What are the differences between the different categories in the Lifetime Income Report portfolio?
Basically, I arrange our Lifetime Income Report recommendations into the three portfolios based on different scenarios for the income opportunities.
First, we have our Current Income Portfolio, and as the name suggests, these are positions that are “currently” paying us income. I expect the recommendations listed in this portfolio to be medium-term holdings.
Medium term generally means 12–18 months, but we’ll hold these positions for as long as they pay attractive amounts of income. We’ll sell these positions when it looks like our income could be at risk.
Next, the Lifetime Portfolio includes all of our most stable, reliable dividend-paying companies.
I expect for us to hold these stocks for the long term, 18 months-plus. You could consider this section our “core” positions.
These “lifetime” positions may still ebb and flow with market trends, but I expect these companies to give us reliable income quarter after quarter — for years and years.
The third portfolio, Special Situations, is reserved for income opportunities that are undergoing a specific transition that makes the company exceptionally attractive. Hence the portfolio’s name.
My goal is to take advantage of the current opportunities and to watch carefully to see if and when their situations change. For these companies, we’re happy to own shares while they trade higher and the company pays a lucrative dividend. But we’ll also be happy to sell these shares at a profit and look for new situations when the time is right. We may hold these picks for less than
- How do I log in?
- What is Jim Rickards' Intelligence Triggers?
- What is the 5 Minute Forecast?
- How do I unsubscribe?
- Who is Bill Bonner?
- How do I cancel a renewal of my subscription?
- Who is Ray Blanco?
- How do I remove my subscription from automatic renewal?
- I have a Comcast email address. How do I add your email address to my safe senders list?
- How do I find what subscriptions I’m currently subscribed to?
- About Agora Financial
- Agora Financial Reserve Memberships
- Credit Card Statement Information
- Emails from Agora Financial
- Exchanges (Coinbase & Bittrex)
- Frequent Investment Questions
- Fund Transfers
- General Crypto Questions
- Getting Started with my Subscription
- My Account Information
- My Privacy
- Need More Help?
- Orders and Payments
- Publications and Editors
- Refund Policies
- Subscription Renewal
- Using the Website
- Wallets (Trezor)