Advertisement
Anonymous
2
Discussion (2)
Learn how to style your text
Shengshi Chiam, CFA
04 Jun 2020
Personal Finance Lead at Endowus
Reply
Save
It depends on the time period that you are looking at and how much do you intend to draw down. Also have to consider what other sources of income you have.
In order for the portfolio to grow and continue to generate returns over time, I believe there needs to be a portion that is invested in equities. That is my point of view so it really depends on your risk appetite and profile if you want to have that volatility in your portfolio.
It will be good if you have a financial advisor that you can talk to.
Reply
Save
Write your thoughts
Related Articles
Related Posts
Related Products
4.7
660 Reviews
Endowus Cash Investments Portfolio
Equities, Bonds
INSTRUMENTS
0.25% to 0.60%
ANNUAL MANAGEMENT FEE
$1,000
MINIMUM INVESTMENT
N/A
EXPECTED ANNUAL RETURN
Web and Mobile App
PLATFORMS
4.7
1296 Reviews
4.6
934 Reviews
Related Posts
Advertisement
Hi,
Thanks for your question! Our services provided are the same regardless of the type of portfolio you choose. It is importat to invest in a risk appropriate manner, and for a retiree with potentially a shorter investment horizon you should consider investing more in bonds.
Hope this helps!