Advisor: Neil George Focus: Low - risk growth &
income Volatility Level: Low Trading Frequency: 1 - 2 stocks each month Price: $ 99.95 for one year Service Features: click here
Not exact matches
Seeks to provide a high
level of current
income, while providing lower
volatility than a fund that invests in fixed - rate securities.
With Group of Seven (G7) sovereign bond yields at historically low
levels, some
income - seeking investors have turned to higher -
volatility securities like dividend - paying stocks in an attempt to capture additional
income.
Lower
levels of implied
volatility mean less
income from each call option sold.
As a reminder, the goal for the fixed
income portion of the Fund, especially in this low - rate environment, is to provide a reasonable
level of
income, while dampening the
volatility of the equity portfolio.
Find your flavor of short duration Shorter duration bonds may provide limited price
volatility and varying
levels of
income.
Examples of these risks, uncertainties and other factors include, but are not limited to the impact of: adverse general economic and related factors, such as fluctuating or increasing
levels of unemployment, underemployment and the
volatility of fuel prices, declines in the securities and real estate markets, and perceptions of these conditions that decrease the
level of disposable
income of consumers or consumer confidence; adverse events impacting the security of travel, such as terrorist acts, armed conflict and threats thereof, acts of piracy, and other international events; the risks and increased costs associated with operating internationally; our expansion into and investments in new markets; breaches in data security or other disturbances to our information technology and other networks; the spread of epidemics and viral outbreaks; adverse incidents involving cruise ships; changes in fuel prices and / or other cruise operating costs; any impairment of our tradenames or goodwill; our hedging strategies; our inability to obtain adequate insurance coverage; our substantial indebtedness, including the ability to raise additional capital to fund our operations, and to generate the necessary amount of cash to service our existing debt; restrictions in the agreements governing our indebtedness that limit our flexibility in operating our business; the significant portion of our assets pledged as collateral under our existing debt agreements and the ability of our creditors to accelerate the repayment of our indebtedness;
volatility and disruptions in the global credit and financial markets, which may adversely affect our ability to borrow and could increase our counterparty credit risks, including those under our credit facilities, derivatives, contingent obligations, insurance contracts and new ship progress payment guarantees; fluctuations in foreign currency exchange rates; overcapacity in key markets or globally; our inability to recruit or retain qualified personnel or the loss of key personnel; future changes relating to how external distribution channels sell and market our cruises; our reliance on third parties to provide hotel management services to certain ships and certain other services; delays in our shipbuilding program and ship repairs, maintenance and refurbishments; future increases in the price of, or major changes or reduction in, commercial airline services; seasonal variations in passenger fare rates and occupancy
levels at different times of the year; our ability to keep pace with developments in technology; amendments to our collective bargaining agreements for crew members and other employee relation issues; the continued availability of attractive port destinations; pending or threatened litigation, investigations and enforcement actions; changes involving the tax and environmental regulatory regimes in which we operate; and other factors set forth under «Risk Factors» in our most recently filed Annual Report on Form 10 - K and subsequent filings by the Company with the Securities and Exchange Commission.
I think a managed, multi-asset approach to
income investing that invests specifically for attractive yield at lower
levels of
volatility makes good sense today.
During times of
volatility and bond market uncertainty, it's worth noting that 401 (k) investors shouldn't worry too much about what
level of
income their bond funds provide.
Unlike equities, fixed -
income asset classes generally offer mid-single-digit
levels of
volatility, making them ideal tools to reduce total portfolio risk.
The portfolio is designed to deliver an estimated 2 - 3 % of annual dividend
income and additional 2 - 5 % of annual option
income dependent on
levels of
volatility.
Such a scenario is favorable to Swan's
income - generating strategy, which relies partially on moderate
levels of
volatility in the markets to be profitable.
Limited Duration Bond Fund seeks to deliver a high
level of current
income consistent with low
volatility of principal.
Lower
levels of implied
volatility mean less
income from each call option sold.
While I think it's reasonable to lower your expectations for bond market returns and allow for higher
volatility because of the
level of rates, it seems to me that many of the fears about fixed
income are overblown.
Segmenting a liquidity portfolio into operating cash, reserve cash and strategic cash allows for an optimal outcome: additional return /
income within acceptable
levels of
volatility.
But most find it difficult to tolerate that
level volatility in their fixed
income, which is after all supposed to be the stable part of a portfolio.
Personal
income volatility has increased significantly at all
income levels in recent decades and people must exercise increased discipline to restrain spending in a fluctuating
income environment.
As higher
volatility creates opportunities for generating
income from covered calls, we have added to this allocation at higher yield
levels.