Sentences with phrase «mostly bond portfolio»

But while that may make sense emotionally, the lower returns of a mostly bond portfolio could leave you short of the nest egg you'll need for a secure retirement.

Not exact matches

Those who are newly retired or near retirement may be tempted to cash out of stocks or adjust their portfolio so that it is mostly invested in bonds.

For my after - tax and pre-tax portfolios I've rebalanced to ~ 50 % bonds and shifted my stock investments mostly towards large cap, dividend paying stocks.

The idea behind a glidepath is that if we start with a relatively low equity weight and then move up the equity allocation over time we effectively take our withdrawals mostly out of the bond portion of the portfolio during the first few years.

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

The Moderately Conservative portfolio still consists mostly of bonds, but incorporates more stocks into its allocation.

The conservative portfolio is the «safest» portfolio, consisting mostly of bonds, while the aggressive portfolio is the «riskiest,» consisting entirely of stocks.

The Conservative portfolio is made up mostly of bonds.

Re-invested portfolio income should help anytime there is a market downturn but I think DGI's point is that a portfolio with mostly equities and bonds isn't likely to do well in times of stagflation.

In summary, a mindful investing approach points toward a portfolio of mostly stocks (at least until bond yields increase substantially) that are invested for the long - term.

The key to this mostly high - yield bond fund is that it focuses more than anybody: it owns two stocks, two bonds (which seem to account for over 50 % of the portfolio) and a handful of preferred shares.

Besides, even if bond yields do rise, as they will eventually, you'll still be relying mostly on the stocks in your portfolio for long - term growth.

Your portfolio will probably be mostly made up of stock and bond investments, and potentially some cash.

A barbell is a bond portfolio whose assets are mostly in short - and long - term bonds with few, if any, intermediate - term bonds.

There are a number of risks associated with living off a portfolio of mostly stocks, bonds, mutual funds and ETFs.

A portfolio that is a mix of stocks and bonds — one that is initially allocated mostly toward equity positions, then as savers move toward retirement becomes increasingly weighted toward bond positions.

A: The Compass Growth Portfolio fund is a mutual fund that holds mostly common shares, although it does hold some bonds.

If you're a nervous Nellie investor and you consider just investment risk, you might decide to huddle in a portfolio of mostly cash and bonds.

If we add a small amount of bonds to a mostly stock portfolio, can we decrease volatility without damaging our stock returns too much?

Mostly emerging) and portfolio (just 70 % bonds plus income - producing equities and convertibles) are utterly distant from what you see in the average world bond fund.

No - Robo guy avoids foreign bonds and high yield bonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds and high yield bonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds, and his fixed income portfolio is mostly intermediate treasuries, with slices to TIPS / I Bonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accoBonds, investment grade corporate bonds, and high yielding (but FDIC - insured) savings accobonds, and high yielding (but FDIC - insured) savings accounts.

The Vanguard STAR fund benchmark was also up 1.4 % in November matching our Aggressive portfolio exactly, however, in down markets we're generally falling less than this total portfolio fund, mostly because of our short positions and longer - duration bond holdings.

These local currency bonds will be more volatile, but could prove to be a better diversifier for a portfolio that's mostly devoted to U.S. stocks and bonds.

Its bond portfolio consists mostly of investment grade securities (bonds rated Class 2).