2021/Q4 Portfolio Review Spreadsheet

	A	B	C	D	E	F	G	H	I	J	K	L	O	P	R	S
1		Qtrly Inflation	Classic 60/40	Golden Butterfly	All Seasons	Income	Bogleheads 80/20	Qian	Leveraged Butterfly	100% Equities	Growth	Leveraged Seasons

2	2021 Q4	1.32%	3.68%	1.95%	2.24%	3.64%	4.10%	1.91%	3.03%	5.75%	5.85%	4.08%
3	Placement		5	9	8	6	3	10	7	2	1	4
4
5	Qtr Start Value		$996,085	$986,872	$1,001,709	$1,090,918	$989,557	$1,000,332	$990,437	$990,563	$1,001,570	$981,130
6	Qtr End Value		$1,037,468	$1,012,386	$1,004,250	$986,796	$1,033,580	$977,838	$960,025	$1,051,780	$1,013,948	$994,765
7	Growth Rate		4.15%	2.59%	0.25%	-1.03%	4.45%	-2.25%	-3.07%	6.18%	1.24%	1.39%
8	Dividends		$5,402	$3,881	$30,065	$56,682	$6,703	$51,706	$70,528	$5,906	$56,380	$36,575
9	Withdrawals	-$10,132	-$4,730	-$6,251	$19,933	$46,550	-$3,429	$41,574	$60,396	-$4,226	$46,248	$26,443
10	End Qtr Net Value		$1,032,739	$1,006,136	$1,024,183	$1,033,346	$1,030,151	$1,019,412	$1,020,421	$1,047,554	$1,060,196	$1,021,208
11	QTR NET GROWTH RATE		3.68%	1.95%	2.24%	3.64%	4.10%	1.91%	3.03%	5.75%	5.85%	4.08%
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13	Current Value		$1,032,739	$1,006,136	$1,024,183	$1,033,346	$1,030,151	$1,019,412	$1,020,421	$1,047,554	$1,060,196	$1,021,208
14	NET Growth Rate		3.27%	0.61%	2.42%	3.33%	3.02%	1.94%	2.04%	4.76%	6.02%	2.12%
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16	Q2 2021		$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000	$1,000,000
17	Q3 2021		$996,085	$986,872	$1,001,709	$997,026	$989,557	$1,001,079	$990,437	$990,563	$1,001,570	$981,130
18	Q4 2021		$1,032,739	$1,006,136	$1,024,183	$1,033,346	$1,030,151	$1,019,412	$1,020,421	$1,044,552	$1,060,196	$1,021,208
19													RPC Growth	5.85%	RPC Growth	$1,060,196
20													100% Equities	5.75%	100% Equities	$1,047,554
21													Bogleheads 80/20	4.10%	RPC Income	$1,033,346
22													Levered Seasons	4.08%	Classic 60/40	$1,032,739
23													Classic 60/40	3.68%	Bogleheads 80/20	$1,030,151
24													RPC Income	3.64%	All Seasons	$1,024,183
25													Levered Butterfly	3.03%	Levered Seasons	$1,021,208
26													All Seasons	2.24%	Levered Butterfly	$1,020,421
27													Golden Butterfly	1.95%	Qian	$1,019,412
28													Qian	1.91%	Golden Butterfly	$1,006,136
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