Sentences with phrase «stocks or bonds used»

Index: a selected number of stocks or bonds used to represent an asset class or segment of the market.

Simply put, an index is a group of stocks or bonds used to measure the performance of a particular market.

Not exact matches

Colored coins can be used to represent anything, such as stocks, bonds, smart properties, securities, precious metals, commodities, other currencies (such as dollars, pounds or euros), and even other crypto - currencies.

Only with bonds it's even harder to create a diversified portfolio using individual bonds on your own unless you (a) have a large amount of capital (typically bonds are sold in lots of $ 10,000 or $ 100,000) and (b) know how to trade bonds on the open market (transaction costs can be larger for bonds than stocks because of the spreads and lack of liquidity).

You can also use index ETFs to actually trade an index, something that you can't normally do with just stocks or bonds or commodities.

Tax cuts on wealth are promoted as if they will be invested rather than used to pay the financial sector more interest or be gambled on currencies and exchange rates, interest rates, stock and bond prices, credit default swaps and kindred derivatives.

You can use a Roth IRA to hold all kinds of assets, including savings accounts, stocks, bonds, or real estate.

A 3 - 5 % yield (achieved through dividend stocks or, most likely, bonds) is the number I use to calculate my estimated yearly retirement income.

He would also use any rallies to lighten up on stocks that perform like bonds, such as utilities or telecoms.

I have used a fall in exports to show how constrained Beijing's policy choices are, but I could just have easily done the same using as an example any change in the currency regime, the reform of the hukou system, the de-industrialization of the bankrupt northeast provinces, the development of the OBOR and Silk Road projects, changes in interest rates or minimum reserves, protecting the stock market from crashing, the provincial bond swaps, changes in the tax regime, improving energy and environmental policies, and so on.

In a diversified portfolio you use your bonds to buy stocks (or for spending purposes if taking distributions from your portfolio) when the stock market falls so you aren't forced to sell your stocks at a low point in the cycle and lock in losses.

An index is a collection of specific stocks or bonds that the industry uses as a benchmark for investors (like mutual funds) to measure how their performance stacks up against the «overall market segment» performance.

So those sellers that were selling the bonds would then use the money for the economy and they'd take that liquidity and they'd buy some other some like some other asset or some other stock and that's why you've seen the stock market go wild through all this.

With a personalized portfolio of stocks, bonds, mutual funds, and exchange - traded funds, we'll help you invest your assets or those of your trust using tax - sensitive investment management techniques.

It can be a complicated plan involving many stock and bond funds or even individual securities — or it can be a simple one using a target date fund or managed account service.

An FIA uses a unique formula to calculate annual interest based on the performance of a stock, bond or commodity index.

Annual interest is calculated using a unique formula based on changes in the performance of stocks (S&P, Dow Jones, NASDAQ), bonds (Capital Markets Bond Index), or commodities (CBUE).

Funds that are used to make payments on loans, for example, are therefore not being invested in stocks or bonds which offer the potential for investment income.

Using Robert Shiller's monthly data for U.S. stock market returns, associated P / E10, short - term bill yields (six - month commercial paper / one - year U.S. Treasury notes) and long - term bond yields (10 - year U.S. Treasury notes or equivalent) during 1871 through 2013, they find that: Keep Reading

You can use it to buy individual stocks or bonds, but you're most likely best off buying low - cost index funds that track the stock market as a whole.

In this case, the portion of the RRSP to be used for the downpayment has a very short time horizon and should not have any stocks or long term bonds.

You use an index, and adjust the ratio of stocks / bond based upon whether a simple calculation estimates that the market is overpriced or underpriced.

So as he synthesizes the themes of the last six or seven years, he comes down to really basic ideas for each chapter: Risk, Return, Stocks, Bonds, Portfolio Management, Does Active Investing Work, ETFs, Global Investing, Alternative Assets, Behavioral Finance, Using Media, and the Lost Decade.

Seeks to provide long - term total return with reduced correlation to the conventional stock and bond markets by investing in mutual funds that use alternative or hedging strategies.

However, the Vanguard Target Retirement Funds provide such a great way to invest in a broadly diversified portfolio of stocks and bonds using only one low - cost mutual fund, that you might want to wait until you have $ 1,000 saved, then open a Vanguard IRA or Roth IRA account and get started with one of the Target Retirement funds.

