Fixed Distributions 2023 Update
Paul Merriman
English - April 26, 2023 13:21 - 226 KB application/pdf - ★★★★★ - 443 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed Distribution Strategy of 3, 4, 5 and 6 percent plus annual increases for inflation. One set of distributions uses the S&P 500 as the equity position while the other uses the […]
The post Fixed Distributions 2023 Update first appeared on Paul Merriman.
The post Fixed Distributions 2023 Update appeared first on Paul Merriman.
This podcast is Part 5 OF AN 8 PART series ON THE MOST IMPORTANT INVESTMENT DECISIONS. The discussion addresses the distribution tables that use a Fixed Distribution Strategy of 3, 4, 5 and 6 percent plus annual increases for inflation.
One set of distributions uses the S&P 500 as the equity position while the other uses the U.S. 4-Fund Portfolio (25% each of S&P 500, Large Cap Value, Small Cap Blend and Small Cap Value).
The podcast references information on 8 different distributions tables:
Table D1.3 Fixed Distributions: S&P Equity Portfolio-initial distribution $30,000
Table D1.4 Fixed Distributions: The same but initial distribution $40,000
Table D1.5 Fixed Distributions: The same but initial distribution $50,000
Table D1.6 Fixed Distributions: The same but initial distribution $60,000
Table D9.3 Fixed Distributions: U.S. 4-Fund Portfolio-initial distribution $30,000
Table D9.4 Fixed Distributions: The same but Initial distribution $40,000
Table D9.5 Fixed Distributions: The same but initial distribution $50,000
Table D9.6 Fixed Distributions: The same but initial distribution $60,000
Also mentioned: Sound Investing Portfolios
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The post Fixed Distributions 2023 Update first appeared on Paul Merriman.
The post Fixed Distributions 2023 Update appeared first on Paul Merriman.