Sentences with phrase «portion of the bond allocation»

By moving a portion of your bond allocation to a fund such as these investors can eliminate some interest rate risk within their portfolio.

Not exact matches

While the proper allocation to inflation - resistant assets is highly dependent on each investor's unique circumstances and investment strategy, the table above illustrates a 10 % strategic allocation, sourced equally (5 %) from both the stock and bond portions of the existing portfolios.

The inflation portfolio allocation was sourced equally (5 %) from both the equity and bond portions of existing portfolios and rebalanced monthly.

In addition, sovereign wealth funds — which generally diversify their portfolios to include a small portion of alternate assets such as gold, private equity and real estate — are likely to raise their allocations following the low yield in government bonds over the last couple of years.

The idea behind a glidepath is that if we start with a relatively low equity weight and then move up the equity allocation over time we effectively take our withdrawals mostly out of the bond portion of the portfolio during the first few years.

That means that as your stock funds increase in value relative to your bond funds, a greater portion of your investment portfolio will be held in these riskier, more aggressive assets — something that could throw off your allocation and risk tolerance.

For example, in the bond portion of a portfolio with a large fixed income allocation, it's possible to pursue better income opportunities while also managing the portfolio's sensitivity to interest - rate movements or other bond risks using an actively managed, unconstrained bond fund.

Similarly, adding a 10 % listed property allocation to the equity portion of a 60 % S&P / NZX 50 and 40 % S&P / NZX Composite Investment Grade Bond Index portfolio resulted in a further reduction in volatility and higher risk - adjusted return over the trailing five - year period.

If you held your bond to maturity, then yes you will make money — but then this would represent the fixed income portion of your asset allocation, and not CASH.

Composition: The Intelligent Asset Allocator Portfolio uses only Short Term US bonds to compose the bond portion of an allocation while splits up the equity portion across 7 asset classes.

Themeos asks an important question: In calculating my bond / equity split, I throw the bond portion of my Balanced and Growth & Income funds into my bond allocation column.

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

After a small portion of the premium is deducted for policy administration, fund management and allocation charges, the rest of it goes towards life insurance and investment in mutual funds, bonds or stocks.