Income Stage  Investor Overview

       When the accumulation stage investor reaches retirement ( the "income stage" ), they have accumulated enough portfolio growth / assets from which to derive an income stream.

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        Research conducted by "Stock Market Map", demonstrates the ability of the "Large cap Value" and "Small cap Value" asset classes to produce between a 3.5 - 7% annual income stream, adjusted for inflation, accompanied by further portfolio growth - this over 9 decades of historical sample.

 

       This research is described in "A Study of Income Withdrawal Sustainability using Large Value and Small Value Stocks" here :

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