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On the Money
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Can real value of retiree’s portfolio be maintained?

ANALYSIS: The second in a two-part series looking at whether trust objectives are realistic or not.

Some allocation to equities – both local and offshore – is worth considering.

Two weeks ago, in the first part of this story, we looked at the long-term historic returns, back to 1925, for NZ and US bonds and shares and noted that NZ stocks had returned 9.3% per annum over the period versus 10.0% for US stocks. In the bond sector, local bonds returned 6.1% vs 4.8% for US

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Brent Sheather Sun, 03 Mar 2024
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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Can real value of retiree’s portfolio be maintained?
On the Money,
102903