Sentences with phrase «duration of one's portfolio»

- Due to the growth in LC, the average duration of the portfolio is shorter than the average duration if they stopped growing.

Assuming duration of a portfolio is 1 year, then for every 1 % change in interest rates, the price of the portfolio will change by 1 % in the reverse direction.

It is proposed to be changed to» an open ended ultra-short term debt scheme investing in debt and money market securities such that the Macaulay duration of the portfolio is between 3 months and 6 months.»

The «Starting Average Duration» (i.e. the starting average duration in the tool above) is the average duration of the portfolio.

Rather, my only advice is to ensure that the duration of your portfolio is well - aligned with the horizon over which the funds will be spent.

If an investor wanted to do the opposite and increase the duration of their portfolio, they would just need to do the opposite of steps 1 & 2.

Depending on the duration of the portfolio and applicable tax rates, different emphasis may be placed on each of the individual factors.

Now that we can see how duration is calculated, let me explain some ways investor's can alter the duration of their portfolio.

But how do we change the duration of our portfolio?

The duration of portfolio results in profit / loss in case of interest rate movement.

The interest rate risk is measured by the duration of the portfolio.

The duration of this portfolio is just under 3.5 years.

The duration of this portfolio hurt returns over the past year.

Read about how investors can use the duration of their portfolio to reduce risk.

Consider lowering the duration of your portfolio — Janet writes that she's recently replaced some intermediate - term holdings with «bond funds like PIMCO Income (PONDX) and Osterweis Strategic Income (OSTIX), which have a broader spectrum of fixed - income that they can invest in,» Because these funds have lower duration, «they offer a little more protection in case interest rates were to rise,» Janet notes.

His suggestion is that the average duration of the portfolio, the average term, should, «reflect — at least to some degree — the time at which you anticipate spending the money.»

The duration of the portfolio is less than 2, so I am not concerned about rising rates, should the FOMC ever do such a thing as raise rates.

The timing and term of the bond affect the duration of the portfolio.

The definition of «fussy» is more applicable to the duration of our portfolio since it's this that sets the standard for our creative output and clearly communicates our processes and values to potential clients.