Subscribe to AFM

Subscribe to AllFinancialMatters
by Email

All Financial Matters

Promote Your Page Too

The American's Creed

Site Sponsors

AFM in the Media

Money Magazine May 2008

Real Simple March 2008

Blogroll (Daily Reads)

« | Main | »

“7 Twelve” Portfolio October 2010 Update

By JLP | November 1, 2010

Here are the total returns for the 7 Twelve Portfolio through October 2010 (Click to see a larger version):

NOTES: This portfolio assumes $1,000,000 initial investment with a 5% income withdrawal on December 31, 2009 for a net investment of $950,000. The portfolio also does not include trading costs.

The Vanguard REIT Index ETF is up over 24% year-to-date and now makes up 9.49% of the total portfolio.

Topics: 7Twelve Portfolio, Exchange-Traded Funds, Index Funds, Investing | 3 Comments »

3 Responses to ““7 Twelve” Portfolio October 2010 Update”

  1. BG Says:
    November 1st, 2010 at 12:18 pm

    I’m surprised with the ‘Cash’ portion of the portfolio. I understand that it may be important with a portfolio if you are actively in retirement, but it doesn’t make sense (to me) for a portfolio that you are trying to grow.

    If you must have a ‘Cash’ position, then at least make it a short-term FDIC-insured CD or something that gets better returns than the money-market accounts of today.

  2. Aaron Says:
    November 1st, 2010 at 4:24 pm

    I’ve re-read the earlier posts on the 7Twelve portfolio, but I cannot figure out why you took a 5% withdrawal at the same time as the initial investment.

  3. JLP Says:
    November 1st, 2010 at 4:27 pm

    It’s a retirement hypothetical portfolio.