The AAII Atlanta Chapter presents...
"Positioning Your Portfolio to Generate Sustainable Cash Flow"
For his presentation, Mitch Reiner will be talking about Capital Investment Advisors (CIA) and its approach to income investing and how you can begin thinking about how to get more cash flow out of your investments. There are a number of asset categories to consider; the task is to understand each category (real estate investment trusts, closed-end funds, master limited partnerships, bonds, etc.) and how it moves in relation to another category and the effect that the market has on their distributions. The goal of an income portfolio is to generate sustainable income despite market volatility. Reiner will discuss CIA’s basic “Bucket Approach” of allocating your assets, and then diversifying appropriately within each bucket will be the focus of the conversation. Further, Reiner will outline some of the asset classes that make up the income bucket and the characteristics that are crucial to examine in order to identify an opportunity within each category.
Investment Advisor, Chief Operating Officer and Chief Investment Officer, Capital Investment Advisors (CIA)
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