S & O 500 and dividends

Cadence · 04-10-2007, 08:01 PM

Dory,

If I have a portfolio of 100% S&P 500 and I'm retired and I'm withdrawing money from my portfolio, does FireCALC apply the dividends from the S&P 500 first before reducing the holdings. Or are S&P 500 dividends ignored?

Thanks - FireCALC is just about the best app I've come across on the web.

dory36 · 04-18-2007, 09:22 PM

Dividends are added back to the portfolio.

Glad it has been helpful!

dory36

04-10-2007, 08:01 PM	#1
Cadence Dryer sheet wannabe Join Date: Nov 2006 Posts: 15	S & O 500 and dividends Dory, If I have a portfolio of 100% S&P 500 and I'm retired and I'm withdrawing money from my portfolio, does FireCALC apply the dividends from the S&P 500 first before reducing the holdings. Or are S&P 500 dividends ignored? Thanks - FireCALC is just about the best app I've come across on the web.

04-18-2007, 09:22 PM	#2
dory36 Early-Retirement.org Founder Developer of FIRECalc Join Date: Jun 2002 Posts: 1,823	Re: S & O 500 and dividends Dividends are added back to the portfolio. Glad it has been helpful! dory36 __________________ Often uninformed, seldom undecided. Twenty years from now you will be more disappointed by the things you didn't do than by the ones you did do. So throw off the bowlines. Sail away from the safe harbor. Catch the trade winds in your sails. Explore. Dream. Discover. Mark Twain

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