How we helped a self-directed retiree invest with peace of mind
A retired self-directed investor is targeting defensive returns. How can she use shareminder to invest with peace of mind?
Person
Self-Directed Investor (Retired)
Platform used
Commsec
Result 1
Result 2
Situation
Widoer Jane simply wants to target 7% pa returns to fund her usual retirement without eating into her capital.
She notes that any medical emergencies would require her to draw down on her capital.
Jane cannot stomach substantial drawdowns.
Execution
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Results
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