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Author: JWR1945a One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 76418  
Subject: Sample Calculation Date: 7/6/2008 12:37 PM
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Recommendations: 3
Here is an example of the income stream produced by a dividend blend combination. You NEVER sell any shares to generate income. (You do sell shares at times to improve the quality of your holdings.)

Simplified Automatic Allocator

Investment Portfolios Total: 100000

High Growth Portfolio:
Dividend Yield: 4.50 percent
Dividend Growth: 7.50 per year (nominal)
Allocation: 50 percent

High Yield Portfolio:
Dividend Yield: 8.20 percent
Dividend Growth: 0.00 per year (nominal)
Allocation: 50 percent

Initial TIPS Balance: 0

TIPS Rate: 2.00 percent (real)

Inflation: 3.00 percent

Total Invested: 100000

WITHDRAWAL AMOUNT: 6300 per year (real)


..............Dividend..Retiree..TIPS
Year.......Income....Income...Balance
0.. 6350.. 6300.. 0
1.. 6329.. 6300.. 50
2.. 6316.. 6300.. 80
3.. 6310.. 6300.. 97
4.. 6313.. 6300.. 109
5.. 6323.. 6300.. 124
6.. 6342.. 6300.. 149
7.. 6369.. 6300.. 194
8.. 6404.. 6300.. 267
9.. 6448.. 6300.. 376
10.. 6501.. 6300.. 532
11.. 6563.. 6300.. 744
12.. 6634.. 6300.. 1023
13.. 6715.. 6300.. 1377
14.. 6805.. 6300.. 1820
15.. 6905.. 6300.. 2361
16.. 7015.. 6300.. 3013
17.. 7135.. 6300.. 3788
18.. 7266.. 6300.. 4699
19.. 7409.. 6300.. 5760
20.. 7562.. 6300.. 6983
21.. 7727.. 6300.. 8385
22.. 7904.. 6300.. 9980
23.. 8094.. 6300.. 11783
24.. 8296.. 6300.. 13813
25.. 8512.. 6300.. 16085
26.. 8741.. 6300.. 18618
27.. 8984.. 6300.. 21431
28.. 9242.. 6300.. 24544
29.. 9516.. 6300.. 27977
30.. 9805.. 6300.. 31753
31.. 10110.. 6300.. 35892
32.. 10432.. 6300.. 40420
33.. 10772.. 6300.. 45361
34.. 11130.. 6300.. 50741
35.. 11507.. 6300.. 56586
36.. 11904.. 6300.. 62925
37.. 12321.. 6300.. 69787
38.. 12759.. 6300.. 77204
39.. 13220.. 6300.. 85207
40.. 13703.. 6300.. 93831
41.. 14210.. 6300.. 103111
42.. 14742.. 6300.. 113083
43.. 15300.. 6300.. 123787
44.. 15885.. 6300.. 135262
45.. 16497.. 6300.. 147552
46.. 17139.. 6300.. 160700
47.. 17811.. 6300.. 174753
48.. 18515.. 6300.. 189760
49.. 19252.. 6300.. 205770
50.. 20023.. 6300.. 222837
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