi-sovereign bonds, supplemented with carefully chosen corporate issues.

Through its investment in Vanguard Total International Bond Index Fund, the Portfolio also indirectly invests in government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

For instance, I'm looking at some of the things and what Mitch just mentioned so, you are dealing with a portfolio of high yield corporate bonds, U.S. dollar emerging market bonds, intermediate corporate, small cap, as you said, an all - world ex small cap, developed market stocks, emerging market stocks, high dividend yield stocks, REITs, Vanguard's Total Stock Market Index is in there as well.

Research from Vanguard shows that an «immediate» lump - sum amount in a portfolio that includes a 60/40 mix of stocks and bonds outperformed dollar - cost averaging by a margin of 2.4 percentage points on average during a 12 - month period.

The fund maintains 68.89 % of its portfolio in the United States and allocates the balance to dollar - denominated international bonds.

50 % of the portfolio (cash, bonds, XIC and XRE) is in securities denominated in Canadian dollars and 50 % (VTI, VEA, VWO) in U.S. dollars.

The investment seeks to mitigate the interest rate risk of a portfolio composed of investment - grade U.S. corporate bonds and U.S. dollar - denominated bonds.

This month's portfolio avoids the US dollar by investing in two ETFs focused on international bonds.

I am now dollar cost averaging in order to rebalance our portfolio according to our asset allocation of 60 % equities and 40 % stocks and bonds.

Bottom line: Whether you're adding new money to your portfolio or, as you're doing, switching to a new stocks - bonds mix because the old one doesn't suit you, you're better off investing the money or moving to your target portfolio mix as quickly as possible rather than dollar - cost averaging.

The Company's investment portfolio holdings are primarily U.S. dollar - denominated fixed - income securities including municipal bonds, U.S. Government bonds, mortgage - backed securities, collateralized mortgage obligations, corporate bonds and asset - backed securities.

«It's an alternative to bonds that enables you to reduce the risk profile of your portfolio,» he says, adding that the fund would, for example, buy the New Zealand dollar and sell the Australian dollar.

Prior to 8/19/13, Fund employed a strategy of investing in fixed - rate bonds with a dollar - weighted average portfolio duration of between three and nine years.

So, for example, if you had, say, $ 120,000 in cash and wanted to dollar - cost average into a 70 % stocks - 30 % bonds portfolio, you would mover roughly $ 10,000 a month for 12 months, investing $ 7,000 in stocks and $ 3,000 in bonds each time.

When looking at the total dollar amount, your stock holdings now represent 70 % of your portfolio, and bonds represent 30 %.

Japan chalked in another $ 20b, though its total was inflated by the impact of falling long - term rates on its long - term dollar portfolio (Japan marks its bond portfolio to market).

This change will flow through the duration and convexity formulas and the resulting change in the market value of each bond, and the bond portfolio as a whole, will be displayed both in dollar amounts and percentages.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 yBond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 ybond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

Through its ownership of Vanguard ® Total International Bond Index Fund, the Portfolio indirectly owns government, government agency, corporate, and securitized non-U.S. investment - grade fixed income investments, all issued in currencies other than the U.S. dollar and with maturities of more than 1 year.

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.

When it comes to how to get to the portfolio mix you've chosen, I know that most personal finance journalists and many advisers will say you should dollar - cost average, or move your inheritance money gradually into stocks and bonds, typically over the course of a year.

These firms, the Carlyle Group, Apollo Global Management and Oaktree Capital Management among them, have been raising billions of dollars during Europe's sovereign debt crisis to buy loan portfolios, corporate bonds and other holdings from troubled financial institutions on the Continent.

This type of insurance is generally more expensive than term insurance because it allows the insured to allocate a portion of the premium dollars to a separate account comprised of various instruments and investment funds within the insurance company's portfolio, such as stocks, bonds, equity funds, money market funds and bond funds.

With dollar cost averaging, the investor purchases the same amount of their chosen investment, i.e., individual stock, mutual fund, bond portfolio, etc. month after month and year after year.

The concept known as dollar cost averaging, or DCA, has long been used to reduce the volatility of stock and bond market portfolios and minimize the risk inherent in these investments.