Tim's Retirement Strategy: Social Security And Dividend Income Retirement Plan For A Soon-To-Be Expat

I have had the privilege of writing several portfolio review articles for a number of individuals, including people I've met in person as well as readers of these works on Seeking Alpha. This newest article was requested by an SA subscriber who wanted to see if he was on track to meeting his retirement goals. What makes Tim's situation unique is that he currently works out of the country and intends to retire in Thailand. While this will not change Tim's investing strategy and goals, it does offer the benefit of needing less money on a monthly basis to retire on.
What makes Tim's situation unique is that he currently works out of the country and intends to retire in Thailand. Fortunately, Tim has spent a considerable amount of time preparing himself and his portfolio for this exact scenario.
The goal of this article is to review an actual portfolio and determine whether or not it meets the following conditions:
Is it diversified? Does it provide adequate yield and strong enough growth needed for Tim to retire in the next 2-3 years? What type of additional capital investments and sacrifices will Tim need to make in order to make his retirement portfolio achieve the level of income he desires for retirement? At what age should Tim start to draw his social security? (Hint: It's all dependent on points 1,2, and 3!) I want to emphasize that this is a real person and although some of the details have been altered, it is intended to help Tim reach his... Read more