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  • About
    • Certifications & Affiliations
    • Experience & Awards
    • United Nations Delegate
    • Media Kit
    • Events
    • Events Archive
    • Testimonials
  • Success in Life
    • Success in Life
      • Speaking Topics
      • Article Archive
    • Maintaining Independence as You Age
      • Speaking Topics
      • Article Archive
    • Success for Students and Youth
      • Speaking Topics
      • Article Archive
  • Success in Business
    • Success in Business
      • Speaking Topics
      • Article Archive
    • Success in Life and Business for Women
      • Speaking Topics
      • Article Archive
    • Success for Real Estate Professionals
      • Speaking Topics
      • Article Archive
    • Balancing Life and Business
      • Speaking Topics
      • Article Archive
  • Media
    • Video
    • Published Media
    • Audio
    • Photo Gallery
      • Life Photos
      • Business Photos
      • Media Photos
    • Media Kit
  • Books
    • Above All Else, Success in Life and Business®
    • A Realtor’s Guide to Greater Success
    • Above All Else®, Independence, Happiness and Success in Your Senior Years
  • Speak with Nancy
    • Suggest a Speaking Topic

Money Management and Insurance

How Much Income Can You Expect From Your Portfolio and Have The Income Stream Last The Rest Of Your Life?

  • In Money Management and Insurance

A general rule of thumb for how much you can expect your investment portfolio to provide is approx. 3-4% per year. This, of course, depends on your portfolio allocation and other factors.

(example: $100,000 x 4% = $4,000 you can withdraw from your portfolio annually and reasonably expect your income to last the rest of your life.)

With a properly diversified portfolio and a start date of age 60 or older and a withdrawal rate of 3-4% your income stream should last a lifetime. What is a properly diversified portfolio? It is a portfolio of investments that are diversified by asset class, industry, geographic location and other factors. A negatively correlated portfolio can also help to provide proper diversification.

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Nancy Butler

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