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estimated annual return
Old 01-24-2006, 03:08 PM   #1
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estimated annual return

Greetings,

What type of annual income should I be able to get from a portfolio like this?* Thanks.


Mutual Funds
US Stock $425,000
Foreign Stock $100,000
Bonds $205,000
Muni-Bonds $120,000
Stocks $75,000
Annuity
Guaranteed $235,000
Stocks $95,000
Total $1,255,000
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Re: estimated annual return
Old 01-24-2006, 03:20 PM   #2
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Re: estimated annual return

Not really enough information to give a real specific answer.

You've got about 600,000 in bonds and guaranteed contracts which should conservatively give you about 30,000-36,000 in yearly income.

Stocks may generate somewhere around there, or much less, depending how invested. If you're balanced, assume 2% or another 12,000+.

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Re: estimated annual return
Old 01-24-2006, 03:36 PM   #3
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Re: estimated annual return

I would guess about $75K yearly average in total growth and income +/- $25K, depending on the specific assets.
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Re: estimated annual return
Old 01-26-2006, 09:55 AM   #4
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Re: estimated annual return

Thank you for the feedback.
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