This spreadsheet contains the Money For the Rest of Us asset allocation model to allow you to evaluate your current asset allocation and compare it to other options. Please watch the video to see how to use the spreadsheet. https://vimeo.com/225639480 Download The spreadsheet utilizes the Money For the Rest of Us Plus forward looking, valuation based asset allocation assumptions. The spreadsheet assumptions were updated in January 2025. Download the asset allocation … [Read more...]
Example Asset Allocations
Below are example asset allocation with 10-year annualized expected returns ranging from 3.0% to 6.0% nominal. What They Are For The examples show for a given expected level of return the diversification impact of adding additional asset classes to a portfolio in terms of reducing risk as measured by the maximum expected loss (i.e. maximum drawdown) and the months until that loss has been fully recovered. Please see the Model Portfolios for examples of portfolios with additional … [Read more...]
5: Portfolio Examples
Once you have an asset allocation method and return and risk assumptions by asset class, the next step is to select a target portfolio. This module contains the Money For the Rest of Us Plus model portfolio examples to allow you to compare the return and risk of different portfolio mixes. This module contains: Portfolio Examples Overview Example Index Mutual Funds and ETFs Strategic and Adaptive Model Portfolios Model Portfolio Alternatives For Vanguard, Fidelity, Schwab, UCITS, TSP and … [Read more...]
How Dividends and Their Growth Rate Equal Total Return
This video goes through an example of how combining an investment's dividend yield with its dividend growth rate is a good estimate of an investment's total return. This is the approach used in developing expected returns for real estate investment trusts and master limited partnerships. https://vimeo.com/144064779 Download the spreadsheet … [Read more...]
Income Strategies Expected Returns
These expected returns for income strategies are for asset categories that have an income component but are distinct from traditional bond securities. Expected returns are gross of any taxes including income tax, capital gains tax, and dividend withholding taxes. This video describes how the expected returns for income strategies were derived. 10+ Year Expected Nominal Annualized Returns Assumptions were last updated in January 2025 and are revised at least annually or on an as-needed … [Read more...]
Income Strategies Expected Returns
These expected returns for income strategies are for asset categories that have an income component but are distinct from traditional bond securities. The following audio lesson provides more details for how the income strategies expected return assumptions were developed. https://dajl4eatqq6v9.cloudfront.net/income-strategies-returns-10-15-xcrt.mp3 10 Year Expected Nominal Annualized Returns As of January 13, 2017 Assumptions are the same as last quarter with the exception of … [Read more...]
Global Fixed Income Expected Returns
Expected bond return assumptions are based primarily on current yields to maturity, which has proven to be the best predictor of future returns for bonds. Expected returns are gross of any taxes including income tax, capital gains tax, and dividend withholding taxes. This video describes how the bond expected return assumptions were derived. This video provides more information on investing in bonds. 10+ Year Expected Nominal Annualized Bond Returns Assumptions were last updated in … [Read more...]
Global Fixed Income Expected Returns
Expected bond return assumptions on the are based primarily on current yields to maturity, which has proven to be the best predictor of future returns for bonds. Please see this video for a detailed explanation of this concept. The following audio lesson provides more details for how the global fixed income assumptions were developed. https://dajl4eatqq6v9.cloudfront.net/bond-return-assumptions.mp3 10 Year Expected Nominal Annualized Bond Returns As of January 13, 2017 Expected … [Read more...]
Global Equity Market Expected Returns
Expected common stock (i.e. equity) return assumptions use a forward-looking building block approach based on valuations, dividend yields, and expected corporate profit growth. Expected returns are gross of any taxes including income tax, capital gains tax, and dividend withholding taxes. This video describes how the expected stock return assumptions are derived. This video provides more information on investing in common stocks. 10+ Year Expected Nominal Annualized Stock … [Read more...]
Global Equity Market Expected Returns
Expected stock return assumptions on the Hub use a forward looking building block approach based on valuations, dividend yields and expected corporate profit growth. Start with the video for details on how the assumptions were developed. These assumptions are updated quarterly. https://vimeo.com/140445170 10 Year Expected Nominal Annualized Stock Returns As of January 13, 2017 Expected stock return assumptions are lower by 0.2% to 0.3% from last quarter reflecting the higher … [Read more...]
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