“For a perpetual portfolio, you need $3 million of investment assets in today's dollars... I've assumed a real return of 4.15% (3.5% income and 4% capital growth)”
SW
Stuart Weems
Investopoly ·
She's On The Money · Show Me The Dividends Part 1: When Do You Actually Get the Money?
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
advise listeners to match investment strategy (e.g., dividend income, capital growth) to their personal “why” before choosing assets
“For a perpetual portfolio, you need $3 million of investment assets in today's dollars... I've assumed a real return of 4.15% (3.5% income and 4% capital growth)”
“If you focus on capital growth… the heavy lifting is done by the equity and the capital growth you get from the actual asset”
“Australia relies on capital growth; everywhere else relies on cash flow… my strategy changed completely.”
“We built dividend strategies… liquidity based money market funds… we knew yields were going to go up and income was going to be able to generation.”
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.