IF STABILITY IS WHAT MATTERS

Happy Senior Couple on the Bow of a Sail Boat

The FIPS portfolio is a “Fixed Income Portfolio Strategy” that is actively managed on a daily basis to deliver dividends in the range of 4-8%/yr.

This portfolio typically contains ETFs (Exchange Traded Funds) and/or mutual funds.  All positions in this portfolio are chosen for their dividend stability based on historical performance.

It also may contain publicly traded REITs (Real Estate Investment Trusts), as well as high yield bond,  master limited partnerships and utility ETFs.  This portfolio has the potential to generate significant monthly dividends for retirees on fixed income.  Additional asset types may be added from time to time based on potential income versus risk/reward.

In addition, positions in this portfolio are chosen to minimize the impact of increasing interest rates on the price of the asset.

Share:

Leave a Reply

Your email address will not be published. Required fields are marked *