Magazine

Online Extra: Three Scenarios


VARIABLE RETURNS

PORTFOLIO 1Portfolio Holdings

1-Yr. Return (%)

3-Yr. Return (%)

5-Yr. Return (%)

75% large caps

13.19

17.26

3.51

25% bonds

2.70

4.41

5.10

Portfolio 1

Total Return

10.57

14.04

3.91

PORTFOLIO 2Portfolio Holdings

1-Yr. Return (%)

3-Yr. Return (%)

5-Yr. Return (%)

50% large cap

13.19

17.26

3.51

25% small cap

23.34

27.50

11.52

25% bonds

2.70

4.41

5.10

Portfolio 2

Total Return

13.11

16.61

5.91

PORTFOLIO 3Portfolio Holdings

1-Yr. Return (%)

3-Yr. Return (%)

5-Yr. Return (%)

16.67% large cap

13.19

17.26

3.51

16.67% mid cap

20.33

24.08

8.57

16.67% small cap

23.34

27.50

11.52

25% international stocks

30.00

32.21

12.15

12.5% precious metals

63.94

37.38

36.25

12.5% bonds

2.70

4.41

5.10

Portfolio 3

Total Return

25.31

24.75

12.14

Portfolio analysis: 1, 3, 5 Yr. returns as of March 31, 2006 for different portfolios. Returns for each asset class is at the bottom

SOURCE: MORNINGSTAR INC.


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