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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:
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.
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
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
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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