Sentences with phrase «vs. bonds in your portfolio»

Not exact matches

In fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of PrincipaIn fact, long - term bonds and preferred shares have characteristics that make them a very useful asset class for retirement portfolios, as I explain in my essay Security of Income vs. Security of Principain my essay Security of Income vs. Security of Principal.

By rebalancing — in this case, selling some bonds and reinvesting the proceeds in stocks — the retiree would not only bring his portfolio back to its proper proportions, but also better position it to participate in the market's rebound the following year, 2009, when the Standard & Poor's 500 index surged to a near - 27 % gain vs. a more modest 6 % return for bonds.

By putting together a portfolio of broad stock and bond index funds (as you apparently have done), you can reduce annual expenses in some cases to as little as 0.10 % a year or less vs. upwards of 1 % or more annually for actively managed funds.

«Adviser believes that the appropriate allocation of assets across diverse investment categories (e.g. stock vs. bond, foreign vs. domestic) is the primary determinant of portfolio returns and critical in the long - term success of one's financial objectives; therefore, Adviser advocates the use of passive, low - cost, broad - market index investments.»

Just like I discussed in Article 7.1 regarding stocks, we can place combinations of stock / bond portfolios on our volatility vs. return cross plot.