Portfolio Experiment

trixs · 10-20-2007, 08:30 PM

Hey Everyone,

As most probably know from my previous thread I am in the 'slow' process of completely revamping my portfolio. One day it will become a completely indexed portfolio with hopefully a value tilt.

In my process of exploring various index allocations I made a little spreadsheet this weekend. Basically this just allows you to place different percentages in the various asset classes. The majority of the indexes are based on MSCI and Lehman for bonds..It rebalances every year and gives you the results from 96-05. Also shows what the standard deviation and annualized returns would have been.

I just thought someone might find this interesting to play with. In the future I plan on adding various account types and account for taxes. This way I can truly see how the various components react to each other.

If anyone has anymore available pricing data please let me know!

trixs · 10-21-2007, 07:48 AM

Here is a link to a very good spreadsheet. Whoever made this spent alot of time..
http://passive-investor.googlegroups...urns-rev6j.xls

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10-21-2007, 07:48 AM	#2
trixs Recycles dryer sheets Join Date: Nov 2005 Posts: 108	Here is a link to a very good spreadsheet. Whoever made this spent alot of time.. http://passive-investor.googlegroups...urns-rev6j.xls

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