Sentences with phrase «maintain portfolio yield»
Finally, as market interest rates change, a big disadvantage of chasing yield is that it may result in unintended shifts of underlying risk in order to maintain portfolio yield.
http://www.indexologyblog.com/ Not exact matches
In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.
One option for investors seeking to reduce their interest rate risk and increase yield, while still maintaining the overall risk profile similar to a traditional Canadian bond portfolio is the iShares Short Term Strategic Fixed Income ETF (XSI), which seeks to deliver a higher yield with reduced interest rate sensitivity.
If a portfolio balance is 49 % of its initial balance and if the initial dividend yield is 2 %, prices must fall by a factor of 4.1 to maintain the dividend amount.
HYHG maintains a diversified portfolio of high yield bonds to generate returns.
Quantitatively managed, the Fund maintains a concentrated portfolio of large, high dividend - yielding companies.
Studies and mathematical models have shown that maintaining a well - diversified portfolio will yield the most cost - effective level of risk reduction.