Sentences with phrase «portfolio yielding more»

I spent a lot of times on my laptop learning about dividend growth investing, reading the blogs of my fellow bloggers, building a 35k portfolio yielding more than 1000 $ of yearly dividend income, I went through a restructuring and ended up keeping my job, my wife was pregnant but had a miscarriage... phew... So many things can happen in a year!

Not exact matches

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

For example, some investors may have taken on more risk in their portfolios in recent years by moving into lower - quality bonds or dividend stocks, in an attempt to generate additional yield.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

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.

(To learn more about what constitutes a properly diversified stock portfolio, see Over-Diversification Yields Diminishing Returns.

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.

On a price return basis, the Safest Dividend Yields Model Portfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laPortfolio -LRB--2.6 %) fell more than the S&P 500 -LRB--0.6 %) and underperformed as a long portfolio laportfolio last month.

Generally, the higher the duration, the more the price of the bond (or the value of the portfolio) will fall as rates rise because of the inverse relationship between bond yield and price.

You can get over 5 % on some high yield investments, but you may sacrifice some portfolio diversification and take on more return volatility.

The potential for investors unloading high - dividend - paying stocks through the Vanguard High Dividend Yield ETF (VYM A-97), the Schwab US Dividend Equity ETF (SCHD A-92) and other high - yielding ETFs leaves portfolios more sensitive.

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.»

Higher yields, in turn, allow investors to earn more income from their portfolios.

Lower duration TIPS funds» headline yield level may be lower, but their portfolio impact may be more beneficial than broad - based TIPS because they require less duration (risk) to earn that yield,» added Mazza.

And, equally, that if you are getting say a 5 % dividend yield on a a portfolio of shares then the excess income is not «free» — you are taking on more risk than you think, or perhaps the capital returns will be poor.

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.

While bank certificates of deposit and bank money market accounts are viable alternatives in terms of yields, money market mutual funds can be part of an investment portfolio, which makes them much more accessible for investors seeking liquidity.

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.

If I compare the high yield portfolio to the DSR portfolio over a 12 months period, the DSR portfolio easily win by more than doubling the high yield portfolio return.

When economies look rosy, portfolio managers prefer less safe and more profitable investments, pushing yields and rates upward.

I've been performing the quarterly update on the portfolios I manage and searching high and low for a bit more yield for the bond and cash portions of the portfolios.

... NasdaqGS: ARTN.A Historical Dividend Yield Dec 8th 17 Caribbean Utilities Company, Ltd.... OTCPK: CUPU.F Historical Dividend Yield Dec 8th 17 For more solid dividend payers to add to your portfolio, you can use our free platform to explore our interactive list of top dividend payers.

Also, property stocks typically offer higher yields than the broad equity market, they may serve as an effective inflation hedging tool, and they may help diversify a portfolio due to their generally low correlations Read more -LSB-...]

... NasdaqGS: ARTN.A Historical Dividend Yield Jan 10th 18 Caribbean Utilities Company, Ltd.... OTCPK: CUPU.F Historical Dividend Yield Jan 10th 18 For more solid dividend payers to add to your portfolio, you can use our free platform to explore our interactive list of top dividend payers.

... NasdaqGS: ARTN.A Historical Dividend Yield Feb 10th 18 Caribbean Utilities Company, Ltd.... OTCPK: CUPU.F Historical Dividend Yield Feb 10th 18 For more solid dividend payers to add to your portfolio, you can use our free platform to explore our interactive list of top dividend payers.

... NasdaqGS: MSEX Historical Dividend Yield Feb 8th 18 For more solid dividend payers to add to your portfolio, you can use our free platform to explore our interactive list of top dividend payers.

For the empire portfolio I will focus more on dividend and earnings growth instead of dividend yield since my time horizon is essentially infinite.

High - Yield bonds are a smaller portion of the typical fixed - income investment portfolio, because they have much more default risk.

