Sentences with phrase «mix of bond»

Instead, it uses a very precise mix of bond investments and index call options to pay interest based on the upward movement of a stock market index.

Owning a diversified mix of bond investments might also help cushion the effects of interest rate and credit risk in a portfolio.

The Bottom Line Despite the nearly infinite combination of strategies that can be employed to speculate on rising or falling rates as well as try and eliminate the key risks to investing bonds identified above, the best approach to investors may be to hold a diversified mix of bond classes across a wide array of maturity dates.

As the table above shows, the percentage mix of bond types varies between the different insurance company types due, in part, to duration management and risk appetite.

Projecting a mix of a Bond femme fatal & Adam West era Batman villain, Svetlana Khodchenkova has a wild time as the chief mutant troublemaker.

Other bond funds focus on a narrower mix of bonds, such as a short - term Treasury fund or a corporate high yield fund.

The other portion of a balanced portfolio generally includes some mix of bonds, bond mutual funds and international holdings.

Having a mix of bonds and stocks in your portfolio is a good way to take advantage of the relative safety and stability of bonds, while taking potentially money - making risks with stocks.

As their name implies, unconstrained funds typically contain a more heterogeneous mix of bonds than traditional bond funds heavily weighted to Treasuries.

Having the right mix of bonds along with stocks is an important tenet of portfolio diversification and it has proven its worth time and again.

The same can be said of rearranging your mix of bonds to take advantage of what you expect to happen to interest rates.

As their name implies, unconstrained funds typically contain a more heterogeneous mix of bonds than traditional bond funds heavily weighted to Treasuries.

These all - in - one portfolios contain a mix of bonds and equities suitable for an investor with a moderate risk tolerance.

The book presents Graham's basic philosophy of holding a mix of bonds and stocks and selecting stocks for both the «defensive investor» and the «enterprising investor.»

Balanced funds hold a mix of bonds and stocks.

This conventional mutual fund recently had half its assets invested in shares of individual CEFs and the rest in a mix of bonds.

Well, from peak to trough global stocks fell about 60 %, a diversified mix of bonds fell about 10 % while our cash held its ground with no losses.

Such funds hold a mix of bonds yet they trade like stocks, usually on an exchange.

A good mix of bonds, commodities, and other assets allow some of your investments to perform well in times that other investments are not.

Considering the tremendous amounts of volatility stock investors have had to deal with over the last decade and the returns from holding a mix of bonds and stocks that investors should expect to earn over the next decade, Mr. Bernstein, who passed away in 2009, would surely be making the same argument.

Still, if you keep a diversified mix of bonds, the risk premium should more than compensate you for any losses caused by default.

They also have a mix of bonds and a term deposit for secure regular income.

With a 40 % mix of bonds the long - term return on $ 100 is about $ 13,000, as compared to about $ 51,000 return when investing in stocks alone.

Through its ownership of the two bond funds, the Portfolio also indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

The percentages of the Portfolio's assets allocated to each Underlying Fund are: Vanguard ® Total Bond Market II Index Fund 60 % Vanguard ® Total International Bond Index Fund 15 % Vanguard ® Institutional Total Stock Market Index Fund 17.5 % Vanguard ® Total International Stock Index Fund 7.5 % Through its ownership of the two bond funds, the Portfolio indirectly holds a mix of bonds — including government, government agency, corporate, securitized non-U.S. investment - grade fixed income investments and international dollar - denominated bonds, as well as mortgage - backed and asset - backed securities — that represents a wide spectrum of public, investment - grade, taxable, fixed income securities in the United States and abroad, all with maturities of more than 1 year.

As the child gets older, the strategy changes to capital preservation to reduce the risk of losses to your earnings and / or your principal (the money you have contributed) and shift toward a mix of bonds and cash.

Create a mix of bonds that's appropriate given your risk tolerance and how long you plan to keep that money invested (which you can do with this risk tolerance - asset allocation tool) and largely leave that mix alone except to rebalance.

It's really a question of concentration: would you prefer to have big stock exposure to a single industry that is generally safe, or a diversified mix of bonds from companies in various industries that may be slightly riskier in the aggregate?

If you know how to manage money or put together an income portfolio, then a proper mix of bonds, dividend - paying stocks, REITs, and selected MLPs can help create an ongoing income stream.

According to the Trinity Study one could stop working and never run out of money if his or her portfolio (consisting of a mix of bonds and stocks) is higher than 25 times the annual expenses.

A mutual fund which balances its portfolio by holding a predetermined mix of bonds, common stocks, preferred stocks, and cash equivalents.

Not exact matches

401 (k) s are often a mix of stock, bonds, and / or cash.

The exact mix of shares and contingent convertible bonds the HFSF will buy from banks in exchange for any fresh funds it will provide will be decided by the cabinet.

What's more, to dampen risk, many investors will want a balanced portfolio of stocks and bonds; the classic mix is 60 % equities and 40 % fixed income.

A mix of 50 % stocks and 50 % bonds might be suitable for disciplined retirees.

Investing in a mix of stocks and bonds can also lower your risk.

Once you dig into your fund's prospectus to learn about the holdings, you should see a mix of U.S. and non-U.S. equities, as well as a combination of different bond portfolios.

Target - date funds are a mix mostly of stock and bond funds, but not always.

With a fresh picture of your 2016 results and how your holdings are divided between stocks, bonds and cash, it should be easy to «rebalance» — sell some holdings and add to others to get back to the proper mix for your long - term plans.

That would mean a typical mixed portfolio of stocks and bonds would deliver a 1 % to 3 % per annum return, down from about 10 % over the past seven years.

With the bond and stock markets taking some losses on mixed signals from monetary policy makers, what are you most wary of as an investor this week?

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

Fidelity Strategic Funds are multi-asset-class strategies that seek to address key income needs — bond income from global sources, non-bond income, and real return — by investing in a diversified mix of fixed income and / or equity investments chosen for their historical combined performance.

Learn more about how to spread out your mix of investments between stocks, bonds, cash and alternatives here.

Finally, if the movement of the markets has changed your mix of large - cap, small - cap, foreign, and domestic stocks, or your mix of stocks, bonds, and cash, you may want to rebalance to get back to your plan.

So you could buy a mix of short - term and intermediate term bond funds to spread out your risk.

The sample target investment mixes below show illustrative blends of stocks, bonds, and short - term investments with different levels of risk and growth potential.

Many even offer target date funds, which are an all - in - one investment consisting of a mix of stocks, bonds and other assets that is managed by the firm that runs the fund and require little to no management on your part.

It's important to consider a mix of stocks, bonds, and cash that takes into account your time horizon, financial situation, and tolerance for market shifts.

«When you're creating a plan for that mix of stocks and bonds, for the newer investor, it's really powerful to see the relationship between adding more stocks — which adds to your return in the long term, but also adds to the risk — and the likelihood that you're going to see many more ups and many more downs,» says Francis.