Portfolio Sheet
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABAC
1
Balance:$1,000,000
2
3
% Bonds30%YearBond BalanceEquity BondsTotal ValueBond %Equity %
Bonds Dividends
Equity Dividends
Total Dividends
Bond %Equity %
4
1$300,000$700,000$1,000,00030%70%$16,500$14,000$30,50054%46%
5
Bond Growth Rate:2%2$306,000$749,000$1,055,00029%71%$16,830$14,980$31,81053%47%
6
Equity Growth Rate:
7%3$312,120$801,430$1,113,55028%72%$17,167$16,029$33,19552%48%
7
4$318,362$857,530$1,175,89327%73%$17,510$17,151$34,66151%49%
8
Bond Dividends:6%5$324,730$917,557$1,242,28726%74%$17,860$18,351$36,21149%51%
9
Equity Dividends:2%6$331,224$981,786$1,313,01025%75%$18,217$19,636$37,85348%52%
10
7$337,849$1,050,511$1,388,36024%76%$18,582$21,010$39,59247%53%
11
8$344,606$1,124,047$1,468,65323%77%$18,953$22,481$41,43446%54%
12
9$351,498$1,202,730$1,554,22823%77%$19,332$24,055$43,38745%55%
13
10$358,528$1,286,921$1,645,44922%78%$19,719$25,738$45,45743%57%
14
11$365,698$1,377,006$1,742,70421%79%$20,113$27,540$47,65442%58%
15
12$373,012$1,473,396$1,846,40920%80%$20,516$29,468$49,98441%59%
16
13$380,473$1,576,534$1,957,00719%81%$20,926$31,531$52,45740%60%
17
14$388,082$1,686,892$2,074,97319%81%$21,345$33,738$55,08239%61%
18
15$395,844$1,804,974$2,200,81818%82%$21,771$36,099$57,87138%62%
19
16$403,761$1,931,322$2,335,08317%83%$22,207$38,626$60,83337%63%
20
17$411,836$2,066,515$2,478,35017%83%$22,651$41,330$63,98135%65%
21
18$420,072$2,211,171$2,631,24316%84%$23,104$44,223$67,32734%66%
22
19$428,474$2,365,953$2,794,42615%85%$23,566$47,319$70,88533%67%
23
20$437,043$2,531,569$2,968,61315%85%$24,037$50,631$74,66932%68%
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
Main menu