Sentences with phrase «yield on my bond portfolio»

The yield on my bond portfolio is around 4.5 % also.

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.

Thirdly, I think a reasonably diversified stock / bond portfolio can also provide a solid ~ 2.5 - 3.5 % blended yield quite easily, depending on asset mix and growth profile.

A 2.5 % — 3.5 % blend yield on a diversified stock / bond portfolio is OK.

For example, some investors may have taken on more risk in their portfolios in recent years by moving into lower - quality bonds or dividend stocks, in an attempt to generate additional yield.

Over the long term the nominal return on a duration - managed bond portfolio (or bond index — the duration on those doesn't change very much) converges on the starting yield.

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.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

Former Fed Governor Stein highlighted that Federal Reserve's monetary policy transmission mechanism works through the «recruitment channel,» in such way that investors are «enlisted» to achieve central bank objectives by taking higher credit risks, or to rebalance portfolio by buying longer - term bonds (thus taking on higher duration risk) to seek higher yield when faced with diminished returns from safe assets.

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

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.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

High Yield bond portfolios concentrate on lower - quality bonds, which are riskier than those of higher - quality companies.

I've been performing the quarterly update on the portfolios I manage and searching high and low for a bit more yield for the bond and cash portions of the portfolios.

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

Michael Pento, the president and founder of Pento Portfolio Strategies and author of the book, «The Coming Bond Market Collapse», and the producer of weekly podcast, «The Mid-week Reality Check», wrote in his commentary on CNBC that «the yield curve will invert by the end of this year and an equity market plunge and a recession is sure to follow».

I don't expect bond yields to rise sharply, but as the last few weeks have demonstrated, even a modest rise in yields will inflict some pain on portfolios.

As the yield curve has flattened considerably, a lack of yield compensation on longer dated bonds warrants caution for investors with very interest rate - sensitive portfolios.

The fund started out with the idea of giving investors access to a diversified portfolio of high yield bonds on the stock market.

Morningstar insists on comparing it to its high yield bond group, with which it shares neither strategy nor portfolio.

«Shorter term bonds with higher yields are less sensitive to interest rate changes and those really would be the ones you might want to focus on in a portfolio in order to kind of mitigate that effect of rising interest rates,» he says.

And while rising rates are bad for bonds and bond funds in the short - term, climbing yields can actually boost returns on a diversified portfolio of bonds over the long haul, as interest income and proceeds from maturing bonds are re-invested at higher rates.

As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

Portfolio insurance should focus on the risk of a sharp rise in bond yields that results in a decline in the valuation of broad assets.

Right now, Marc's average dividend from his Oxford Income Letter portfolios is about 4.8 %, and the average yield on the bonds I recommend, that's income from bonds, is around 7 %.

You might focus on the silver lining: Rising rates will ultimately help your bond portfolio, as you invest new savings — and reinvest interest payments and the proceeds from maturing bonds — at the higher yields.

To determine the potential yield on a bond, investment managers can use a number of different portfolio management techniques.

Their main performance metric is 7 - factor hedge fund alpha, which corrects for seven risks proxied by: (1) S&P 500 Index excess return; (2) difference between Russell 2000 Index and S&P 500 Index returns; (3) 10 - year U.S. Treasury note (T - note) yield, adjusted for duration, minus 3 - month U.S. Treasury bill yield; (4) change in spread between Moody's BAA bond and T - note, adjusted for duration; and, (5 - 7) excess returns on straddle options portfolios for currencies, commodities and bonds constructed to replicate trend - following strategies in these asset classes.

A yield curve strategy would position a bond portfolio to profit the most from an expected change in the yield curve, based on an economic or market forecast.

Besides, even if bond yields do rise, as they will eventually, you'll still be relying mostly on the stocks in your portfolio for long - term growth.

Attracted by higher yields than on safer bonds, and with lower valuations than on stocks currently, portfolio managers and individuals alike have poured money into junk bonds this year.

In addition, my portfolio offers an average yield of 3.1 %, more than a 30 - year Treasury bond, plus a yield on cost of 3.6 %.

