Sentences with phrase «fewer bonds in their portfolio»

As individuals normally hold far fewer bonds in their portfolio than bond mutual funds, the chances that a default will result in a large loss for the investor are generally higher for those investing in individual bonds.

Very few bonds in my portfolio as I'm looking for growth.

Not exact matches

Thriftiness is a virtue because costs are one of the few things that investors can control in their portfolios, particularly when stocks and bonds...

I have started to increase my bond % in my portfolio and have a few questions: 1.

And if you choose funds that hold a broad range of stocks and bonds and work in synch with each other, you can put together a well - diversified portfolio with just a few funds, or even less.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

But in the last few episodes of sharp stock market drops, bonds went up (US government bonds are a safe haven asset and appreciate in crisis periods) so the only thing better than 3 months worth of expenses in a money market fund is having 3 + x months worth of expenses in the bond portfolio due to higher bond yields and negative correlation between bonds and stocks.

Smart investors always seek to balance the volatility of the stocks in their portfolio with a few well chosen bonds.

As for what the above means for portfolios, investors may want to consider sticking with a few key themes: a preference for stocks over bonds, a healthy allocation to international equities given that U.S. stocks do look relatively expensive, and an opportunistic stance in fixed income.

I don't expect bond yields to rise sharply, but as the last few weeks have demonstrated, even a modest rise in yields will inflict some pain on portfolios.

If I were managing bonds at present, I would be giving up yield at present by selling my speculative long bond positions that served me well over the past few months in my model portfolio.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

In bonds, we continue to observe some easing of yield pressures, but with the Fed's SOMA portfolio now at $ 2.51 trillion, with a $ 2.60 trillion target, it is equally clear that the Fed buying that has almost completely financed ongoing fiscal deficits will end abruptly in a few weeks, absent a fresh round of quantitative easinIn bonds, we continue to observe some easing of yield pressures, but with the Fed's SOMA portfolio now at $ 2.51 trillion, with a $ 2.60 trillion target, it is equally clear that the Fed buying that has almost completely financed ongoing fiscal deficits will end abruptly in a few weeks, absent a fresh round of quantitative easinin a few weeks, absent a fresh round of quantitative easing.

You also need a few ingredients to make a well - diversified investment portfolio — some Canadian equity, some U.S. and international equity and a dollop (even a large dollop) of fixed income, perhaps in the form of bonds or a bond fund.

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.

In the next few blogs, we will detail our approach to and back - tested results of employing credit spread (value) and volatility as factors in order to systematically construct a portfolio of U.S. investment - grade corporate bondIn the next few blogs, we will detail our approach to and back - tested results of employing credit spread (value) and volatility as factors in order to systematically construct a portfolio of U.S. investment - grade corporate bondin order to systematically construct a portfolio of U.S. investment - grade corporate bonds.

A barbell is a bond portfolio whose assets are mostly in short - and long - term bonds with few, if any, intermediate - term bonds.

Because corporate bonds require a little bit more work to purchase than a common stock (which can be done with a few clicks of a mouse in your online investment account), you'll generally need to go through a broker or your financial adviser to add bonds to your portfolio.

And if you choose funds that hold a broad range of stocks and bonds and work in synch with each other, you can put together a well - diversified portfolio with just a few funds, or even less.

So if you've reached the age where sleep is as important as the few extra points you might earn in stocks (key word: «might»), it's definitely time to add some bonds to your portfolio.

I use non-index mutual funds to 1) add more international exposure to my portfolio 2) invest in bonds 3) give me a bit more growth / value stocks than my index funds do and 4) take part in a few investment strategies I find interesting / potentially fruitful.

A fear of rates rising from historically low levels also may be contributing.Yet rates have reversed this year from their post-U.S. election surge, and market movements early last week highlight how government bonds can still offer portfolio diversification benefits few other assets can, in our view.

I do invest in the stock market so maybe I should broaden my portfolio with a few bonds.

My target allocation the last few years (and my plan going forward) has been 60/40 stocks bonds in our retirement portfolio.