I am looking for advice on constructing a retirement portfolio. I am a 71 year old South African that is now tax resident in Portugal.
I want to move my South African living annuity capital to Europe as fast as SA law allows. Once externalized I want to reinvest it on a Euro cost averaging basis in a 3 fund portfolio. I should not need to draw down on the portfolio for 10 years. While I want to preserve capital, I also want reasonable growth. I will maintain a 12 month cash reserve in a money market instrument as well.
I want to move my South African living annuity capital to Europe as fast as SA law allows. Once externalized I want to reinvest it on a Euro cost averaging basis in a 3 fund portfolio. I should not need to draw down on the portfolio for 10 years. While I want to preserve capital, I also want reasonable growth. I will maintain a 12 month cash reserve in a money market instrument as well.
Statistics: Posted by Marknee — Wed Aug 21, 2024 7:25 am — Replies 1 — Views 114