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Investing for Income

Investing for Income - Swan Defined Risk Strategy - results 2018

Down­load Invest­ing for Income

The #1 fear of retirees is running out of income during retirement.*

In a low yield world, with costs of liv­ing and health­care on the rise, retirees are in a unique dilem­ma pre­vi­ous gen­er­a­tions didn’t face. The 40% bond por­tion of a 60/40 port­fo­lio his­tor­i­cal­ly per­formed it’s dual role of cap­i­tal preser­va­tion and income. Low yields have erod­ed income and if rates rise the cap­i­tal preser­va­tion role of bonds will be severe­ly chal­lenged.

Address­ing the Dis­tri­b­u­tion Conun­drum — While inter­est rates on bonds are low, even neg­a­tive, glob­al debt lev­els and inevitable delever­ag­ing has many experts pro­ject­ing low returns for equi­ties going for­ward. In addi­tion to this dif­fi­cult invest­ment envi­ron­ment, investors face var­i­ous risks such as invest­ment tim­ing or sequence of returns risk, volatil­i­ty risk, bear mar­ket risk and oth­er risks.

How are retirees going to ensure they don’t run out of mon­ey while in dis­tri­b­u­tion?

Stay­ing Pow­er for Retire­ment Assets – Remain­ing Invest­ed, With­draw­ing Funds, and Out­pac­ing Infla­tion.

At Swan Glob­al Invest­ments, we believe this Dis­tri­b­u­tion Conun­drum is also a pro­found oppor­tu­ni­ty. Advi­sors that can pro­vide investors with strate­gies that cre­ate the oppor­tu­ni­ty for asset growth and pro­tec­tion will solve this conun­drum and be immense­ly reward­ed.

The Swan Defined Risk Strat­e­gy (DRS) is designed to seek con­sis­tent returns, while seek­ing pro­tec­tion against major bear mar­ket loss­es, with a reli­able per­for­mance track record since 1997.

A Com­ple­ment to Fixed Income — The ‘Invest­ing for Income’ pre­sen­ta­tion demon­strates how the DRS, by poten­tial­ly gen­er­at­ing con­sis­tent equi­ty returns while reduc­ing volatil­i­ty and seek­ing bear mar­ket pro­tec­tion, can serve as a retire­ment account that can sus­tain sys­tem­at­ic with­drawals.

Investing for Income - Graph of Results 2018 | Swan Global Investments

Source: Zephyr StyleADVISOR

* Source:, October 2016
Note — All data based on the historic performance of the Swan Defined Risk Strategy Select Composite.
Down­load Invest­ing for Income
By |2018-10-02T14:26:09+00:00October 2nd, 2015|DOCUMENTS, DRS Solutions|Comments Off on Investing for Income