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Author: rayvt Big gold star, 5000 posts Top Favorite Fools Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121572  
Subject: Re: Covering a loan + Foolish Four Date: 12/18/1997 10:56 AM
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I posted a 4-parter about drawdown in retirement.  See if you can't find it.  Pixy posted a 20-parter.
It all depends on if you need this money to live on, or if you can leave it in investments and let it grow.

FWIW, below is info on all rolling 5-year returns, for the period 1961 to 1997.  None of the Unemotional Value strategies had any 5-year period that lost money.
Regards,
Ray
            DJIA S&P_50   BTD5    MF4    UV2   UV4+ UV5/6+    UG5 
Deposits   $ 100  $ 100  $ 100  $ 100  $ 100  $ 100  $ 100  $ 100
Highest    $ 266  $ 247  $ 377  $ 437  $ 510  $ 423  $ 397  $ 848
Median     $ 154  $ 172  $ 225  $ 252  $ 275  $ 255  $ 242  $ 624
Avg        $ 159  $ 163  $ 223  $ 243  $ 280  $ 254  $ 245  $ 647
Lowest     $  91  $  88  $  99  $  87  $ 132  $ 120  $ 114  $ 473
CAGR-High  21.6%  19.8%  30.4%  34.3%  38.5%  33.5%  31.8%  53.3%
CAGR-Med    9.0%  11.5%  17.6%  20.3%  22.5%  20.6%  19.3%  44.2%
CAGR-Avg    9.8%  10.3%  17.4%  19.4%  22.8%  20.5%  19.6%  45.3%
CAGR-Low   -1.8%  -2.4%  -0.1%  -2.7%   5.8%   3.7%   2.7%  36.5%
Num gained    29     30     31     31     32     32     32      6  
Num lost       3      2      1      1      0      0      0      0
Std Dev     6.5%   5.7%   7.8%  10.1%   8.5%   7.6%   7.9%   6.1%
Expctd Hi  22.9%  21.7%  33.0%  39.5%  39.9%  35.7%  35.5%  57.5%
Expctd Lo  -3.3%  -1.1%   1.8%  -0.7%   5.7%   5.2%   3.8%  33.1%
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