Triad Portfolio Weighting.xlsx
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Optimize Your Retirement - Triad Portfolio Weighting
Go To File - Make a Copy to create an editable copy you can use.
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Asset DimensionInputs - WeightingInputs - Return (CAGR)
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Risk-free10%1.7%
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Core80%12.0%
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Alternative10%25.0%
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CalculationsOutputs
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Your Total Expected Return (CAGR)12.27%
This is the weight-average compound annual expected return on capital.
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Resources
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Personal CapitalThe first step in securing your financial future is to sign up with Personal Capital. It's a completely free tool that I recommend to everyone, not just retirees.
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LendingTreeI believe that retirees SHOULD carry a mortgage in retirement to optimize their finances. Make banks compete for your business so that you can get the best rate.
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For more information, you can email me at matt@optimizeyourretirement.com or see the associated post:
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http://optimizeyourretirement.com/the-triad-portfolio
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Triad Portfolio Weighting
 
 
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