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Author: galeno Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19026  
Subject: My Retirement Portfolio Date: 10/27/2000 4:01 PM
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My retirement portfolio looks like this:

20% Laddered cash portfolio (6 years of living expenses)
80% MI stock portfolio

The MI stock portfolio looks like this:

25% Key100 (1-4) annual
25% PEG (1-4) semi-annual
25% RS13/RS26 Overlap (1-3) quarterly
25% PEG13/PEGRSW Overlap (1-3) monthly
Gross CAGR=60 (Net CAGR=55) GSD=29 Sharp Ratio=1.08 TER=1.61 (Net TER=1.29) The portfolio has 9 to 14 stocks depending on overlaps between screens.

I sell 3% of the value of the stock portfolio on the first Friday of the new year and add it to the cash portfolio. I then divide the cash portfolio total by 72 (six years) and that's our monthly draw for the year.

Any suggestions or critisisims?
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