Sentences with phrase «one's bond holdings»

If interest rates rise, the values of bonds held by the fund would fall, negatively affecting total return.
For a bond fund, consider also the average maturity of bonds held in the particular fund.
Over 10,000 baby boomers are retiring a day, and even more, are increasing bond holdings in their retirement portfolios to prepare for retirement.
Specifically, they may earn income from interest on bond holdings and dividends on company shares.
In sum, it's the overall lower risk associated with government bonds that makes it less necessary to diversify bond holdings using funds.
The biggest advantage for individual bonds over mutual funds is that there is no interest rate risk for bonds held to maturity.
Net corporate debt (corporate debt minus offshore cash and government bonds held by corporations) is actually pretty low.
When the market is soaring, you may be tempted to shift bond holdings into stocks.
After many years, I have finally started see an uptick in payments from my shorter term bond holdings.
Indeed, in some portfolios, e.g., high - grade municipal bonds held by individuals, almost no attention is paid to market prices.
These are reasonable holdings for Canadian investors who want to diversify their corporate bond holdings without taking currency risk.
Whenever interest rates rise, many investors especially retirees with large bond holdings, are worried.
A portfolio comprised primarily of individual bonds offers more transparency of security holdings than shares of bond mutual funds which are only required to publish actual bond holdings at quarter - end.
Yield of a bond fund measures the income received from the underlying bonds held by the fund.
This means the hydrogen bonds holding the molecules together need to be broken.
When coal burns, the chemical bonds holding its carbon atoms in place are broken, releasing energy.
Bond portfolio management strategies based on sector rotation involve varying the weight of different types of bonds held within a portfolio.
You may have more bonds in your portfolio than you are comfortable with, or your particular bond holdings may leave you more exposed to interest - rate risk than you might like.
This rationale for owning bonds holds up even if the prospective returns from bonds is poorer than usual.
The researchers subjected the metallic iron oxide particles to radiation until the DNA bonds holding them together broke, releasing fluorescent materials.
We recommend keeping bond holdings below your long - term target and setting aside a cash reserve.
This added bond holding could help the fund boost yield and since it is such short term the product could see very little in terms of defaults.
That is, a credit default swap could not be entered for purely speculative purposes, but only to offset the default risk of the same or similar bonds held by the investor.
Clients seeking to maximize tax - exempt (municipal) bond holdings issued by their state of residence in order to minimize state tax exposure.
Its suction cup gel pad allows it to be mounted on the windshield or dashboard with no residue, and convenient magnet bonds hold your cellular companion steadily in place.
Interest earned on the government bonds held by the trust funds provided the remaining 10.1 % of income.
Given the likely low future returns for bonds for the foreseeable future, I will not devote a lot of discussion to the question of bond holding diversification.
50 % of our portfolio today is in cash or some form of short term bond holdings.
The federal government doesn't tax interest accrued through municipal bond holdings.
Corporate bonds held up better, though they lost all of the gains they'd achieved this year and are negative year - to - date.
I'm wondering how one keep track of individual bond holdings.
Just which investor groups have large bond holdings that could theoretically be sold as a potential funding source for stock purchases and what is the likelihood this «rotation» will occur?
If you need to pay for them by tapping into your stock or bond holdings at a time when they're taking a beating in the market, you'll lock in your losses.
The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed.
The plan will wipe out more than $ 200 million in bonds held by the retailer in exchange for equity interests.
You may have more bonds in your portfolio than you are comfortable with, or your particular bond holdings may leave you more exposed to interest - rate risk than you might like.
For example, interest from individual bonds is reported on Form 1099 - INT, but interest from bonds held through a mutual fund is called an «interest dividend» and reported on Form 1099 - DIV.
I read many articles that say that we don't have to count SSTF bond holdings as debt since we owe it to ourselves.
The yield on the benchmark 10 - year Treasury notes, which moves inversely to price, was higher around 2.398 percent, while the yield on the 30 - year Treasury bond held near 3.002 percent.
Treasury bill and bond issuance are ramping up at a time when the Fed is reducing its reinvestment of maturing bond holdings.
Bond vigilantes (investors who sell bond holdings to force fiscal discipline) have not been visibly active for quite some time, although the pressing nature of the increasing federal debt burden may make them more active in the near future.
Jon Smith, of DT Investment Partners, discusses the effect of an interest rate hike on bond markets... see why we prefer individual bond holdings over engineered ETFs in this environment.
The moratorium meant that those minority creditors were forced to participate in the wider restructuring process regardless of which bonds they held — the first time an English scheme had been used this way — staving off bankruptcy and giving Metinvest the time to negotiate a deal with all bondholders.
I'd suggest putting all of the bonds in the Roth (both the ST Treasuries and whatever other bond holdings).
The new ETF will have characteristics very similar to the BMO Aggregate Bond Index ETF (ZAG), which could be a core bond holding in any balanced portfolio.
The reduced participation reflects losses on sovereign bond holdings, pressures on bank capital and increases in US$ funding costs.
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