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Retire on Diversified Double-Digit Income Bryan Perry, Editor ChangeWave The 25% Cash Machine PowerPoint PPT Presentation


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Retire on Diversified Double-Digit Income Bryan Perry, Editor ChangeWave The 25% Cash Machine. Rising Inflation Rate . Katrina Spike. 15 year Trend was down until it was broken in 2004. Linear Regression Trend Line. Annual Inflation Rate. 4 Year Trend is up.

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Retire on Diversified Double-Digit Income Bryan Perry, Editor ChangeWave The 25% Cash Machine

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Retire on diversified double digit income bryan perry editor changewave the 25 cash machine

Retire on DiversifiedDouble-Digit Income

Bryan Perry, Editor

ChangeWave The 25% Cash Machine


Rising inflation rate

Rising Inflation Rate

Katrina Spike

15 year Trend was down until it was broken in 2004

Linear Regression Trend Line

Annual Inflation Rate

4 Year Trend is up.

Beginning a new 15 year Trend?

12 Month Moving Average


Low yield environment

Low Yield Environment


Typical fixed low yield investments

Typical Fixed Low-Yield Investments

  • Savings Accounts . . . . . . . . . . . . . . . . . . 4%

  • Money Markets . . . . . . . . . . . . . . . . . . . . 4.5%

  • Certificates of Deposit . . . . . . . . . . . . . . . 5.25%

  • U.S. Treasury Securities . . . . . . . . . . . . . 5.10%

  • Corporate Bonds . . . . . . . . . . . . . . . . . . . 5.80%

  • Fortune 500 Dividends . . . . . . . . . . . . . . . 3%


Poster child for dead dividend stock

Poster-Child for Dead Dividend Stock

  • Currently paying 4.1% while the stock tanks

  • Saddled with cars inferior to exports

  • Sales artificially boosted by heavy incentives

  • Gigantic pension obligations


30 dead dividend stocks to sell

30 Dead Dividend Stocks to Sell


A real high yield investment

A “Real” High Yield Investment

  • Pays dividends yields of 10% to 20% annual

  • Highly liquid vehicles that can be bought or sold through discount or online brokers

  • Less volatility than the average large cap stock portfolio

  • Drives dividends from cash-flow, not debt payments

  • Pays dividends monthly and/or quarterly


High yield investment vehicles

High Yield Investment Vehicles

Canadian Royalty Trusts

Closed End Funds

Convertible Securities

Convertible Preferred Stocks

Corporate Bonds

Equity Linked Securities (ELKS)

Master Limited Partnerships (MLPs)

Preferred Stocks

Real Estate Investment Trusts (REITs)

Business Development Companies

Oil/Shipping Tanker Stocks

Grantor Trusts

Emerging Market Debt

Option Income Funds


The 5 keys to the 25 cash machine high income investment strategy

The 5 Keys to the 25% Cash Machine High Income Investment Strategy

  • It pays a double-digit yield

  • It’s highly diversified

  • It’s highly liquid

  • It’s flexible

  • It offers upside appreciation with less volatility than common stocks


Eagle bulk shipping egle

Eagle Bulk Shipping (EGLE)

Vital Statistics

  • Tanker/Shipping

  • Current Price$19.39

  • Target Price$25

  • Dividend Yield12.27%

  • Payout Quarterly

  • Pay DateJune 6

  • Market Cap$696 M


S p 500 covered call bep

S&P 500 Covered Call (BEP)

Vital Statistics

  • Option Income

  • Current Price$20.60

  • Target Price$23

  • Dividend Yield10.48%

  • PayoutSemi-Annual

  • Pay Date June 29

  • Market Cap$358 M


Apollo investment ainv

Apollo Investment (AINV)

Vital Statistics

  • Business Development Company (BDC)

  • Current Price$18

  • Target Price:$22

  • Dividend Yield9.75%

  • FrequencyQuarterly

  • Pay DateMay 27

  • Market Cap$1.4 B


Building your own 25 cash machine portfolio

Building Your Own 25% Cash Machine Portfolio

  • Desire to build income portfolio

  • Look for securities paying yields of 10% to 12%

  • Invest in asset classes with strong fundamentals in pockets of economic strength

  • Rotate in and out of sectors of strength

  • Target capital appreciation of 10% to 15% per year


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