Not surprisingly we found that the frontier that uses the equally weighted dividend paying stock basket in lieu of the S&P / TSX Composite Index as representation of the Canadian equity component of the diversified basket, provided the superior compliment to
the global portfolio yielding a superior risk / return trade - off set.
Not exact matches
Moderate income model
portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High
Yield Bond Index, 5 % JPM GBI
Global ex. - U.S. Index, 5 % JPM EMBI
Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.
Moderate Growth and Income Four Asset Group model
portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High
Yield Bond Index, 3 % JPM GBI
Global ex. - U.S. Index, 5 % JPM EMBI
Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.
iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX
Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core
Portfolio Builder Fund («XCR»), iShares Growth Core
Portfolio Builder Fund («XGR»), iShares
Global Completion
Portfolio Builder Fund («XGC»), iShares Alternatives Completion
Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High
Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX
Global Base Metals Index Fund («XBM»), iShares S&P
Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.
In the meantime, the sluggish
global environment is impacting markets and has several implications for
portfolios, as I write in my new weekly commentary, «
Yield: One Commodity That's Still Hot.»
Omnicom Group (OMC), a
global advertising, marketing, and corporate communications services provider, is the featured stock in February's Safest Dividend
Yields Model
Portfolio.
In a day and age in which regular asset classes that commercial
portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of
global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant
yields.
Kimberly - Clark Corp (KMB), a
global manufacturer of personal care products, is the featured stock in April's Safest Dividend
Yields Model
Portfolio.
East West provides
portfolio management services focusing on selective
yield opportunities and
global equity allocations.
They first look at return correlations and then consider mean - variance
portfolio optimization with
global equities, U.S. Treasury bonds, U.S. high -
yield corporate bonds, emerging government bonds and frontier government bonds.
The fund, managed by rural property veteran David Bryant, also grew distributions by 4 per cent to 8.92 cents in FY16 (a
yield of about 5.4 per cent) as it benefited from rising
global demand for the commodities its properties produce, the increasing scale and value of its
portfolio and growing appetite for agribusiness from big institutional investors.
Thanks to lackluster
global growth, and rock - bottom interest rates in the United States — and even negative rates in other parts of the world — investors face the choice of either accepting lower income or increasing risk in their bond
portfolios in the search for
yield.
The fund had major equivalent positions in the Vanguard High Dividend
Yield ETF (VYM), PowerShares Dynamic Large Cap Value
Portfolio (PWV), First Trust Large Cap Growth AlphaDEX ® Fund (FTC), SPDR ® Barclays High
Yield Bond ETF (JNK), SPDR ® S&P ® Homebuilders ETF (XHB), and iShares
Global Consumer Staples ETF (KXI).
In addition, Mr. Welsh is responsible for the high
yield portion of Oppenheimer
Global Strategic Income Fund and co-manages several institutional
portfolios that invest in high
yield syndicated corporate loans.
The structural slowdown in
global economic growth and dramatic drop in bond
yields represent a paradigm shift that is forcing a rethink of
portfolio allocations.
As central banks move away from ultra-loose monetary policy, and the
global economic expansion matures, bond fund managers will need to ensure their
portfolios draw on a truly diverse range of sources of return and carefully consider
portfolio risk if they are to generate
yield in the current market environment.
As the
global yields remain low, many
yield - hungry investors have turned to Asia for
yield pickup and
portfolio diversification.
The development of a focused
portfolio overlay applied to client accounts (according to timing and opportunities) covering 15 to 20 of our best ideas in
global equities, targeting capital growth of 5 - 15 % and dividend income
yield of 4 - 10 % (depending on market conditions).
In addition, he is a
portfolio manager of Putnam Absolute Return 100 Fund ®; Putnam Diversified Income Trust; Putnam Emerging Markets Income Fund; Putnam Fixed Income Absolute Return Fund; Putnam Floating Rate Income Fund; George Putnam Balanced Fund; Putnam
Global Income Trust; Putnam High
Yield Fund; Putnam Master Intermediate Income Trust; and Putnam Premier Income Trust.
The
yield of a
global portfolio is about as low as its ever been from a cyclically adjusted P / E, credit spread, and nominal interest rate standpoint, while the
global economy is more likely to be in the later (than early) stages of the business cycle.
Got ta love that
yield and also great diversity with a REIT that has such a wide
global portfolio of assets.
Effective July 31, 2013, Epoch Investment Partners, Inc. became the
portfolio adviser for the Epoch
Global Shareholder
Yield Fund (formerly TD
Global Dividend Fund).
«A company with a high
yield does not translate to a good company, nor a safe investment,» says Craig Jerusalim,
portfolio manager of Canadian equities at CIBC
Global Asset Management.
Sure,
yields are low but you still need to count on this asset class to provide income and reduce your overall
portfolio volatility, especially given low rates, heightened
global uncertainty and the threat of inflation.
Each set
portfolio usually includes core asset categories that include investment - grade bonds, stocks (Canadian, U.S. and
global) and sometimes also other asset categories such as real estate investment trusts, emerging markets equities and high -
yield bonds.
Lank will continue to manage Fidelity Advisor High Income Advantage Fund, the U.S. high -
yield sub-
portfolios of Fidelity Puritan Fund, and Fidelity
Global High Income Fund, as well as various high -
yield portfolios not available to U.S. investors.