You won't make much interest, but you'll have some time to figure out how you want to allocate your investment between stocks and bonds (using one or more low - cost index mutual funds)

Each dividend or bond interest payment that you receive is actual cash that you can use either to buy more stocks and bonds or to pay monthly expenses like housing, gas, groceries or utilities.

Some retirees use the straight - forward strategy of leaving the principal in their retirement accounts untouched and spending only the dividends on stocks and the interest on bonds or certificates of deposit (CDs).

I make use of three components: 1) A single premium immediate annuity (SPIA), 2) Corporate bonds and / or preferred stocks and 3) High quality dividend stocks.

Let's take a look at the performance relationships between the stocks and the bonds by using the S&P 500 Energy Total Return and the S&P 500 Energy Corporate Bond Index Total Return to see how the market views the equity risk premium, or in other words how strongly the market believes oil stocks will rise (equity performance) or fall (bond performanBond Index Total Return to see how the market views the equity risk premium, or in other words how strongly the market believes oil stocks will rise (equity performance) or fall (bond performanbond performance.)

Thus, your natural mix is 60 % stocks, 30 % bonds and 10 % cash, and you believe (using whatever market timing metric you choose) that stocks are over priced, you would lower your allocation to stocks and increase your allocation to either bonds or cash.

Regardless of whether you are aggressive or conservative, the use of asset allocation to reduce risk through the selection of a balance of stocks and bonds for your portfolio is a more detailed description of how a diversified portfolio is created rather than the simplistic eggs in one basket concept.

That involves buying stocks, bonds, or other investments to be used decades from now.

In a series of posts last month, I looked at ETFs from Horizons and Claymore that use derivatives rather than simply holding the stocks or bonds in their underlying indexes.

The best way for retail investors to adopt an asset class strategy is to use index funds or ETFs that track broad - based stock and bond indexes.

Currency hedging can be confusing for investors who use index funds and ETFs that hold foreign stocks or bonds.

«Investing clean» means avoiding complex products and sticking to the basics: individual stocks and bonds, plain vanilla GICs, and low - cost funds that don't use leverage or other exotic strategies that promise more than they can deliver.

The good old days, when you used a phone to call people, you could wear shoes through airport security, and ETFs simply tracked a broad index of stocks or bonds.

Maybe you use index funds in your RRSP and pick stocks in your TFSA, or you use ETFs for large - cap Canadian stocks and bonds but active strategies for emerging markets or precious metals.

After testing different withdrawal rates using historical rates of return for stocks and bonds, Bengen concluded that 4 % was the highest withdrawal rate you could use if you want your savings to last 30 or more years.

An FIA uses a unique formula to calculate annual interest based in part on the performance of a stock, bond or commodity index.

One of the simplest approaches is to use a total US stock market fund, a total international (non-US) stock market fund, one or two bond funds, and a money market fund.

In other words, you can take out a margin loan against your portfolio's value and deduct the interest if you buy stocks — but you can't deduct the interest if you use the money to buy municipal bonds or a new car.

If you choose TIPS or I - Bonds, for example, the calculator uses the special portfolio from Gummy's database that replaces stocks, but it does not use the other special portfolio.

After hearing several presentations about indexing, where you use exchange - traded funds or index funds, to lock in the returns of various stock and bond indexes, he did some further reading on the topic and decided to buy in for his personal investments, which were being looked after by an investment adviser.

I could use closing value of the stock or bond on the day of the transfer as the basis for the amount contributed.

A Self - directed IRA is designed for investors who are interested in using more than just stocks, bonds, mutual funds or cash to build their retirement nest egg.

You could choose high - yielding Canadian stocks like the banks or BCE or just use 2 - year GICs or a short - term bond ETF like the Vanguard Canadian Short - Term Bond ETF (VSB / Tbond ETF like the Vanguard Canadian Short - Term Bond ETF (VSB / TBond ETF (VSB / TSX).

The primary benefit of using a broker is that you can pick from many different mutual funds or, if you prefer, individual stocks or bonds.

If so, the formula becomes: Inflation adjusted dividend income = (initial dividend amount) * (1.055 ^ N) / (1.03 ^ N) With preferred stock and / or bond income, use a nominal dividend growth rate of 0 %.