Balancing current income needs with total returns can be challenging. Additionally, a portfolio with a great yield may still not be able to meet monthly income requirements should majority of the yield occur quarterly or semi-annually. The Global X Equity Income Portfolio could be the solution. To show how this portfolio could be a solution for income focused investors, we modeled the monthly distributions based on the portfolio’s current and historic allocations with a hypothetical $1 Million dollar investment.
Key Takeaways
- The Equity Income Portfolio currently provides a median monthly distribution in excess of $3.6K, averaging just under $4.0K per month, based on $1.0M invested.*
- Using products with monthly distributions can help meet monthly income needs.
- The Global X Equity Income Portfolio can help advisors balance current income needs with long-term total return.