Interest in ETFs has spread to all assets classes, including: U.S. stocks and bonds, international stocks and bonds, commodities, and currencies.
Essentially, an investor can just put money in an age-based investment option within a 529 college savings plan account and the money manager will automatically change the allocation of stocks and bonds to a mix that is less heavy in stocks and more heavy in bonds and cash as college draws near for the account beneficiary.
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In a recent report: US Equities: Light at the End of the Tunnel, Fidelity makes the case that based on current valuations for stocks and bonds, stocks look like the far better investment.
For instance, reporters could see if subscribers had been looking at top news stories, or if they had been gathering data on stocks or bonds, but not which stories or bonds and stocks they had looked up, according to Bloomberg LP spokesman Ty Trippet.
Often this allocation consists of a simple mix between stocks and bonds, and is then further refined using sub-asset classes such as developed international stocks, emerging markets, Treasury bonds, corporate bonds and so forth.
Another avenue are funds focusing on investments that have elements of both stocks and bonds, such as preferred stocks.
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The writeup at the Economic Policy Institute noted above says Novy-Marx averages the returns of stocks and bonds when he should assume that higher-yielding stocks will become a larger proportion of the fund over time and increase the expected return, even if fund managers rebalance periodically.
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They have already bought and sold bonds and stocks until the bonds have high enough expected returns to compensate for the expected risk, and until the current stock prices already reflect our economic problems.
Rebalancing, so that a portfolio continues to have a fairly constant percentage of stocks and bonds, forces an investor to buy more equities when stocks are down and sell them when they're up, without requiring him to time the market.
At the end of his book, he relegates stock picking to a secondary or tertiary facet of investment strategy, worth perhaps 10% of your performance, with 70% assigned to the decision among stocks, bonds and cash, and 20% to the choice of subsectors of stocks.
Stocks and bonds both do poorly at such a time--bonds because their prices go down as inflation forces up interest rates, and stocks because corporations have a hard time keeping their selling prices ahead of rising input costs.
Unsurprisingly, money managers have strong views about what 2010 holds for stocks, bonds and commodities.
Buy a mix of stocks and bonds and aim for a 3.5% annual return.
The money managers who are lending out your stocks or bonds often take a cut.
For a long time, universities invested in a plain-vanilla mix of stocks and bonds.
Instead, they maintained their discipline and held a balanced portfolio of stocks and bonds.
Top traders sit down to timely risk breakdowns for stocks, bonds, currencies and options.
Stocks and bonds were the place to be for the closing decades of the 20th century.
Your stocks and bonds were segregated from the firms' own holdings and are safe.
The advantage of a time-dated account is a healthy blend of stocks, bonds and global investments.
The August results show allocations for stocks and bonds reversing back towards their long-term averages.
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For many retirees, becoming more conservative means lowering the ratio of stocks to bonds.
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Stocks and bonds are in, while plain vanilla instruments like annuities and insurance are definitely out.
Much of the money flowing into stocks and bonds has come out of money-market funds.
Global Alpha's troubles seem to be in currency and market-neutral bets on stocks and bonds.
They are money managers with huge portfolios of stocks and bonds that exceed their net worth.
You might think you are almost always better off fully invested in stocks and bonds.
Both stocks and bonds got creamed as liquidity was sucked out of the market place.
This means that diversification benefits can still be realized by combining stocks and bonds.
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Tens of trillions in noninvested money (not in stocks or bonds) sit largely unused.
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