Navigating market volatility, securing Eleanor's financial future.
Eleanor, a risk-averse retiree, inherited a $1.8 million Traditional IRA and $450,000 in taxable accounts. She lacks investment experience and is concerned about preserving capital while generating sufficient income to maintain her lifestyle. She needs a clear understanding of the volatility associated with different investment options within her IRA.
Using the Beta Stock Calculator, we assessed the volatility of several dividend-paying stock options Eleanor was considering for her IRA. We identified stocks with Betas closer to 1, indicating market-average volatility, allowing us to build a portfolio that provides income without undue risk. This resulted in a portfolio with an average Beta of 0.85, aligning with Eleanor's risk tolerance.
The Beta Stock Calculator was used to analyze the historical price movements of individual stocks relative to the S&P 500 index. Data was sourced from a reputable financial data provider, and calculations were performed using a 5-year historical period.
$10,000 increase in annual dividend income within a risk profile acceptable to Eleanor, based on the selected stocks.
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