Understanding Retirement Savings: A Comparative Analysis of Investment Strategies

This is the first of a series of 4 podcasts focused on the decision to have all of your investments be all equities vs. a balanced portfolio of equities and fixed income.  In this presentation Paul uses the S&P 500 in  both the all equity and the 60/40 stock/bond portfolio.  He uses the following tables during his presentation.

Table B1 Fine Tuning Table: S&P 500 Equity Portfolio

Table H2a Sound Investing Portfolios (these portfolios are all 100% equities)

Table H2 Sound Investing Portfolios (these portfolios are all 60% equities/40% fixed income) (NEW)

Table C1 Fixed Contributions ($1,000/yr: S&P 500 Equity Portfolio
In the next presentation he does the same analysis using the U.S. 4 Fund and Worldwide 4 Fund Portfolios for the equity portion of the portfolio.