The Paid to Wait Strategy

Geoff Cook - CFP, CHAIP

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Our Paid to Wait Strategy consists of owning a broadly diversified portfolio of select sovereign bonds, corporate bonds (investment grade and high yield), real estate investment trusts (REITs), dividend paying equities, and infrastructure assets. This approach is designed to take advantage of the most attractive yield opportunities in the world, while maintaining a conservative risk/return profile. Individual investors gain access to yield producing investments that otherwise would only be available to institutions.

Interest rates are at all-time lows. Investing in guaranteed investments will turn no profits. In fact you, will lose money to inflation. Investing in guaranteed products will also lock up your capital, and have a significant opportunity cost as some of the biggest investment opportunities in history are among us (for those who are patient).

Our paid to wait strategy provides a great alternative to locking your money up in GIC’s as you are involved in the market, participating in the long-term growth, while getting paid in the meantime. Our paid to wait portfolios pay an income of 5% - 7% per year with substantially less risk and volatility than the market. If your money is non-registered we have the ability to structure the investment to defer tax on the income, or give it preferential tax treatment.

 

Examples of Infrastructure Assets
- Utilities
- Pipelines
- Ports 
- Toll Highways

Examples of REITS
- Smart Centres
- Rio Can
- Brookfield Asset Management
- Strip Malls
- Resorts
- Condos and Apartments
- Retirement Homes

(Please note these are just examples and may or may not be actual holdings in our portfolios)

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When dealing in financial matters, you are urged to consult an advisor for legal, tax or investment advice. Every effort has been made to present information in a clear, exacting manner. However neither the publisher nor the authors can be held responsible for any losses incurred due to the actions of any individual as the result of this post or any errors or omissions contained herein.

Infinite Financial places mutual fund transactions through Banwell Financial Inc. and Life Insurance transactions through Bridgeforce. To learn more about these relationships - click here

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