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Stock and Bond Yields - Not Enough To Live On!


Stock and Bond Yields – Not Enough To Live On!

The “real” yields for both bonds and stocks are negative. The last time that both stocks and bonds generated negative real yields was back in early 70’s. Investors cannot just rely on yield to generate income. THOR understands this dilemma and believes portfolio’s need to be more dynamically managed to maintain appropriate withdrawal rates.

Written by

James E. Gore, CFA®, CAIA, CMT®

Jim serves as the Chief Investment Officer of THOR, is a Chartered Financial Analyst charter-holder, a Chartered Alternative Investment Analyst, a Chartered Market Technician, a member of the Association for Investment Management and Research and a member of the Cincinnati Society of Financial Analysts.

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