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 if the majority of the yield is distributed 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 $1M dollar investment.
Key Takeaways
- The Equity Income Portfolio currently provides median monthly distribution of $3.3K while averaging around $4.3K per month based on $1Million 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.