TLT - How To Invest $100000 In Today's Market With A SWAN Strategy 6% Income

2024-05-11 09:00:00 ET

Summary

• The SWAN (Sleep Well At Night) strategy aims to minimize volatility and draw-downs while achieving high-income and market-matching growth.
• The strategy consists of two buckets: a Funds-based High-Income Dividend bucket and a Hedging (Rotational) bucket.
• The Funds-based DGI bucket provides simplicity, diversification, and passive management, while the Rotational bucket offers growth and a built-in hedging mechanism to limit draw-downs.

Introduction:

The stock market is going through a critical phase. The market has made several all-time new highs in 2024, though its upward movement has met some resistance recently. The recent rally was caused mainly by two factors. The first being the expectations of multiple rate cuts by the Fed in 2024; however, those expectations have now been tamped down due to the stubborn inflation readings recently. The second factor that fueled the rally was the hype around AI (Artificial Intelligence) that lifted the valuations of the tech companies that have anything to do with AI....

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