Sentences with phrase «then sell bonds»

I've held XSB and XBB before and I'm not a huge fan of them because they don't necessarily hold their bonds until maturity (especially the long term fund), so you face realized capital losses when then sell bonds to maintain their duration range.

Thus, if a holder purchased a $ 5,000 face amount municipal bond for $ 5,000 and then sold the bond for $ 5,200, the holder would have a capital gain of $ 200.

Not exact matches

Real selling isn't just about talking up a product, it's about forming a relationship with those on the other end of the line and then using that bond to introduce a way to actually help them.

In the past, banks would happily buy corporate bonds that investors wanted to dump and then either sell them to someone else or package them up in another type of security.

To buy nonprofit bonds, contact your portfolio manager — these types of bonds are typically sold first to investment banks, which then extend them to individuals.

«Sources» tell Bond that Broad and Beutner «would consider purchasing the block of Tribune Co. newspapers — including the Chicago Tribune, The Baltimore Sun, and the Hartford Courant — and then sell off the excess titles.»

He was considering selling the bonds to lock in the gains, but then he would still have to reinvest his proceeds at the now lower interest rates.

Municipal Investment Trust - Municipal Investment Trust is the entities that hold a stake in the numerous municipal bonds and then sell share to the public that represent an interest in those bonds.

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.

«To some degree, investors have become accustomed to a heuristic of «if stocks sell off, then bonds go up.»

Also, we can postpone buying or we can sell some stock funds in our other brokerage account instead, if the stocks are beating the bonds then.

Even then, if equities are tanking 20 % or more while bonds decline in single digits, you're still better off living off your bonds and resolutely not selling equities when they're down.

Insured bonds are usually found as a feature of municipal bonds; they are purchased, underwritten and repackaged by a financial guarantee company who then sells the issue to investors.

«The fast money will sell the bond and then the slower money will sell the bond and then pretty soon, the mutual fund managers will panic.

Those agencies package thousands of similar loans together and then sell them to public in the form bonds which are known as agency mortgage backed securities.

Conversely, if the treasury ran a deficit, but financed it solely by selling securities to the private sector, all that would happen would be that existing deposits would be used to buy bonds, with the treasury then spending the money, after which it would become someone else's deposit once again.

Because the traditional bond comes with interest paying structure which is not permissible under the Islamic financial system, the issuer of a Sukuk bond would sell the certificate to an investor group, who then rents it back to the issuer for a predetermined rental fee.

Or the trader might sell a five - year bond (effectively borrowing money) at say 2.5 % and then in 5 years sell another five year bond at 2.0 %, resulting in a 1.75 % return.

Bring your portfolio in line with that risk assessment: Once you have a sense of what size loss you can handle without selling in a panic, you can then start making any adjustments, if necessary, to make sure your mix of stocks and bonds reflects the level of loss you can comfortably absorb.

If you set stocks at 50 %, and stocks fall to 45 %, making bonds rise to 55 %, then simply sell 5 % bonds and buy 5 % stocks to get it back to 50/50.

If the bond has face value $ 1100 five years from now and is sold by the issuer for $ 1000 today, then it is not a coupon bond in the usual sense of the word (and it does not have a 10 % coupon) but rather it is a zero - coupon or original issue discount bond.

When the bond is sold at par, then the 2 are the same thing.

I sold away a decent amount of the bonds that the analysts wanted gone, and then 9/11 hit.

Then I would send the details to my credit analyst, telling them that if they did not like the company, I would sell the bonds.

For example, if you have a global portfolio and rebalance at the end of every year, then in 2013 you would have been selling U.S. and international stocks (which enjoyed lofty returns of 30 % to 40 %) and buying bonds, which had their worst year since 1999.

Besides, if you like the idea of being 50 % in equities and 50 % in cash / bonds (the classic balanced or pension fund, always a prudent course) AND half your money is registered and the other half non-registered, then you could achieve that by selling only registered equity positions while leaving your non-registered positions intact.

Very similar to a stock mutual fund, where I'm putting my money pooled with other investors and that portfolio manager is then purchasing and selling different individual bonds inside of that bond fund.

