stock-bond

The traditional diversification advice of a simple stock-bond mix needs to be fine-tuned.

The Bond Buyer's Dilemma Burton G. Malkiel 2011

"By moving to a 50/50 stock-bond position, you would not forsake that much in return [over 25 years], and it would have reduced your risk considerably," says

A Simple Recipe for Investors: Less Can Often Lead to More 2010

This would work out to 3% of your overall portfolio, assuming a 60-40 stock-bond split.

The Joy of Building Your Own Portfolio 2008

In its earlier capital raising over the past year, it issued preferred shares, a stock-bond hybrid that doesn't dilute the ownership of common shareholders.

Losses Push Lehman 2008

Sometimes, even in a period when they still like bonds, bond prices rise so fast that a portfolio's stock-bond balance gets out of whack.

Another Rally For Stocks, With a Twist E.S. Browning 2008

The preferred shares that were downgraded are hybrid stock-bond securities that are supposed to pay steady dividends over long periods.

Banks Hit as Fannie, 2008

As you aim to limit losses, don't just focus on your stock-bond mix.

Small Loss? Okay. Large One? No Way. 2007

My advice: Settle on a basic stock-bond mix, which is the key driver of your portfolio's performance.

Bring Fresh Eyes to Your Portfolio in 2008 2007

Under the proposed rules, which will be published Wednesday in the Federal Register and which should be final by next February, employers can choose from three types of safe harbor defaults: life-cycle funds, where investments vary according to a worker's age or expected retirement date; balanced stock-bond funds not related to a worker's age; and professionally managed accounts, which typically rely on computer models that take into account an employee's age and other factors.

Attention 401(k) Slackers! 2006

Of course, a 50-50 stock-bond division is relatively conservative.

NYT > Home Page By JEFF SOMMER 2011