Perpetual Income
With Closed-End Funds

e-book
$14.99

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Retirement is coming.  It may be soon, it may be further down the road.  You know you need a good plan, but there are too many options, and too many unknowns.  What are you supposed to do? 

If the idea of building up a nest-egg only to deplete it when you retire doesn't sit well with you, you're not alone.  We don't have a crystal ball -- how can we effectively plan our retirement income when we don't know if we will need it for 5 years or 35 years?  Studies are beginning to reveal that "the 4% rule" is not very effective after all.  What are we to do?

I believe the answer lies in the power of perpetual income with closed-end funds.  In this book, I'll take you through the reasons behind this investment strategy and how my personal experience in using closed-end funds has shaped this investing philosophy. 



Some key topics include:

  • Learning the basics – what is a closed-end fund?
  • Understanding risk
  • Dealing with market downturns
  • Why you should create your own “annuity”
  • How to set up and manage your own perpetual income portfolio
  • Why this investing mindset requires a paradigm shift from investing norms

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This book is in PDF format so that you can download it and begin reading immediately.  There are also supplemental resources available with the PDF download via links within the text.  These resources are currently only accessible through this format.



Thank you for choosing my book.

Happy reading!



A Peek At the Table of Contents

INTRODUCTION

       WHY CLOSED-END FUNDS?

     WHY PERPETUAL INCOME?

        A BIT OF BACKSTORY

Part I   LEARNING THE BASICS

     WHAT IS A CLOSED-END FUND?

     INCOME DISTRIBUTED LIKE CLOCKWORK

     INCOME STRATEGIES USED BY CLOSED-END FUNDS

     THE MOST MISUNDERSTOOD INVESTMENT

     LET’S TALK ABOUT RISK

     CLOSED-END FUNDS AND TOTAL RETURN

     DIFFERENT TYPES FOR DIFFERENT MARKETS

     A COMMON MISCONCEPTION ABOUT FEES

     WHAT ABOUT GROWTH POTENTIAL?

Part II   THE BEAUTY OF A CEF INCOME PORTFOLIO

     SO, WHAT ABOUT MARKET DOWNTURNS?

     COMPOUNDING FOR GROWTH, COMPOUNDING FOR INCOME

     REBALANCING:  A STRATEGY FOR EFFICIENCY

     INCOME SUPPLEMENTS:  OTHER HIGH-YIELD INVESTMENTS

     CREATE YOUR OWN ANNUITY/PERPETUITY

Part III   HOW TO SET UP A  PERPETUAL INCOME PORTFOLIO

     WHERE TO START

     RESOURCES TO USE

     INDICATORS TO WATCH

     BUILDING A PERSONAL PERPETUITY PORTFOLIO

     THE ROLE OF CASH IN YOUR PLAN

     TAX CONSIDERATIONS

     INCOME SUBORDINATE TO CORE?

Part IV    MANAGING YOUR PERSONAL PERPETUITY

     MONITOR YOUR POSITIONS

     HOW TO DEAL WITH DOWNWARD SHARE PRICES

       REBALANCE YOUR POSITIONS

       KEEP AN UPDATED WATCHLIST

       MONITORING VIA SPREADSHEETS

Part V   QUESTIONING THE RULES

       SOMETIMES THE LOGIC ISN’T REASONABLE

     OPPORTUNITY COST

       AN UNANSWERED QUESTION

       PERPETUAL INCOME INVESTING QUESTIONS INVESTING NORMS

       A PARADIGM SHIFT

  

AUTHOR’S DISCLAIMER:  I am not an investment professional.  I share what I have learned in my own investing experience and research over the past several years.  Nothing in this material should be construed as professional investment advice.  Please perform your own due diligence before purchasing any security or participating in any investment strategy.



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