Sentences with phrase «for bond portion»

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

Probably the best option for the bond portion of the portfolio is laddering the bond maturities and also considering investing in Real Return Bonds.

If a person chose to use TBM for the bond portion of their portfolio, I wouldn't say they're making a mistake.

For the equity portion you could use a dividend - based ETF for 20 % and a short - to - intermediate term corporate bond fund for the bond portion.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

Not exact matches

Prices of the riskiest portions of collateralized loan obligations (CLOs) have fallen 50 % as of the end mid-December since mid-year, and are now trading at $ 0.25 for every dollar that investors have put in the structured bonds.

The bond portion will be tracking the Barclays Capital Aggregate Bond Index which is a good proxy for the entire U.S. bond marbond portion will be tracking the Barclays Capital Aggregate Bond Index which is a good proxy for the entire U.S. bond marBond Index which is a good proxy for the entire U.S. bond marbond market.

Fidelity's Julian Potenza seconded Darda's emphasis of muni bonds, saying «investors should consider keeping the portion of their fixed - income portfolio that is currently earmarked for liquidity relatively short, in terms of duration.»

Utilizing individual bonds for a majority of the bond portion of an investor's portfolio would serve to minimize this risk.

It will be different, so I think it's a great opportunity for investors to look primarily at the bond portion of their portfolio.

This gives investors a lot of options for tailoring the bond portion of their portfolio to their specific needs and risk tolerance using various bond funds.

Although this rally can definitely continue over the short - term, I think over the long - term intermediate bonds are probably a better bet for a lower risk portion of the portfolio.

It's worth noting however, that bond ladders don't completely eliminate rate risk, the price of bonds in the ladder continues to fluctuate as rates change, and an investor will still face periodic reinvestment risk for some portion of the portfolio.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

A lot of Vanguard Equity Income (similar to the stock portion of Wellington Fund) and Baird Core Plus for bond exposure.

The chances are that the bequest is big enough to cater for the basics purely from the government bond portion.

Keeping a small portion in stocks will help beat inflation while higher amounts in cash and bonds will provide for living expenses.

Depending on your tolerance for risk, you might want a certain portion of your investments held in bonds.

You might allow the overall bond portion to rise by 1 % a year, and run down your equity exposure accordingly, for example.

I've been performing the quarterly update on the portfolios I manage and searching high and low for a bit more yield for the bond and cash portions of the portfolios.

I'm a fan of bond index funds for the fixed - income portion of a portfolio.

High net worth investors may only have a small portion of their funds invested in a core bond fund and opt for more tax efficient options like municipal bond funds instead.

The team's emphasis and buy - in toward meeting the program's established standards, and setting their own standards for what is a «perfect teammate,» has strengthened the family bond that comes with spending a large portion of the fall sports season practicing, playing, traveling and being together.

The suit further argues, without elaborating, that a portion of the district's bond monies «were not used for public purposes.»

A large portion of the bonds will be used to pay for 10.5 acres of land bought by the Park District on Salt Creek Lane just west of Arlington International Racecourse.

Other Westchester Municipalities having School Board And 2018 - 2019 Votes include The Peekskill City School District (2 seats up), Greenburgh Central School District, New Rochelle Public Schools (One (1) full Five - year term and one (1) Two - year term [unexpired portion of a vacant term]-RRB-, Scarsdale Public School District, the Mamaroneck Union Free School District (which includes public school system for Village of Larchmont residents), Port Chester Public Schools, Tuckahoe Union Free School District (one (1) board seat), Pelham Public School District (Eligible Pelham voters may vote on a two - proposition bond proposal to fund facilities / infrastructure projects and athletic facilities / fields upgrades), Rye City School District (There is only one Polling Place: The Rye Middle School Gymnasium at 3 Parsons Street.)

The county Legislature will vote Sept. 5 on issuing $ 4.5 million in bonds to pay for major portions of the facelift.

