Sentences with phrase «portion of the bond portfolio»

Alternatively, a smaller portion of the bond portfolio is allocated to «high yield» management, which is exclusively invested in lower quality bonds.

Not exact matches

So bonds work as a volatility reducer to the stock portion of your portfolio.

Tony Giordano: So you could take the dividends from the stock funds, you could start redirecting them into the bond portion of the portfolio.

As you suggest, I follow a strong dollar cost average approach, but I feel bonds will not make up a portion of my portfolio until my 50s.

Fidelity's Julian Potenza seconded Darda's emphasis of muni bonds, saying «investors should consider keeping the portion of their fixed - income portfolio that is currently earmarked for liquidity relatively short, in terms of duration.»

It makes sense to have a higher portion of stocks in your portfolio than bonds.

Utilizing individual bonds for a majority of the bond portion of an investor's portfolio would serve to minimize this risk.

It will be different, so I think it's a great opportunity for investors to look primarily at the bond portion of their portfolio.

This gives investors a lot of options for tailoring the bond portion of their portfolio to their specific needs and risk tolerance using various bond funds.

Although this rally can definitely continue over the short - term, I think over the long - term intermediate bonds are probably a better bet for a lower risk portion of the portfolio.

The bond portions of our portfolios are invested in Vanguard Total Bond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolbond portions of our portfolios are invested in Vanguard Total Bond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolBond Market II Index Fund and, where appropriate, in Vanguard Inflation - Protected Securities Fund (the proportions invested in each fund vary by portfolio).

Imagine that this year, the large - cap portion of her portfolio has declined, and small caps lost even more, while bonds produced smaller losses.

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.

Once you've decided that you want to allocate a portion of your portfolio to bonds, you'll need to decide how exactly you want to buy and own those bonds.

No one can say what the future holds, and it's prudent to have a portion of your portfolio in gold, gold stocks and short - term, tax - free municipal bonds, all of which have a history of performing well in volatile times.

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

It's worth noting however, that bond ladders don't completely eliminate rate risk, the price of bonds in the ladder continues to fluctuate as rates change, and an investor will still face periodic reinvestment risk for some portion of the portfolio.

I would highly urge investors to ensure a portion of their portfolio is in a historically reliable store of value — investment - grade municipal bonds, for instance, and gold bullion and gold mining stocks.

My ideal portfolio consists of 12 to 15 high quality blue chip stocks with a bond index, 5 to 10 % money market portion, and the rest in an S&P 500 Index ETF.

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.

He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios.

If you have a huge portion of your portfolio in high dividend stocks or high - yield bonds, you should diversify.

A portfolio that has some portion of bonds versus all stocks is going to fluctuate less in value.

But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag the equity index performance over long term.

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.

The AIM fixed income portfolio is a high quality bond portfolio investing a significant portion of the portfolio in sovereign or government guaranteed securities.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

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

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.

You may also want to consider shifting a portion of your investment portfolio into income - producing assets, such as bonds or dividend - paying stocks.

I'm a fan of bond index funds for the fixed - income portion of a portfolio.

While equities are the largest portion of their portfolio, they also do high yield bonds, mortgage home loans, farmland, etc..

Every investor should have at least a portion of their portfolio invested in a core bond fund.

His duties include analyzing the fixed income portion of client portfolios and recommending customized bond purchases before performing those trades.

The calculators use this threshold to take a portion out of your initial bond amount and to put it into your stock portfolio.

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

Investment - grade bonds typically make up the largest portion of a fixed - income portfolio.

You could simply take one of the portfolios and either reduce or eliminate the bond portion to make it more aggressive for a younger person.

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.

It could be investor by investor, but having a significant portion of your bonds and your equity portfolios invested in non-U.S. securities, certainly in our mind, is very, very important to reduce long - term volatility to the portfolio.

If the equity portion of their portfolio has fallen, it may be time to rebalance and move money from bonds into stocks.

A laddered preferred portfolio uses the same concept as bond laddering, where a portfolio is constructed with instruments of staggering maturities so that a fixed portion of the portfolio matures each year.

Even if you're a fan of active management, you could cut your fees by a third simply by investing in an actively managed fund for the stock component of your portfolio, buying a low - cost bond fund or an ETF for the fixed - income portion of your portfolio, and holding your cash in a high - interest bank account or money market fund.

Instead, by funding an annuity with only a portion of your savings and investing the rest in a diversified portfolio of stock and bond mutual funds for growth potential, you can reap the advantages of an annuity (income you won't outlive no matter what's going on in the financial markets) while still having the remainder of your nest egg invested so it remains accessible yet can grow over the long term.

Our investment advice: When it comes to choosing between stock or bonds and you're reluctant to hold a 100 % - stocks portfolio — and many people are — then one alternative to consider is to keep a portion of your investment funds in relatively short - term fixed - return investments, with maturity dates of a few months to no more than two to three years in the future.

My rebalancing spreadsheet indicates that the bond portion has increased to 2.5 % of the portfolio.

The fixed - income portion of the portfolio comprises inflation - protected securities (15 %), long - term Treasury bonds (10 %) and high - yield corporate bonds (5 %).

That's not desirable because the bond portion of one's portfolio needs to provide safe haven in times of distress.

Due to the currency differences, the international bonds will increase the volatility of the bond portion of the portfolio.