Sentences with phrase «method yields a portfolio»

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

Not exact matches

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

Depending on which method you choose, options trading can be used to hedge a portfolio, create yield or gain significant market exposure and returns with little capital risk.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

As we saw last week, the average cashflow yield for the equally weighed value portfolio is slightly lower than the average cashflow yield for the market capitalization - weighted portfolios, which indicates that, over the full period, bigger stocks tended to be a cheaper method for buying cashflow than smaller stocks.

Four of the top 10 lowest volatility Dividend Champion stocks are also holdings in the High Yield Dividend Champion Portfolio I track monthly and which uses a completely different method for selecting Dividend Champion stocks.

Discounts are not amortized (although people have bought this to amortize discounts of distressed mortgage portfolios using the constant yield method.

For financial advisers, they're the oldest and most - commonly - used standardized method of showing what actual investment portfolios would look like in terms of funding vehicles, risk, asset class mix, income yields, and what the historical performance has been.