top of page

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 "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 :

bottom of page