More GraphsUpdated: July 31, 2009. Real, Annualized, Total Returns versus 100E10/PHere are the returns in terms of the percentage earnings yield 100E10/P over the entire data period.Year 10 100E10/P Full Data Year 20 100E10/P Full Data Year 30 100E10/P Full Data Year 40 100E10/P Full Data Year 50 100E10/P Full Data Year 60 100E10/P Full Data Balanced Fund Comparison GraphsHere is a comparison of the Year 10 NOMINAL returns of a Balanced Fund and the S&P500 index.(Updated: June 5, 2009) Balanced Fund Comparison Graphs Here is a comparison of the 30-year Historical Surviving Withdrawal Rates of a Balanced Fund and a 50%-50% S&P500-TIPS portfolio. The TIPS interest rate is 2%. The start years are 1949-1980. Balanced Fund HSWR Comparison Graphs Switching CI optimized stock allocation switching for today’s valuations on the Investment Strategy Tester. I call this Switching C. I have now generated 30-year Historical Surviving Withdrawal Rates for sequences starting in 1923-1980.Switching C Switching DI optimized stock allocation switching for today’s valuations on the Investment Strategy Tester. I call this version Switching D. I have now generated 30-year Historical Surviving Withdrawal Rates for sequences starting in 1923-1980.Switching D Take 6%This is what happens at Year 20 if you withdraw 6% of your portfolio’s CURRENT balance each year.Take 6% Take 6% with Valuation Informed IndexingThis is what happens at Year 20 if you withdraw 6% of your portfolio’s CURRENT balance each year and adjust allocations according to P/E10.Take 6% with Valuation Informed Indexing Switching C VariantsI optimized stock allocation switching for today’s valuations on the Investment Strategy Tester. I call this Switching C. I have added variants SwC15 and SwC10.Switching C Variants SwAT2 Returns GraphsHere are graphs of SwAT2 annualized, real, total returns.SwAT2 Returns Graphs SwOptT2 Returns GraphsHere are graphs of SwOptT2 annualized, real, total returns.SwOptT2 Returns Graphs Switching C Returns GraphsHere are graphs of Switching C real, annualized, total returns.Switching C Returns Graphs More Switching C Returns Graphs |