They then chop up the bonds into short - term munis called tender option bonds (TOB) and sell those to other investors.

You settle on a mix of stocks and bonds that offers a reasonable tradeoff between risk and return — likely in a range between 40 % stocks - 60 % bonds and 60 % stocks - 40 % bonds for most retirees — and you then largely maintain that blend throughout retirement by periodically rebalancing, or selling some stocks and plowing the proceeds into bonds if stocks have been on a roll or doing the reverse if stocks have lagged.

The investor may then decide to sell some stocks and buy bonds to get the portfolio back to the original target allocation of 50/50.

For example, if you sell 100 bonds, then the fee would be $ 0.075.

If you sell your Bond for a price that is more than the cost then you would have to consider this as a capital gain.

If someone is eager to sell bonds and buy stocks, and those levels of eagerness exceed the eagerness of other investors to buy the bonds and sell the stocks, then the prices of both securities will change.

the interest received from a security's last interest payment date up to the current date or date of valuation; an investor who sells a security with accrued interest will not receive that interest until the next interest payment date after the sale; the buyer receives all interest from the last payment date, including any interest that accrued while the bond was owned by the prior investor; the buyer then pays the seller all interest that has accrued from the last payment date up to but not including the settlement date for the trade; in a bond ladder's summary calculations, the accrued interest field refers to the sum of all accrued interest from the securities in the ladder that will need to be paid if the ladder is purchased on that day

For example, if interest rates are higher than the bond's coupon rate, then the bond is sold at a discount, or below par.

Is it better to buy the same proportions (for example 20 % bonds, 20 % Canadian stocks, 30 % US stocks and 30 % International stocks everytime), then rebalance (sell / buy) once a year?

As interest rates go up, your bonds will lose value while your yield will not change (in a bond fund, your yield will rise slowly as the fund sells older bonds and buys new ones, but then you will realize capital losses along the way).

When stocks are being sold off, the money is then parked into bonds, which improves bond prices and causes interest rates to decline.

it's the same thing tax free... And NO an RRSP is not better then a non registered accounts, because people alway assumes that an investment is sold every year which it's not thats not long term investing folks... and bonds are not a good investment outside an RRSP..

As their corporate bond manager, before I left, I sold down positions like that that my replacement might not understand, but I did not control the MHABS portfolio then, and so I could not do that.

Or when inflation starts to run, and the Fed stops buying long Treasury bonds, and even starts to sell them, what will happen to dollar - weighted returns then?

Then do consider reading the other articles on buying and selling of bonds and Effective bond investment strategies 2017 that we have written on this website so as to get a deeper insight into bond investing.

Instead, if you are having a long - term bond and if you are searching for signs that show the time to sell your bonds, then below are some points that you should consider.

Then she tried to sell her on a «balanced fund» which was «more appropriately aggressive», with nearly 40 % in bonds.

But of course, the opposite also applies and if interest rates fall then your bond will be worth more and you can sell it for a higher price.

If you see that the current interest rates of bonds are increasing and is showing no sign of descent, then it is probably a good idea to sell off bonds when the increasing trend in interest begins.

To be more specific, an ETF is an investment fund that owns large swaths of investments (stocks, bonds, real estate, etc.) that are selected and managed by a fund manager; those investments are then sliced up into millions of pieces and sold to individual investors on exchanges.

If it is below the 200 - day moving average for the last Y (1, 5,10,15,20) days, then sell it and allocate to IEF, iShares 7 - 10 Year Treasury Bond.

I have a doubt Investing in Mutual Fund.I had Purchased a Land for 2.5 Lakhs in the year 2007 and had sold in the year 2015 for 35 Lakhs.My Long term capital gain is around 30 Lakhs and after Indexation it is around 6 Lakhs, which i had to Pay as Income tax.I require solutions for 3 Questions 1st question.Is it advisable to Purchase NHAI / REC Capital Bonds for 30 lakhs, hold it for 3 years and then invest in Mutual Funds for next 4 years.

If it is below the 200 - day moving average for the last 10 days, then sell it and allocate to IEF, iShares 7 - 10 Year Treasury Bond.