The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Re: The 30 year portfolio performance||Date: 1/8/2011 8:43 PM|
|Author: DrTarr||Number: 68165 of 77287|
Scenarios are no tax, no transaction cost, rebalanced annually, lump sum withdrawn at first of the year.
Started w/$1,000,000 in 1981 with 100% in the S&P or as otherwise specified. Took out X% annually (adjusted for inflation.) So for the $4,102,000, this was the residual that would be in there today if the retiree withdrew at the 4% rate.
UST = United States Treasuries,
SSO = is a leveraged ETF Ultra S&P
The Ultra S&P500 seeks investment results generally equivalent to twice (200%) the performance of the S&P 500 Index.
|Copyright 1996-2015 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|