The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing

URL:  http://boards.fool.com/you-missed-a-day-or-two-ago-when-i-pointed-out-30871773.aspx

Subject:  Re: Hi gang... wow!!! Date:  9/15/2013  7:36 PM
Author:  Rayvt Number:  72871 of 76237

You missed a day or two ago when I pointed out that Ray's sheet is ignoring the costs of the relative volatility, which at 53% (to 0% on the IUL) has a dramatic reducing effect on the S&P results.

And yet the B&H portfolio ends up at $1,500,000 while the IUL ends up at $586,000 -- when started just before the 1974-75 bear market. It's a funny kind of "cost" that results in having twice as much money.
Copyright 1996-2014 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us