Sentences with phrase «sell bond holdings»

But other investors are wondering whether they should sell their bond holdings, gather all their cash, and plunge everything into stocks to try to cash in on the last market blast before a blowoff occurs.

Bond vigilantes (investors who sell bond holdings to force fiscal discipline) have not been visibly active for quite some time, although the pressing nature of the increasing federal debt burden may make them more active in the near future.

Not exact matches

Institutional investors (such as pension funds) routinely insist on holding only highly - rated securities, so a downgrade can force them to sell that issuer's bonds.

If this trade fight escalates, China could fire back by selling a large chunk of the $ 1.17 trillion of U.S. treasury bonds it holds.

Yardeni, a market historian, coined the term «bond vigilantes» in the 1980s to refer to investors who sell their holdings in an effort to enforce fiscal discipline.

With a fresh picture of your 2016 results and how your holdings are divided between stocks, bonds and cash, it should be easy to «rebalance» — sell some holdings and add to others to get back to the proper mix for your long - term plans.

Careful portfolio management, he said, would allow the central bank to absorb the losses over time by trying to hold bonds to maturity rather than selling at a loss.

Holding a bond ladder that you can liquidate when the market is down provides the alternative to selling stocks at the worst possible times, and allows you to wait until the stock market recovers.

Municipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in those bonds.

If you buy a bond for less than face value on the secondary market (known as a market discount) and you either hold it until maturity or sell it at a profit, that gain will be subject to federal and state taxes.

I would be interested if you could compare your 60/40 mix to a 60/40 mix using 5 - year bonds that are laddered so that they can be held to maturity and used when needed as they mature, and therefore never need to be sold at a loss.

Whether the fund's mandate is broad or narrow, bond funds invest in many different securities — often buying and selling according to market conditions and rarely holding bonds until maturity — so it's an easier way to achieve diversification even with a small investment.

Oppenheimer, the large mutual fund company, also owned some of the bonds issued by Remington, but said it sold its debt holdings last year.

These indicated that some on the committee wanted to begin selling off the bond holdings acquired during the quantitative easing of previous years.

Interest rates hold steady as Fed begins to sell bonds The Federal Reserve's policy of so - called quantitative easing is coming to an end as the Fed announced this week it will begin selling the bonds acquired in the wake of the 2008 financial crisis.

I'm assuming you're planning to hold until maturity, since the rising interest rate environment will reduce the price of the bonds, should you decide to sell.

A downgrade in the credit rating of a bond by the credit agencies can affect bond performance as well if institutional investors are forced to sell because of restrictions on the credit quality of the bonds they're able to hold.

When it comes to selling bonds, you have a default option that always allows you to avoid the retail bid / ask beating: just hold the bond until it is called or matures.

Yes, any investments you'll need to sell for income in the next few years should be held in less - volatile holdings like bonds, or kept in cash.

«With the Fed, for now, no longer in the bond buying business, but rather net selling its debt holdings, who will lend needed capital to the US Treasury, especially if the deficit is growing?

Each time you buy or sell a bond it cost a painful # 39.95, which works out at about 0.5 % one - off charge on even a large portfolio of # 40,000 assuming you hold to maturity — which you might not.

If you don't plan to sell, however, you won't realize the capital loss, just as you wouldn't realize it if you held an individual bonds.

To make things even more difficult, investors are increasingly buying to hold to maturity for the simple reason that if spreads are going to tighten, it is difficult to find a replacement once a bond is sold.

Taxation Of Distributions Besides taxes on capital gains incurred from selling shares of ETFs, investors are also subject to pay taxes on periodic distributions, which can be dividends paid out from the underlying stock holdings, interest from bond holdings, return of capital (ROC) or capital gains — which come in two forms: long - term gains and short - term gains.

Just which investor groups have large bond holdings that could theoretically be sold as a potential funding source for stock purchases and what is the likelihood this «rotation» will occur?

Ideally, you'd hold a bond to maturity to reap the full benefit of a guaranteed payback, but you can sell early on the secondary market (via a broker).

Central banks tend to hold reserves in government bonds, which are easy to buy and sell.

The offering, which was sold as a private placement, was the largest dollar - denominated corporate bond sale since Roche Holding issued $ 16.5 billion of debt in February 2009.

Also funds and ETFs that hold corporate bonds and hedge by selling treasury bond futures may lose value if the spread between corporate bond yields and treasury bond yields widens.

The simplest — and most drastic — action that an investor can take is to sell some of their current bond holdings and leave the proceeds in an interest bearing cash account or money - market fund which might benefit from a rise in interest rates.

Does this make me a sell out to the breast feeding Mum who gets up ten times a night to hold her little darling in a loving «bonding» embrace?

Now, if the dealer sells more than 50 used cars annually, the surety bond, held as a consumer protection raised from $ 10,000 to $ 100,000.

Senator Klein's bill (S. 5485A) increases required surety bonds used car dealerships must hold as a consumer protection from $ 10,000 to $ 100,000 if the used car dealership sells more than 50 cars annually.

Figueroa is accused of selling cocaine in Margaretville, he was held in the Delaware County Correctional Facility on $ 25,000 cash bail or $ 50,000 bail bond.

These projects were approved by California voters and were supposed to be funded by the sale of state bonds — but they've been on hold because the state's poor credit rating has made state bonds all but impossible to sell.

An advantage of a TIPS Ladder is that you hold all of your bonds to maturity, which avoids the expenses and the possibility of loss when selling on the secondary market.

You have reduced the risk in your portfolio by selling down some of your equity holdings, and you are now looking to build out a bond ladder for future income needs.

Because the semiannual inflation adjustments of a TIPS bond are considered taxable income by the IRS, even though investors don't see that money until they sell the bond or it reaches maturity, some investors prefer to get TIPS through a TIPS mutual fund or exchange traded fund (ETF), or to only hold them in tax - deferred retirement accounts to avoid tax complications.

Compare this to perhaps a slightly higher fee, active high yield bond manager who only holds more liquid, higher quality positions with an investor base perhaps not as eager to hit that sell button during periods of market turmoil.

I don't hold this view with a ton of confidence, but today's selloff was supposedly due to the Fed deciding to consider selling some of the bonds that they have bought over the last six months or so.

If you find that for whatever reason your portfolio is much more aggressive than you are, you need to scale it back — that is, sell off some of your stock holdings and reinvest the proceeds in bonds and / or cash.

When you hold both stocks and bonds and rebalance at the end of each year, you're essentially using the «low correlation» as a way to sell high / buy low.

In addition, Internal Revenue Service Publications 550, «Investment Income and Expenses,» and 1212, «List of Original Issue Discount Instruments,» may provide useful information for investors who buy, hold or sell market discount bonds.

However, it's worth noting that current yields assume that bonds will be held to maturity; some market participants may believe they will be able to sell the bonds for more than they paid (i.e., yields will fall even more).

For example, the rule generally will not apply if an individual, while holding tax - exempt bonds, takes out a mortgage to purchase a residence rather than selling the bonds to finance the purchase.

A long - term gain requires that a bond be held for more than 12 months before it is sold; a short - term gain is the result of holding a bond for 12 months or less.

You never hold to maturity as this is handled for you - in many cases, the manager will be buying and selling bonds all the time in order to give you a stable fund that returns you a dividend.

There are two main approaches to bond investing: a) Buy and hold to maturity; and b) Buy and sell prior to maturity (I believe this is how bond funds work).

That means you can sell it for nearly $ 10,000, since that's what the issuer will pay to whoever holds the bond.

By owning both stocks and bonds, an investor can rebalance their holding and always be buying low and selling high.