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Author: bwfisherman Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 75802  
Subject: Re: income generating strategies help Date: 11/28/2009 9:42 AM
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Onlyonefool,

I've been managing my inlaws retirement savings for awhile and have found the following mix of closed end funds and MLP's to be fairly stable and having returns above 6% (generally 8 - 10 % ). Plus these are all MONTHLY payouts .

My overall goal was to look at their 5-10 yr history and see fairly "flat" or stable price and continued dividends. I generally break it out into the following :

Core group - MMT , ACG , PPT . These will fluctuate the least and have rebounded nicely from this last crash back to their normal levels. You may see a 10% up and down in principal worst case (outside of crash situations )

Possible upside plus nice return - PBT , GUT , RIT, ERC . These are more focused sectors (oil/gas , Utility and REIT ) once again diversifying and adding some managed risk . I think oil/gas has some upside more that down (PBT). The utilities are fairly stable and take a look at GUT's consistent dividend payout no matter what market. REIT's are at a low so bottom fishing a but this one fund has been very consistent paying out and is on the way up again. ERC is similar to the Core Group above with generally higher payouts but a bit more erratic. I try to pick this up when its discounts is closer to it's historic low to manage the downside .

So I hope this starts you on the right track for researching and picking what feels right to you. Best of luck !

bw
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