What Are SWPs? I How Can Mutual Fund Investors Utilize SWPs? | All About Systematic Withdrawal Plan
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- เผยแพร่เมื่อ 16 ก.ย. 2024
- How should investors approach thematic funds? Are SWPs better than FDs? How MF investors can utilize SWPs? Can SWPs help you meet your cash needs? Who should invest in SWPs? Why SWPs are great for regular income? Get all your questions answered on the mutual fund show. All about systematic withdrawal plan.
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8% Withdrawal rate via SWP !!! I think anything more than 5% can be too Risky. Very few Portfolios can sustain a 8% withdrawal rate for more than a decade and a half, as after that the capital will start getting spent at a very high rate.
The standard thumb rule is to withdraw 4% or less every year.
Alternatively, the withdrawal rate should be less than half of the average rate of return. If portfolio generates 10% on average, withdrawal rate should be less than 5%.
Past record shows even 12% swp withdrawal did not wipe out the capital but rather increase for many funds!!
Tax efficiency depends on tax laws, so cannot be relied upon for year after year
Lol ...they are Vasily saying swp as equity gives fixed returns...what if bear market continues for 3 years ...this all just easy to say
more than SWP, SIP was discussed.