Sentences with phrase «outperformed traditional bonds»

Typically in rising rate environment, stocks have historically outperformed traditional bonds.1 The Fed will generally raise interest rates to cool a growing economy and stocks usually continue to appreciate during this time.

Typically in rising rate environment, stocks have historically outperformed traditional bonds.1 The Fed will generally raise interest rates to cool a growing economy and stocks usually continue to appreciate during this time.

Convertible bonds outperformed traditional bonds by returning 6.1 percent.

It's a great way to diversify a bond, or fixed income portfolio, with some of these dividend paying stocks and we've found, over the last three years, having that element in the portfolio for income, has actually outperformed a traditional bond portfolio.

Not exact matches

Enlightened investors intuitively recognize how difficult it is to consistently and accurately predict the best securities (stocks, bonds, mutual funds etc.), which money manager will outperform, or when to be in or out of the market or out — as is the traditional approach to managing portfolios.

Historically, gold is either negatively correlated or has very low correlation to traditional asset classes such as bonds and equities, and there are periods when these asset classes either outperform or underperform the others correspondingly.

This index seeks outperform traditional «core» or investment grade U.S. bond funds by applying momentum screens to this area of the bond market.

Oxford Review of Finance 2016, 20 July 2015, pp. 1081 - 1106; Fundrise White Paper, «Why Private Markets Outperform Traditional Publicly - Traded Stocks & Bonds,» May 16, 2017; Cambridge Associates» 2016 Q1 US Private Equity Index; and Wall Street Journal, «Calpers Is Sick of Paying Too Much for Private Equity,» April 16, 2017

In the five years and 10 years subsequent to 1998, the collection of diversifying Third Pillar assets outperformed a traditional 60/40 stock / bond portfolio by an annualized 8.98 % and 6.42 %, respectively.1

The Index House recognizes how difficult it is to accurately and consistently predict the best securities (stocks, bonds, mutual funds, etc.), which money manager will outperform, or when to be in or out of the market — as is the traditional approach to managing portfolios.

Enlightened investors intuitively recognize how difficult it is to consistently and accurately predict the best securities (stocks, bonds, mutual funds etc.), which money manager will outperform, or when to be in or out of the market or out — as is the traditional approach to managing portfolios.

My concern is that the All Seasons portfolio is presented as a magic formula that will dramatically outperform a traditional stock - and - bond portfolio with far less risk.

Unique to the investment industry, the Index House recognizes how difficult it is to consistently and accurately predict which will be the best stocks, bonds, or mutual funds or which money manager will outperform or when to be in the market or out, as is the traditional approach to managing portfolios.