Sentences with phrase «yield a portfolio of»

GCE tracks an index of US - listed closed - end funds, aiming for exposure to a high - yield portfolio of closed - end funds with big asset bases and high liquidity, and which trade at attractive discounts to NAV.

We believe this stringent process in identifying value opportunities has the potential to yield a portfolio of high - quality, dividend - paying companies.

With this in mind if we were to receive $ 100,000 in dividends per year, we would have to have $ 5 million invested in the S&P 500 index or equivalent yielding portfolio of companies.

Not exact matches

He started in high - yield bonds and went on during the internet boom to turn a million dollars in patent acquisitions into a portfolio of software intellectual property worth $ 150 million.

Gundlach predicts that both high - yield bonds and a portfolio of mortgage - backed securities could return about 6 percent in 2013.

However, rates have retreated from over 8 percent in the last several weeks, and the credit risk of high - yield bonds can offer some diversification from the interest - rate risk of a portfolio of Treasury bonds.

Cannon figures that the average credit quality of a the big banks lending portfolio probably falls halfway between high - yield debt and investment grade.

Government bonds could help reduce default risk, but because of the length of maturity required to earn any meaningful yield, they do little to reduce duration risk - i.e. the overall sensitivity of a portfolio to interest rate rises.

All told, the jump in Treasury yields has yet to make its way into the broader economy in the form of higher borrowing costs, yet it will likely start to dampen the housing and auto markets as consumer loans become more expensive, said Gary Cloud, a portfolio manager of the Hennessy Equity and Income Fund.

With a yield north of 10 %, it was a portfolio staple, its units trading for a lofty $ 17 apiece.

Its underlying index selects and weights its bonds by market value, and this method yields a portfolio that aligns well with our benchmark in terms of credit tranches and maturity buckets, with the only notable difference being a slightly lower YTM.

Bonds have never been a part of my portfolio given the historical lower yield when compared with equities.

I want to share the current state of my dividend portfolio, related to market value, forward - looking dividends, yield and yield on cost.

There are a multitude of reasons as to why this occurs but it's a powerful enough force that many investors have done quite well for themselves over an investing lifetime by focusing on dividend stocks, specifically one of two strategies - dividend growth, which focuses on acquiring a diversified portfolio of companies that have raised their dividends at rates considerably above average and high dividend yield, which focuses on stocks that offer significantly above - average dividend yields as measured by the dividend rate compared to the stock market price.

Cumulative inflows into the iShares Short Maturity Bond ETF (NEAR), Floating Rate Bond ETF, SPDR Bloomberg Barclays Short Term High Yield Bond ETF, PowerShares Senior Loan Portfolio, and the Vanguard Short - Term Corporate Bond ETF topped $ 400 million in total for the first session of the week, the highest since the inception date of the most recent member of this product group.

Fixed income, rising (or falling) yields, junk bonds, Fed tightening, TIPS, spreads, mortgage - backed securities — there's no shortage of jargon for this supposedly «boring» investment that most of us own in our portfolios.

Mark Vaselkiv, portfolio manager at T. Rowe Price, noted that «Einstein said there were three great forces of nature: gravity, electro magnetism, and compounded interest... high yield is an asset class that ultimately capitalizes on the latter.

These behavioral finance influences can skew a portfolio's overall allocations toward an overemphasis of potentially higher - yielding equities that in some instances may represent more downside risk than upside potential at current valuation levels.

«This asset class has a high level of current income, and every academic study has shown if you hold your portfolio over long period, you could get yield of 8 % a year over five to 10 years.»

Historically, someone in my situation would have constructed a «balanced» portfolio of fixed income investments and stocks, with the fixed income portion likely making up at least half of the portfolio and yielding five percent or so.

I'm still shooting for a portfolio valued at over 1.7 Mil that yields an average of 3.5 %.

November 2014 Quick Hits: November marked the beginning of me focusing on raising the overall yield of my portfolio to provide a larger base of slower growing, high yielding stocks.

