Sentences with phrase «yield investment portfolio»

And, do you recommend a high - yield investment portfolio to create the necessary cash flow during retirement?

Not exact matches

Utilities and REITs, already the go - to sectors for yield - seeking investors, may still be the best bet, says Ryan Crowther, a portfolio manager at Franklin Bissett Investment Management.

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

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.

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.

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

I'm looking to add back these great stocks with great yields back to my portfolio once my investment property went through and I have some cash again.

You can get over 5 % on some high yield investments, but you may sacrifice some portfolio diversification and take on more return volatility.

What this means in practice is that we have kept maturities of our investments very short, particularly for low - risk issuers such as governments and agencies, while we seek out opportunities to increase portfolio yield with what we think is well - priced corporate debt.

In 2008, we maintained a very concentrated SmartKnowledgeU Crisis Investment Opportunities portfolio allocated to just a couple of asset classes, and we ended up the year with not a lesser 20 % loss against the 40 % + losses of a diversified US S&P 500, but we ended up with slightly positive yield for the year.

In a day and age in which regular asset classes that commercial portfolio managers normally consider have become overwhelmingly bloated in price as a consequence of the persistent and extended cheap money policy of global Central Bankers, an investment strategy of concentration in few select still undervalued assets versus diversification is likely the only strategy that will work moving forward in returning significant yields.

Like many of the screens, strategies, and portfolios I track and prefer, the High Yield Dividend Champion Portfolio uses a small number of historically relevant ideas to create a simple, yet powerful investment plan.

Many infrastructure projects could be financed by Canadian pension funds, many of which are underfunded, struggling and would love to have investments with almost guaranteed 7 % to 9 % yields in their portfolios.

«A conservative investment portfolio comprised of 60 % fixed income, 35 % equity investment or stocks, and 5 % in a high yield savings account (cash equivalent).»

If banks would look at their overall portfolio and invest money with «safer» investments (for example, infrastructure projects, with government backing), they will have lower yields on those investments, and probably make less money, however it would be more guaranteed money and less risk.

While bank certificates of deposit and bank money market accounts are viable alternatives in terms of yields, money market mutual funds can be part of an investment portfolio, which makes them much more accessible for investors seeking liquidity.

Also it has been noted that the profitability of individual businesses rests on successfully picking and managing a portfolio of investments to yield profits.

The PowerShares CEF Income Composite Portfolio tracks an index of three types of yield - focused closed - end funds: investment - grade fixed - income; high - yield fixed - income; and option - writing.

PowerShares Dividend Achievers Portfolio (the Fund) seeks investment results that correspond generally to the price and yield of the Broad Dividend Achievers Index (the Index).

Depending on your risk tolerance and familiarity with individual corporations, now could be an opportune time to consider high yielding corporate bonds as part of your investment portfolio.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

RBC Emerging Markets Foreign Exchange Fund is suitable for clients who are looking for low duration, income yielding investments to diversify their portfolio.

When economies look rosy, portfolio managers prefer less safe and more profitable investments, pushing yields and rates upward.

By contrast, creating your own strong, investment portfolio will take at least three to four months, but stocks have a greater opportunity to yield returns at a faster rate.

By purchasing these companies after a price decline, we find we are able to control risk in the portfolio as these investments often have less downside while offering a decent potential return.The U.S. Equity Fund seeks to invest in companies with a lower Price to Book Ratio, lower Price to Earnings Ratio and higher Dividend Yield than the S&P 500 index.

He joined Leith Wheeler from TD Bank in January 2009, where he'd spent the previous 10 years trading a proprietary bank portfolio of credit default swaps, investment grade and high yield bonds for TD in New York and London.

Generally, UITB focuses on investment - grade securities, however the fund is allowed to place up to 25 % of the portfolio in high - yield bonds.

Each month for investment grade and high yield bond market segments separately, they construct an equally - weighted long - only portfolio consisting of the 10 % of bonds with the highest exposure to each factor.

The rationale behind this technique contends that a portfolio constructed of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.

Our option overlay strategies seek to enhance traditional investment return streams by providing a portfolio hedge to mitigate portfolio risk and / or to create additional portfolio yield.

High - Yield bonds are a smaller portion of the typical fixed - income investment portfolio, because they have much more default risk.

International stocks, high yield bonds, real estate investment trusts — these may all play a part in your portfolio.

The Sub-Advisor seeks to achieve the fund's investment objective by selecting a focused portfolio of high - yield debt securities (commonly referred to as junk bonds).

The specific portfolios that Acorns has built have not been around long enough for us to analyze their average 1 - year, 5 - year, 10 - year, or lifetime yields (as we typically get with more established investment portfolios), but I expect that this information will become available as the portfolios age.

The portfolio you see here would yield a high amount of current income from the bonds and would also yield long - term capital growth potential from the investment in high quality equities.

The yield of any investment is income expressed as the interest or dividend income earned on the portfolio over a specific period of time, usually a 12 - month period or longer.

Fair enough, it's not the first position in my investment portfolio starting with a very low yield at cost and paying off handsomely after a couple of years.

The BMO Monthly Income ETF (ZMI) is a portfolio of 10 other high - yield exchange - traded funds, covering real estate investment trusts (REITs), corporate bonds (both investment grade and junk), emerging market bonds, and dividend - paying stocks.

If the equity markets rally, investment grade corporates and high yield will not be far behind, but this portfolio would lag.

If the return exceeds the yield on your version of a conservative investment portfolio, evaluate the risk of being too risky compared to the risk of not being risky enough.

And if interest rates do start to rise, that will mean good news for investors looking for income for the portfolios because it will mean that they don't have to take on as much risk to obtain the same yield from their investments.

yield investment strategies is putting our nest eggs at risk because it ignores the basic tenets of proper portfolio construction.

BMO defines portfolio yield as «the most recent income received by the ETF in the form of dividends, interest and other income annualized based on the payment frequency divided by the current market value of ETF's investments.»

The Fund may engage in active and frequent trading of portfolio securities to achieve its investment objective... the Fund will invest in a portfolio of securities including: equities, debt, warrants, distressed, high - yield, convertible, preferred, when - issued... options, total return swaps, credit default swaps, credit default indexes, currency forwards, and futures... ETFs, ETNs and commodities.»

By setting up a reverse mortgage you can draw from your home's equity instead of your 401 (k) plan or IRA in times of low investment returns.5 So, when the stock market is yielding low returns, you can live off of the money from your reverse mortgage while allowing your investment portfolios to recover.

Discover five unique and high - yielding investments that you can use to boost the potential yield and total return of your investment portfolio.

ProShares Interest Rate Hedged Bond ETFs, HYHG and IGHG, offer diversified portfolios of high yield or investment grade bonds.

ProShares Interest Rate Hedged Bond ETFs, IGHG and HYHG, offer diversified portfolios of investment grade or high yield bonds.

By setting up a reverse mortgage early in retirement, borrowers are able to draw from their home's equity instead of their 401 (k) plans or IRAs in times of low investment returns.3 So, when the stock market is yielding low returns, these retirees use the money from their reverse mortgages to live off of while allowing their investment portfolios to recover.

When economies look rosy, portfolio managers prefer less safe and more profitable investments, pushing yields and rates upward.