Hi, I'll looking at the total return and stock price for BALQ compared with the others in the same category. It seems to be beating the others, even in the recent downturn.
What are they doing different? Is it worth investing in this finds vs the others?
Hi, I'll looking at the total return for BALQ compared with the others in the same category. It seems to be beating the others, even in the recent downturn.
What are they doing different? Is it worth investing in this finds vs the others?
Premise: Making up a shortfall of $400 for retirement income. I can't go back to work, I'm 72 right now and have some minor health issues, I need to plan on living to 90, just in case.
I'm planning on saving 10% taxes and a 10% DRIP to keep asset values stable/grow to match inflation.
I'm looking for help, suggestions and ideas on what stocks to include.
Where I am so far:
Core for growth: GPIX: $15,000, GPIQ: $7,000
For diversification: IWMI: $6,000, IDVO: $3,000, CSWC $6,000
Safety net for Market Crash: KGLD: $12,000
A little riskier plays, for extra capital: BTCI: $500, KSLV: $500
This should net around $460 a month, so -$46 for taxes and -$46 for reinvestment would be $368. I'm still a little short, but hope it will grow to make up the difference.
No money is invested yet, still developing a portfolio on paper first. What do you think? Is this too risky? What other options would you suggest?