Sentences with phrase «equities and bonds happen»

If an investor is protecting a 60 % position in equities with a 40 % allocation to bonds, what would happen if equities and bonds happen to fall in value simultaneously?

Not exact matches

There have been instances in the past when bonds and equities sank simultaneously (e.g. 1973 - 74), not many instances but it does happen.

It's possible a bond fund will go negative, but generally, if that happens equities are up, so Joanne could draw their annual income (lump sum) from the equities and deposit it in the bank to be used for that year's income.

What rebalancing tells you to do is this — if you've got a portfolio, which lets say, has some equities or some common stocks, and has some safe securities such as bonds and you want to have a balanced portfolio that's let's say 60 % stocks, and 40 % more fixed income, bonds, preferred stocks etc., that what you do is, you look at your portfolio periodically and you ask what's happened?

Let others head for the hills and abandon their stocks, which will invariably happen as we see a rush of investors dumping equities and heading to bonds.