ROYAL BANK OF CANADA $ 105 (Toronto symbol RY; Conservative Growth and Income Portfolios, Finance sector; Shares outstanding: 1.5 billion; Market cap: $ 157.5 billion; Price - to - sales ratio: 3.9; Dividend yield: 3.5 %; TSINetwork Rating: Above Average; www.rbc.com) acquired Los Angeles - based City National Bank in November 2015 for $ 5.5... Read More

NEWELL RUBBERMAID INC. $ 45 (New York symbol NWL; Aggressive Growth and Income Portfolios, Consumer sector; Shares outstanding: 267.1 million; Market cap: $ 12.0 billion; Price - to - sales ratio: 2.0; Dividend yield: 1.7 %; TSINetwork Rating: Average; www.newellrubbermaid.com) is buying Jarden Corp. (New York symbol JAH), which makes a wide... Read More

This will also dampen your portfolio's volatility in the long term, without the shrivelling in its potential that you'd get if you invest significantly in bonds yielding little more than 4 %.

The specific portfolios that Acorns has built have not been around long enough for us to analyze their average 1 - year, 5 - year, 10 - year, or lifetime yields (as we typically get with more established investment portfolios), but I expect that this information will become available as the portfolios age.

More importantly, this is providing an example of how bonds often are not correlated with stocks (they don't move up and down together), thus giving us the diversification benefits of including the fixed - income asset class in our portfolios, while providing a higher yield and higher expected return than cash.

High - yielding stocks can provide a great boost to a portfolio's returns, and quality dividends are much more reliable than capital gains.

As a result, its valuation has turned disadvantageous (2 stars from Morningstar), its yield has dropped nearly to my minimum for holding (2.6 %), and its relative size in my portfolio sits at more than 13 %.

In this part of my portfolio I use more risky fixed - income securities, as there is a defensive strategy to address the higher volatility of the high - yield and other more risky bond funds.

When reinvesting dividends, I try to improve the portfolio along one or more dimensions, such as yield, company quality, dividend growth, dividend safety, diversification, and the like.

Although most investors diversified beyond this model and incorporated small caps, foreign stocks, high yield bonds, and perhaps something more exotic like REITs or commodities, a simple mix of 60 % S&P 500 and 40 % Barclays U.S. Aggregate Bond is often the shorthand definition of a balanced portfolio.

The dividend yield of the S&P / TSX Composite Index is about a point lower than that, but it's easy enough to build a stock portfolio that pays 4 % or more.

Back when I was exclusively a bond manager, 2001 - 2003, which I chronicled in my series «The Education of a Corporate Bond Manager,» I successfully struggled with one concept: when do you try to add more yield to your portfolio, and when don't you?

Even a much more conservative portfolio yielding a 4 - percent annual return would mean you'd have more than $ 150,000 after 40 years.

Meanwhile, equities can potentially generate more income than bonds in a diversified portfolio, since dividend yields in many markets exceed bond yields.

If all you wanted was a 3.6 % per year income stream, you could just buy a portfolio of stocks that had an average dividend yield of 3.6 % per year or more (such as those above).

When economies look rosy, portfolio managers prefer less safe and more profitable investments, pushing yields and rates upward.

More passively managed portfolios may have much lower expense ratios, but this often corresponds to lower returns as these funds are primarily oriented toward long - term growth rather than generating the highest yield.

-- less fees: even though ETF fees are much smaller than mutual funds, they do charge more than holding those stocks directly — more control: being able to select your type of portfolio, holding stocks that you believe in and going for the stocks that you know and targeting the yield that matches you — more fun?

For example, some of these candidates might be appropriate to boost the yield of an existing portfolio while others might be more appropriate for investors seeking a higher total long - term return.

The site also includes 11 model portfolios — encompassing expected and historical returns and risk, tracking error, CAPE ratios, inflation expectations, yield curves, GDP growth rates, commodity term structures, and more.

BCE INC. $ 56 (Toronto symbol BCE; Conservative Growth and Income Portfolios, Utilities sector; Shares outstanding: 840.3 million; Market cap: $ 47.1 billion; Price - to - sales ratio: 2.2; Dividend yield: 4.6 %; TSINetwork Rating: Above Average; www.bce.ca) is Canada's largest telephone provider, with 5.0 million customers in Ontario and Quebec... Read More

STANLEY BLACK & DECKER INC. $ 152 (New York symbol SWK; Conservative - Growth Payer Portfolio, Manufacturing & Industry sector; Shares outstanding: 154.1 million; Market cap: $ 23.4 billion; Dividend yield: 1.7 %; Dividend Sustainability... Read More