Sentences with phrase «results of our bond portfolios»

Not exact matches

In addition, some investors successfully build the value of their long - term portfolios buying and selling bonds to take advantage of increases in market value that may result from investor demand.

Meanwhile, bond markets are concentrating as key participants, such as asset managers, shrink in number but expand in size.8 As a result, market liquidity may increasingly come to depend on the portfolio allocation decisions of only a few large institutions.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

How you position your bond portfolio now will determine future results when the tide of easy monetary policy rolls out and other economic waves start to roll in.

For the most part, lump sum investing outperformed dollar cost averaging two out of every three times, «even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.»

If the deflation deadlock is ever broken and yields are rising several 100 basis points, the resulting mark - to - market losses of bond and swap portfolios could lead to systemic pressure.

Stock returns vary greatly from year to year, and as a result, bonds outperformed stocks in about one - third of the past one - year time periods, helping stabilize portfolio values when stock returns were small or negative.

As a result, he would allocate a greater proportion of his portfolio to bonds and other fixed - income investments.

For the best results, you'll want to branch out with other mutual fund families incorporating a variety of stock and bond mutual funds into your overall portfolio.

As a result of the low interest rate environment, bonds today are primarily a portfolio diversifier.

For reference, here are the results for a traditional balanced portfolio, comprised of 60 % SPY and 40 % of iShares Core U.S. Aggregate Bond ETF (AGG), with monthly returns and semi-annual rebalancing in the same analysis period:

Here's an example of what he's doing as a result of his view on bonds: A client with a portfolio weighting of 60 - per - cent stocks and 40 - per - cent bonds might be switched to a 70 - 30 mix.

These funds also tend to pay out good dividends as a result of the underlying bonds in their portfolios.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

The theme picking part generally results from the manager's decision to focus on a particular sector or industry of the economy, a world region or country, a class of securities (stocks, bonds, commodities, etc.), and similar factors that can largely explain the performance of the analyzed fund or portfolio.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds may decline; the individual stocks or bonds in the Fund may not perform as well as expected; and / or the Fund's portfolio management practices may not work to achieve their desired result.

Upon analyzing the table, to my amazement, we see that investing each monthly contribution in 100 % long term bonds results in both the most risk / volatility and the highest return on investment of any of the 4 portfolios.

The Portfolio invests in two Vanguard stock index funds and two Vanguard bond index funds, resulting in an allocation of 62.5 % of its assets to stocks and 37.5 % of its assets to investment - grade bonds.

Portfolio holders that had a balanced portfolio evenly split between an S&P 500 Index investment and a Bloomberg Barclays U.S. Aggregate Bond Index investment would have seen an increase of only.53 % in their portfolios while the S&P 500 Index alone soared 3.42 %, driven by electionPortfolio holders that had a balanced portfolio evenly split between an S&P 500 Index investment and a Bloomberg Barclays U.S. Aggregate Bond Index investment would have seen an increase of only.53 % in their portfolios while the S&P 500 Index alone soared 3.42 %, driven by electionportfolio evenly split between an S&P 500 Index investment and a Bloomberg Barclays U.S. Aggregate Bond Index investment would have seen an increase of only.53 % in their portfolios while the S&P 500 Index alone soared 3.42 %, driven by election results.

With this portfolio's significant weighting in the two Canadian bond ETFs (VSC & VSB), the flat performance of these ETFs resulted in a relatively subdued April performance.

Improving High - Yield Bond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolBond Portfolio Returns Investors in corporate credit, especially high - yield bonds, tend to face shorter cycles of booms and busts than do government bond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolbond investors, and therefore have more frequent opportunities, as a result of year - over-year price volatility, to advantageously position their portfolios.

In the next few blogs, we will detail our approach to and back - tested results of employing credit spread (value) and volatility as factors in order to systematically construct a portfolio of U.S. investment - grade corporate bonds.

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.

The end result is a portfolio with returns close to those of long - term bonds, but with substantially less risk.

