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Subject:  Income Investing: 5.5% goal possible? Date:  6/22/2011  12:04 AM
Author:  Bonroy1924 Number:  32962 of 36718

I am rather new to investing where the primary goal is income.

While there is no "zero risk" investment, does anyone here feel it's possible to achieve a 5.5% yearly return, with a somewhat low risk portfolio?

I'm doing a cursory check of "bond funds" and "income mutual funds" suggested by Money Magazine and it seems that the 10 year annualized return on these things is anywhere from 4% upto 8%.

Seems like a no-brainer...just park money in such funds and 5.5% is easy.

But, something tells me it's not that easy.

With low-risk threshold, is it possible to make 5.5% per year and if so, any suggestions? (I assume conservative bond and income funds would be the primary vehicle, but totally open to stock appreciation, or annuities or any other vehicles)

Thanks, Cb
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