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.

​

        Research conducted by Stock Market Map demonstrates the ability of the Small cap "value" stocks, Large cap value stocks, and Berkshire Hathaway in producing a "5.5%" annual income stream, adjusted for inflation, accompanied by further portfolio growth - this tested over a four decade history.

 

       This research is described in "Improving the “4% Rule” Income Withdrawal Process Using a Portfolio of Small & Large Value Stocks and Berkshire Hathaway

here :

​