Asset Allocation Input Data

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Scenario Summary With Real Estate Without Real Estate Changing Cells: Real Estate 80% 0% Large Growth Stock 0% 50% Bond 15% 45% Cash 5% 5% Result Cells: Total investment outcome $117,054.46 $163,189.97 Notes: Current Values column represents values of changing cells at time Scenario Summary Report was created. Changing cells for each scenario are highlighted in gray. I would use the allocation with the 50% Growth Stock, 45% Bond, and 5% Cash method to invest instead.
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Asset Category 2007 2008 2009 2010 2011 2012 2013 Large Cap Stocks 5.77% -37.60% 28.43% 16.10% 1.50% 16.42% 33.17% Real Estate -17.55% -39.20% 28.60% 28.60% 9.24% 17.59% 1.86% Emerging Markets 39.82% -53.18% 79.02% 19.20% -18.17% 18.63% -2.27% Foreign Stocks 11.63% -43.06% 32.46% 8.21% -11.73% 17.90% 23.29% Mid Cap Stocks 5.60% -41.46% 40.48% 25.48% -1.55% 17.28% 34.76% Small Cap Stocks -1.57% -33.79% 27.17% 26.85% -4.18% 16.35% 38.82% Diversified Portfolio 7.85% -35.40% 31.79% 18.00% -2.73% 14.01% 18.40% Large Value Stocks -0.17% -36.85% 19.69% 15.51% 0.39% 17.51% 32.53% Commodities 16.23% -35.65% 18.91% 16.83% -13.32% -1.06% -9.52% Large Growth Stocks 11.81% -38.44% 37.21% 16.71% 2.64% 15.26% 33.48% Bonds 6.97% 5.24% 5.93% 6.54% 7.84% 4.21% -2.02% S&P 500 5.49% -37.00% 26.46% 15.06% 2.11% 16.00% 32.39% Cash (Year end Fed rate)
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  • Spring '14
  • ManluLiu

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