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Well, I just finished updating the spreadsheet I use to track all of my accounts for 2006. By comparing to the sheet I saved at the end of 2005 I was able to calculate total annual returns for various categories:
Taxable Accounts (includes MM, I-Bonds & individual stocks & 1 MF) 11.1%
Tax deferred accounts 14.6 %
Withdrawal rate 2%
This was from a portfolio allocated as follows:
Equities 77%
Large Cap 41%
Mid Cap 12%
Small Cap 8%
Int'l 15%
Fixed Income 14%
Cash 9%
I plan to do a bit of rebalancing to bring equities back down to 75% and replenish the cash I withdrew.
Anyone else care to share their results?
Grumpy
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