Sentences with phrase «high yield portfolio»

Therefore if you would have a very high yielding portfolio, and you can actually manage a safe withdrawal rate of 7 %, would be done pretty quickly.

If you use care, you can build high yield portfolios that support a withdrawal rate in excess of 6 % of the original balance (plus inflation).

High Yield Portfolio Manager: «X Corp bonds are going to be downgraded by (S&P / Moody's / Fitch — pick one or many) soon.

We believe the best way to generate consistent, excess returns over time in the fixed income market is through the construction of higher yielding portfolios to maximize total return within risk parameters, compared to targeted benchmarks.

Prior to co-founding Peritus, Mr. Gramatovich was a Portfolio Manager with Smith Barney's Asset Management Division in Los Angeles, where he managed high yield portfolios for high net worth individuals and institutions.

I don't give advice, but I do wish she'd sold those shares, or at least diversifed into a broader high yield portfolio.

Dor and Guan (2017) demonstrated that equity futures can be used to hedge high yield portfolios.

For example, in the popular High Yield Portfolio strategy the rule (from memory) is that each of the 15 stocks in the portfolio should come from a different industry, or more specifically, a different FTSE Sector.

He will also continue to manage funds exclusively available to Canadian investors and co-manage an institutional high yield portfolio.

But I'm not suggesting a high yield portfolio would necessarily beat the market.

The high yield portfolio generated almost 20 % more than the DSR portfolio.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

I was quite surprised to see that those four stocks didn't beat the high yield portfolio over the past five years.

Now we see the real weakness of a high yield portfolio; it all goes well when the market is up... but it goes horribly wrong when the market goes down.

This is quite a difference compared to the high yield portfolio.

If I compare the high yield portfolio to the DSR portfolio over a 12 months period, the DSR portfolio easily win by more than doubling the high yield portfolio return.

Mike Davis is a High Yield Portfolio Manager.

Prior to joining Delaware Investments, Mr. Rabe was a high yield portfolio manager for Conseco Capital Management for five years.

The high yield portfolio generated almost 20 % more than the DSR portfolio.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

This is quite a difference compared to the high yield portfolio.

If I compare the high yield portfolio to the DSR portfolio over a 12 months period, the DSR portfolio easily win by more than doubling the high yield portfolio return.

Now we see the real weakness of a high yield portfolio; it all goes well when the market is up... but it goes horribly wrong when the market goes down.

I was quite surprised to see that those four stocks didn't beat the high yield portfolio over the past five years.

Combine a high yielding portfolio with limited income growth with a fast growing moderate yield portfolio and you can easily push the continuing withdrawal rate above 5 % (plus inflation).

It's mission is to provide investors with tools and information to help them build high quality, high yield portfolios.