Here Are The 20 Best Income Portfolios Built with ETFs for 2023
If you're looking for income then you should look at this list of the 20 best income portfolios.
Jane Bryant Quinn’s portfolio can be built with 5 ETFs. It is exposed to 70% equities and 30% bonds.
Here is how you build Jane Bryant Quinn’s portfolio with ETFs
Jane Bryant Quinn also mentions diversifying into commodities but says it is only for the adventurous.
Portfolio data was last updated on 1st of June 2023, 06:35 ET
|Name||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down||Expense ratio||Yield|
|Jane Bryant Quinn Portfolio||4.77||-16.42||7.07||8.03||-26.0||0.05||2.76|
Here is what the table is showing you
Year to date: This shows what the portfolio has returned this year starting from the first trading day of the year.
10 Year return: This shows the compounded annualized growth rate over a ten-year period. The current year is excluded from calculations.
CAGR since 1989: This shows the compounded annualized growth rate since 1989. The current year is excluded from calculations.
Expense ratio: This shows the cost of holding the portfolio if you were to construct the portfolio using the proposed ETFs.
Yield: This is the expected dividend yield of the portfolio.
Please note that past performance is not a guarantee of future returns.
Below you can see the returns of the best portfolios that we have benchmarked.
|Name||See Portfolio||Year to date||Return in 2022||10 year return||CAGR since 1989 (%)||Draw Down|
Jane Bryant Quinn is a financial journalist. She has written 7 books on personal finance when you include book revisions.
She has a very sensible approach to personal finance and is often recommended by other giants in the personal finance space.
If you are nearing or even thinking about retirement her thoughts and recommendations on retirement will definitely help you.
She has worked extensively on how you should approach retirement. She has also worked through what to do with your finances when you are in retirement.
Jane Bryant Quinn’s advice and recommendations are always measured and balanced.
Jane Bryant Quinn has written some wonderful books. The portfolio detailed in this post is from one of her books.
I want to highlight 2 books.
The first book by Jane Bryant Quinn is her book on retirement. If you are nearing or are in retirement you need to read How To Make You Money Last.
The second book is an all-rounder on personal finance. There is so much sensible advice in this book. It is called Smart and Simple Financial Strategies for Busy People.
Visit Jane Bryant Quinn’s official site.
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