This is why I currently estimate that adding 10% REITs to a 60/40 TSM/TBM mix will increase the 100% safe withdrawal rate significantly, maybe as high as 4.5%. It is also why I see no reason to overweight small caps vs the percentage already in the TSM.Russ, what is your opinion on utilizing a strategy of dividend growth stocks and REITS as a hedge against volatility?The theory being that the value of the equities do not matter if your dividend stream is significant enough.
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Rat