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.

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        Research conducted by Stock Market Map demonstrates the ability of the Small cap "value" stocks, Large cap value stocks, and Berkshire Hathaway in producing between a 4 - 7% annual income stream, adjusted for inflation, accompanied by further portfolio growth - this over a 4 decade historical sample.

 

       This research is described in "Improving the “4% Rule” Income Withdrawal Process Using a Portfolio of Small & Large Value Stocks and Berkshire Hathaway

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