#portfolio-risk

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from24/7 Wall St.
1 week ago

Playing It Safe at 70 With $2.5 Million Is Likely To Backfire

Based on current market prices and dividend yields, this portfolio generates approximately $77,500 annually at a 3.1% weighted average yield. Johnson & Johnson yields 2.31%, Microsoft 0.74%, Procter & Gamble 2.85%, Coca-Cola 2.86%, and Verizon 6.92%. That falls short of the $100,000 a 4% withdrawal rate would provide and misses the growth component that's driven wealth creation over the past decade.
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fromFortune
1 week ago

Ken Griffin says America has been sent an 'explicit warning' from the bond market that it's time to get the national debt in order | Fortune

Japan's bond-market selloff and rising yields highlight risks of large fiscal stimulus, warning that high yields can undermine bonds' role as portfolio hedges.
Business
from24/7 Wall St.
1 month ago

Why SCHD Is Still the King of Dividend ETFs

SCHD is a long-term, dividend-focused ETF that provides downside ballast and stronger total returns when dividends are reinvested.
Business
from24/7 Wall St.
2 months ago

Having Loser AI Stocks Like Ouster Inc. (OUST) In Your Portfolio is ... Good?

Accepting some losers in an AI portfolio enables speculative, high-leverage positions for asymmetric upside while providing diversification and managing volatility.
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