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URL:  https://boards.fool.com/fcorelli-asks-using-a-5050-stocksbonds-aa-the-31104265.aspx

Subject:  Re: FireCalc - New SWR - Bad Date:  2/6/2014  12:29 AM
Author:  intercst Number:  74211 of 96093

FCorelli asks,

Using a 50/50 Stocks/bonds AA the SWR was: $32,530.55

Quite a variance.

Anybody have anything to say or do you see anything here I missed?

</snip>


You'd really have to look at the data set each program is using to tell what's going on.

In terms of SWR, the sweet spot for bonds is 1 to 2 year maturity. Anything longer than that tends to give you a lower SWR.

Also, you can put together a portfolio at Vanguard for 10 basis points in annual fees, why are you using 0.30 (30 basis points)?

intercst
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