Sentences with phrase «for bonds held»

Even as junk bond yields fell into the 6 % range, investor demand for bonds held up well, and the SPDR Barclays High Yield Bond ETF (NYSEMKT: JNK) and iShares iBoxx HY Corporate Bond ETF (NYSEMKT: HYG) were among the best - performing funds with returns of around 11 % to 12 %.

The price of the assets would include the closing price on the stock rather than a bid or ask, similar pricing for bonds held by the fund, derivatives and cash equivalents.

McDonald's issues $ 50 million in bonds with a maturity of 30 years The bonds have a face value (cost) of $ 1,000 and an interest rate of 3.5 % McDonald's pays investors 1.75 % in interest, twice a year for 30 years At the end of 30 years, McDonald's pays the $ 50 million back to investors at $ 1,000 for each bond they hold

To return to the readers» questions, I would suggest Karen use XBB for her bond holdings now.

An ETF's market price can actually be a better approximation of the aggregate value of the underlying bonds than its own NAV, and highly liquid bond ETFs can perform price discovery for the bonds they hold.

In our bond portfolios, we use a proprietary system of default risk for our bond holdings called Maximum Loss.

Not exact matches

The head of BMO Investments thinks the 60/40 asset allocation ratio (holding 60 % stocks, 40 % bonds for younger investors; the reverse for retirees) is outdated.

The plan will wipe out more than $ 200 million in bonds held by the retailer in exchange for equity interests.

One net result of these reforms — and there are certainly many others — has thus far been for banks to hold less Treasury securities and corporate bonds.»

People with investments in stocks, bonds and other securities can donate those that have appreciated in value that they've held for at least one year, resulting in significant income - tax savings.

Mutual funds are still the most common way for Canadians to hold stocks and bonds, and the war over their fees and transparency is headed for a new battleground.

That money, which is mostly held in short - term U.S. bonds and money market funds, was kept in Ireland for years, until an investigation by the European Union into whether the company failed to pay taxes caused it to move its holdings to Jersey, a small island off the coast of Normandy that rarely taxes corporations.

Police have not yet identified the deceased, and Bond said «we expect the scene to be held for some time as inquiries as carried out.»

For the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest paymenFor the most part, China, which has owned around $ 1 trillion of U.S. bonds for several years, has held on to these assets, collecting billions in interest paymenfor several years, has held on to these assets, collecting billions in interest payments.

As the Christian Science Monitor noted, that's probably a more realistic concern for China, which holds $ 1.3 trillion in U.S. government bonds, than Washington missing interest or principal payments.

For the past 30 years, holding bonds was a no - brainer.

However, in my three decades of experience coupled with reading about markets before my time, the only strategy that I see standing the test of time is to buy solid blue chip dividend - paying stocks from diverse industries, hold them for the long term, and diversify them properly with a judicious allocation to bonds and cash.

The low liquidity levels are caused by a combination of regulations, which make it less attractive for big banks to hold inventories of bonds for dealing, and new forms of quick, computerised trading, which have the potential to move markets in times of stress.

Tactical cash is extra cash you intentionally hold from time to time either because cash rates are so high that they're attractive, or because the prospects for bonds and equities are so negative that you'd rather withhold capital from those two asset classes for the time being.

For instance, Morningstar found that passively managed target - date funds tend to have fewer holdings in high - yield bonds and Treasury inflation - protected securities than their actively managed counterparts.

There, that's 50 % stocks, 50 % bonds, with 30 % of the stocks international — consistent with typical advisor recommendations for holding international stocks.

If my capital market expectations are for a good bond market and a weak stock market in the next year (such as this year), I don't necessarily want to change any of the stocks or bonds that I hold.

Gifting «appreciated assets» — stocks, bonds or mutual fund shares that you've held for more than one year and that have increased in value — to charity often flies under the radar due to the popularity of cash donations.

Neither argument holds right now for holding any tactical cash, especially with no reasonable prospects for a near - term rate increase and the yield differential offered by bonds over cash right now.

This tool uses the present value of bond portfolios, adjusted for interest rate and inflation expectations, to show current retirees how much in retirement savings they need today to account for every $ 1 they need in the future, assuming they hold a portfolio made up entirely of investment - grade bonds and longer - term Treasurys.

