Search found 16 matches

by gull1
Mon Sep 02, 2019 9:13 am
Forum: Variable Portfolio Discussion
Topic: focus on income in VP?
Replies: 12
Views: 13799

Re: focus on income in VP?

This seems to make some sense to me. A bit riskier than treasuries (which I already am exposed to in PP) but with a little better yield. Is there a specific strategy to pursue to build a portfolio of agency bonds? Ladder them? Longest term? I did a quick look over at Fidelity secondary market, they ...
by gull1
Sat Aug 31, 2019 5:19 pm
Forum: Variable Portfolio Discussion
Topic: focus on income in VP?
Replies: 12
Views: 13799

Re: focus on income in VP?

Kbg wrote: Sat Aug 31, 2019 11:03 am WFC.L preferred stock. current yield 5.1%

BAC.L 4.9%

Both are perpetual unless the common gets to a certain level
Dumb question, but what reassurance do you have to get back your principal if the company has issues?
by gull1
Sat Aug 31, 2019 7:53 am
Forum: Variable Portfolio Discussion
Topic: focus on income in VP?
Replies: 12
Views: 13799

focus on income in VP?

It definitely seems HB talks about speculation in the VP. If one is closer to retirement and wanting to bolster their income, do folks have a suggestion for how to assemble a VP that performs that role? Perhaps a blend of CD, annuities, AAA-insured munis or treasuries? Perhaps with a small portion i...
by gull1
Mon Aug 12, 2019 6:49 am
Forum: Variable Portfolio Discussion
Topic: Tyler's Pinwheel Portfolio
Replies: 20
Views: 17456

Re: Tyler's Pinwheel Portfolio

Ooh... Thanks for referencing that! I love that book, but apparently forgot about his portfolio recommendation. Looks like I'll be re-reading it soon. :) Hey Tyler + All, So I have been looking at the Pinwheel (PW) in comparison to the PP. A few questions: 1. Tyler says the PW is for someone who &q...