Investment Income

Investment Income

4/27/2023

"How much do I need to have invested to be able to draw an interesting monthly income while my money continues to grow?"


"How much do I need to have invested to be able to draw an interesting monthly income while my money continues to grow?" I've prepared two illustrative examples for you. But first, let's explain what this 'income' really is. Simply put, it's a regular monthly income from your investment portfolio.

What's important to realize? If you set up your income well and have invested a sufficient amount of money in your investment portfolio, then you can draw very interesting amounts practically throughout your life.

In the first example, you can see a client's portfolio with an investment of 5 million CZK. If they start drawing 30,000 CZK monthly at an average portfolio growth of 6% per year, this income will last them a long 36 years! Over this period, they will receive a total of 10.44 million CZK.

Even though they receive 360,000 CZK annually in their account, their remaining money continues to work and grow. It earns for itself.

In the second image, you'll see an example of investing 5 million CZK with a payout of 60,000 CZK monthly. Since the client is withdrawing a larger amount, logically they receive less in interest. However, they can still receive a 60,000 CZK income for a long 9 years and receive a total of 6.48 million CZK.

Most of our clients want to start receiving income at 60 years old. But why not start earlier and work just because you want to, not because you have to...?

It all depends on your current situation and specific goals.

INTERESTED IN WHICH COMPANIES ARE GOOD TO INVEST IN? OR WOULD YOU LIKE TO DISCUSS YOUR PORTFOLIO?

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Contact

Ing. Petra Štěpánková, MBA, EFA

+420 604 218 602

petra@meliorinvest.cz

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