Sentences with phrase «portfolio at some point in history»
* Keep track of the cost of the portfolio at some point in history (say) $ 5,000.
http://www.retailinvestor.org/ Not exact matches
As a result, even though expected returns on stocks were actually negative on a 10 - 12 year horizon in 2000, and are presently 0 - 2 % on that horizon, the expected return on a traditional portfolio mix is actually lower at present than at any point in history except the 1929 and 1937 market peaks.
My thought is that the way to do it would be to go back to earlier points in history, determine the SWRs that applied for various portfolio allocation strategies at those times, and then look forward to see how the strategies fared in the years that followed.
At no point in the history of the portfolios have we factored in taxes on return calculations.