Hello,
My assignment requires me to enter the average historical data into the template below. The idea is to learn how to develop and interpret the data. Do you know where can I find quality average historical data online that is easy to use? I need to include this average historical data in the portions highlighted in yellow. Under the sub title EXPECTED RETURNS is the main data needed.
_ _ _ .11 2014 1 {u to {u l..- l..- L 35 36 37 30 39 2017 2010 2019 2020 2021 2022 S 6 7 S 9 to a H 'J. N a H '3'. to I... h. Taxable Portfolio Beginning Balance 100,000 Deposits _ _ _ _ 3,000 3,600 4,200 4,800 5,400 6,000 6,600 7,200 7,800 401k Portfolio Beginning Balance 40,000 1,000 1,250 1,500 1,750 2,000 1,250 2,500 1,750 3,000 o o o o o o o o o _ _ _ Roth 1m Portfolio Beginning Balance 20,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 4,000 3,500 0 0 0 0 0 0 0 0 0 _ _ _ Taxable Allocation 'l-i: _ Ikmeec Fixed Income 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Intaneunal Fixed Meme 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Cash and Equivalmtx 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Real Esme - Seem-idea 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% 10.0% Municipal Bonds 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Domeee Equity 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% 50.0% International Equity 25.0% 25.0% 25.0% 25.0% 25.0% 25.0% 25.0% 25.0% 25.0% Prim Equity 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Hedge Funds 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% Commodities 5 .0% 5 .0% 5 .0% 5 .0% 5 .0% 5 .0% 5 .0% 5 .0% 5 .0% Annuities 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% TOTAL 401K Allocation % Domestic Fixed Income International Fixed Income Cash and Equivalents Real Estate - Securities Municipal Bonds Domestic Equity International Equity Private Equity Hedge Funds Commodities Annuities TUI'AL Roth IRA Allocation % Domestic Fixed Income International Fixed Income Cash and Equivalents Reel Emile - Secln'itiee Domestic Equity International Equity Private Equity Hedge Fluids Commodities Annuities TUI'AL Expected Returns Domestic Fixed Income International Fixed Income Cash and Equivalents Real Estate - Securities Municipal Bonds Domestic Equity (SnifL cap-L42 ok or International Equityr Private Equity Hedge Funds Commodities Annuities Ination 0.0% 10.0% 0.0% 0.0% 70.0% 0.0% 0.0% 0.0% 0.0% 0.0% 100.0% 5.5% 6.5% 1 3% 10A ' o 10.0% 0.0% 0.0% 70.0% 10.0% 0.0% 70.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 1 00.0% 0.0% 0.0% 10.0% 70.0% 0.0% 0.0% 0.0% 0.0% 100.0% 0.0% 0.0% 6.0% 9.0% 14.0% 25.0% 10.0% 10.0% 7.0% 3.5%
