Home Retirement My 2024 Retirement Model Portfolio Yields 6% And Still Very Defensive

My 2024 Retirement Model Portfolio Yields 6% And Still Very Defensive

by admin

Jinda Noipho

Introduction

A coworker of mine retiring this summer stopped me to ask if I had any thoughts on the market the other day. He knows I write for Seeking Alpha regularly, so this is fairly common. We spoke at length about his concerns, and

Name Ticker Weight Yield*
Standpoint Multi-Asset Fund BLNDX/REMIX 40% 0.86%
iShares MSCI Global Min Vol Factor ETF ACWV 10% 2.40%

iShares iBoxx $ IG Corporate Bond ETF

LQD 10% 4.04%
Simplify Volatility Premium Income ETF SVOL 10% 16.22%
Cohen & Steers Closed-End Opp. Fund FOF 10% 9.35%**
Invesco Closed-End Funds ETF PCEF 10% 9.75
Saba Closed-End Funds ETF CEFS 10% 13.01%**

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