Skip to main content
Update
The boards are getting a new home!

We're pleased to announce an update is coming to the community boards.

Sunday, September 25th: We are migrating the boards to a new platform. The site is currently in read-only mode and we will bring it back online as soon as the migration is complete.

Fool.com | The Motley Fool Community
This Board Has Moved

This board has been migrated to our new platform! Click below to continue the discussion on the new site.

Go to the New Site
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
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
Print the post  

Announcements

When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.