Sentences with phrase «quality bond allocation»
The benefit of any cash or high quality bond allocation is that it provides that part of your portfolio with dry powder for spending or rebalancing during a market shake - up.
http://awealthofcommonsense.com/ Not exact matches
«Bonds can be a stable reserve of value, or they can be as volatile as stock,» said David Yeske, co-founder of advisory firm Yeske Buie Inc. «I think a lot of advisors are shifting their bond allocations to shorter maturities and higher credit quality.»
Targeting a 9 % total portfolio risk, i.e. a typical 60/40 stock / bond blend, a mean - variance optimization (MVO) suggests 9.0 % allocation to quality.
The Fund is designed for investors who want to tap into the appreciation potential of stocks while generating income and reducing portfolio risk through allocation to high - quality bonds.
Targeting a 9 % total portfolio risk, i.e. a typical 60/40 stock / bond blend, a mean - variance optimization (MVO) suggests 9.0 % allocation to quality.
While most core bond funds invest exclusively in U.S. fixed income, the Fund uses a core allocation to global government bonds that the portfolio managers believe are high - quality based on their proprietary research.
It's probably best not to go overboard on these asset classes, and to focus your asset allocation on high - quality stocks and bonds.
Franklin Income & Wellesley Income are NOT nearly identical - look at allocation of stocks / bonds and quality and term of bonds between the two funds.
For guidance on how to divvy up your portfolio between stocks and high - quality bonds so it gives you an acceptable balance between risk and return, you can complete a risk tolerance - asset allocation questionnaire.
The usefulness of the risk - adjusted return concept is that we can use it to evaluate a proposed strategy to determine whether it has historically been a better way to increase returns (or reduce risk) than simply adjusting any of several other well known variables (e.g., stock vs. bond allocation, duration of bond holdings, credit quality of bond holdings, etc.).