Sentences with phrase «specific bond and stock»

Once you've got your allocation, you'll have to do further research to analyze specific bond and stock options.

Or you may wish to choose from among individual portfolios of specific bond and stock funds.

Once you've got your allocation, you'll have to do further research to analyze specific bond and stock options.

Not exact matches

Ask your investment advisor or broker to explain their exact professional status, and to detail whether he or she earns a direct commission on any specific stock, bond or fund that winds up in your portfolio based on their advice.

The prevailing personal finance wisdom of today says that this allocation to public equities is thought to offer sufficient diversification across geographies, industries and firm - specific risks, while bonds are generally believed to further mitigate risk through an inverse correlation with stocks.

Convertible Debt - the term convertible debt basically, means securities that can be converted to other specified amounts of another security at the option of the holder and issuer, either single or both... Debentures or corporate bonds are traded for commodities stock within a specific period.

Rebalancing is the process of selling some assets and buying others to bring your portfolio in alignment with a target asset allocation, like a specific percentage of stocks and bonds.

Customized investment portfolios of individually selected stocks and bonds, managed according to your specific objectives and risk profile.

Depending on the specific market environment, the Funds may employ hedging techniques to minimize the impact of fluctuations in the overall stock or bond markets, and may also take positions in individual securities that differ substantially from their weights in the major stock or bond market indices.

In other words, it's time to slice up the stock and bond pies into allocations across specific investment categories: large, mid, small, and international stock holdings, plus determining how much intermediate or short - term bonds you want to own.

Decisions on investment style — for instance, should you invest in value stocks or growth stocks — and on specific stock or bond selections are made at a later stage, after you have decided who will handle the selection decisions.

estimate of annual income from a specific security position over the next rolling 12 months; calculated for U.S. government, corporate, and municipal bonds, and CDs by multiplying the coupon rate by the face value of the security; calculated for common stocks (including ADRs and REITs) and mutual funds using an Indicated Annual Dividend (IAD); calculated for fixed rate bonds (including treasury, agency, GSE, corporate, and municipal bonds), CDs, common stocks, ADRs, REITs, and mutual funds when available; not calculated for preferred stocks, ETFs, ETNs, UITs, international stocks, closed - end funds, and certain types of bonds

Your specific mix of stocks and bonds will be driven primarily by your unique financial goals, comfort with risk and retirement timeline.

Dividends and interest are things that come regularly from owning a dividend specific exchange traded fund (ETF), or stock, or bond, or even a pipeline company.

If you're looking to generate long term wealth, you invest in stocks and if you need guaranteed cash over a specific time frame you invest in bonds.

How much performance improvement comes from rebalancing a stocks - bonds portfolio, and what specific rebalancing approach works best?

You may prefer to manage your portfolio by doing your own research and picking specific stocks and bonds.

The writer who is hired for this position should have at least five years of experience writing about investments, including general market conditions and forecasts as well as specific stocks, bonds, mutual funds and exchange - traded funds, for magazines, newspapers, wire services or Web sites.

Based on your answers to 11 questions about your investment time horizon and ability to handle volatility, the tool will recommended a specific mix of stocks and bonds.

Consider these risks before investing: Stock and bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, factors related to a specific issuer or industry and, with respect to bond prices, changing market perceptions of the risk of default and changes in government intervention.

To help investors who want to manage their own target - date portfolios, we have developed a suggested glidepath that's built one year at a time, from birth to age 65, with specific recommendations on how to balance your investments between stock funds and bond funds.

The specific balance of stocks and bonds in a given portfolio is designed to create a specific risk - reward ratio that offers the opportunity to achieve a certain rate of return on your investment in exchange for your willingness to accept a certain amount of risk.

Stock and bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, changing market perceptions (including, in the case of bonds, perceptions about the risk of default and expectations about monetary policy or interest rates), changes in government intervention in the financial markets, and factors related to a specific issuer or industry.

Mutual funds are a great way to invest in the stock and bond markets without incurring specific stock risk.

Unit Investment Trusts (UITs) are typically sold by brokers and they pay dividends on a fixed, unmanaged portfolio of stocks and bonds to investors for a specific period of time.

There are many different definitions for asset classes so it is important to learn the general asset classes (stocks, bonds, cash) and then learn about more specific classes only if they are applicable.

Choose from more than 60 Vanguard ETFs ® covering the U.S. and international stock and bond markets as well as industry - specific sectors.

