Investment Trust Dividends

The Snowball ten year plan

The blog ‘s plan is to invest 100k of seed capital in a portfolio of Investment Trusts that pay a dividend.

Now u may not have a spare 100k laying around and if u do u may not want to commit that amount of money.

The blog portfolio intends to earn a ‘pension’ of between 14 and 16k within ten years, currently year 2 where the portfolio is ahead of target.

No new funds will be added to the portfolio but u may be willing to add funds as the portfolio achieves it’s yearly fcast.

As interest rates fall, let’s assume when u want to take an income from your investments an annuity is available at 4%.

U would need to increase your 100k of seed capital to 400k and surrender all your capital for the privilege.

GL with that if that’s your chosen option.

I forgot to mention that the blog portfolio whilst providing a ‘pension’ u will also have all your capital to withdraw, if your circumstances change.

I’ll do a review of the portfolio, the fcast and the target at the end of the first quarter this weekend.

Current cash to re-invest £830.00, with a further £470 to be added to the Snowball tomorrow.

1 Comment

  1. Registrera dig

    Your point of view caught my eye and was very interesting. Thanks. I have a question for you.

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