Sentences with phrase «portion of a balanced portfolio»

The other portion of a balanced portfolio generally includes some mix of bonds, bond mutual funds and international holdings.

High - yield bonds should comprise only a limited portion of a balanced portfolio.

Not exact matches

Managing the fixed - income portion of your portfolio in a rising - rate environment is a delicate balancing act, said Elliot Herman, a certified financial planner with PRW Wealth Management in Quincy, Massachusetts.

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.

Treasuries in particular can help balance the stock portion of a portfolio when it needs it the most.

Further, the start - up portion of your portfolio may include a balanced portfolio of different start - ups.

To bring the portfolio back into balance with the original prescribed model, the portfolio manager will sell off a portion of the appreciated asset and reinvest the proceeds.

In this outcome, the balanced portfolio would likely avoid a little more than 40 percent of the decline the equity portion would experience.

Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced IncPortfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Incportfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Incportfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund.

You may pick one of them (can allocate a higher portion of your investible surplus) and also consider adding on Large - cap or Balanced fund to your portfolio.

Because your money won't decline as long as it's in the annuity and you don't withdraw money from it during the surrender period, setting aside of a portion of your funds in a FIA can help provide balance and stability to your retirement portfolio.

(Note: Graham was a big believer in balancing portfolios with stocks and bonds, especially for the Defensive Investor, but these rules of course apply only to the stock portion of the portfolio).

The fixed - income portion of the portfolio is largely committed to the iShares Edge U.S. Fixed Income Balanced Risk ETF (FIBR), a fund that looks to minimize exposure to rising interest - rate risk.

Scott I. St. John, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is involved in portfolio management and securities analysis for the fixed - income portion of the Hartford Balanced IncPortfolio Manager, is involved in portfolio management and securities analysis for the fixed - income portion of the Hartford Balanced Incportfolio management and securities analysis for the fixed - income portion of the Hartford Balanced Income Fund.

At Year 36, when the income stream from TIPS goes away, this portion of the portfolio is yielding 7.29 % of its original balance, which is 7.29 % of 80 % of the total original balance.

Our model portfolio has a portion allocated to companies producing oil and iron, but we are balancing those investments with other themes like agriculture products, domestic demand, precious metals, emerging fixed income, currency fluctuations, and the hypothetical undervaluation of some stock and closed - end funds, while monitoring other possibilities.

Most investors nearing retirement will seek to balance their portfolio by investing a portion of assets in funds suitable for a short time frame, such as money market and short - term bond funds, while keeping some assets committed to long - term investments, such as stock funds.

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.

If you have a balanced portfolio, you could make modest adjustments now, since the equity portion of your account has likely enjoyed fabulous returns over the trailing six - months, your account may be overweight in stocks.

In this outcome, the balanced portfolio would likely avoid a little more than 40 percent of the decline the equity portion would experience.

Campbell adds that if Joanna wants to invest in equities she should review her risk level with an advisor and only allocate a small portion of her savings — about 20 % — to a balanced portfolio.

Model Portfolios provide an ideal option for the indexed portion of your portfolio («the core»), while the balance of your assets remains invested in other securities or assets (the «explore»).

W. Michael Reckmeyer, III, CFA, Senior Managing Director and Equity Portfolio Manager, is the portfolio manager for the Hartford Equity Income Fund, the Hartford Value HLS Fund, the equity portion of the Hartford Balanced IncPortfolio Manager, is the portfolio manager for the Hartford Equity Income Fund, the Hartford Value HLS Fund, the equity portion of the Hartford Balanced Incportfolio manager for the Hartford Equity Income Fund, the Hartford Value HLS Fund, the equity portion of the Hartford Balanced Income Fund.

For example, with the stock portion of your portfolio, you might choose to balance higher - volatility stocks with those that have historically been more stable (though past performance is no guarantee of future results).

Investing some of your contributions in bonds and cash can help balance the risk and volatility in the stock portion of your portfolio.

I think it can offer decent rates and provide some balance that would normally be in the bond portion of a portfolio allocation.

It's designed to be a complementary add - on strategy, a way to invest a relatively small portion of a portfolio (not more than 20 % of the stock allocation), with the balance broadly diversified among our other core strategies.

Energy Hunter Resources, Inc., an exploration and production company with a balanced portfolio of oil and natural gas properties located in the Permian Basin and Eagle Ford Shale regions and headquartered in Dallas, Texas (www.energyhunter.energy), announced that it entered into a definitive agreement with Lubbock Energy Partners, LLC to acquire approximately 9,413 net acres located in the San Andres oil play of the Central Basin Platform portion of the Permian Basin in a 50/50 cash and restricted stock transaction valued at approximately $ 22.6 million.

In Canada, subprime or high - risk mortgages account for a small portion of our banks» portfolios and the mortgage approval process has many more checks and balances in place.