Initial Value $25,000.00
January 1, 2009
Update Value $36,990.09
August 11, 2014
Cash flow and capital preservation are the goals. The portfolio is designed to provide enough income to avoid dipping into capital for as long as possible, while shielding investors from heavy losses in market downturns. The target return is approximately 6% a year, with as much of that return being generated from regular distributions.
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