Sentences with phrase «staggering the maturity dates»

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

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

Staggering the maturity dates allow investors to avoid being locked into a single interest rate with the idea that, over the long term, they will be able to reinvest at higher interest rates.

A CD ladder is a set of CDs with staggered maturity dates.

A laddering strategy entails staggering the maturity dates of investments so that a portion of the portfolio matures each year — or more frequently for people that need it.

Within a few years, you'll have certificates that renew regularly, with staggered maturity dates.

A common response to inflexibility in an investment product is to opt for multiple smaller investments with staggered maturity dates.

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

Of course, you can limit your exposure to surrender penalties by investing in several CDs with staggered maturity dates.

Reinvestment risk, or the risk of reinvesting when interest rates are low, is alleviated by the staggered maturity dates.

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

Not exact matches

Consider staggering or «laddering» your TFSA GIC maturity dates by dividing your investment equally among 5 TFSA GICs, with terms ranging from 1 to 5 years.

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).

Scenario A - Payout on Maturity: The guaranteed staggered payout benefits are paid out as 7.5 %, 7.5 %, 10 %, 10 % in the first 4 years before the policy maturity date and the balance 65 % of the Sum Assured on the policy maturiMaturity: The guaranteed staggered payout benefits are paid out as 7.5 %, 7.5 %, 10 %, 10 % in the first 4 years before the policy maturity date and the balance 65 % of the Sum Assured on the policy maturimaturity date and the balance 65 % of the Sum Assured on the policy maturitymaturity date.