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Subject:  Re: The 30 year portfolio performance Date:  1/8/2011  8:43 PM
Author:  DrTarr Number:  68165 of 96798

Hey Gordon,

Scenarios are no tax, no transaction cost, rebalanced annually, lump sum withdrawn at first of the year.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.

FC -
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.

Using derivatives...

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