It's not the sexiest, but the «buy and hold» strategy for individual municipal bonds is by far the smartest.

With a fresh picture of your 2016 results and how your holdings are divided between stocks, bonds and cash, it should be easy to «rebalance» — sell some holdings and add to others to get back to the proper mix for your long - term plans.

And «in most geographies,» banks hold these domestic government bonds mainly in» «available - for - sale» portfolio buckets, where they have to be marked - to - market.»

By historical standards, this implies sustained double - digit losses on bond holdings, subpar growth in developed markets, and balance sheet risks for banking systems with a large home bias.

But there's a pretty good argument that payments on Argentina's euro - denominated bonds never flow through the judge's jurisdiction: Argentina gives the money to a bank in Buenos Aires, which transfers it to a bank in Frankfurt, which holds it in the name of a bank in Brussels, which transfers it to a London nominee for Belgian and Luxembourg clearinghouses, which pays it to bondholders.

Some of the best and most experienced investors in the world have a habit of routinely keeping 20 % of their net assets in cash and cash equivalents, often the only truly safe place for parking these funds being a United States Treasury bond of short - duration held directly with the U.S. Treasury.

This boring, two holding portfolio (Barclay's Aggregate Bond Index, S&P 500, annual rebalance) has had positive returns for nine straight years.

For example, if you hold a bond paying 5 % interest and market rates rise to 6 %, investors would need to pay less for your bond to be compensated for the lower than market raFor example, if you hold a bond paying 5 % interest and market rates rise to 6 %, investors would need to pay less for your bond to be compensated for the lower than market rafor your bond to be compensated for the lower than market rafor the lower than market rate.

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

The option to hold a bond to maturity and «get your money back» (let's assume no default risk, you know, like we used to assume for US government bonds) is, apparently, greatly valued by many but is in reality valueless.

The NAV (net asset value) of a bond fund will move up or down based on a number of factors such as changes in interest rates, credit quality, and currency values (for international bonds) for the different bond holdings in the fund.

For the money markets, it's not just that the Fed is buying fewer bonds as part of the taper but as the Fed holdings roll off, the Treasury needs to reissue to the private sector in order to pay the Fed back.

This is an investment account for one person to open, and it can hold a variety of financial assets, including stocks, funds, bonds and derivatives.

Exchange - traded funds holding bonds offer cheap, efficient access to bond markets that, for individual investors, can be illiquid and expensive to trade.

The past decade has been a relatively good time for companies to hold debt as funding costs were low and bond investors were willing to snap up virtually any new offering.

Private holders of Greek bonds are being squeezed too: for every 2 bonds they hold, they'll be offered a new one that is longer - dated and lower - yielding.

For Fidelity held, outside, and hypothetical bond funds, it also displays a Hypothetical Portfolio Income for the current month to the end of the yeFor Fidelity held, outside, and hypothetical bond funds, it also displays a Hypothetical Portfolio Income for the current month to the end of the yefor the current month to the end of the year.

For bond funds held at Fidelity, view the historical distributions for the prior montFor bond funds held at Fidelity, view the historical distributions for the prior montfor the prior months.

If you buy a bond for less than face value on the secondary market (known as a market discount) and you either hold it until maturity or sell it at a profit, that gain will be subject to federal and state taxes.

For bond funds held at Fidelity, the tool will display actual fund distributions from previous months.

Zachary Cruz was later held on a $ 500,000 bond for the second - degree misdemeanor charge, an amount his defense lawyer called «outrageous.»

All untaxed income currently held overseas will immediately be taxed at a fixed rate: 12 percent for money held in liquid assets like stocks and bonds, 5 percent for intangibles like buildings and factories.

I'm actively looking at my debt and determining if it makes more sense to pay down mortgages (locking in a guaranteed ~ 4 % return) or investing in bonds (~ 1 % returns if held to maturity) or stocks (uncertain, but I just wrote an article about the current PE ratio and the inevitable reversion to the mean and I believe we are likely headed for 10 years of low single digit returns).

Nobody knows what the future holds for bonds anymore than they know what the future holds for anything else.

Your selected method will be used for all bond funds in your portfolio — whether held at Fidelity, outside or hypothetical.