Case Study Spotlight:
44% More Assets With Less Risk
After our earlier case study, I got a question about how shorter term payments compare using the “Wholesale Income Advantage” works, so here’s a great example for you.
Take a look at this quick case-study and see how one simple change from Wall Street’s typical “Cookie Cutter” asset allocation program can make a huge difference.
The secret to the Wholesale Income strategy lies with the incredible rates we have today. Get in while the gettin’s good!
Resources:
Microsoft Excel Calculator: Calculator Download
Portfolio Modeling Tool: Portfolio Visualizer
This is the case I highlighted:
$470,613.45 purchase price – 5.432% yield – $694,668.91
– 191 monthly payments of $3,637.01 starting on 11/10/2023, ending on 09/10/2039
Reach out to us if you’d like to:
- Schedule a 1-on-1 video call to discuss your specific needs and situation
- Ask questions about products, carriers, or Wholesale Income Payments
- Discuss how a Wholesale Income Payments and newly-issued annuities may (or may not) fit into your portfolio
Nathaniel M. Pulsifer, Owner of DCF Exchange and WholesaleIncome.com
(800) 246-1932 | [email protected] | Linkedin
About The Wholesale Income Advantage Strategy:
In general terms, the ‘Wholesale Income Advantage’ strategy locks in long term income using higher yield and lower cost fixed income payment streams, leaving the savings or difference in a hypothetical portfolio to be invested for long term growth. This is an alternative strategy, different from the typical approach commonly found in the mainstream media, which is summarized as “Use a balanced portfolio of 60% stock and 40% bonds and a withdrawal rate of +/- 4%.”
The videos and tools on this site illustrate the ‘Wholesale Income Advantage’ strategy using specific payment streams, and compare them to commonly available stock and bond market ETFs with transparent historical results illustrated on free online tools. In each video we highlight a specific payment stream from inventory, and put it in a hypothetical portfolio to compare to the hypothetical results using the mainstream advice.
It’s important to note that these videos and discussions are for illustrative and educational purposes only. The specific cases used may no longer be available, and of course, future market results will vary from historical data sets. Nothing herein is a recommendation for any specific asset allocation plan or a recommendation to buy or sell and stock, bond, ETF or security.
