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.
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.
Not exact matches
So if you are hoping your
bond holdings will act as a shock absorber during times of volatility, it is worth reviewing your
particular holdings to make sure they are positioned to play the role you hope they will.
For a
bond fund, consider also the average maturity of
bonds held in the
particular fund.
Index funds attempt to track the performance of a
particular stock or
bond index, such as the S&P 500 ® Index or the Barclays U.S. Aggregate Bond Index, by holding most or all of the securities that are included in that in
bond index, such as the S&P 500 ® Index or the Barclays U.S. Aggregate
Bond Index, by holding most or all of the securities that are included in that in
Bond Index, by
holding most or all of the securities that are included in that index.
You'll want to pay
particular attention to the amount of cash that stock and
bond funds
hold.
If your
particular asset allocation would me that any cash or
bond assets would be
held in your taxable accounts, the assets should be cash assets, because their taxable yields are usually lower than
bonds.
As a result, Canadian dollar
bond portfolios are very concentrated in several widely
held issuers and a few industry sectors, banking and utilities in
particular.
Our yield to maturity (YTM) calculator measures the annual return an investor would receive if a
particular bond is
held until maturity.
Yield to maturity (YTM) measures the annual return an investor would receive if he or she
held a
particular bond until maturity.
Six criteria of defining attachment
bonds across the life span were outlined by Ainsworth [4]: desire for maintaining proximity, distress at involuntary separation,
holding emotional significance, providing security and a safe haven in times of distress, persistence, and specificity to a
particular individual.