Sentences with phrase «substantial bond portfolio»

Not exact matches

What about substantial wealth excluding houses, cars, furniture, jewelry... actual investment portfolios stuffed with cash, stocks, bonds, mutual funds, real estate investment trusts, master limited partnerships, tax - lien certificates, or any of the other numerous securities one can own to compound capital?

The alternative to a substantial bet on stocks at age 60 and up is a portfolio heavily in bonds or bond mutual funds, with only a modest amount of money in stocks.

A balanced portfolio (two asset classes) consisting of 60 % Canadian stocks and 40 % Canadian bonds provided a substantial reduction in risk.

Because high - yield bonds generally have a substantial correlation to equities, it could be expected that the portfolio's beta would be approximately between 1 --(0.15 + 0.10 + 0.05) = 0.7 and 1 --(0.15 + 0.10) = 0.75, which it was at 0.73.

While the portfolio of high - quality bonds may offer additional return potential, long - term investment grade bonds are subject to substantial interest rate risk.

While the portfolio of high yield bonds may offer additional return potential, high yield bonds are subject to substantial interest rate risk.

A balanced portfolio (two asset classes) consisting of 60 % Canadian stocks and 40 % Canadian bonds provided a substantial reduction in risk.

Australian, British, Dutch and other foreign banks will offer substantial diversification benefits to Canadian bond portfolios.

Consequently, a mindful perspective tells us we should be skeptical about the standard claims that a diversified portfolio needs to contain a balance of stocks and bonds, or at least we should be skeptical that bonds need to represent a substantial proportion of that balance at all times.