Stock and bond prices may fall or fail to rise over time for several reasons, including general financial market conditions, changing market perceptions (including, in the case of bonds, perceptions about the risk of default and expectations about changes in monetary policy or interest rates), changes in government intervention in the financial markets, and factors related to a specific issuer or industry.

Life Strategy funds are more appropriate if you want to maintain a specific allocation between stocks and bonds that doesn't automatically adjustment like the Target Retirement funds which have a specific date.

To be more specific, an ETF is an investment fund that owns large swaths of investments (stocks, bonds, real estate, etc.) that are selected and managed by a fund manager; those investments are then sliced up into millions of pieces and sold to individual investors on exchanges.

Investments in stocks and bonds are subject to risk of economic, political, and issuer - specific events that cause the value of these securities to fluctuate.

Your primary challenge is to figure out your ratio of stock funds to bond funds, and then which specific funds to buy.

It's important to be familiar with the general asset classes (stocks, bonds, cash, real estate, precious metals, etc.) and then learn about more specific classes only if they're applicable to your situation.

Rather than limiting yourself to the basics, you can find ETFs that zero in on specific categories of bonds or stocks: Short - term or long - term bonds, government or corporate bonds, large companies, small companies, dividend payers and many others.

You'll have to decide how much of your holdings to devote to stocks and how much to bonds, and you'll then have to choose the specific ETFs to reflect that mix.

This has led to the widespread proliferation of low - cost index funds (ETFs), which follow specific stock and bond indices or provide an equity product equivalent to investing in a certain commodity or currency.

Most new investors would be wise to invest in low - cost index mutual funds and ETFs rather than picking specific stocks or bonds.

The Vanguard risk tool will also recommend a specific blend of stocks and bonds that's appropriate given your appetite for risk.

One way to do that is by assembling a group of individual funds or ETFs each of which provides exposure to a specific asset class — large - company stocks, small shares, government and corporate bonds, etc..

The A in IRA stands for Arrangement, not Account as most everybody thinks, and your Traditional IRA can invest in many different things, stocks, bonds, mutual funds, etc with different custodians if you choose, but your basis is in the IRA, not the specific investment that you made with your nondeductible contribution.

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.

Depending on your specific situation, portfolios may include all types of mutual funds, exchange - traded funds (ETFs), individual stocks, bonds and other securities or other types of investments available on the open market.

Today, we have more than 60 unique funds that track indexes across the bond and stock markets, both U.S. and international, as well as sector - specific areas of the markets.

That specific behavior makes investing in gold alongside stocks and bonds a «hedge»; the increase in value of gold as stock prices and bond yields fall limits losses in those other areas.

The locations are split between U.S. and non-U.S. holdings and include exposure to stocks and bonds for the specific region only.

Each simulation had a random age of death for the last remaining survivor in a couple, and a specific sequence of stock and bond returns over the couple's remaining lifetime.

The breakdown is shown below with hyperlinks to the specific Vanguard page for each EFT: VOO, Vanguard S&P; 500 - 505 stocks VB, Vanguard Small Cap ETF - 1,516 stocks VWO, Vanguard Emerging Markets ETF - 3,106 stocks VNQ, Vanguard REIT ETF - 154 stocks The bond portion of the Acorns portfolio comes from PIMCO and iShares as noted below: CORP, PIMCO Investment Grade Corp Bond ETF - number of holdings = 270 SHY, iShares 1 - 3 Year Treasury Bond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in the futbond portion of the Acorns portfolio comes from PIMCO and iShares as noted below: CORP, PIMCO Investment Grade Corp Bond ETF - number of holdings = 270 SHY, iShares 1 - 3 Year Treasury Bond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in the futBond ETF - number of holdings = 270 SHY, iShares 1 - 3 Year Treasury Bond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in the futBond ETF - number of holdings = 94 (364 total) Most investment products show the growth of $ 10,000 over a certain number of years to help get a historical perspective of what may be expected in the future.

Same flexible premiums and death benefit as other universal life products with addition of sub-accounts which may grow based on specific performance of stock, bond, or money market accounts.

Firms invest your premiums in stocks, bonds, real estate, mortgages, etc., and presume that they will earn a specific rate of interest on such invested funds.

In other words, what percentage of your portfolio is invested in specific assets such as stocks, bonds and real estate.