Case Study: An example of a perpetual portfolio in retirement

New Report: The Evidence-Based Approach to Investing in Property & Shares: download here. In this case study episode, Stuart Wemyss discusses a client’s journey to establishing a successful retirement strategy using a perpetual portfolio. The client, who began retirement with a Self-Managed Super Fund (SMSF) balance of just under $2 million, faced significant losses from a poor stock pick. However, over seven years, the portfolio has grown despite drawing substantial pension payments. Stu...