With an account value of $ 116,000, and an overall investment portfolio value of roughly $ 1.4 million, these loans represent a bit more than 8 percent of my overall portfolio. (dividendfireman.com)
I am currently at 36 000 $ on my margin account, for a 110k investment portfolio value. (myfirst50000.com)
Assuming initial home value $ 500,000, initial tax - deferred investment portfolio value $ 1 million, annual withdrawal 4 % of initial investment portfolio value ($ 40,000, subsequently adjusted for inflation) and marginal tax rate 25 % for investment portfolio withdrawals, he finds that: Keep Reading (cxoadvisory.com)