Is your goal more income?
Following is an outline of our Income Strategy:
- Deposit funds in companies and programs that have a high level of cash flow.
- Have a diversified program of different income producing Situations Reinvest at least 20-30% of all dividends.
- When making your decisions, focus on these situations that will make your portfolio’s income more diversified and safe.
This is the foundation of our strategy – decisions are formed on these four guidelines.
The point of the outline is not to provide the answer as to whether or not to purchase a certain asset, but it provides the framework for you to compare it to the rest of your portfolio.
The income goal is to spend and enjoy 70 – 75% of your total income flow and reinvest the 25 – 30% balance back into your income-generating portfolio. Doing the above will provide you with independence in your retirement to do what you want and have independence from surges in market prices that are inevitable and ultimately unavoidable.
Now is the time to get that second opinion on your asset allocations – as always, let us know how and when we can be of help.
Call 1-800-MONEYSHM – providing financial services counseling and service “Since 1958”. (well into our second generation)
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