Income Builder Portfolio
The Ashland Heights Income Builder Portfolio
Investors who rely on a stream of income cannot cope with today's painfully low yields on money markets and bank deposits. Thus Ashland has designed a stable, income-producing portfolio, the Income Builder, to provide consistent annual income while also allowing for inflation protection.
Key portfolio components include:
- Mortgage REITs
- Healthcare REITs
- Energy Master-Limited Partnerships
- Corporate bonds and bond funds
This blend provides steady cash flow through dividend income, while also allowing for upward float potential, where a traditional cash account would devalue over time.
Ideal investor: Individuals approaching or in retirement, who rely on investments as a primary source of income, or individuals with near to medium term savings which require inflation protection.