I will get back to the portfolio radar this coming week to walk thru my analysis. But here is a Sunday read worth sharing
- https://www.kitces.com/blog/four-pillars-retirement-income-portfolios-interest-dividends-capital-gains-principal/ … this article surfaced in a couple of places, and relevant for folks in my age group (>50). there were two elements that struck me. One, the focus on ‘cash flow’ and not income; this is important and changes the way i might approach some investment stepping or structuring. Two, the notion to break up portfolio return objectives in different segments based on your age and living style. It’s totally rational and we investors probably do this intuitively, but it was great to see it simply described.