Sentences with phrase «portfolio yield with»

That permits advisors to express a precise fixed - income viewpoint that balances a client's portfolio yield with his or her risk profile, says Gopaul: «Volatility is coming back now, and there's going to be more demand there.»

What this means in practice is that we have kept maturities of our investments very short, particularly for low - risk issuers such as governments and agencies, while we seek out opportunities to increase portfolio yield with what we think is well - priced corporate debt.

Not exact matches

Take a look at any retiree's portfolio and you'll see the same thing: it's filled with high - yielding dividend stocks.

With a yield north of 10 %, it was a portfolio staple, its units trading for a lofty $ 17 apiece.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

Bonds have never been a part of my portfolio given the historical lower yield when compared with equities.

A high quality muni - bond portfolio can yield close to 4 % tax free, with inflation essentially not existent and equities at an all time high I'm curious if there is a flaw in my logic?

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

Even with low yields and rising interest rates, bonds still tend to do their job by dampening volatility and minimizing losses for the overall portfolio.

With the oil majors all trading at fair and undervalued prices due to the decline in oil prices I was able to both increase the yield of my portfolio while also getting great companies at a fair price.

This convergence of yields has implications for the behaviour of investors: with bond yields in different countries tending to move together, investors have found it more difficult not only to diversify their portfolios but to find trading opportunities.

My dividend strategy is a hybrid of high yield and dividend growth designed to deliver high current income with dividend growth at a portfolio yield of ~ 7 %.

Given the overall high yield of my portfolio, looking towards some more growth oriented payers is something I'm looking towards moving forward with this portfolio.

I'm looking to add back these great stocks with great yields back to my portfolio once my investment property went through and I have some cash again.

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

Indeed, Finke said that he's most proud of a series of articles that he wrote last year along with American College professor Wade Pfau and David Blanchett, head of retirement research at Morningstar, that looked at the impact of low asset yields on the sustainability of retirement portfolios.

If you are the kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your portfolio.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

It occurs gradually over time as funds» holdings mature and portfolio managers replace them with newer, higher - yielding securities.

The High Yield Dividend Champion Portfolio attempts to capture the best high yield, low payout stocks with a history of raising dividYield Dividend Champion Portfolio attempts to capture the best high yield, low payout stocks with a history of raising dividyield, low payout stocks with a history of raising dividends.

Eliminating the lowest yielding stocks ensures only stocks with a «high» yield make the portfolio.

A one percentage point rise in a portfolio's yield typically causes the price to fall in line with its duration.

With bonds yielding roughly 2.5 %, a typical stock - and - bond portfolio would need stocks to grow at 12.5 % annually in order to hit that overall 8.5 % target.

In 2016, we added two new Model Portfolios, Exec Comp Aligned With ROIC and Safest Dividend Yields, to go along with our longstanding Most Attractive & Most Dangerous Stocks Model Portfolio, which has a long history of outperformaWith ROIC and Safest Dividend Yields, to go along with our longstanding Most Attractive & Most Dangerous Stocks Model Portfolio, which has a long history of outperformawith our longstanding Most Attractive & Most Dangerous Stocks Model Portfolio, which has a long history of outperformance.

If you invest $ 100,000 to create a portfolio that yields 4 %, with a 6 % dividend growth rate, and reinvest the dividends for 20 years, the dividend amount you will receive per year when you decide to withdraw dividends in year 20 will be $ 24,289.

Many infrastructure projects could be financed by Canadian pension funds, many of which are underfunded, struggling and would love to have investments with almost guaranteed 7 % to 9 % yields in their portfolios.

In 1997, he also began to manage an International portfolio, achieving leading positions in the market of foreign funds sold in Spain, with an accumulated yield from January 1998 to September 2014 of 437.5 % (10.58 % Annual Average Return) versus 2.9 % obtained by the reference index, the MSCI World Index.

Former Fed Governor Stein highlighted that Federal Reserve's monetary policy transmission mechanism works through the «recruitment channel,» in such way that investors are «enlisted» to achieve central bank objectives by taking higher credit risks, or to rebalance portfolio by buying longer - term bonds (thus taking on higher duration risk) to seek higher yield when faced with diminished returns from safe assets.

If banks would look at their overall portfolio and invest money with «safer» investments (for example, infrastructure projects, with government backing), they will have lower yields on those investments, and probably make less money, however it would be more guaranteed money and less risk.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

Although decades of history have conclusively proved it is more profitable to be an owner of corporate America (viz., stocks), rather than a lender to it (viz., bonds), there are times when equities are unattractive compared to other asset classes (think late - 1999 when stock prices had risen so high the earnings yields were almost non-existent) or they do not fit with the particular goals or needs of the portfolio owner.

Betty is a DGI investor with 3.5 % dividend yield, who also re-invests her dividends in her portfolio that generates total return of 7 % over 30 years (this includes the 3.5 % yield).

GCE tracks an index of US - listed closed - end funds, aiming for exposure to a high - yield portfolio of closed - end funds with big asset bases and high liquidity, and which trade at attractive discounts to NAV.

Depending on your risk tolerance and familiarity with individual corporations, now could be an opportune time to consider high yielding corporate bonds as part of your investment portfolio.

The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

It depends on how your stock portfolio performs and is somewhat correlated (as we saw earlier) with how high your dividend yield is.

Pre-Retirement Portfolio - Like the post-retirement portfolio the pre-retirement portfolio easily beat our income benchmarks with an ending yield of 4.2 % and dividend growth rate oPortfolio - Like the post-retirement portfolio the pre-retirement portfolio easily beat our income benchmarks with an ending yield of 4.2 % and dividend growth rate oportfolio the pre-retirement portfolio easily beat our income benchmarks with an ending yield of 4.2 % and dividend growth rate oportfolio easily beat our income benchmarks with an ending yield of 4.2 % and dividend growth rate of 5.82 %.

In the case of NEAR, the fund offers a diversified fixed - income portfolio with current effective duration of 0.54, and a 30 - day yield of 1.42 %.

High dividend stocks can boost portfolio returns by combining 6 - 15 % dividend yields with capital appreciation to boot.

Higher risk (higher yield) bonds tend to be closely correlated with equities which means that such bonds do not really dampen volatility or smooth out returns over time when combined with equities in a portfolio.

For those new to the site, I track a high yield / low payout portfolio using Dividend Champion stocks (stocks with a history of raising dividends 25 + years).

... In terms of its peers, Consolidated Water generates a yield of 2.62 %, which is on the low - side for Water Utilities stocks.Next Steps: With this in mind, I definitely rank Consolidated Water as a strong dividend stock, and makes it worth further research for anyone who likes steady income generation from their portfolio.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

Companies with the fundamental ability — and demonstrated willingness — to increase dividend payouts appear better positioned to offer portfolio protection than those with only high dividend yields.

They first look at return correlations and then consider mean - variance portfolio optimization with global equities, U.S. Treasury bonds, U.S. high - yield corporate bonds, emerging government bonds and frontier government bonds.

However, I feel it is important to balance a portfolio between high yield with low growth, mid yield with mid growth, and low yield with high growth.

While we support exposure to mortgage - backed securities (MBS) in portfolios today, some caution is warranted, as MBS may face some rising yields (and spreads) as the Fed reduces its balance sheet (along with term extension risk).