Sentences with phrase «small bond position»

Therefore, when the 10 - yr note's normalized rate crosses 4.5 %, I'll initiate a small bond position, continue adding as rates advance, and collect the capital gains as rates decline as the cycle next turns.

Not exact matches

For testing, they assume: (1) a simple 60 % -40 % stocks - bonds portfolio; (2) bond returns are small compared to stock returns (so only the stock allocation requires rebalancing); and, (3) option settlement via share transfer, as for SPDR S&P 500 (SPY) as the stock / option positions.

I closed all of those positions with profits except for the bond puts which I closed for a small loss.

I also didn't include a bond position even though I'd keep a small bond allocation.

Over this evaluation period, the fund had major equivalent positions in the iShares MSCI EAFE Small - Cap ETF (SCZ), iShares MSCI EAFE Growth ETF (EFG), iShares International Treasury Bond ETF (IGOV), MSCI EAFE Hedged Equity ETF (DBEF), iShares MSCI Sweden ETF (EWD), and iShares MSCI Ireland Capped ETF (EIRL).

This strategy invests in very short term high income bond ETFs with a small position invested in small - and mid-cap high dividend stocks.

STOCKS FLUCTUATE MORE IN VALUE than bonds, so you can calm down a stock portfolio by adding a small position in bonds.

I have a small position in TD's Real Return Bond Fund (too small to make an ETF cost - effective).

In Betting on the Blind Side, Lewis excerpts The Big Short, which describes Burry's short position in some detail, how he figured out that the bonds were mispriced, and how he bet against them (no small effort because the derivatives to do so didn't exist when he started looking for them.

I initiated a small position in a bond index fund and increased my exposure to international markets (by buying EFA).

Especially now, when bond yields are so low, I don't see a lot of reason to extend the maturities of my bond portfolio, aside from a small position in ultra-long Treasuries, which is a hedge against deflation.

At times like that, one would typically flip the bonds to the highest bidder, because it was not worth the bother to hang onto a small position.

To partially fund the project, Gates used his favorable position in the blue - chip art market and created and sold Bank Bond (2013), a series of 100 small note sculptures made of marble partitions pulled from the bank's interior, for $ 5,000 each at Art Basel in Basel in 2013.

Bond summarises the position: «Fewer people now come in to law firms expecting to stay and go on to partnership — partly because they know only a small proportion can become partners, and partly because they don't see a career in the same way.