5 Comments
Sep 16Liked by Longacres Finance

Thanks for sharing. I had not considered SCHD.

Expand full comment
author

You're welcome. I was quite surprised with how well SCHD handled itself in the "4% rule" test, granted the past decade has seen exceptional returns from the market. I do believe even under normal market conditions SCHD would likely generate a very reliable stream of income, making it a good alternative option to a more typical retirement asset allocation.

Expand full comment
Sep 13Liked by Longacres Finance

Very well researched. Thank you for the article.

Expand full comment
author

Thanks Dave. I had a conversation recently with a friend about his retirement and this topic came up, so I thought it would be a useful exercise to look into.

Expand full comment

We all get great ideas from those around us :-)

Expand full comment