Sentences with phrase «yield portfolios for»

Prior to co-founding Peritus, Mr. Gramatovich was a Portfolio Manager with Smith Barney's Asset Management Division in Los Angeles, where he managed high yield portfolios for high net worth individuals and institutions.

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.

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

Certainly, it offers an attractive level for longer - term investors such as pension and insurance funds to lock in a relatively decent yield, and will tempt some portfolio managers to buy bonds rather than equities.

And for taxable accounts with balances over $ 500,000, the robo - advisor offers «advanced indexing,» where it weights the stocks in a portfolio based on various factors, including low volatility and high dividend yield, to further power potential returns, all for the same advisory fee that applies to all accounts.

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.

Demand will remain strong / prices high and yields low thanks to the need for income and portfolio stability by rapidly aging populations in Japan, Europe, and U.S.

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.

iShares S&P ® / TSX ® 60 Index Fund («XIU»), iShares S&P / TSX Capped Composite Index Fund («XIC»), iShares S&P / TSX Completion Index Fund («XMD»), iShares S&P / TSX SmallCap Index Fund («XCS»), iShares S&P / TSX Capped Energy Index Fund («XEG»), iShares S&P / TSX Capped Financials Index Fund («XFN»), iShares S&P / TSX Global Gold Index Fund («XGD»), iShares S&P / TSX Capped Information Technology Index Fund («XIT»), iShares S&P / TSX Capped REIT Index Fund («XRE»), iShares S&P / TSX Capped Materials Index Fund («XMA»), iShares Diversified Monthly Income Fund («XTR»), iShares S&P 500 Index Fund (CAD - Hedged)(«XSP»), iShares Jantzi Social Index Fund («XEN»), iShares Dow Jones Select Dividend Index Fund («XDV»), iShares Dow Jones Canada Select Growth Index Fund («XCG»), iShares Dow Jones Canada Select Value Index Fund («XCV»), iShares DEX Universe Bond Index Fund («XBB»), iShares DEX Short Term Bond Index Fund («XSB»), iShares DEX Real Return Bond Index Fund («XRB»), iShares DEX Long Term Bond Index Fund («XLB»), iShares DEX All Government Bond Index Fund («XGB»), and iShares DEX All Corporate Bond Index Fund («XCB»), iShares MSCI EAFE ® Index Fund (CAD - Hedged)(«XIN»), iShares Russell 2000 ® Index Fund (CAD - Hedged)(«XSU»), iShares Conservative Core Portfolio Builder Fund («XCR»), iShares Growth Core Portfolio Builder Fund («XGR»), iShares Global Completion Portfolio Builder Fund («XGC»), iShares Alternatives Completion Portfolio Builder Fund («XAL»), iShares MSCI Emerging Markets Index Fund («XEM») and iShares MSCI World Index Fund («XWD»), iShares MSCI Brazil Index Fund («XBZ»), iShares China Index Fund («XCH»), iShares S&P CNX Nifty India Index Fund («XID»), iShares S&P Latin America 40 Index Fund («XLA»), iShares U.S. High Yield Bond Index Fund (CAD - Hedged)(«XHY»), iShares U.S. IG Corporate Bond Index Fund (CAD - Hedged)(«XIG»), iShares DEX HYBrid Bond Index Fund («XHB»), iShares S&P / TSX North American Preferred Stock Index Fund (CAD - Hedged)(«XPF»), iShares S&P / TSX Equity Income Index Fund («XEI»), iShares S&P / TSX Capped Consumer Staples Index Fund («XST»), iShares Capped Utilities Index Fund («XUT»), iShares S&P / TSX Global Base Metals Index Fund («XBM»), iShares S&P Global Healthcare Index Fund (CAD - Hedged)(«XHC»), iShares NASDAQ 100 Index Fund (CAD - Hedged)(«XQQ») and iShares J.P. Morgan USD Emerging Markets Bond Index Fund (CAD - Hedged)(«XEB»)(collectively, the «Funds») may or may not be suitable for all investors.

I've been waiting to build a large bond portfolio for a while and am surprised the 10 - year yield is surging to ~ 2 %.

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.

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

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.

Even with low yields and rising interest rates, bonds still tend to do their job by dampening volatility and minimizing losses for the overall portfolio.

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.

In the meantime, the sluggish global environment is impacting markets and has several implications for portfolios, as I write in my new weekly commentary, «Yield: One Commodity That's Still Hot.»

The energy industry is home to some great high - yielding stocks, we discuss five companies who have been consistently returning value to shareholders that may make good picks for an income portfolio.

You may search for and purchase high yield bonds at Fidelity.com, where you can choose the credit rating levels appropriate for your portfolio and risk tolerance.

Younger investors investing for a 3 - 4 % dividend yield are misallocating resources and their portfolio amounts after 5, 10, 15 years shows this.

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.

The potential for investors unloading high - dividend - paying stocks through the Vanguard High Dividend Yield ETF (VYM A-97), the Schwab US Dividend Equity ETF (SCHD A-92) and other high - yielding ETFs leaves portfolios more sensitive.

If you are the kind of income investor who's happy with dividends that are steady and can grow year after year, or even decades, and don't care as much about yields — 3M yields 2.3 % currently — 3M is a right fit for your portfolio.

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.

«The stock portfolio is now priced at 13.7 times normalised earnings [versus 23.4 X for the S&P 500], giving us a 7.3 % earnings yield, which becomes our new base case return expectation for a ten to fifteen year horizon.»

If you need income from your portfolio and want some of the favorable attributes that dividend stocks have, then the Vanguard High Dividend Yield ETF is a smart choice for you.

The target for my Portfolio is to have an average yield of no less than 3.5 %.

For example if you bought Vanguard High Dividend Yield ETF (VYM), a holding in the Dividends Diversify Model Portfolios, during the market peak of 2007 and held though summer of this year, you would have earned about a 7.5 % annual total return including dividends.

Two yield calculations are generally evaluated when it comes to selecting callable bonds for a portfolio: yield to maturity and yield to call.

The current yield is 5.03 % — much higher than the average 3.5 % yield I strive for in building my portfolio.

If you invest $ 100,000 to create a portfolio that yields 4 %, with a 6 % dividend growth rate, and reinvest the dividends for 20 years, the dividend amount you will receive per year when you decide to withdraw dividends in year 20 will be $ 24,289.

This presents an attractive way for retirees and other income - focused investors to participate in the equity markets as well as boost the aggregate yield of their portfolio.

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

In other words, as I write in my new weekly commentary, the quest for yield will remain challenging, reinforcing the case for considering high yield within a fixed income portfolio.

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.

Retirees for example will focus on higher yielding stocks in order to receive an adequate revenue derived from their portfolio.

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.

While some investors choose to go it alone and select individual stocks for the income portion of their portfolio, the beauty of high yield ETFs is that they spread the individual company risk across several issues, often across sectors, and sometimes, even across countries.

Investors can now earn some yield while they keep a portion of their portfolio readily available to reinvest should an opportunity arise (see «The Case for Cash»).

Brace for some ups and downs in markets, but consider positioning your portfolio to pursue income through preferred stocks, total shareholder payout and high yield bond - oriented ETFs.

We believe the jump in benchmark U.S. Treasury yields after Trump's surprise win, and the accompanying move toward cyclicals and away from bond - like equities, represent an important regime shift for financial markets and highlight risks to traditional portfolio diversification.

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.

The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market.

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.

Even if you assume some widening of spreads and a lower total return, there is still a case to be made for including high yield in portfolios.

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.

It aims for net -7 years portfolio duration by holding a short - term high - yield portfolio and aggressively shorting Treasury futures.