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Ask HN: Steady 4-5% on $5M?

39 pointsby gooeykabukiover 4 years ago
Roughly ~10 years back there was a thread on this topic (https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=1108163) which elicited interesting ideas.<p>I&#x27;m wondering what the 2020 answer would be to what would you do to generate a steady 4-5% annual return from $5 million?

17 comments

matt_sover 4 years ago
If you mean 4-5% annual average return, just stick it in a total stock market index fund. There&#x27;s no reason to pursue interesting or creative ideas or even spend any brain power researching all sorts of options.<p>Since its inception in 2000, VTSAX has an average annual return of 7.18% [0]. That&#x27;s 20 years, multiple US presidential administrations, multiple people running the Federal Reserve, and a big economic downturn (2008) thrown in. It&#x27;s boring and won&#x27;t give you any cool stories to tell at parties but you&#x27;ll likely get the 4-5%.<p>[0] <a href="https:&#x2F;&#x2F;investor.vanguard.com&#x2F;mutual-funds&#x2F;profile&#x2F;performance&#x2F;vtsax" rel="nofollow">https:&#x2F;&#x2F;investor.vanguard.com&#x2F;mutual-funds&#x2F;profile&#x2F;performan...</a>
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imakwanaover 4 years ago
Assuming that in order to preserve wealth you are targeting 4-5% safe withdrawal rate (including inflation adjustments), an all-weather portfolio or risk parity type of portfolios can serve this purpose well and designed to be very resilient and robust to different market environments.<p>Checkout various implementations of these portfolios:<p>1) Understanding All-weather portfolio: <a href="https:&#x2F;&#x2F;ofdollarsanddata.com&#x2F;ray-dalio-all-weather-portfolio&#x2F;" rel="nofollow">https:&#x2F;&#x2F;ofdollarsanddata.com&#x2F;ray-dalio-all-weather-portfolio...</a><p>2) The Permanent Portfolio: <a href="https:&#x2F;&#x2F;www.bogleheads.org&#x2F;blog&#x2F;2014&#x2F;09&#x2F;11&#x2F;harry-brownes-permanent-portfolio&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.bogleheads.org&#x2F;blog&#x2F;2014&#x2F;09&#x2F;11&#x2F;harry-brownes-per...</a><p>3) Golden butterfly portfolio: <a href="https:&#x2F;&#x2F;portfoliocharts.com&#x2F;2016&#x2F;04&#x2F;18&#x2F;the-theory-behind-the-golden-butterfly&#x2F;" rel="nofollow">https:&#x2F;&#x2F;portfoliocharts.com&#x2F;2016&#x2F;04&#x2F;18&#x2F;the-theory-behind-the...</a><p>4) All-in-one Risk Parity ETF based on an actively managed index: RPAR ETF: <a href="https:&#x2F;&#x2F;rparetf.com&#x2F;rpar" rel="nofollow">https:&#x2F;&#x2F;rparetf.com&#x2F;rpar</a><p>5) Wealthfront risk parity mutual fund WFRPX: <a href="https:&#x2F;&#x2F;research.wealthfront.com&#x2F;whitepapers&#x2F;risk-parity&#x2F;" rel="nofollow">https:&#x2F;&#x2F;research.wealthfront.com&#x2F;whitepapers&#x2F;risk-parity&#x2F;</a>
throwaway189262over 4 years ago
There&#x27;s no low risk options. The fed is holding interest rates so low that everyone is struggling to find a place to invest money.<p>The economy is in a strange place right now. Record high tech stocks with near record high unemployment. Incomes and stocks temporarily inflated by governement rescue money worldwide. An oncoming eviction&#x2F;default bomb that governments keep kicking down the road.<p>If I had a significant amount of money I would half in US bonds and half in a Swiss bank account to ride out this volatility.<p>Look at Buffet, he&#x27;s putting his money in Japan, a traditional safe haven currency outside USD
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reducesufferingover 4 years ago
Many comments here are quite inaccurate saying &quot;REIT &#x2F; Real-Estate, High div stocks, solely VTI&#x2F;VTSAX.&quot; These are not steady 4-5% and have very real risk of losing 50% within a year.<p>The safest way to steadily return 4-5% nominal is an approximate mix of:<p>55% VT (Global stocks) 40% BND (Total US Bond Market) 5% GLDM (Gold)<p>Whether that ends up being a real 4-5% return, as opposed to nominal or a definite 3% real, will depend on inflation.<p>More info on bogleheads.org
wallflowerover 4 years ago
