Reviewing Stock Market Returns to Build a Buckets Retirement Plan
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- Опубликовано: 22 авг 2024
- I want to create a retirement plan that utilizes several buckets of funds that have varying quantities and risks. In anticipation of this, we look at some historical returns to get a feel for what's realistic in planning 5-year and 10-year returns.
In studying historical S&P 500 returns from 1928 - 2020, we use some simple Excel functions like #MAX, #MIN, and #AVERAGE to notice the variability in returns when we invest for longer time horizons.
Great page and downloadable Excel for historical data: pages.stern.nyu...
Really good! Thank you for this.