Sentences with phrase «yield portfolio delivered»
Although the high - yield portfolio delivered both higher dividend yield and total return, it also had a higher percentage of delisted companies1 and slower dividend growth.
https://www.researchaffiliates.com/ Not exact matches
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.
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 %.
One option for investors seeking to reduce their interest rate risk and increase yield, while still maintaining the overall risk profile similar to a traditional Canadian bond portfolio is the iShares Short Term Strategic Fixed Income ETF (XSI), which seeks to deliver a higher yield with reduced interest rate sensitivity.
Given our expectations for lower bond yields over the next decade we see the 50/50 and 40/60 portfolios delivering lower returns going forward of potentially 6.4 % and 5.8 %, respectively.
The balanced or cautious portfolio aims to deliver a yield of 4.5 %, with underlying investments yielding in a range from 3.5 % to 5.5 %.
But the portfolio's yield on cost has now ballooned to a current run - rate of 5.9 %, or more than 2.8 times what it delivered in its first year of existence.
A further unpleasant reality adds to the industry's dim prospects: Insurance earnings are now benefitting [sic] from «legacy» bond portfolios that deliver much higher yields than will be available when funds are reinvested during the next few years — and perhaps for many years beyond that.
The Enhanced Yield approach serves as a bond substitute, reducing portfolio volatility while delivering 9 % or so after commissions.
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.
«A portfolio is going to deliver a better initial yield than that office building in New York,» he said.