Sentences with phrase «portfolio as a source of income»

Many investors look to their bond portfolio as a source of income, and therefore favor higher yielding securities.

Many investors look to their bond portfolio as a source of income, and therefore favor higher yielding securities.

Not exact matches

Wow very inspirational as all of your income sources are diversified like a portfolio.

This may not be palatable to fixed income investors, especially those who rely on their bond portfolio as a source of relative safety and stability.

As you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielAs you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yielas ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yield.

«Specifically, fixed income investors should respect the technicals for now, emphasize the front end of curves on the basis of the policy pivot (from [quantitative easing] to forward guidance), and consider TIPS as a source of endogenous portfolio hedging,» El - Erian writes.

Retirees may view annuitized income from Social Security and employer pensions as their primary source of retirement spending and think of the retirement portfolio only as a reserve to protect against the unexpected.

The other main reason to consider including fixed income in your portfolio is as a source of potential income.

If any equity mutual fund pay me monthly dividends then I get regular dividend income which is income tax free in India so I utilize this tax free dividend income as my second income source or I make my own stock portfolio with help of this tax free monthly income.

We hand pick all the equities in our portfolio through independent analysis of company annual statements including balance sheets, income statements, and free cash flow analysis from publicly available data sources, such as the SEC Edgar database, and by participating in corporate conference calls.

Otar says that you might want to consider buying one if you have no other guaranteed source of retirement income, such as a pension, and you have too small a portfolio to hedge the various risks yourself.

Rather, this is a completely separate property — be it a second house, vacant lot, office space or condominium unit — you keep in your portfolio as a source of additional income.

Not only can that approach can leave you with a lopsided portfolio — which is never a good idea — but many investments pitched to retirees as secure sources of income may not be as rock - solid as they seem.

Stocks, bonds, securities, derivatives and more should feature in this portfolio since this will give them many sources of income should one or more fail or not yield as much as they had envisioned.

And while small business owners may be tempted to rely on the success of their business as their sole source of income and retirement savings or only diversify their portfolios among stocks and bonds, there are other options they should consider to secure their retirement savings in today's market.

Understand that FIAs are typically used in addition to other retirement vehicles (such as a 401 (k) or IRA) to add balance to a retirement plan — they aren't intended to be your only source of retirement income, but to help moderate risk in your portfolio so you can enjoy the finer things throughout your retirement.