Are you using (or soon to be using) your investment portfolios to supplement your annual income? In this discussion, which was featured during the 2021 Burgundy Forum, Investment Counsellors Mathew Harrison and Jessie Bobinski discuss how to drive stable income from your investment portfolio using bonds and alternative methods. Using real-world examples, their conversation sheds light on the time segmentation approach to asset allocation and offers insight into the sequence of returns risk.

 

Highlights of the session include:

  • 3:26: Time Segmentation Approach
  • 6:32: Sequence of Returns Risk
  • 14:14: Volatility of Returns Risk
  • 18:15: Strategic Withdrawals
  • 20:42: Why Own Fixed Income and Cash?
  • 24:10: Burgundy’s Approach

The transcript has been edited for clarity.

Mathew Harrison

Mathew Harrison, CFA

Vice President,

Head of Private Client Group

Jessie Bobinski

Jessie Bobinski, CFA, CFP

Investment Counsellor

For more information, including recommendations for your unique retirement needs, please contact us.


This post is presented for illustrative and discussion purposes only. It is not intended to provide investment advice and does not consider unique objectives, constraints or financial needs. Under no circumstances does this post suggest that you should time the market in any way or make investment decisions based on the content. Select securities may be used as examples to illustrate Burgundy’s investment philosophy. Burgundy funds or portfolios may or may not hold such securities for the whole demonstrated period. Investors are advised that their investments are not guaranteed, their values change frequently and past performance may not be repeated. This post is not intended as an offer to invest in any investment strategy presented by Burgundy. The information contained in this post is the opinion of Burgundy Asset Management and/or its employees as of the date of the post and is subject to change without notice. Please refer to the Legal section of this website for additional information.