Sentences with phrase «many bonds in our portfolio»

«In that environment, you probably want bonds in your portfolio,» Hougan said.

Furthermore, the 1 percent you pay to your money manager doesn't always cover the costs of buying and selling the stocks and bonds in your portfolio or the sales charges (also known as loads) and administrative fees charged by the mutual funds your manager puts you into.

Here are a couple more articles on how to think about bonds in your portfolio:

This rule says that the percentage of bonds in your portfolio should equal your age.

At the end of the day that could be one of the biggest positives about owning bonds in your portfolio.

I see no place for bonds in my portfolio today.

Hopefully this gives you a better sense of the reasons to include bonds in your portfolio.

A bond fund with a longer average maturity will see its net asset value (NAV) react more dramatically to changes in interest rates as the prices of the underlying bonds in the portfolio increase or decline.

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.

I no longer have any discounted bonds in the portfolio that are likely to be «money good».

Including both government and corporate bonds in your portfolio can further diversify it.

Ten year ago, iShares Core U.S. Aggregate Bond ETF (AGG) only had about 150 bonds in its portfolio; now it has 6,500 bonds, or two - thirds of the bonds in its benchmark, the Bloomberg Barclays U.S. Aggregate Bond Index.

By October 2007, 83 percent of the bonds in the portfolio had been downgraded and 17 percent were on negative watch.

That's because many of the benefits of bond ladders — such as an income plan and managing interest rate and credit risk — are based on the idea that you keep your bonds in your portfolio until they mature.

You may have more bonds in your portfolio than you are comfortable with, or your particular bond holdings may leave you more exposed to interest - rate risk than you might like.

However, if you hold bonds in your portfolio you might as well just increase your all world holding and reduce your bonds / cash.

The rates you want, the names you know: earn fixed income with corporate bonds in your portfolio.

But no matter how carefully you've selected the stocks and bonds in your portfolio, it's a good idea to make some adjustments every once in a while to minimize the amount of risk you're taking on.

All the corporate bonds in the portfolio are investment grade, rated BBB or better by DBRS or equivalent.

As individuals normally hold far fewer bonds in their portfolio than bond mutual funds, the chances that a default will result in a large loss for the investor are generally higher for those investing in individual bonds.

In the previous example, all it takes for Irene's total returns to match Betty's is for Irene to hold 15 - 20 % bonds in her portfolio.

While the chances that one of the bonds in the portfolio will default are higher because of the mutual fund's large number of holdings, the loss in relation to the total holdings will be smaller.

When they get to 2.5 %, they should start selling the longest bonds in their portfolio (note: I would encourage them to end balance sheet disclosure before they do this, after all, the Fed suffers from too much communication not too little.

Each of the funds will close upon maturity at the end of each respective year, with investors getting net asset value of all the bonds in the portfolio.

Especially in today's fixed income market, managing behavioral biases may be the most compelling reason to include bonds in a portfolio.

Very few bonds in my portfolio as I'm looking for growth.

We currently hold no bond in our portfolio, 100 % in equity.

Including both stocks and bonds in your portfolio helps with diversification.

The basic asset allocation strategy says to have your age as the percent of bonds in your portfolio.

It's one thing to say that, faced with something like the near 60 % decline in stock prices like we saw from late 2007 to early 2009 or a 10 - year span like 1999 through 2008 when stocks lost an annualized 1.4 %, you'll just draw from the bonds in your portfolio and remain confident that the market will eventually recover as it has in the past and everything will work out fine.

Balanced funds simply combine stocks and bonds in their portfolio and may not align with your particular risk tolerance.

When your stocks go down, you may still have the stability of the bonds in your portfolio.

I remember holding bonds in a portfolio that dropped more than 15 % in price, but every six months the coupon payments were deposited into the account — just like clockwork.

The longer the duration or maturity of the bonds in the portfolio, the more committed the managers are to those bonds.

Investors who might consider P2P useful could be those already including high yield (junk) bonds in their portfolio.

Having the ability to dial up or down the amount of stocks or bonds in a portfolio can clearly make a material difference, and can be employed efficiently with today's impressive selection of exchange traded funds (ETFs).

And if the fund sells bonds in its portfolio at a profit, it pays capital gains distributions to shareholders.

You don't hold bonds in your portfolio because you expect them to outperform stocks.

Canadians can't invest that cheaply if we want to include domestic stocks and bonds in our portfolios, but we can get surprisingly close.

In times when interest rates are rising, floating rate funds are poised to take advantage of it since they are consistently rolling over bonds in their portfolio every 2 - 3 months.

These funds also tend to pay out good dividends as a result of the underlying bonds in their portfolios.

For people nearing retirement, the recommended percentage of bonds in a portfolio varies widely, ranging from as little as 15 % to as much as 60 %.

posted at My Dollar Plan, saying, «Food for thought on whether municipal bonds in your portfolio need a second look.»

Two: Index funds rarely replace the stocks and bonds in their portfolios.

I have built up these different Cash FIREhoses to (hopefully) achieve some diversification beyond stocks and bonds in my portfolio.

The range of situations where having bonds in your portfolio will actually increase your returns is fairly small.

Sally Brandon: Mike, from Boynton Beach, says that he keeps worrying about bonds in his portfolio.

Average Days to Maturity - Money Market Instruments - The mean of the remaining term to maturity of the underlying bonds in the portfolio.

When some of the bonds in the portfolio do mature, the money is reinvested in more bonds.

These funds have varying degrees of risk based on the percentages of stocks and bonds in the portfolio.