Sentences with phrase «portfolio keeps up with inflation»
Long term, I need exposure to equities to insure my portfolio keeps up with inflation and can fund my wife and I if we live to 95.
http://www.theretirementmanifesto.com/ Not exact matches
Researchers tested a blizzard of potential «drawdown strategies» — that is, hypothetical rates of spending in retirement, mapped against investment returns on people's savings — to analyze which had the best chance to keep up with inflation and sustain a portfolio through a long retirement.
If your portfolio merely kept up with inflation over time, you would run out of money after 25 years.
A portfolio solely allocated to fixed income may not grow enough to keep up with the pace of inflation.
Assuming a portfolio with little growth, you reinvest about 3 / 4ths of the income stream to keep up with inflation.
I also think hyper inflation could destroy most annuities value while diversified portfolios can generally keep up with any inflation rate.
Much of what you write is good; however, you claim to help Canadians «prosper» while your sleepy portfolio has hardly kept up with inflation.
And then in the 1970s and»80s, as interest rates shot up, it wreaked havoc on the portfolios of many sophisticated institutional investors like pension plans and insurance companies who were extremely exposed in their allocations towards bonds, which did not keep up with the rising rates of inflation in the»70s and»80s.
Use the 4 percent rule as a standard rate that allows for generous withdrawals, preserves your portfolio and keeps up with changes in inflation.