Gov. Cuomo has OK'd a bill allowing suburban Rockland County to issue bonds to cover a portion of its huge budget deficit — without the customary mandate for a state...

But Kremer says the portion of the Bond Act that would go to build new classrooms for pre-K programs and get kids out of trailers would be a good use of the money, because it would be a long - term investment with long - term benefits.

Notwithstanding the foregoing provisions, but subject to such requirements as the legislature shall impose by general or special law, indebtedness contracted by any county, city, town, village or school district and each portion thereof from time to time contracted for any object or purpose for which indebtedness may be contracted may also be financed by sinking fund bonds with a maximum maturity of fifty years, which shall be redeemed through annual contributions to sinking funds established by such county, city, town, village or school district, provided, however, that each such annual contribution shall be at least equal to the amount required, if any, to enable the sinking fund to redeem, on the date of the contribution, the same amount of such indebtedness as would have been paid and then be payable if such indebtedness had been financed entirely by the issuance of serial bonds, except, if an issue of sinking fund bonds is combined for sale with an issue of serial bonds, for the same object or purpose, then the amount of each annual sinking fund contribution shall be at least equal to the amount required, if any, to enable the sinking fund to redeem, on the date of each such annual contribution, (i) the amount which would be required to be paid annually if such indebtedness had been issued entirely as serial bonds, less (ii) the amount of indebtedness, if any, to be paid during such year on the portion of such indebtedness actually issued as serial bonds.

After finding a state law that required the state to remove the tolls once the bonds for that portion of the thruway had been paid off (which took place in 1996), Paladino threatened to sue.

Second, though states have shouldered some responsibility for financing public education, usually by decreeing a minimum or «foundation» level of per - pupil spending, sizable portions of education revenue are locally generated through property taxes, bond levies, and such.

The law sets aside a portion of the new money generated by the bonds for districts less able to raise money through property taxes.

Our charter school would receive a substantial portion of the bond proceeds for new facilities, should the bond measure pass.

And, while not part of the budget for education, Illinois must also pay down the portion of the state's annual pension obligation bond payments (POBs) allotted to the Teachers» Retirement System, or TRS, which covers all Illinois elementary - and secondary - school teachers outside of Chicago.

Approved request by Black Oak Mine Unified School District to waive portions of California Education Code Section 15282, regarding term limits for membership of a Citizens» Oversight Committee for all construction bonds in the district.

For the bleeder valve to break off, the bond between the threaded portion and the cylinder assembly would have to be stronger than the material strength of the bleeder valve itself.

For example, the yields on CCC - rated high yield bonds are quite low on a 10 - year basis given the historically higher default rates in this low - quality portion of the market.

But owners of Enron bonds knew they would receive at least a portion of their investment back — Enron had lots of physical assets they could sell for repayment purposes.

You could simply take one of the portfolios and either reduce or eliminate the bond portion to make it more aggressive for a younger person.

In this case, the portion of the RRSP to be used for the downpayment has a very short time horizon and should not have any stocks or long term bonds.

The U.S. market makes up only a portion of the world's opportunities for bond investing.

As for the other portion of your assets — your discretionary money — you can place this in any investment you feel comfortable about, whether it be in stocks, ETFs, mutual funds (or in bonds, REITs and other asset classes) but I'd be careful to do sufficient research before taking on any risk.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

If you would like to invest a portion of your savings in Gold for long - term, Gold bonds Scheme may outscore the Gold funds / physical gold.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

The fund takes a value investment approach when selecting equity securities in its equity coverage and investing mostly U.S. government bonds and investment - grade cooperate bonds for its fixed income portion.

For example, a bond may be considered more liquid relative to another one if a larger portion of its total outstanding is traded over a one - month period.

If borrowed funds are only partly or indirectly used to purchase or hold tax - exempt bonds, then the rule will disallow a deduction for that portion of the interest allocable to the tax - exempt bonds.

iShares says that the rationale for owning floating - rate securities is to minimize losses in the bond portion of the portfolio in a rising interest rate environment.