Sentences with phrase «percentage of each bond»

This rule says that the percentage of bonds in your portfolio should equal your age.

If your stocks offer a 10 percent return over a year while your bonds return 4 percent, you will end up with a higher percentage of stocks and lower percentage of bonds than you started.

If your skittish about market volatility, hold greater percentages of bond funds and lesser amounts of stock funds.

Frequency of reinvestment based on the percentage of bonds maturing within 3 years — 22.5 % for the overall bond market (represented by Barclays U.S. Credit Bond Index) and 55.2 % for short - term bonds (represented by Barclays 1 - 5 Year Credit Bond Index).

What percentage of bonds would you like to have in your portfolio?

If that makes you sick to your stomach then you might be a more «conservative» investor so you pick a higher percentage of bonds in your asset allocation mix.

I've seen some valid arguments made for holding a large percentage of bonds.

House Bill 467 proposes to make charter school capacity a percentage of the bond guarantee program's total capacity instead of available capacity, which would result in an increase from $ 1 billion to roughly $ 4 billion.

If you have a lower risk tolerance, you might decide to have the percentage of bonds mimic your age.

As the target date approaches, that allocation automatically becomes more conservative, with a greater percentage of bonds and short - term investments introduced into the mix.

The fund's prospectus describes the types of securities that the sponsor is allowed to purchase, including the types of bonds by purpose, ratings, and whether it will purchase up to a percentage of bonds subject to the AMT.

the interest rate a bond's issuer promises to pay to the bondholder until maturity, or other redemption event; generally expressed as an annual percentage of the bond's face value

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 %.

There's an old rule of thumb that you should have the same percentage of bonds as your current age.

How you answer these questions could suggest different investment approaches ranging from a more aggressive strategy, using a greater percentage of equities and high - yield bonds, to a more conservative strategy, using a greater percentage of bonds than equities, or something in between.

the interest rate a bond's issuer promises to pay to the bondholder until maturity, or other redemption event, generally expressed as an annual percentage of the bond's face value; for example, a bond with a 10 % coupon will pay $ 100 per $ 1000 of the bond's face value per year, subject to credit risk; when searching Fidelity's secondary market fixed income offerings, customers can enter a minimum coupon, maximum coupon, or enter both to specify a range and refine their search; when viewing Fidelity's fixed - income search results pages, the term «Step - Up» instead of a numeric coupon rate means the coupon will step up, or increase over time at pre-determined rates and dates in the future; clicking Step - Up will reveal the step - up schedule for that security

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.

Sometimes the commission will be based on a percentage of the bond's price, and this percentage may decline as the size of the transaction increases.

However, to select a percentage of bonds within this range we must also factor in the amount of ballast held as cash in the short - term bucket.

Prices in the bid and ask columns are percentages of the bond's face value of $ 1,000.

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

For example, if the face value of the bond you purchased is $ 1000 and the coupon rate percentage of your bond is 5 %, then the annual interest you are paid for the bond is $ 50.

Add a percentage of bonds to your portfolio that matches your risk tolerance.

The coupon rate percentage of the bond is set when the bond is bought and remains unchanged for the entire period of the bond.

Now, check the Bond Coupon rate percentage of your bond.

Once you've settled on the percentage of bonds that makes sense, you can then consider measures to protect yourself somewhat from the effects of rising interest rates.

For investors who choose to own a fixed percentage of bonds, now is definitely a good time to think about rebalancing.

A well balanced retirement portfolio may include some moderate percentage of bonds as part of an overall investment strategy to generate income or receive significant tax benefits.

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.

Cheap: In an ideal world, every portfolio should have a percentage of bonds in them due to the negative correlation between bonds and equities.

Generally speaking, the percentage of bonds in your portfolio should match your age.

Later, as you move closer to retirement and the number of future tosses declines, it's prudent to scale back the short - term risk of loss by gradually increasing the percentage of bonds held in the portfolio.

The interest rate on a bond, expressed as a percentage of the bond's face value.

A second debt restructuring in 2010 brought the percentage of bonds out of default to 93 %, but some creditors have still not been paid.

Determining what portion of that percentage of bonds you own is devoted to I Bonds is a personal choice dependant on many factors.

If you have less time to go until retirement, your portfolio will have way less stocks in it, opting instead for a larger percentage of bonds.

Or if you are getting closer to retirement, you might decide to go with a higher percentage of bonds.

The greater the percentage of bonds in the portfolio the smoother the ride.

Not exact matches

The bonds of iHeartMedia have long been in the basket of «distressed debt,» meaning their prices have fallen so far to where their yields are at least 10 percentage points higher than equivalent Treasury yields.

The longest - term portion of the offering, $ 8 billion of bonds maturing in 30 years, sold originally at 99.4 cents on the dollar to yield 1.95 percentage point more than comparable Treasuries.

These fees can vary from a quarter of one percent (25 basis points) to manage a stable portfolio of cash and bonds to a full percentage (100 basis points) or more to manage a more active portfolio of small cap stocks.

the percentage of return an investor receives based on the amount invested or on the current market value of holdings; it is expressed as an annual percentage rate; yield stated is the yield to worst — the yield if the worst possible bond repayment takes place, reflecting the lower of the yield to maturity or the yield to call based on the previous close

I'm probably being a little too critical about the percentages — but [the point is] in this kind of slow - growth environment, having a broad diversification of stocks and bonds doesn't work as well.

For example, if you're early on in your career, most of your money will be held in growth oriented stocks with a small percentage in bonds, and as you mature, your assets will slowly shift to more stable stocks and a greater percentage in bonds to help reduce volatility.

Because most wealthy Chinese seem to think about RMB in terms of USD or Hong Kong dollars, it is the fear that any depreciation of the RMB against those two currencies (the Hong Kong dollar is pegged to the USD through a modified currency board) greater than the couple of percentage points interest rate differential would yield less than equivalent USD or Hong Kong dollar bonds.

The custom target - date funds allocated «a wildly excessive percentage of assets to speculative asset classes such as natural resources, emerging market stocks, emerging market bonds, and real estate limited partnerships,» the complaint against Fujitsu stated.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

As a percentage of GDP, more than half of the outstanding sovereign bonds in the developed world originated from countries or regions where negative interest rate policies are in place, primarily representing bonds from the euro zone and Japan.

Thus, in practice, effective tax rates (annual taxes as a percentage of home value) in Oregon are limited to 1.5 %, plus any bond levies.

Moving a higher percentage of your assets from stocks to bonds and / or cash makes sense, because while you may not be making all the gains from stocks you might, you are preserving capital.