As a result, over time, a laddered portfolio of bonds over only 15 years tends to produce a portfolio with the income of the longer maturity bonds, but with the price stability of the middle maturity bonds in the ladder.

The result is a diversified and well - structured portfolio of corporate bonds, with each selected on its own individual merits.

Its superior recent results have come on the back of a strong showing by the bond component of its portfolio and exposure to dividend - paying equities.

However, reducing the duration of a bond portfolio in such a low rate environment often results in an lower portfolio yield.

Any portfolio that is mandated to only hold investment grade debt or above will no longer be able to hold that bond and the resulting selling may drive down the price of that bond.

While the overall split among stocks and bonds within a TDF series, the glide path, is a primary driver of results and therefore participant outcomes, what those asset classes are composed of can also impact results and is worthy of consideration, according to a white paper by Portfolio Evaluations Inc..

Put another way, if you chose a 50/50 stock / bond portfolio based on an analysis of one of these periods and then held that portfolio from 1960 to 2004, during most of those decades you could reasonably conclude you had the wrong mix of stocks and bonds resulting in additional risk without much additional return.

This change will flow through the duration and convexity formulas and the resulting change in the market value of each bond, and the bond portfolio as a whole, will be displayed both in dollar amounts and percentages.

The Portfolio invests in two Vanguard ® bond index funds and two Vanguard ® stock index funds according to a formula resulting in an allocation of 75 % of assets to investment - grade bonds and 25 % of assets to stocks.

The Portfolio invests in two Vanguard bond index funds and two Vanguard stock index funds, resulting in an allocation of 87.5 % of its assets to investment - grade bonds and 12.5 % of its assets to stocks.

According to 1990 Nobel Prize winner Harry Markowitz's «Modern Portfolio Theory», almost 92 % of investment returns are the result of how assets are allocated among different classes, while only 2 % are due to the specific stocks and bonds you choose to buy within each asset class.

The Portfolio invests in three Vanguard ® bond funds and one Vanguard ® money market fund according to a formula that results in an allocation of 75 % of assets to investment - grade bonds and 25 % of assets to short - term investments.

This is the most important feature of this sheet - calculating the resulting market value of a bond portfolio assuming interest rates change.

The Portfolio invests in two Vanguard ® stock index funds and two Vanguard ® bond index funds according to a formula resulting in an allocation of 75 % of assets to stocks and 25 % to investment - grade bonds.

The Portfolio invests in two Vanguard ® stock index funds and two Vanguard ® bond index funds according to a formula that results in an allocation of 50 % of assets to stocks and 50 % to investment - grade bonds.

You could lose money on your investment in the Fund or the Fund could underperform because of the following risks: the market prices of stocks or bonds held by the Fund may fall; individual investments of the Fund may not perform as expected; and / or the Fund's portfolio management practices may not achieve the desired result.

On average, it finds that an LSI approach has outperformed a DCA approach approximately two - thirds of the time, even when results are adjusted for the higher volatility of a stock / bond portfolio versus cash investments.

In fact, Table 1 shows that investing in the 60/40 portfolio over more recent periods, the last 50 or even 25 years, resulted in even better annualized nominal returns, with U.S. bonds picking up some of the slack from a slightly lower U.S. equity market return.

As a result, you might end up with a concentrated portfolio from just a handful of bond issuers.

As a result, insurers could decide to rebalance their portfolios, to better match assets and liabilities, and purchase more bonds at the expense of equity, if they determine that the potential increased investment return on equities does not offset the cost of holding more capital.

As a result of adverse market conditions and increased defaults on these bonds, some of these companies experienced serious financial stress and reduced portfolio yields.

«When considering buying and building wealth through equity appreciation versus renting, and reinvesting in a portfolio of stocks and bonds, property appreciation does not change the results,» co-author Ken Johnson, real estate economist at Florida Atlantic University's College of Business, said.

«When deliberation shopping and building resources by equity appreciation contra renting, and reinvesting in a portfolio of holds and bonds, skill appreciation does not change a results,» co-author Ken Johnson, genuine estate economist during Florida Atlantic University's College of Business, said.