Sentences with phrase «individual bond securities»

Not exact matches

According to fund tracker Morningstar: «A mutual fund is a basket of stocks, bonds or other types of assets that is professionally managed by an investment company on behalf of investors who don't have the time, know - how or resources to buy a diversified collection of individual securities (stocks, bonds etc.) on their own.

A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.

While it's common for an IRA to be invested in a mutual fund of stocks, bonds, and money market securities, some individuals choose to invest in legitimate unconventional assets.

For many investors, a bond fund is a more efficient way of investing in bonds than buying individual securities.

Mortgage - backed securities are bonds whose cash flows are backed by individual mortgage loans.

• 1/2 of self - employment tax (self - employed individuals are required to pay «payroll» taxes that an employer would otherwise take; these extra taxes can be deducted from AGI, but are included in MAGI) • Student loan interest • Tuition and fees deduction • Qualified tuition expenses • Passive income or loss • Rental losses • IRA contributions and taxable Social Security payments • Exclusion for income from U.S. savings bonds • Exclusion for adoption expenses (under 137)

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

«This first phase includes navigational improvements to help investors more easily find information about individual bonds by drilling down through the intuitive map - based search functionality, and access clearly presented pricing, ratings and material information about individual issuers and their securities.»

Individual bonds may be the best known type of fixed income security, but the category also includes bond funds, ETFs, CDs, and money market funds.

One feature of bond markets that limits their liquidity is that individual issuers may have a large number of different securities outstanding.

Due to the fixed nature of the payments, some older individuals may be able to consider Social Security payments, employment pensions, and other predictable and / or passive income sources as part of their bond pile, thus reducing or eliminating the need for bonds.

Generally, investing in a diversified mix of stock and bond funds or individual securities is an important part of successful long - term investing.

It can be a complicated plan involving many stock and bond funds or even individual securities — or it can be a simple one using a target date fund or managed account service.

The tool allows clients and brokers to screen their bond inventory with a view to creating units of an ETF from the individual securities.

We replaced the balanced fund with individual asset class securities (index funds): a Canadian equity index fund, a U.S. equity index fund, an international equity index fund, a bond index fund, etc..

ETNs are designed to deliver the total return on a broad index or individual commodity, but rather than being structured as pools of securities that the fund itself owns, they are instead unsecured bonds (notes) issued by a firm that agrees to deliver the return of the index it tracks.

For most individuals and institutions, it's a wise idea to basically control the amount of risk in the overall portfolio by setting targets for the percentage of your portfolio that you would want in equities, in debt securities or bonds, and in cash, certificates of deposit, Treasury notes and Treasury bills.»

A bond ladder involves buying a series of individual securities (typically treasury bonds, municipal bonds, investment grade corporate bonds or even CD's) across a variety of maturity dates.

Before ETFs, many investors relied on active mutual funds or individual securities for access to the bond market.

A mutual fund is an investment vehicle consisting of a pool of funds collected from individual investors for the purpose of investing in various securities such as stocks, bonds, money markets and other similar assets.

How could they have foreseen that family bonds would become increasingly fluid, detachable, and interchangeable as the family declined in importance as a determinant of individual standing and security?

Coupon stripping is a structural technique which involves purchasing a bond and detaching its principal and interest components into individual securities that can be sold independently.

You should also try to diversify among individual bonds, perhaps by holding a number of securities from different issuers.

Coupon stripping is the separation of a bond's periodic interest payments from its principal repayment obligation to create a series of individual securities.

In addition to selling mutual funds and GICs, brokers are also licensed to advise you on individual stocks, bonds and other securities, such as ETFs, which mutual fund reps are not permitted to do.

«In other words, your selection of individual securities is secondary to the way you allocate your investment in stocks, bonds, and cash and equivalents, which will be the principal determinants of your investment results.»

Illiquid asset Immediate - or - cancel Income bond Income statement Indenture Index Indication of interest Individual Retirement Account (IRA) Industrial revenue bonds Inflation Inflation rate Initial public offering Inside market Insider Instinet Institutional investor Intangible drilling and development costs Integration Interbank market Interest Intermarket Trading System (ITS) Interpositioning In - the - money Intrastate offering Intrinsic value Introducing broker / dealers Inventory Inverted head and shoulders pattern Investment Investment adviser Investment Advisers Act of 1940 Investment banker Investment Company Investment Company Act of 1940 Investment contract Investment grade securities Investor brochure In - whole call IOC IPO Issue Issuer

Bond mutual funds invest in portfolios of individual bonds, while stock funds invest in individual companies and group them together into a basket of securities.

IRAs allow you to choose from individual securities, such as stocks, bonds, certificates of deposit (CDs), exchange - traded funds (ETFs), or a «single - fund» option.

At the same time, these 10 companies have issued 362 individual securities that are held in the Global Aggregate, and there are a dizzying array of factors that determine the relative value of each of these bonds, including currency, maturity, coupon, liquidity, and structure, just to list a few.

Bond funds charge ongoing costs which are typically not associated with individual fixed income securities.

For those with an interest in individual securities, there are stocks and bonds to meet every need.

But if the industries do end up co-existing, investors will be best served by using investment advisers who are qualified to sell both mutual funds (i.e. through the MFDA channel), as well as securities like ETFs and individual stocks and bonds: that is, via the IIROC channel.

Wall Street does not exist to make the buyers of the securities rich, rather, Wall Street exists to help companies get financing; the large profits of Wall Street come from the creation of stocks, bonds, and other securities to institutions and individuals.

Portfolio Diversification: Buying individual bonds, like buying individual stocks, can be risky since you are pooling risk on one security.

They could opt for a self - directed brokerage account and invest into individual securities (stocks and bonds) themselves.

DEFINITION: When an individual invests in a mutual fund, that money is pooled with money from other investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.

A bond fund is a portfolio of fixed - income securities that offers the convenience of professional selection and portfolio management by an individual manager or an investment team.

Purchasing individual bonds or bond - fund shares are two common ways to invest in fixed - income securities.

You can diversify with a portfolio of individual securities, a group of mutual funds, bond funds, ETFs, or a combination of all of these.

In other words, the selection of individual securities is secondary to the way that assets are allocated in stocks, bonds, and cash and equivalents, which will be the principal determinants of your investment results.

Bond transactions require the use of a Social Security number and an individual investor may only buy $ 5,000 worth of each type per calendar year, though bonds purchased as gifts do not count toward the limit.

If you're looking for a short term trade on bond prices, then I completely agree that bond funds would be the easiest choice... If you're looking for capital preservation, then you're going to want to hold the individual security, in my humble opinion.

In his seminal work, Security Analysis, he actually spent about half the book talking about how to evaluate and buy individual bonds.

While individual securities (such as shares of stock in a publicly traded company or a bond issued by a company or government) do not have an annual expense ratio, mutual funds and ETFs always have an expense ratio.

Bonds are individual fixed income securities with fixed yields and maturity dates.

It's an account, opened by an individual (or with a spouse or partner), through which the owner can buy securities, stocks, bonds, and whatever risky (or risk - averse) investments he or she prefers.

The survey showed that most advisors, especially larger advisory teams with a Chief Investment Officer (CIO) function, are sourcing the money they direct to bond ETFs from individual securities and even mutual funds.

Investors can achieve fixed income securities diversification far more economically than they could through the direct purchase of individual bonds.

Bond indexes often include hundreds, even thousands, of individual securities.