Wholesale Income For Retirement vs. Typical Asset Allocation Model Case Study Results

HowToCombatTheExcessRiskof60% Stock/40%BondPortfolios

DCFAnnuitiesrevealedtheirnewcasestudytodayontheresultsofa comparisonpittingatypicalassetallocationmodelagainstthe WholesaleIncomeAdvantagestrategy.

utilizingretirementincomeattruewholesale pricingforthesafepartoftheportfolio.

Thecasestudyhighlightsresultsfromanidentical growthassetpairedwithtypicalbondsforsafety vs.

Thiscasestudydemonstratesthatbyreplacingrisky bondsinaportfoliowithlong-termincomeattrue wholesalepricing,investorshaveamuchbetterchance ofbeatinginﬂation,recession,anduncertainoutcomes generatedbycommonlyused"cookie-cutter"asset allocationmodels.

Withtheeliminationofthevolatilityriskandmarket riskinherentwithbondinvestments,theoverall portfoliogrowthoftheWholesaleIncome Advantage™strategyexceededthetypical60% stocks,40%bondsassetallocationmodelinevery timeframeshowninthecasestudy.

AcomprehensiveMonteCarloanalysisover15years,20years,and25years eachproducedadramaticallyhigherendresultwiththelowerriskassetwhen comparedtothetypicalWallStreetassetallocationmodel.

Itisimportantforinvestorstounderstand thatbondsarenotarisk-freeinvestment, whileWholesaleIncome™has guaranteesunavailablewithsecurities likebondsorstocks. DCFAnnuitiesownerNathanielPulsifersaysthere aremanypeoplelookingforinsightsandanswers abouttheresultsofacomparisonpittingtypicalasset allocationmodelagainsttheWholesaleIncome Advantagestrategy.

Thecasestudyhighlightstheoutcomefromanidenticalgrowthassetpaired witheithertypicalbondsforsafetyortheresultsusingretirementincomeattrue wholesalepricingforthesafepartoftheportfolio.

Itisknownforbeingthebestsourcein thecountryforsafeincomestreamsat truewholesalepricingbackedbysome ofthestrongestcompaniesintheworld. TheWholesaleIncomeAdvantage websitewascreatedasaresourcefor accesstoresearchandcasestudieson theutilizationofuniquesafe-money assetsoﬀeredbyDCFAnnuities.

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