Sentences with phrase «in a balanced portfolio of»

«We saw good client activity in our balanced portfolio of businesses... The U.S. economy continues to show consumer and business optimism, and our results reflect that,» Chief Executive Brian Moynihan said in a statement.

[In a balanced portfolio of stocks and bonds] you might get a 7 % return.

Someone who was unlucky enough to invest in a balanced portfolio of Canadian stocks, U.S. stocks and Canadian bonds back in 1998 would have made just over 4 % a year on their money over the next decade — before deducting fees, inflation or taxes.

He found that if you can get 6 per cent annual returns in a balanced portfolio of investments, the net benefit was almost double that of paying down debt.

The research typically assumes you invest in a balanced portfolio of stocks and bonds, and lasts for at least 30 years.

Not exact matches

Today's high valuations in a time of tepid economic growth are particularly vexing for professional investors constrained by certain rules, says James Harper, a portfolio manager for the Templeton Global Balanced Fund.

And, finally, in terms of general investment themes, they should consider including portfolio positioning that favors an important element of endogenous resilience, be it because of companies» strong balance sheets, large cash balances, strong pricing power, or notable segment dominance.

To maintain the balance of their portfolios, pension fund managers have been selling equities and buying more bonds, and their notable demand for the latter counters the popular narrative that the 35 - year rally in fixed income is over.

«The burden of proof is greater for a focused fund, as it's trickier to balance the risks in a 20 - stock portfolio than a 90 - stock one,» he says.

While budget 2013 didn't feature many goodies for the personal finances and portfolios of Canadians, there was good news in the commitment to balance the budget by 2015.

More from Balancing Priorities: What to do with your bond portfolio as Fed rates rise Credit scores are set to rise Don't make these money mistakes when you're just starting out «There is no sense in bearing the risk of an adjustable rate when you can lock in a fixed rate at essentially the same level,» he said.

Rebalancing involves disposing of portfolio holdings in asset classes that have risen in value and using the proceeds to buy more of your asset classes that have risen less in order to restore a desired balance between stocks and bonds.

Managing the fixed - income portion of your portfolio in a rising - rate environment is a delicate balancing act, said Elliot Herman, a certified financial planner with PRW Wealth Management in Quincy, Massachusetts.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

The rate of sales growth of what the company refers to as Everyday Nutrition products will outpace the rate of sales growth in the balance of PepsiCo's portfolio.

One backdoor way of having a portfolio rich in cash is to invest in companies that themselves have high cash balances on their balance sheets.

As you can see in the chart below, based on investment performance for the 35 - year period beginning in 1972, a hypothetical balanced portfolio of 50 % stocks, 40 % bonds, and 10 % short - term investments would have done quite well for a retiree who limited withdrawals to 4 % annually.

As Benjamin Graham explained, «When changes in the market level have raised the common - stock component to, say, 55 % the balance would be restored by a sale of one - eleventh of the stock portfolio and the transfer of the proceeds to bonds.

If you believe you have more than 15 years remaining on this Earth, your portfolio should consist of at least 50 % stocks, with the remaining balance in bonds and cash.

The payout level considered a balanced view of performance, including financial results lower than planned, but strong growth in strategic imperatives revenue, leading to a faster remix towards the business portfolio of the future while also progressing the core portfolio of systems and services.

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

We also computed the portfolio balance (in real dollars) at the end of the 35 - year retirement period for successful scenarios.

«But when used appropriately in a balanced portfolio, they can add some confidence to the stability of income.»

He suggests having at least 57.5 percent to 60 percent of your portfolio in stocks and the balance in bonds.

When you think about rules of thumb around withdrawal rates, right, how much can I withdraw from my portfolio, even the research that we do here at Vanguard, it's all predicated upon a balanced portfolio, anywhere between 40 % — 60 % in a globally diversified equity portfolio.

Balance refers to the concentration of the underlying portfolio in a small handful of individual securities.

Treasuries in particular can help balance the stock portion of a portfolio when it needs it the most.

An ETP that allocates just 10 % of its total portfolio to the top ten holdings can be described as maintaining greater balance than an ETP with 50 % of assets in the top ten securities.

What would be your advice on how I can strategically balance the composition of my portfolio to acquire more growth - oriented stocks and in today's volatile markets?

These principles lay out a roadmap about how exit is likely to occur: First, the end of reinvestment of maturing securities; second, an increase in short - term interest rates, and, third, the gradual sale of mortgage backed securities to shrink the magnitude of excess reserves in the system and ultimately to restore the Fed's balance sheet to a predominately all - Treasury portfolio.

You'll also want to make sure to maintain the target balance of investments in your portfolio.

In other words, focus on keeping your portfolio balanced between your desired mix of stocks and bonds, rather than which stocks and bonds to choose.

In fact, we consider that a portfolio of about 20 securities is the right balance between having a minimum diversification level to reduce company - specific risk while also having few enough companies to improve the odds of beating the market indices» Francois Rochon

For example, the Cosmic Balanced Fund incurred portfolio turnover of 364 % in 2006.

I take into account the 20 % equity exposure of the LS 20 % in my overall balance and I have periodically sold off the Index - Linkers to keep the portfolio asset allocation stable.

A balanced growth mutual fund portfolio is most likely to invest in a combination of up to date strategies.

If stocks go up more than fixed income and the portfolio becomes weighted 60 % stocks and 40 % fixed income, then it would be important to sell 10 % of stocks (i.e. take profits) and buy 10 % of fixed income to bring the portfolio back in to balance so that it remains consistent with the investor's predetermined long - term objectives.

«We don't think about acquisitions simply for the purpose of balancing the portfolio... I could be sitting here this time next year and we won't have done anything,» he said, dismissing recent speculation Wesfarmers was interested in Fletcher Building.

I'm sure you've heard a lot of talk about using a balance of stocks and bonds in an investment portfolio.

A balanced portfolio (two asset classes) consisting of 60 % Canadian stocks and 40 % Canadian bonds provided a substantial reduction in risk.

The problem is thus one of philosophy — balancing his frugal life with a wish to live it up a little, knowing that with over $ 1 million in financial assets he is technically wealthy, and having the intellectual challenge of managing his cash - heavy portfolio.

Balanced portfolios tend to divide assets between medium - term investment - grade fixed income obligations and shares of common stocks in leading corporations, many of which may pay cash dividends.

Prospective returns for a balanced portfolio are at some of the lowest levels in history.

A good asset allocation strategy balances your risk versus your rewards by adjusting the percentage of each asset in your portfolio according to specific criteria: time frame, risk tolerance and investment goals.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

The two most recent bear markets, strong bond returns helped offset deep declines in equities, helping the balanced portfolio incur less than half of the drawdown of an equity - only portfolio.

And when those bear markets represent two of the three worst bear markets in the last 80 years, it highlights how especially fortunate investors who held balanced portfolios in these periods were.

However, over a three - decade horizon, the difference in returns between a cash - dominated portfolio versus a balanced portfolio of stocks and bonds can be extremely large.

In this outcome, the balanced portfolio would likely avoid a little more than 40 percent of the decline the equity portion would experience.

With a little forethought we can use an underappreciated aspect of some bonds to provide welcome balance in the portfolio at those times when it is needed the most, in times of weak equity markets.