Sentences with phrase «staggering the maturity of»

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

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

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.

MBIA minimizes its exposure to interest rate risk through active portfolio management to ensure a proper mix of the types of securities held and to stagger the maturities of its fixed - income securities.

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.

Not exact matches

You can adjust to the lock - up periods of CDs by creating a «ladder,» which is buying CDs at staggering maturities whether it's over several months or years.

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

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.

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.

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.

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

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).

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

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).

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

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

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

If Option A is chosen then the Staggered Payouts are paid as and when they fall due and the remaining Sum Assured is paid on maturity or else under Option B, 105 % of the Sum Assured is paid on maturity.

One of the best pieces of advice I have to offer is to stagger your term maturities.

This payout received is the Maturity Benefit staggered over 6 years after the end of the Policy Tenure.

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.