Sentences with phrase «high yielding portfolio»

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).

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.

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.

Bookmark Monevator.com now to follow the rest of the series, where we'll look at what makes a good dividend paying share, how High Yield Portfolios (HYPs) of blue chip dividend payers have fared in the past, and explain how to construct your own portfolio.

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

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.

Mike Davis is a High Yield Portfolio Manager.

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.

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.

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

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).

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

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

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

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

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

Not exact matches

Take a look at any retiree's portfolio and you'll see the same thing: it's filled with high - yielding dividend stocks.

Underperformance in the high - yield space is fairly benign right now, says Washington Crossing Advisors portfolio manager Chad Morganlander.

«We're not there at that point in the economic cycle so we believe high yield at this point does have a place in investors» portfolios that are diversified.»

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

Gundlach predicts that both high - yield bonds and a portfolio of mortgage - backed securities could return about 6 percent in 2013.

However, rates have retreated from over 8 percent in the last several weeks, and the credit risk of high - yield bonds can offer some diversification from the interest - rate risk of a portfolio of Treasury bonds.

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

Traditional high - yielding stocks may not play proper defense in equity portfolios as interest rates rise.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

Demand will remain strong / prices high and yields low thanks to the need for income and portfolio stability by rapidly aging populations in Japan, Europe, and U.S.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

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.

Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.

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.

Bonds can still serve a purpose in a diversified portfolio, but it's unlikely they will enhance your returns until we see much higher yields.

We've created a model portfolio that helps investors find high quality dividend stocks: 10 Large / Mid Cap & 10 Small Cap stocks that earn our Attractive or Very Attractive rating and offer high quality dividend yields.

Incorporating potentially higher - yielding asset classes into a portfolio without carefully considering the additional risks that these securities may pose could prove to be a costly mistake.

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

«How do high - yield bonds fit into a diversified portfolios?

«This asset class has a high level of current income, and every academic study has shown if you hold your portfolio over long period, you could get yield of 8 % a year over five to 10 years.»

November 2014 Quick Hits: November marked the beginning of me focusing on raising the overall yield of my portfolio to provide a larger base of slower growing, high yielding stocks.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

My dividend strategy is a hybrid of high yield and dividend growth designed to deliver high current income with dividend growth at a portfolio yield of ~ 7 %.