Wholesale Income For Retirement vs. Typical Asset Allocation Model Case Study Results

Wholesale Income For Retirement vs. Typical Asset Allocation Model Case Study Results, updated 1/9/23, 4:56 AM

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The Case Study compares long-term income at true wholesale pricing vs. bonds for the "safe" part of a portfolio. Results of Monte Carlo analysis over 15 years, 20 years, and 25 years are shown, with a full explanation of the case study modeling used.

DCF Annuities, LLC P.O. Box 5343, Whitefish, MT 59937, United States Website https://dcfannuities.com Phone +1-800-246-1932 Email than@dcfannuities.com

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How To Combat The Excess Risk of 60%
Stock/40% Bond Portfolios
DCF Annuities revealed their new case study today on the results of a
comparison pitting a typical asset allocation model against the
Wholesale Income Advantage strategy.
The case study highlights results from an identical
growth asset paired with typical bonds for safety
vs.
utilizing retirement income at true wholesale
pricing for the safe part of the portfolio.
This case study demonstrates that by replacing risky
bonds in a portfolio with long-term income at true
wholesale pricing, investors have a much better chance
of beating inflation, recession, and uncertain outcomes
generated by commonly used "cookie-cutter" asset
allocation models.
With the elimination of the volatility risk and market
risk inherent with bond investments, the overall
portfolio growth of the Wholesale Income
Advantageā„¢ strategy exceeded the typical 60%
stocks, 40% bonds asset allocation model in every
time frame shown in the case study.
A comprehensive Monte Carlo analysis over 15 years, 20 years, and 25 years
each produced a dramatically higher end result with the lower risk asset when
compared to the typical Wall Street asset allocation model.
It is important for investors to understand
that bonds are not a risk-free investment,
while Wholesale Incomeā„¢ has
guarantees unavailable with securities
like bonds or stocks.
DCF Annuities owner Nathaniel Pulsifer says there
are many people looking for insights and answers
about the results of a comparison pitting typical asset
allocation model against the Wholesale Income
Advantage strategy.
The case study highlights the outcome from an identical growth asset paired
with either typical bonds for safety or the results using retirement income at true
wholesale pricing for the safe part of the portfolio.
It is known for being the best source in
the country for safe income streams at
true wholesale pricing backed by some
of the strongest companies in the world.
The Wholesale Income Advantage
website was created as a resource for
access to research and case studies on
the utilization of unique safe-money
assets offered by DCF Annuities.
Find Out More At
https://dcfannuities.c
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