Triple Net Lease (NNN)<p><a href="https:&#x2F;&#x2F;www.investopedia.com&#x2F;terms&#x2F;t&#x2F;triple-net-lease-nnn.asp" rel="nofollow">https:&#x2F;&#x2F;www.investopedia.com&#x2F;terms&#x2F;t&#x2F;triple-net-lease-nnn.as...</a><p>Think of it like owning the property that a popular Starbucks location rents.<p>Obviously, the retail landscape has changed irrevocably in 2020.
rajeshamaraover 4 years ago
AT&amp;T give 7% dividend. VZ give 4.5% dividend. There should be good quality stocks which easily pay 3% dividend. If you do drip in 4 to 5 years it might become 4%-5%. But always there is a risk though
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hiram112over 4 years ago
This is the whole premise of FIRE[1]. Invest in a S&amp;P index fund and you should be able to pull out 4% or so without ever running out of money.<p>1. <a href="https:&#x2F;&#x2F;old.reddit.com&#x2F;r&#x2F;fire" rel="nofollow">https:&#x2F;&#x2F;old.reddit.com&#x2F;r&#x2F;fire</a>
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markus_zhangover 4 years ago
Steady 4-5% is a lot in North America, considering the rate is low at the moment. If you are willing to invest in some other parts of the world, 4%-5% could be the norm, for example China 10Y- bond is at 3.157% and you could probably find some relatively safe bonds with 1% above 10Y bond. But then you are going to be exposed to exchange risk and political risk. So far I don&#x27;t really see any &quot;safe&quot; option here.<p>In Canada we do see 2% - 2.5% GIC offerd by some of the banks from time to time with a bit of bonus (say $1,500 maximum), but it&#x27;s still far from 4% to 5%.
snickyover 4 years ago
High dividend stocks or REITs.<p>Some markets are currently paying more than 4% as a whole: <a href="https:&#x2F;&#x2F;www.starcapital.de&#x2F;en&#x2F;research&#x2F;stock-market-valuation&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.starcapital.de&#x2F;en&#x2F;research&#x2F;stock-market-valuatio...</a> . Russian stocks pay above 7%. Asian REITs have high dividends as well, e.g.: <a href="https:&#x2F;&#x2F;sreit.fifthperson.com&#x2F;" rel="nofollow">https:&#x2F;&#x2F;sreit.fifthperson.com&#x2F;</a>
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rdtwoover 4 years ago
Real estate should still be a good bet for 4% real. It would be better with leverage if you could borrow at least 50% at some outrageously low rates but it’s not passive.
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zzbn00over 4 years ago
As others have written, there is no sure way of generating steady 4-5% in current markets. So think about what do you want to use the money for? Can you reduce your future known expenses or buy something now that you know you want?<p>If you have a mortgage, probably worth paying it off.<p>Invest in reducing energy costs -- insulation, renewables if in right place.<p>If you want a yacht, buy it now and rent it out until you need it.
bcrlover 4 years ago
Be the first mover to build FTTH networks in underserved communities. Infrastructure has the benefit of a nice steady long tail of recurring revenue.
cascomover 4 years ago
The first question is 4-5% real or nominal. I.e. 4-5% or ~6-8% nominal?
Havocover 4 years ago
A classic diversified portfolio is your best bet. Ie bit of everything
richardknopover 4 years ago
Selling covered calls on blue chip dividend stocks. Fixed income etc
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02020202over 4 years ago
stocks, stocks and stocks. if you want something safe, buy some index. maybe something form a sector you understand a bit about or just go with s&amp;p500, etc.... there is nothing safer than that.<p>personally i pick my own stocks. so far i am +35% since december and i was at +60% recently. it fluctuates but i am a long term investor so i just chill and don&#x27;t sweat about it.<p>in the end it depends on how much work you are willing to &quot;invest&quot;. you can flip alcohol or houses or daytrade but it all requires time and effort and it just becomes a job. hence i advocate for long term investing.
marketgodover 4 years ago
I can do 20% on $2.5MM easily with only $500K at risk trading options.<p>Edit: I&#x27;d love to hear input on why people are scared of options.
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