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Personal Investments • Fixed Income Portfolio

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I feel I have won the game and looking towards more fixed income investing. Currently have around 500k in stable value and money market. The remaining is divided between Wellesley and the S&P 500. Looking for a 3-4% return. I am currently withdrawing 2k a month for living expenses. Met with fidelity last week. They always push annuities which I'm against. Currently 66 and retired.
Any feedback is appreciated.
Nothing matters except real return and 3-4% real from fixed income would be like winning the lottery - without playing.

Statistics: Posted by tibbitts — Sun Mar 31, 2024 12:42 pm — Replies 2 — Views 86



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