Sentences with phrase «income from the portfolio»

To generate long term growth of capital and current income from a portfolio of equity & fixed income securities.

The key attraction of covered call ETFs is the ability to generate income from a portfolio of stocks.

I am kind of in the same boat — generating income from my portfolio.

But to get more income from your portfolio, you might be compelled to sell stocks and bonds at the worst possible time.

Then there's the one that says you'll need to replace 80 % of your current income from your portfolio in retirement.

Need $ 20,000 in first - year retirement income from your portfolio?

But, the decisions surrounding drawing income from a portfolio and the trade - offs among guarantees, liquidity, and future appreciation are challenging.

We get income from our portfolio in two ways: through dividends and capital gains when we sell at a profit.

Investors who need income from their portfolio might also opt for a ladder of bonds instead of a bond ETF for the same reasons.

The obvious benefit of a covered call strategy is that it allows investors to earn extra income from their portfolio by selling covered calls.

Mutual funds that invest in bonds typically provide regular income from a portfolio of many securities.

This service is ideal for investors who want high income from their portfolio.

This would usually involve building up a large portfolio over your working years and then drawing down income from the portfolio by selling off stock once you're retired.

The overall income from the portfolio increased 15 % in 2014, but no single stock in the portfolio paid out 15 % more in 2014 than in 2013!

However, for retired investors seeking income from their portfolios, there is also the issue of income risk.

But what if we end up making money in early retirement besides the passive income from our portfolio?

Because of compounding, the annual increase in income from the portfolio actually exceeds the average dividend increase of the stocks in the portfolio.

Maybe they pay dividends so you are enjoying a little income from your portfolio, too.

This can be a huge advantage for investors, especially for those who need recurrent income from their portfolios, such as retirees.

You will want to think carefully about how you'll extract income from your portfolio — and how much you can safely withdraw each year.

They have an average tolerance for risk and don't require regular income from the portfolio right now.

There are a few things to keep in mind when thinking the role of fixed income from a portfolio standpoint.

For investors looking for stable monthly income from their portfolio, Canadian REIT's are definitely worth a look.

If you simply want to add 5 % yield with modest dividend growth to up income from your portfolio, I can't see why owning a REIT will hurt you.

If you want 4.5 % annual income from a portfolio, then he suggests starting with 97 % stocks at age 71 before eventually dropping your equity exposure at age 86.

Learn how to generate more income from your portfolio.

An investor with a longer time horizon or without the need for current income from a portfolio can invest more money in aggressive investing stocks.

But as you note, distributions are tiny and the whole point of the covered call strategy is to earn extra income from the portfolio.

To best address these fears, it is critical to understand various withdrawal strategies for creating your required retirement income from your portfolio.

This service is ideal for investors who want high income from their portfolio.

We get income from our portfolio in two ways: through dividends and capital gains.

To generate long - term growth of capital and current income from a portfolio of equity & fixed income securities.

With 4 % income yield from bonds and a 3 % dividend yield from stocks, an early retiree can hope to generate a 3 % income from her portfolio without dipping into capital for a long time.

«Example, for someone who is nearing retirement needing to take income from their portfolio will not have as much ability to take risk as someone in their mid-twenties.

A simple approach to successful personal investing with the goal of generating a growing income from a portfolio including cash savings, shares, corporate bonds and government - backed investments, using online savings and brokerage accounts and shielding your investments from tax wherever possible.

And how can those on the verge of retirement or already in retirement manage to extract a living income from portfolios that are now worth a third less than they used to be a year ago?

For example, a Bank would rather accept the rental income from an investment property in Mount Druitt but would NOT accept the dividend income from a portfolio of Dividend Aristocrats (until after 2 yrs of ownership).

The objective of the Scheme is to generate income from a portfolio constituted of short term debt and money market securities.

By making the adjustments, I immediately added $ 45 per year to the expected income from the portfolio.

Investors typically get income from their portfolio from 3 sources: - Bond Interest - Dividends - Capital Gains

She's 79 years old, skittish about the stock market, and needs only a modest income from her portfolio.

You are seeking mostly income from your portfolio.

She shares more on her contrarian strategy on getting more income from your portfolio here at Morningstar.

For risk - averse investors relying on income from their portfolios, it's been a yield drought, as certified financial planner Barry Glassman puts it.

In addition to drawing income from your portfolio, you'll need to combine it with government pensions and possibly employer pensions, while accounting for potential clawbacks to government benefits like Old Age Security.

«Example, for someone who is nearing retirement needing to take income from their portfolio will not have as much ability to take risk as someone in their mid-twenties.