Lesson 5.1

  • Draw a simple three column table: 
Screen Shot 2018-08-17 at 11.59.11 AM.png
  • As an example, we will be doing a 50/50 Portfolio Rebalance.
    • Write in Year, SWPPX and VBMFX as titles for the columns.
Screen Shot 2018-08-17 at 12.03.14 PM.png
  • You will start with $200,000 dollars with a 50/50 portfolio balance. 
    • $100,000 in Stocks and $100,000 in Bonds.
Screen Shot 2018-08-17 at 12.03.14 PM.png
  • After year one, the SWPPX (aka equities = stocks) went up 20% and the VBMFX (aka fixed income = bonds) went up 4%.
Screen Shot 2018-08-17 at 12.08.03 PM.png
  • After year two, the SWPPX (aka equities = stocks) went down 10% and the VBMFX (aka fixed income = bonds) went up 4%.
Screen Shot 2018-08-17 at 12.12.22 PM.png

1 | 1.1 | 1.2 | 1.3 | 2 | 2.1 | 2.2 | 2.3 | 2.4 | 3 | 3.1 | 3.2 | 4 | 4.1 | 4.2 | 4.3 | 4.4 | 4.5 | 4.6 | 5 | 5.1 | 5.2


Screen+Shot+2018-08-06+at+12.14.08+AM.png