In a recent post, I presented a list of the ‘core asset classes’ that investors need in order to build portfolios that fully exploit available diversification opportunities. That article focused on portfolios designed for total return potential, the combined return from price appreciation and income generated by the assets in the portfolio. For investors focusing on building income-generating portfolios, the core asset classes are somewhat different. In this article, I present a proposed set of core asset classes for income-focused investors, along with examples of representative funds. (more…)
Posts Tagged ‘closed end funds’
Can You Create a 7% Yield Portfolio Focusing on Munis and Dividend Stocks?
Posted in Active Investing, Dividends, financial planning, Leverage, Long-term investing, Uncategorized, Volatility, Wealth, tagged bonds, Burton Malkiel, closed end funds, Income Investing, MLP, Munis, Target Date Funds, VIX Index on January 11, 2012 | 5 Comments »
In “Can You Get 7% Per Year in Income with Only Moderate Risk?” a blog I wrote back in the beginning of December, I analyzed a portfolio with 7% yield and “moderate” risk. My analysis suggested that it was possible to create a portfolio with 7% yield and about the same level of risk as a portfolio allocated 50% to a total market stock index (VTI) and 50% to a broad bond index (BND). My analysis also suggested that this portfolio had a projected volatility of 15% on a going forward basis. A helpful reader (see his comments by clicking on the article above and scrolling to the bottom of the page) found that this portfolio lost (more…)
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