The Case Study compares long-term income at true wholesale pricing vs. bonds for the “safe” part of a portfolio. Results over 15 years, 20 years, and 25 years are shown, with a full explanation of the case study modeling used.
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 either typical bonds for safety vs. using 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 Advantage™ 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.
The on-demand class which includes the complete case study results can be found at the Wholesale Income Advantage website at this URL: https://wholesaleincomeadvantage.com/on-demand
The case study also made it obvious that uncertain outcomes have a much better chance of being dramatically reduced by eliminating risk on the "safe" part of the portfolio. Many investors have not been informed of the risk inherent in the so-called "safe" bonds used in an attempt at portfolio diversification. It is important for investors to understand that bonds are not a risk-free investment, while Wholesale Income™ 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. This case study reveals in a practical way what's possible with the right information and guidance.
The case study is available at https://wholesaleincomeadvantage.com/on-demand.
About DCF Annuities and the Wholesale Income Advantage.
DCF Annuities was founded in 2010 and serves the Fixed Income Investors and Safe Money Portfolio Managers industry. 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.