The Diversified Portfolio is based on a 5 % allocation to Alternatives, 5 % allocation to High Yield Bonds, 30 % allocation to Investment Grade Bonds, 5 % allocation to Municipal Bonds, 20 % allocation to the S&P 500 Index, 10 % allocation to Small Caps, 5 % allocation to International Small Cap, 10 % allocation to International Equity, 5 % allocation to Emerging Markets, and a 5 % allocation to REITs.

In the first video in this series, I told you why high - yield bonds fall short on a risk adjusted basis, and should only be included in your portfolio in small amounts through a well - diversified low - cost ETF, if at all.

On a risk adjusted basis, the high yield bonds did not add value to the portfolio.

Putting aside the performance of bonds during the bear market beginning in 1980 (both because the starting yields on Treasuries were so high but also because the bear market was relatively mild as the decline began from relatively low levels of valuation), what's interesting about the above chart is how dependably bonds protected a portfolio during equity bear markets.

Another benefit of a ladder is that after the initial period your portfolio will have the risk of a five - year bond but will have earned the average of the yields on the 10 - year bond.

I've used John Hussman's method of estimating expected returns for stocks (using a simplified version the model that relies on just the CAPE ratio) and the beginning bond yield for the expected return for the bond portion of the portfolio.

One of the dirty secrets of bond management is that after adjusting for default risk, the # 1 predictor of the return you will get is the yield on the portfolio.

If you (or your portfolio manager) hold on to your investment, you can enjoy the extra yield from these bonds and get back your principal upon maturity.

Seeking a high level of income for investorsIncome - focused: The portfolio managers strive for a higher level of income than most bonds offer by investing in higher - yielding, lower rated corporate bonds.Focus on performance: The managers can invest across a range of industries and companies, and can adjust the fund's holdings to capitalize on market opportunities.Leading research: The fund's managers, supported by Putnam's fixed - income research division, analyze a range of bonds to build a diversified portfolio.

For me, it meant owning about 25 percent of the portfolio in bonds yielding less than 1.5 percent and paying 3.5 percent on the mortgage.

A video using the Regime Portfolios Backtest to check - in on using high - yield bonds as information into the state of the market.

Bond yield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual byield calculator / Portfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuPortfolio Yield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual bYield Calculator: This fixed income software calculates the combined average income / dividend yield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual byield on your total portfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio; how much income, or paycheck, your total portfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio will produce on a daily, weekly, monthly, semi-annual, and annual basis; how much as a percent each asset is of the total portfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annuportfolio; and how much each security is estimated to pay out on a daily, weekly, monthly, semi-annual, and annual basis.

If you donâ $ ™ t mind taking on even more risk, you can spice up your portfolio with high - yield bonds issued by companies with weaker balance sheets.

Every investor will have days where they will have their head in their hands, like I did managing the huge corporate bond portfolio in September 2002, where I said to the high yield manager one evening as we were leaving work, «This can't keep going on like like this, right?

Our research on the Fundamental Index ® concept, as applied to bonds, underscores the widely held view in the bond community that we should not choose to own more of any security just because there's more of it available to us.10 Figure 9 plots four different Fundamental Index portfolios (weighted on sales, profits, assets and dividends) in investment - grade bonds (green), high - yield bonds (blue) and emerging markets sovereign debt (yellow).11 Most of these have lower volatility and higher return than the cap - weighted benchmark (marked with a red dot).

A Charitable Gift Annuity (CGA) can provide guaranteed income for life by providing the mature donor with lifetime payments through better yield on fixed income assets, such as CDs and bonds, and reduce portfolio risk.

We have extensive leveraged finance capability, delivering integrated bank / bond advice to underwriters and issuers, advising a wide range of non-bank investors and funds on all leveraged finance trends, including senior / bridge / bond commitments, private high yield and evolving intercreditor arrangements; as well as on new financing originations, restructuring, refinancing, distressed acquisitions, non-performing loan portfolio acquisitions, private equity and special situations.

As a result of adverse market conditions and increased defaults on these bonds, some of these companies experienced serious financial stress and reduced portfolio yields.