mandag den 10. juli 2017

The 3-fund portfolio that pays a 6% yield and a monthly income

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DAILY BULLETIN
Friday 8 July 2017
The 3-fund portfolio that pays a 6% yield and a monthly income
by Nick Sudbury | Funds 2 mins. to read
3 Fund Portfolio
It has been more than 10 years since we have had an interest rate rise in the UK with the ultra-low rates putting pressure on yields right across the board. The average notice account now pays 0.9% − considerably less than inflation – compared to 5% in July 2007 and the investment grade corporate bond yield has fallen from 6.4% to 2.8%.

These unprecedented market conditions have made it difficult for investors to earn a decent income without taking on excessive risk, but it is possible to build an equal weighted portfolio of three uncorrelated investment trusts that yields more than 6% with almost identical monthly payments.

 
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