Wednesday, 9 March 2016
What Happen To Our Investment Portfolio After Us???
Read? Mortality - Are We Well Protected?)
High chance of Uncle8888's investment portfolio under joint account will be rotting for dividends if any and may be forgotten.
The main reason for his kind of net worth assets allocation is that his spouse is not interested in investing so there is no points talking about it; but she will know to count interests as collecting them is stress free. LOL!
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ah! so your free of cost dividends stocks are for that purpose.
ReplyDeleteI prefer bonds for this purpose. if only, the bonds allow me to buy them.
Non volatile blip at the ending part. Is this your retirement package ? :)
ReplyDeleteComing from maturity of 20-years Endowment Policy.
DeleteRead? My Long Term Personal Financial Goal - Self-insured Fund by 60!!! (3)