Sentences with phrase «of bonds in»

Average maturity is used for taxable fixed - income instruments and is a weighted average of all the maturities of the bonds in a portfolio.

For example, if bonds currently are overpriced and stocks are underpriced, you would increase the amount of stocks and decrease the percentage of bonds in your portfolio to capitalize on this trend.

Just as a comparison, the average price of bonds in the S&P Municipal Bond High Yield Index is over 57 cents and that includes bonds from Puerto Rico.

The S&P Municipal Bond Tobacco Index has seen a positive total return of 4.72 % year to date as average yields of bonds in the index have dropped by 33bps in January.

In a broad decline, closed - end funds suffer a double whammy: the value of the bonds in the portfolio — net asset value — declines.

Chart 1) Yields of the S&P National AMT - Free Municipal Bond Index and annual average transaction costs of retail size municipal bond trades of bonds in the index:

The weight of Puerto Rico debt in the market place as measured the market value of bonds in select indices as of September 29, 2015: S&P Municipal Bond Index (S&P's broadest municipal benchmark): 1.96 % S&P Municipal Bond High Yield Read more -LSB-...]

I used to have all of my 401k in stock funds, mostly S&P 500, but after watching it lose a third of its value in the 2000 - 2003 time period, I change my strategy and started including small amounts of bonds in the mix.

Chart 1: Total Market Value of Bonds in the S&P Municipal Bond Puerto Rico Index Read more -LSB-...]

In less than two weeks, the weighted average yield to worst of bonds in the index has fallen from 3.43 % to 3.10 % or a 33bp improvement.

In response to some of the commenters above, a small amount of bonds in your portfolio (10 to 20 %) can reduce the volatility of your investment without substantially reducing your returns in the long run.

Most of the bonds in the portfolio are mortgage - backed securities, the specialty of DoubleLine founder Jeffrey Gundlach.

Thus, as the prices of bonds in each fund adjust to a rise in interest rates, each fund's share price may decline.

The anticipation of a Fed interest rate hike on Dec. 16, 2015, and general U.S. economic improvement had the majority of bonds in the red for the month.

5The Bloomberg Barclays U.S. Aggregate Bond Index is an index comprised of government securities, mortgage - backed securities, asset - backed securities, and corporate securities to simulate the universe of bonds in the market.

yields of all bonds in the fund.

However I'm not a fan of bonds in a rising rate environment.

As prices of bonds in a fund adjust to a rise in interest rates, the fund's share price may decline.

I assume that the formula will take the dividend yields of stock and the yield of bonds in to account (not sure if there are any other components).

Thus, as prices of bonds in an investment portfolio adjust to a rise in interest rates, the value of the portfolio may decline.

The cost to purchase thousands of bonds in illiquid markets, even those with minimal impact on the index, can quickly erode returns.

When getting close to retirement age, I would consider increasing the percentage of bonds in the portfolio.

That was the thesis, and I began quietly acquiring $ 200 million of these bonds in the last half of 2001.

However, all of the bonds in the portfolio were purchased at a premium.

The Lazy Portfolio attributed to Swensen in the previous link keeps it simple with half of the bonds in Treasury Inflation Protected Securities (TIPS) and half in US Treasuries.

Most bond indexes measure either the underlying price movement of the bonds in the index and / or the fluctuating yields of the bonds.

With a single ticker, an investor can tap into thousands of bonds in a specific sector without having to hunt for inventory or navigate multiple offers from multiple brokers.

The rating agency said it will continue to analyze the creditworthiness of bonds in terms of performance of individual transactions and relative to their specific credit enhancement levels.

Because of compounding growth (Article 3), we know that the slightly higher returns of bonds in a bond / stock portfolio will cause a substantially higher terminal value than a portfolio with a similar balance of cash and stocks in most historical periods.

Descending glide path — Probably the most commonly cited rule - of - thumb for finding the right balance of stocks and ballast is to adjust the percentage of bonds in your overall portfolio based on your age.

The average yields of bonds in the S&P 500 Bond Index have also fallen but only by 25 basis points during this time frame, helped in part by the inclusion of the energy bond sector.

At the end of March the average yield of bonds in the index was a 5.17 % and ended June 10th at a 3.95 % — a 122 basis point drop.

On their websites, many mutual fund companies report the average duration of the bonds in their funds.

Each of these index funds gives you access to a wide variety of bonds in a single, diversified fund.

It involves turning the mechanical nature of bonds in your favor, being patient and scaling back your expectations a little.

If you buy bond fund shares and hold them longer than the duration of the bonds in the fund (i.e. hold a 10 year fund longer than 10 years), then you get the full coupon and maturity payments for all the bonds in the fund at that moment, exactly the same as if you bought them individually.

By potentially holding hundreds — sometimes thousands — of bonds in a single fund, you get more diversification than you would buying individual bonds.

Yields of bonds in the S&P 500 BB High Yield Bond Index have risen 165 basis points since July 1st driving the total return down by over 5.3 % during that time.

Credit spreads of bonds in the S&P 500 Bond Index have jumped.

This duration figure means that if interest rates were to rise one percent this year, the value of the bonds in this fund would fall approximately 2.7 %.

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

The point of this exercise is to put the risk of bonds in the right perspective.

If the value of the bonds in their trading portfolio falls, the value of the portfolio also falls.

Learn the ins and outs of different types of bonds in the comprehensive «Investor's Guides» to various types of bonds

This flight to quality movement also impacted credit spreads, which widened for both investment grade and high yield corporate bonds, negatively impacting the returns of bonds in those sectors.

Write a letter to the Bureau of Public Debt requesting a list of bonds in your name.

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 %.

To learn more about the role of bonds in Europe, see our sister site www.InvestinginbondsEurope.org.

The yields of bonds in the S&P Municipal Bond Puerto Rico General Obligation Index ended at 8.16 %.

Coupon cash flow: Investment grade, tax - exempt municipal bonds tracked in the S&P National AMT - Free Municipal Bond Index have an average coupon of 4.61 % vs. the average coupon of 3.72 % of the bonds in the S&P 500 / MarketAxess Investment Grade Corporate Bond Index.