Sentences with phrase «stagger bond maturities»

Not exact matches

Bond Ladder Tool Create a consistent stream of income by purchasing bonds with staggered maturities.

He set up a bond ladder by staggering the maturity of his bond holdings.

Use this tool to help create a consistent income stream by investing in different bonds with staggered maturity dates.

Staggering the maturities of your fixed - income holdings to take advantage of rising interest rates (bond ladder).

A laddered preferred portfolio uses the same concept as bond laddering, where a portfolio is constructed with instruments of staggering maturities so that a fixed portion of the portfolio matures each year.

First, by staggering the maturity dates, you won't be locked into one particular bond for a long duration.

Much the same way you'd create a bond ladder with various maturities, when writing a portfolio of covered calls you may want to stagger your expiration dates across a few months, with a possible bias towards the near term (since time decay is better for the option writer on the shorter duration options).

The RBC ETF seeks to provide unitholders with exposure primarily to the performance of a diversified portfolio of Canadian corporate and government bonds, divided («laddered») into five groupings with staggered maturities from one to five years, that will provide regular income while preserving capital.

A staggered bond portfolio of ultra-short maturity high - yield bonds of less than seven years will give you a solid, almost bulletproof portfolio with yields exceeding 6 % to 17 % a year.

To ensure regular income, inflation protection and tax - efficiency, the portfolio should include at least 20 dividend - paying stocks, as well as government and corporate bonds with staggered maturities.

Invest in multiple bonds with staggered maturities to help provide a consistent income stream and hedge against interest rate risk.

Laddering involves building a portfolio of bonds with staggered maturities so that a portion of the portfolio will mature each year.

The concept of staggering the maturity of your bonds is the final, and crucial step to creating a truly boring, sleep - at - night portfolio that is still capable of a cash yield approximately 5 % above the inflation rate.

Bonds Climbing the Ladder: How to Manage Risk in Your Bond Portfolio Staggering the maturities in your bond portfolio can efficiently balance interest rate risk and reinvestment rBond Portfolio Staggering the maturities in your bond portfolio can efficiently balance interest rate risk and reinvestment rbond portfolio can efficiently balance interest rate risk and reinvestment risk.

Staggering the maturities in your bond portfolio can efficiently balance interest rate risk and reinvestment risk.

A bond ladder contains bonds of relatively equal amounts with staggered maturities.

When you «ladder», you stagger the maturities on a series of investments (as with bonds or GICs).

Choose taxable or tax - advantaged bonds, as well as actively managed or laddered portfolios with staggered maturity dates

Our laddered portfolios seek to diversify sector and issuer exposure and are constructed using high quality municipal bonds whose maturities are staggered from one to six, 12 or 18 years — ranges chosen specifically in an effort to add value.

Given the limited number of bond terms, and therefore difficulty setting up a bond ladder with such bonds, many use a TIPS fund rather than buy individual securities, but diversification of TIPS is not required either if you do not need staggered maturities (a bond ladder).

Bond Ladder Tool Create a consistent stream of income by purchasing bonds with staggered maturities.

A laddered bond portfolio, which staggers the maturity of the bonds and reinvests the proceeds at regular intervals, is a good start, but you need to diversify beyond that.

This portfolio is comprised of individual bonds where each bond or series of bonds features strategically staggered maturity dates at regular intervals.