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If I'm looking to make a 5% annual return (after tax) by investing in funds...
Posted on 9/13/16 at 4:48 am
Posted on 9/13/16 at 4:48 am
How much "risk" would I need to tolerate?
I'm not trying to hit a hot stock and make 30% on my money in a year, but I'd like to be able to count on 4-6% (after taxes) a year on my savings as a little supplement income that I can use to pay my mortgage (less than 4% rate). If I can't get 4% each year, I'd just as soon pay down my mortgage.
How much risk would I need to be willing to accept if I got an advisor to take my savings and manage it, and I told him / her I was targeting 4-6% per year (on average) as income?
I'm not trying to hit a hot stock and make 30% on my money in a year, but I'd like to be able to count on 4-6% (after taxes) a year on my savings as a little supplement income that I can use to pay my mortgage (less than 4% rate). If I can't get 4% each year, I'd just as soon pay down my mortgage.
How much risk would I need to be willing to accept if I got an advisor to take my savings and manage it, and I told him / her I was targeting 4-6% per year (on average) as income?
6
Posted on 9/13/16 at 4:59 am to PenguinNinja
Posted on 9/13/16 at 6:31 am to PenguinNinja
Check out some of the MLP's. EPD, TOO, PTXP. Or look at a bond fund like PONCX
Just saw the "after tax." Yeah good luck. That's going to be a little hard to do.
Just saw the "after tax." Yeah good luck. That's going to be a little hard to do.
This post was edited on 9/13/16 at 6:45 am
Posted on 9/13/16 at 7:17 am to PenguinNinja
Look into some dividend funds, however you will be in all stocks
Posted on 9/13/16 at 9:15 am to PenguinNinja
Boy, do i have an awesome investment for you
Posted on 9/13/16 at 10:29 am to PenguinNinja
What kind of money are you looking to invest?
Real estate will get you far better than 5%.
Real estate will get you far better than 5%.
Posted on 9/13/16 at 1:46 pm to PenguinNinja
quote:
How much "risk" would I need to tolerate?
I'm not trying to hit a hot stock and make 30% on my money in a year, but I'd like to be able to count on 4-6% (after taxes) a year on my savings as a little supplement income that I can use to pay my mortgage (less than 4% rate). If I can't get 4% each year, I'd just as soon pay down my mortgage.
How much risk would I need to be willing to accept if I got an advisor to take my savings and manage it, and I told him / her I was targeting 4-6% per year (on average) as income?
Look at exchange traded debt of BDCs. A 7 year piece of paper is yielding in the high 6s low 7s.
One of the safest investments out there. It is fixed income but they pay outsized yields and are very safe. IMO.
Check out www.dividendyieldhunter.com for a list.
This post was edited on 9/13/16 at 1:50 pm
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