With heightened pressure on U.S. stocks, many people are looking for alternatives. We found 14 funds that can help protect ...
For example, a portfolio with 55% stocks, 35% bonds, and 10% REITs has historically outperformed a 60% stock/40% bond portfolio with only slightly more volatility while matching the returns of an ...
For Baby Boomers who are either retired or are close to being, finding the right asset allocation is key to continuing to ...
INVESTORS depend on bonds to achieve a balanced and resilient investment strategy. They offer a predictable source of income ...
The best use for PFIX should therefore be either as a hedging position for a long bond portfolio as was shown by the TLT example before or as a tool for speculation on interest rates. Analyst’s ...
For example, over the past two years ... Columbia Threadneedle managing traditional and absolute return global-bond portfolios. A third portfolio manager, Marion Pélata, was formally added ...
The perception that bonds are solely for older investors confuses age with risk tolerance, a category that is age agnostic.
A 401 (k) plan will typically offer a range of investments, maybe even a few dozen mutual funds. Some 401 (k) plans may also ...
Quasi-bond ladders can be created with mutual funds or ETFs instead of individual bonds by choosing funds with differing durations.
Sure, you can go by some common rule of thumb that suggests you should own “your age” worth of bonds in your portfolio. However, like with most rules of thumb, it’s not going to be every ...