Annualized Returns by Starting & Ending Year

• Diagonal = Starting Years, Vertical = Ending Years
• Green = Exceeds Required Return, Red = Less Than Required Return
• Inspired by NY Times: In Investing, It’s When You Start And When You Finish
• For required returns, these entries (Savings rate analysis, SPIA to the rescue) walk through various scenarios
• Portfolio Graph at http://personalbizfinance.com/pbf/data/portfolio_lifespan_start_end.pl

Stock 05101520253035404550556065707580859095100 Bond 05101520253035404550556065707580859095100 Money Market 05101520253035404550556065707580859095100 Gold 05101520253035404550556065707580859095100 Annual Rebalancing

Display Options:

Mode Real Dollars Nominal Dollars
Display Precision HIDE012
Display Color Threshold 9876543210-1-2-3-4-5-6-7-8-9
Highlight Year 0123456789101112131415161718192021222324252627282930313233343536373839404142434445464748495051525354555657585960616263646566676869707172737475767778798081828384858687888990919293949596979899

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