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I’ll call it the worst financial article of the year.
The article was scribbled by a Yahoo Finance writer. Our writer offered four investment options to consider for an investor with a $2 million portfolio.
Three of the options were short-term investments — a high-yield savings account, a one-year CD, a one-year Treasury bill.
Shifting aside the terrible suggestion to invest a $2 million portfolio in a savings account, a one-year CD, or a one-year T-Bill, which I suppose I can forgive, the writer’s assumptions being wrong, are another matter.
Our intrepid writer assumed a savings account would yield 0.6%, a CD would yield 1.2%, a one-year T-bill would yield 1.72%.
You can readily find a savings account yielding over 4%, a one-year CD yielding over 5%, and a one-year T-bill yielding over 5%.
A plethora of investment options will pay you at least 5%.
And some even 45% and even 57% – if you know where to look.
Living off your investment income without touching the principal is a worthy goal.
Most of us could live off the 5% income yield generated by a $2 billion portfolio without touching the principal.
Many investors are earning much more with less, though.
So why settle for a 5% yield when you could collect a 20% yield with Shadow Funds?
There is an obscure income investment savvy investors use to generate high-yield income while growing their wealth.
Despite being accessible to both institutional and regular investors…
These obscure investments are used by only 9% of investors.
I call these obscure income investments Shadow Funds…
… because they are hiding in the shadows of the more popular investments.
And unlike dividend stocks that pay dividends quarterly…
Most Shadow Funds pay distributions MONTHLY.
It’s not uncommon to generate income yields of 10%… 15%… and even 20% with Shadow Funds.
A typical ETF, in comparison, might generate income yields of 2% to 3%.
And some Shadow Funds are generating total returns of 48%… 57%… and even 88%.
Good fortunes,
Steve Mauzy