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Asset Allocation spreadsheet w/ 35 years data...
Old 05-19-2007, 11:24 AM   #1
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Asset Allocation spreadsheet w/ 35 years data...

...hey kids, if you don't follow the Vanguard Bogleheads board:

a) you probably should, and

b) checkout this nifty AA spreasheet Simba has assembled:

"The new spreadsheet now includes 2 returns (1972-2006 & 1985-2006). Certain funds are only included in the 1985-2006 returns.

Most of the worksheets are locked (no password).
One can change the following in the worksheet Portfolio
1 - % allocation of funds
2 - Current Year (Could be 1972-2006 or 1985-2006)
3 - Number of Years you want to backtest (1-35 or 1-22)
4 - Initial Investment

Updated Spreadsheet - rev5a can be downloaded here

Regards,
Simba"


http://passive-investor.googlegroups...0OVaV-tMrDREEk
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Re: Asset Allocation spreadsheet w/ 35 years data...
Old 05-19-2007, 10:17 PM   #2
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Re: Asset Allocation spreadsheet w/ 35 years data...

looks good. thanks.
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Re: Asset Allocation spreadsheet w/ 35 years data...
Old 05-19-2007, 10:40 PM   #3
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Re: Asset Allocation spreadsheet w/ 35 years data...

Simba,

Great work. Thanks.

Spanky
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Re: Asset Allocation spreadsheet w/ 35 years data...
Old 05-20-2007, 10:01 AM   #4
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Re: Asset Allocation spreadsheet w/ 35 years data...

You might want to watch this Bogleheads thread for a little while as Simba continues to incorporate improvements:

http://www.diehards.org/forum/viewto...mrr=1179669891

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