Sentences with phrase «of our bond portfolio remains»

The duration of our bond portfolio remains relatively short as a means designed to protect against rising interest rates.

Not exact matches

If you believe you have more than 15 years remaining on this Earth, your portfolio should consist of at least 50 % stocks, with the remaining balance in bonds and cash.

We think investors should remain diversified in their bond portfolios and resist the temptation to change allocations based on news headlines or whimsical economic flavors of the month.

If this bond - equity relationship remains unstable when yields are at risk of climbing further, long - term Treasuries may not play their traditional portfolio diversifying role.

The graph below plots the rolling 10 - year expected return (in blue) of a portfolio if 60 percent was held in stocks while the remaining 40 percent was invested in intermediate US Treasury bonds.

This equally divided lazy portfolio limits the bond investments to 25 % percent of the entire portfolio with the remaining 75 % equally divided among a broad US stock market index fund, a European fund, and a U.S. index comprised of smaller companies.

This will give you the percentage of your portfolio that you should have dedicated to stocks, with the assumption that the remaining amount be invested in conservative investments like bonds.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

During retirement, a diversified portfolio of stocks, bonds, and other assets remains important.

The alternative is to choose a pure debt fund or bonds for upto 70 % of the portfolio and invest the remaining money into an equity fund.

Fact is, whatever one may believe about the path of future yields, bonds still remain a good way to diversify a portfolio and provide ballast in times of stock - market turbulence.

Up to 35 % of the portfolio might be investing in non-investment grade bonds (though the portfolio as a whole will remain investment grade) and up to 20 % can be in equities.

The most fundamental relationship that needs to remain properly balanced in a portfolio is the ratio of stock funds to bond funds.

While there are risks, bonds remain an important part of an investment portfolio.

So, for example, a 20 - year - old would stash 90 % of his or her retirement portfolio in stocks with the remaining 10 % invested in bonds, while a 50 - year - old would have a more moderate mix of 60 % stocks and 40 % bonds.

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

With the security that comes from knowing that you can count on that income, plus Social Security, you may also feel more willing to invest some of your remaining stash in a portfolio of stocks and bonds.

The odds of your doing that over the 25 - year remaining term of your mortgage are excellent: Historically, a portfolio of 80 percent stocks and 20 percent bonds has returned 7.5 percent a year after taxes.

If the bond portfolio earns a 5 % return, and 2 % of your cohort die in the year, the company can distribute 7 % to the people remaining alive (roughly).

Take on tremendous risk by investing large portions of their portfolio into only a few company's bonds for a promise of full principal return at maturity (As long as the companies remain solvent of course)?

Gary Cloud: Regardless of a potentially higher rate environment, our fixed income portfolio remains invested in investment grade debt with a small weighting in preferred stocks, business development companies, and high - yield bonds.

The graph below plots the rolling 10 - year expected return (in blue) of a portfolio if 60 percent was held in stocks while the remaining 40 percent was invested in intermediate US Treasury bonds.

So for an initial portfolio value of $ 100,000, you would allocate $ 12,000 to bond ETFs (or 12 %); the remaining $ 28,000 (or 28 %) could be invested in GICs, with $ 5,600, or 5.6 %, invested in each GIC rung.

So, for example, if you decide based on your risk tolerance and the length of time your money will remain invested that a portfolio of 70 % stocks and 30 % in bonds is appropriate for you, you should invest your entire $ 250,000 immediately, allocating 70 %, or $ 175,000, to stocks and 30 %, or $ 75,000, to bonds.

But a diversified portfolio of U.S. Treasuries and other high - quality bonds remains an effective way to diversify against the risks of the stock market.

These six portfolios invest in a mix of stocks, bonds or money market mutual funds and are designed so that allocations to broad asset classes remain constant over time

If inflation stays low AND cash rates remain low AND cooperative markets allow portfolio engineering to reduce the risk of stock / bond portfolios, you can make today's valuation levels make sense.

Total investments have surpassed $ 20 billion, where half of their investment portfolio remains in corporate bonds, and another quarter in mortgage backed securities.