Sentences with phrase «held bond ladder»

The liquidity and transparency of an ETF offers advantages over a passively held bond ladder.

If I was to do it again I would probably use a conventional short - term gilt fund of up to 5 years, e.g. SPRD 1 - 5 Year Gilt ETF (0.15 %), or a directly held bond ladder on a cheaper platform.

Holding a bond ladder that you can liquidate when the market is down provides the alternative to selling stocks at the worst possible times, and allows you to wait until the stock market recovers.

1) Advice to retired investors is often to hold a bond ladder of different maturities.

Not exact matches

He set up a bond ladder by staggering the maturity of his bond holdings.

I would be interested if you could compare your 60/40 mix to a 60/40 mix using 5 - year bonds that are laddered so that they can be held to maturity and used when needed as they mature, and therefore never need to be sold at a loss.

You must perform your own evaluation of whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.

You must evaluate whether a bond or CD ladder and the securities held within it are consistent with your investment objectives, risk tolerance and financial circumstances.

Staggering the maturities of your fixed - income holdings to take advantage of rising interest rates (bond ladder).

DNA's twisted ladder structure requires rungs of hydrogen bonds to hold it together; each bond is essentially made up of a single hydrogen atom that unites two molecules.

DNA (DeoxyriboNucleic Acid) a molecule composed of two chains of nucleic acid bases held together by hydrogen bonds in a pattern resembling a flexible twisted ladder.

An advantage of a TIPS Ladder is that you hold all of your bonds to maturity, which avoids the expenses and the possibility of loss when selling on the secondary market.

You have reduced the risk in your portfolio by selling down some of your equity holdings, and you are now looking to build out a bond ladder for future income needs.

Retired Investor Advocating the Paycheck Strategy for Lifetime Investing A predictable flow of cash income can be obtained by holding a ladder of high - quality bonds.

You must perform your own evaluation of whether a bond ladder and the securities held within it are consistent with your investment objective, risk tolerance and financial circumstances.

First, rather than building a ladder with five or 10 moving parts, you can have a diversified bond portfolio with a single holding.

Specifically, a bond ladder, which attempts to match cash flows with the demand for cash, is a multi-maturity investment strategy that diversifies bond holdings within a portfolio.

And second, if you do hold corporate bonds, a single fund such as CBO or XCB will be more manageable and less expensive in the long run than building a ladder with these ETFs.

There are Interest Rate Hedge ETFs; there are ways to invest in the bond market (a «bond ladder» where you reinvest every so often a portion of your bond holdings in the new higher interest rate bonds); or investing in companies that will prosper in a higher interest rate environment, including banks, FOREX trading firms, etc..

For example, Claymore's 1 - 5 Year Laddered Government Bond (TSX: CLF) is cheaper than the iShares Short - Term Bond (TSX: XSB), but the former holds only government bonds, while the latter also includes corporate bonds.

Buy - and - hold investors can manage interest rate risk by creating a «laddered» portfolio of bonds with different maturities, for example: one, three, five and ten years.

Holding bonds to maturity via a bond ladder can be considered a way to navigate these volatile investing waters.

Have a look at the Claymore 1 - 5 year bond ladders (CLF and CBO)-- one holds Canadian government bonds in a «ladder», the other Canadian corporate bonds.

The performance of these ladder portfolios can be compared to the S&P Short - Term National AMT - Free Municipal Bond Index, which holds bonds from 0 - 5 years to maturity and rebalances monthly.

A Canadian ETF that holds to maturity a ladder of 5 year bonds seems to capture all the worst aspects of the price curve.

Heidi's holds a ladder of cashable GICs they've earmarked for emergencies, while Michael's holds a portfolio of stock and bond ETFs that form part of their retirement nest egg.

An independently held CD ladder or investment grade bond ladder could be considered as an alternative to publicly held bond funds in addressing the important portfolio component of investment grade fixed income.

Ten - year TIPS (and / or I - Bonds) ladders held to maturity make a lot of sense in an actual portfolio these days.

The portfolio will be constructed with a ladder of individual - year - targeted («bullet»), low - cost, highly diversified ETFs, each of which holds positions in hundreds of individual bonds.

Corporate bonds will typically be held in a ladder of corporate bond ETFs, each of which is designed to correspond to the performance of investment - grade corporate bond indices.

Stronger inflation is the upside case for investors using bond ladders and holding their bonds to maturity, because of higher interest rates to reinvest into.

The Claymore 1 - 10 Year Laddered Government Bond ETF (TSX: CLG) holds 53 bonds with maturities ranging from 1 year to 10 years issued by the Federal and Provincial Goverments.

Her LIRA sits alongside her regular RRSP and to our mind behaves almost identically to it: they hold the same kind of securities (a mix of ETFs and individual stocks and bonds, and ladders of GICs) as does her RRSP.

Corporate bonds offer additional yield, and the iShares 1 - 5 Year Laddered Corporate Bond (CBO) uses a time - honoured strategy to smooth out interest rate risk: it holds one fifth of its portfolio in five different «rungs,» with maturities of one to five years.

As I have discussed in recent blogs, TIPS bond ladders are relatively free of interest rate risk if we hold individual bonds to maturity.

Bond laddering is a buy - and - hold strategy that can help manage interest rate risk.

Start with a laddered - bond ETF like the iShares DEX Short Term Bond Index Fund (TSX: XSB) as part of your core holdings, suggests Chris Rawles, a certified financial planner with RT Mosbond ETF like the iShares DEX Short Term Bond Index Fund (TSX: XSB) as part of your core holdings, suggests Chris Rawles, a certified financial planner with RT MosBond Index Fund (TSX: XSB) as part of your core holdings, suggests Chris Rawles, a certified financial planner with RT Mosaic.

By locking in a yield at the beginning, the ladder helps insulate the bond buyer from price losses if the investor holds to maturity.

For example, instead of buying a single five - year bond and holding it to maturity, you could build a five - year ladder with bonds that mature each June for the next five years.