Similarly, you should have a variety of bonds in your portfolio, including Treasury bonds, municipal bonds, corporate bonds, bonds with different maturities, foreign bonds and high - yield bonds.

Back in 2007, before the financial crisis, a portfolio of investment grade bonds would have yielded comfortably over 5 %.

For stocks, it's important to have stocks in your portfolio from a large variety of companies, including companies in different sectors or industries, such as consumer staples or materials; from companies of different sizes, such as large - cap or small - cap stocks; from companies in different countries and from companies that either have growth potential or good dividend yields.

Such information may include, among other things, projections, forecasts, estimates of yields or returns, and proposed or expected portfolio composition.

In order to received $ 60k in annual dividend income, I'll need a portfolio valued at over 1.7 Mil that yields an average of 3.5 %.

With the oil majors all trading at fair and undervalued prices due to the decline in oil prices I was able to both increase the yield of my portfolio while also getting great companies at a fair price.

The methodology provides a well - screened group of stocks that also delivers yields greater than the market (S&P 500 yields ~ 2 % while the stocks in our portfolio have an average yield of 6.5 %), safety in the sustainability of the yield because of strong free cash flow, and the potential for capital gains as each stock is currently undervalued.

This convergence of yields has implications for the behaviour of investors: with bond yields in different countries tending to move together, investors have found it more difficult not only to diversify their portfolios but to find trading opportunities.

My dividend strategy is a hybrid of high yield and dividend growth designed to deliver high current income with dividend growth at a portfolio yield of ~ 7 %.

While I would expect downward pressure on Treasury yields in the event of fresh credit strains, we are not inclined to increase our portfolio duration until (unless) we observe a spike in the 10 - year yield toward 4 % or higher.

Platinum Members and higher can access February's Safest Dividend Yields Model Portfolio as of Thursday, February 22.

Platinum Members and higher can access March's Safest Dividend Yields Model Portfolio as of Wednesday, March 21.

Many investors look to their bond portfolio as a source of income, and therefore favor higher yielding securities.

Given the overall high yield of my portfolio, looking towards some more growth oriented payers is something I'm looking towards moving forward with this portfolio.

Steelcase Inc. (SCS), a manufacturer of office furniture and other interior architectural products, is one of the additions to our Safest Dividend Yields Model Portfolio in June.

Add in the 1.6 % dividend yield and 22 consecutive years of dividend increases and TJX could be an excellent portfolio addition.»

I allocate 40 % of my main taxable portfolio to these and similar high yield instruments.

Platinum Members and higher can access November's Safest Dividend Yields Model Portfolio as of Wednesday, November 22.

As you can see in the chart below, one of the portfolio's strengths is the freedom it has to go beyond traditional sources of income and pursue nontraditional income sources — such as ETF exposure to bank loans, preferred stock, and emerging market debt — in order to seek yield.

Platinum Members and higher can access August's Safest Dividend Yields Model Portfolio as of Thursday, August 24.

Platinum Members and higher can access October's Safest Dividend Yields Model Portfolio as of Friday, October 20.

Platinum Members and higher can access December's Safest Dividend Yields Model Portfolio as of Thursday, December 21.

The value portfolio could generate higher returns and yields but not without the cost of higher risk.

Platinum Members and higher can access September's Safest Dividend Yields Model Portfolio as of Friday, September 22.

The SEC yield reflects the rate at which the fund is earning income on its current portfolio of securities while the distribution rate reflects the fund's past dividends paid to shareholders.

Platinum Members and higher can access July's Safest Dividend Yields Model Portfolio as of Friday, July 21.

The High Yield Bond Fund is a concentrated portfolio made up of liquid securities, focused on high quality non-investment grade bonds with strong cash flows.

By way of disclosure, I should mention that both Boeing and Lockheed Martin are in the current Yield Shark model portfolio.