Sentences with phrase «yield portfolio generated»

Not exact matches

«They're gravitating towards the trading strategies that can help them limit their risk, limit their capital exposure, and generate additional yield on the portfolio,» Jones said.

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.

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

For the year 2011, the portfolio generated a total of $ 3,551 and the portfolio trailing cash yield works out to 2.7 %.

If you keep it for a long time horizon, NDSN's yield will gradually improve and its stock value will also generate a boost in your portfolio.

As it was the case with the high yield portfolio, I must admit the return has been generated by a single company: Helmerich & Payne.

Betty is a DGI investor with 3.5 % dividend yield, who also re-invests her dividends in her portfolio that generates total return of 7 % over 30 years (this includes the 3.5 % yield).

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

Government bond yields have surged higher in Canada and the U.S. since the summer, but that isn't equating too much for investors trying to generate income from their portfolios.

... In terms of its peers, Consolidated Water generates a yield of 2.62 %, which is on the low - side for Water Utilities stocks.Next Steps: With this in mind, I definitely rank Consolidated Water as a strong dividend stock, and makes it worth further research for anyone who likes steady income generation from their portfolio.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

Government bond yields have surged higher in Canada and the U.S. since the summer, but that isn't equating too much for investors trying to generate income from their portfolios.

Notably, dividend growth strategies including iShares S&P / TSX Canadian Dividend Aristocrats Index ETF are less expensive than the broader S&P / TSX Composite Index based on price - to - book and price - to equity ratios, according to Bloomberg data, and may be a good opportunity to potentially generate a boost to a portfolio's overall yield.

With this 4.10 % yield, my $ 80,000 of completely passive income would be generated from a portfolio of size $ 1.95 million.

The second strategy I'm going to use to generate a strong retirement income is to target a portfolio yield of 6 % in my retirement portfolio.

Understanding yield vs. total return is essential in constructing portfolios that meet income generating needs while providing growth for the future.

Don't they face the same problems that they won't be able to generate as they roll their portfolios into lower yielding bonds going forward (since rates have come down so much)?

Meanwhile, equities can potentially generate more income than bonds in a diversified portfolio, since dividend yields in many markets exceed bond yields.

For example, to generate $ 40,000 in dividends every year from a portfolio that yields on average 4 %, you would need a $ 1,000,000 portfolio.

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.

HYHG maintains a diversified portfolio of high yield bonds to generate returns.

All equities qualified in our portfolio must consistently generate above - average free cash flow and often provide good dividend yield.

More passively managed portfolios may have much lower expense ratios, but this often corresponds to lower returns as these funds are primarily oriented toward long - term growth rather than generating the highest yield.

With Patrick and Mauldin Economics» team of experts behind your portfolio, you'll be poised to generate market - beating returns... and won't have to worry about finding decent yield ever again.

For the year 2011, the portfolio generated a total of $ 3,551 and the portfolio trailing cash yield works out to 2.7 %.

Adding the market's highest paying dividend stocks to your portfolio can be a huge help in generating regular income in today's ultra-low yield environment.

We believe the best way to generate consistent, excess returns over time in the fixed income market is through the construction of higher yielding portfolios to maximize total return within risk parameters, compared to targeted benchmarks.

In addition, these funds must invest at least 50 % of their non-cash assets in income - generating securities such that the 3 - year weighted average yield on the equity component of the fund's portfolio is at least 1.5 times the average yield of the Canadian Equity Fund benchmark, defined as the S&P / TSX Equity Index.

Betty is a DGI investor with 3.5 % dividend yield, who also re-invests her dividends in her portfolio that generates total return of 7 % over 30 years (this includes the 3.5 % yield).

If you keep it for a long time horizon, NDSN's yield will gradually improve and its stock value will also generate a boost in your portfolio.

By retirement year 20 (age 60), there would be an additional 7 years of 5 % appreciation compounded with 3 % dividend yield resulting in a final portfolio value of $ 412,626, able to generate $ 12,379 a year in tax - free dividends.

The income stream also decreases, but only gradually because the longer - term higher - yielding bonds continue to be held in the portfolio and the income generated continues to be the average of all the bonds.

In this scenario, a very steady return is generated each year, and the return will be very close to the highest - yielding bond in the portfolio.

The value quintile of equal - weighted portfolios book - to - market, dividend yield, earning - to - price, cash flow - to - price, and leverage - to - price generated monthly returns of 0.84 percent (10.6 percent per year), 0.78 percent (9.8 percent per year), 1.31 percent (16.9 percent per year), 1.13 percent (14.4 percent per year) and 0.0 percent (0.0 percent per year) in the 1990 — 2011 period, respectively.

This goal is known as 10 by 10: That means generating a yield on cost of 10 % within 10 years of when you start the portfolio.

A portfolio with a 3 % dividend yield has to have a value of $ 2.5 million to generate $ 75,000 a year in passive income.

As the company's portfolio doesn't generate enough to pay a 10 % yield and cover the firm's management fees, the remaining cash has to be found elsewhere.

Since this portfolio would generate around 5 % dividend yield, the mutual fund company (yes, DFN is in fact a mutual fund company) trades the underlying securities and writes call options on them too.

The fund holds more than 400 stocks in its portfolio, and it currently generates a yield of almost 3.25 %.

If you are making independence decisions based on the income generated by your portfolio then the current yield (and even market value) of your portfolio becomes less important.

If your break - even rate was 16.67 % as in our example, and you diversify half of your portfolio into «safer» assets such as bonds yielding 2 %, that means the other half of your portfolio has to generate a crazy impossible return year after year in a compounding manner just to break even, not to build any wealth!

Income — This sort of strategy aligns with yield - starved investors and retirees whose top priority is to generate a meaningful current income stream from their portfolio.

With 4 % income yield from bonds and a 3 % dividend yield from stocks, an early retiree can hope to generate a 3 % income from her portfolio without dipping into capital for a long time.

Portfolio B outperformed Portfolio C because fixed income was generating a higher yield than cash, and because fixed income benefited from consistent capital gains as interest rates fell over this period.

This primary function of an investment portfolio (using mutual fund dividend and capital gains yields to generate retirement paychecks) is not possible with American Funds, because they don't have the asset classes needed to obtain a high stable income stream.

The high - dividend - yield portfolios do not generate statistically significant differences in excess returns.

This is a relatively conservative investment strategy that aims to generate higher yields on the overall portfolio.