Simple Asset Allocation Examples
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Scenario 1Scenario 2Scenario 3Post-Retirement1 year CDs
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Stocks50%70%95%20%n/a
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Bonds50%30%5%80%n/a
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Typical Very Long Term Performance (30 years+)
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Guess8.00%9.60%11.60%5.60%4.00%
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Net noTax4.50%6.10%8.10%2.10%0.50%
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Net1.70%2.74%4.04%0.14%-0.90%
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Inflation3.5%
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Annual Performance Jan 2004-Dec 2009
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Best17.72%22.43%28.35%10.66%5.44%
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Worst-16.34%-24.90%-35.62%-3.51%1.92%
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Scenario 1: Balanced/conservative
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FundAsset ClassPercent of Total
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VTSMXDomestic Stock45%
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VGTSXInt'l Stock5%
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VBMFXBond50%
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Scenario 2: Cautiously aggressive
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FundAsset ClassPercent of Total
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VTSMXDomestic Stock63%
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VGTSXInt'l Stock7%
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VBMFXBond30%
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Scenario 3: Bring it, Baby! I can take the heat!
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FundAsset ClassPercent of Total
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VTSMXDomestic Stock85%
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VGTSXInt'l Stock10%
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VBMFXBond5%
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Post-Retirement: Don't let me lose what I got, but I plan to live a while too
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FundAsset ClassPercent of Total
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VTSMXDomestic Stock18%
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VGTSXInt'l Stock2%
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VBMFXBond80%
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Summary
Fund Value History
CD Rate History
Stock/Bond Actual History
CD Actual History
INC. Hypothetical Bad De