wholesale income for retirement
Case study
Generic Wall Street portfolio allocation vs. the Wholesale Income Advantage strategy. More Risk vs. Less Risk
Case study:
Typical Asset Allocation Model (60% stocks/40% bonds) vs. Wholesale Income™ for retirement as the safe asset.
GROWTH?
Both portfolios use the same asset for the growth side of the portfolio. The only difference is the safe side.
Monte Carlo
A 10,000-scenario Monte Carlo analysis was done with each portfolio over 15 years, 20 years, and 25 years.
side-by-side
Full results are shown side-by-side in the on-demand class with the case study parameters.
on demand
Click on the link in description for free access to full on-demand class with case study results.
New Wholesale Income Case Study Examines Risk of 60% Stock / 40% Bond Portfolios
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