Client portfolios are individually constructed to emphasize either income generation, capital appreciation, or a balanced approach. In the current market environment, a conservative balanced portfolio for a client approaching or in retirement should be able to achieve a yield of 3% – 4% from income generation alone and another 4% – 5% or more from overall capital appreciation for a total targeted annualized return in excess of 7% – 8%.
Linde Equity Report
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Publisher: Linde Equity Inc