Bond Positions Weight

Asset symbol is not found or was delisted

We are unable to locate this entity at this time. If you believe the symbol you are trying to look up is valid, please let us know, and we will check it out. Check all delisted instruments across multiple markets.

Indicator Description

Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.

Bond Percentage

 = 

% of Bonds

in the fund

Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.

Bond Positions Weight In A Nutshell

First, let us go over the types of bonds that are out there in the general sense. There are corporate bonds, which are issued from corporations such as Apple and GE, allowing investors to have returns and the company is able to raise money. Also, there are government bonds, which vary in length and yield and are regarded as the safest investment since the odds of the government defaulting are extremely low at this point.

When looking at funds and potential investments, it is important to understand what the underlying holdings are or what positions make up the product you are investing in. Taking a look at weightings, more specifically bond weightings, there are multiple factors to keep in mind.

Closer Look at Bond Positions Weight

When looking at mutual funds and ETF’s, you want to know what makes them up. Typically, the less risky funds will have different selections of bonds, which typically less risky. However, you have to watch the ratings to ensure there is a decent probability of being paid back later when the bonds come due. There are two sets of rating agencies, but they essentially look at the same factors. If you invest into a lower yield fund, you would expect the bonds to be safe and less risky. On the other side, if you are investing in a higher yield bond fund, there may be more corporate bonds and the ratings may vary, limiting risk but giving you a greater return.

Bonds are not only used in bonds funds, but also can be utilized as anchors in equity portfolios, providing a cushion of sorts to lower risk levels. There are hundreds upon thousands of bonds out there and it is important to know what they are. The last set of bonds to watch for are municipal bonds, which are issued by towns and cities to finance various items. These are potentially more risks as a community could fail or delay paying the purchasers back. Again, these are rated and typically are not traded on the market where retail investors can view them. In order to see how they work, ask your broker or investing professional and they can show you how they are traded between cities and banks.

Bonds are a crucial part to mutual funds and ETF’s and should be monitored because they can pose risks if they are not watched closely. Not all bonds are safe and should be researched accordingly. If you stumble across funds that have municipal bonds, reach out to the company that manages the fund as request more details. Bonds are an excellent way to balance a fund, but it is important to ensure it complementing the ultimate goal.

Other Suggestions

F Ford MotorCompany
F-PB Ford MotorCompany
FAX Aberdeen Asia Pacific IfFund
FM IShares MSCI FrontierETF
FVX Treasury Yield 5Index
FXP FXPCryptocurrency
F43628C65 SOCGEN 425 19 AUG 26Corporate Bond

Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.

Generate Optimal Portfolios

The classical approach to portfolio optimization is known as Modern Portfolio Theory (MPT). It involves categorizing the investment universe based on risk (standard deviation) and return, and then choosing the mix of investments that achieves the desired risk-versus-return tradeoff. Portfolio optimization can also be thought of as a risk-management strategy as every type of equity has a distinct return and risk characteristics as well as different systemic risks, which describes how they respond to the market at large. Macroaxis enables investors to optimize portfolios that have a mix of equities (such as stocks, funds, or ETFs) and cryptocurrencies (such as Bitcoin, Ethereum or Monero)
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations
Check out your portfolio center.
Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.

Other Complementary Tools

AI Portfolio Architect
Use AI to generate optimal portfolios and find profitable investment opportunities
Alpha Finder
Use alpha and beta coefficients to find investment opportunities after accounting for the risk
Portfolio Dashboard
Portfolio dashboard that provides centralized access to all your investments
Top Crypto Exchanges
Search and analyze digital assets across top global cryptocurrency exchanges
Stock Screener
Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook.
Global Markets Map
Get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes
Technical Analysis
Check basic technical indicators and analysis based on most latest market data
Price Transformation
Use Price Transformation models to analyze the depth of different equity instruments across global markets
Pattern Recognition
Use different Pattern Recognition models to time the market across multiple global exchanges
Headlines Timeline
Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity